347 строки
16 KiB
Markdown
347 строки
16 KiB
Markdown
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# Lab 1 - Customer Insights Data Sources, Unification and Enrichment
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<img src="images/lab01/media/image1.png" style="width:3.9375in;height:0.63819in" />
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<br/>
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<img src="images/lab01/media/image2.png" style="width:3.48973in;height:1.20479in" />
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#
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Contents
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#
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[Lab Overview](#lab-overview)
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[Introduction](#introduction)
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[Objectives](#objectives)
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[Exercise 1: Import customer
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datasets](#exercise-1-import-customer-datasets)
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- [Step 1: Sign into Dynamics 365 Customer Insights](#step-1-sign-into-dynamics-365-customer-insights)
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- [Step 2: Load CustomerDemographics sample dataset to Customer Insights](#step-2-load-customerdemographics-sample-dataset-to-customer-insights)
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- [Step 3: Load CustomerServiceAttributes sample dataset to Customer Insights](#step-3-load-customerserviceattributes-sample-dataset-to-customer-insights)
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- [Step 4: Ensure entities are loaded](#step-4-ensure-entities-are-loaded)
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[Exercise 2: Unify customer
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entities](#exercise-2-unify-customer-entities)
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- [Step 1: Map fields in your customer entities](#step-1-map-fields-in-your-customer-entities)
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- [Step 2: Match your customer entities on customerID](#step-2-match-your-customer-entities-on-customerid)
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- [Step 3: Merge your customer entities](#step-3-merge-your-customer-entities)
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[Exercise 3: Enrich customer
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entities](#exercise-3-enrich-customer-entities)
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- [Step 1: Enrich with Interest affinities](#step-1-enrich-with-interest-affinities)
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[Summary](#summary)
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#
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# Lab Overview
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## Introduction
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This hands on lab will provide an overview of key functionality in
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Dynamics 365 Customer Insights with a sample dataset. You will load
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sample customer data sources and ensure they have been properly mapped,
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merged, and enriched. Whether you walk through this lab with sample data
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or use your own customer datasets for your business, the steps in this
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lab are prerequisites for the later hands on labs.
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Prior to this workshop you should have already provisioned a Dynamics
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365 Customer Insights environment, granted appropriate access to your
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team and loaded appropriate customer datasets relevant to your business.
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If you have completed these steps, skim the instructions below to ensure
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you have completed each type of activity as they are prerequisites for
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later labs.
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## Objectives
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The objectives of this exercise are to:
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- Import customer datasets into your Dynamics 365 Customer Insights
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environment
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- Map the fields in your customer entities
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- Merge multiple entities on customer key columns
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- Perform enrichment of your data using external industry sources and
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services
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The estimated time for this lab is 90 minutes
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# Exercise 1: Import customer datasets
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In this section you will import sample customer datasets to your
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Dynamics 365 Customer Insights environment. The steps below will show
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how to load a demo dataset which will be used for illustrative purposes
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in this hands on lab. They can be skipped if your real datasets are
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already loaded, unified and enriched appropriately.
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## Step 1: Sign into Dynamics 365 Customer Insights
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Browse to <https://home.ci.ai.dynamics.com/> and sign in with your
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organizational account.
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If you don’t have a Customer Insights environment provisioned already
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and wish take advantage of a trial environment, visit
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<https://aka.ms/tryci>
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## Step 2: Load CustomerDemographics sample dataset to Customer Insights
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1. Go to the Data… Data sources tab and click “Add data source”
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<img src="images/lab01/media/image3.png" style="width:7.5in;height:4.46597in" alt="Graphical user interface, application, Teams Description automatically generated" />
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1. Choose “Microsoft Power Query” and enter a dataset name “CustomerDemographics” and click Next.
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<img src="images/lab01/media/image4.png"/>
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1. Search for “Web” and choose “Web API” which is a quick way to import a
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dataset from a public website. (Your actual business data could come
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from any other type of data source which Power Query Online supports.)
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<img src="images/lab01/media/image5.png" style="width:7.5in;height:2.39375in" alt="Graphical user interface, text, application, email Description automatically generated" />
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1. Paste in the following URL and click Next:
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<https://raw.githubusercontent.com/ArtisConsulting/customer-insights-azure-data-workshop/main/SampleData/CustomerDemographics.csv>
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<img src="images/lab01/media/image6.png" style="width:7.5in;height:4.43889in" alt="Graphical user interface, application Description automatically generated" />
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1. Choose “Transform data”
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<img src="images/lab01/media/image7.png" style="width:7.5in;height:4.54444in" alt="Graphical user interface, application Description automatically generated" />
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1. Click the Transform tab at the top of the Power Query screen and then
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click “Use first row as headers”
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<img src="images/lab01/media/image8.png" style="width:7.5in;height:4.44375in" alt="Graphical user interface, application Description automatically generated" />
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1. Confirm the column names read customerID, gender, etc. instead of
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Column1, Column2, etc.
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<img src="images/lab01/media/image9.png" style="width:7.5in;height:4.39444in" alt="Graphical user interface, application Description automatically generated" />
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1. Change the query name to CustomerDemographics. Click the Next button at
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the bottom of the screen.
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<img src="images/lab01/media/image10.png" style="width:7.5in;height:3.9875in" alt="Graphical user interface, application, table Description automatically generated" />
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1. Choose "refresh manually" (since this is a static sample dataset that
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won’t change) and click Save.
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<img src="images/lab01/media/image11.png" style="width:7.5in;height:4.53125in" alt="Graphical user interface, text, application Description automatically generated" />
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1. While you wait for the CustomerDemographics data source to refresh,
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continue onto the next step.
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<img src="images/lab01/media/image12.png" style="width:7.5in;height:2.20347in" alt="Graphical user interface, text, application Description automatically generated" />
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## Step 3: Load CustomerServiceAttributes sample dataset to Customer Insights
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1. Click “Add data source”, "Microsoft Power Query", and name it
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CustomerServiceAttributes and click Next:
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<img src="images/lab01/media/image13.png" />
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1. Choose Web API like on the previous data source and then paste in the
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following URL:
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<https://raw.githubusercontent.com/ArtisConsulting/customer-insights-azure-data-workshop/main/SampleData/CustomerServiceAttributes.csv>
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Accept the existing connection since this data source is from the same
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website.
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<img src="images/lab01/media/image14.png" style="width:7.5in;height:4.80278in" alt="Graphical user interface, text, application Description automatically generated" />
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1. Click “Transform data”:
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<img src="images/lab01/media/image15.png" style="width:7.5in;height:4.78681in" alt="Graphical user interface, application Description automatically generated" />
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1. On the Transform tab click “User first row as headers”:
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<img src="images/lab01/media/image16.png" style="width:7.5in;height:4.79236in" alt="Graphical user interface, application Description automatically generated" />
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1. Confirm the column headers now say customerID, tenure, PhoneService,
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etc.
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<img src="images/lab01/media/image17.png" style="width:7.5in;height:2.05625in" alt="Graphical user interface Description automatically generated" />
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1. Left click on the ABC icon next to the tenure column header and choose
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“Whole number” to convert this column to an integer data type.
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<img src="images/lab01/media/image18.png" style="width:6.69885in;height:3.13585in" alt="Graphical user interface, application Description automatically generated" />
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1. Rename the query to CustomerServiceAttributes and then click click the
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Next button at the bottom of the screen.
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<img src="images/lab01/media/image19.png" style="width:7.5in;height:3.98681in" alt="Graphical user interface, application, table Description automatically generated" />
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1. Choose to refresh manually and click Save.
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<img src="images/lab01/media/image20.png" style="width:7.5in;height:3.60486in" />
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## Step 4: Ensure entities are loaded
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1. Once the data sources are done refreshing (it takes approximately 5
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minutes), go to the Entities tab and click each entity:
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<img src="images/lab01/media/image21.png" style="width:7.5in;height:2.27431in" alt="Graphical user interface, text, application Description automatically generated" />
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1. On the Data tab for each entity, ensure that rows have been loaded and
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are visible. If no rows are shown, go back to the “Data sources” left
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nav and refresh the data sources again.
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<img src="images/lab01/media/image22.png" style="width:7.5in;height:3.59444in" alt="Graphical user interface Description automatically generated" />
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# Exercise 2: Unify customer entities
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In this section you will map, match and merge your sample customer
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entities in your Dynamics 365 Customer Insights environment. This step
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is a prerequisite for later steps and labs.
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## Step 1: Map fields in your customer entities
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1. On the Data… Unify left nav, click “+ Select entities” on the Map tab:
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<img src="images/lab01/media/image23.png" style="width:7.5in;height:3.47361in" alt="Graphical user interface, application, Teams Description automatically generated" />
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1. Click the checkboxes next to the two entities you wish to map then click
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Apply:
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<img src="images/lab01/media/image24.png" style="width:3.46923in;height:4.83401in" alt="Graphical user interface, text, application Description automatically generated" />
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1. Click the CustomerDemographics entity. Because “intelligent mapping” is
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selected, it will have already set the Type on the Country, customerID,
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gender and zip columns. Set the primary key to customerID.
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<img src="images/lab01/media/image25.png" style="width:7.5in;height:5.59444in" alt="Graphical user interface, application, email Description automatically generated" />
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1. Click on the CustomerServiceAttributes entity. Set the primary key to
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customerID. Notice the intelligent mapping has incorrectly categorized
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the PhoneService column as this column indicates whether this telco
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customer has phone service or not. Dropdown the Type dropdown next to
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PhoneService and choose the blank value to blank out the Type on this
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column. Then click the Save button at the top of the page.
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<img src="images/lab01/media/image26.png" style="width:7.5in;height:4.6625in" alt="Graphical user interface, application Description automatically generated" />
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## Step 2: Match your customer entities on customerID
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1. Go to the Match tab and click the “+Set order” button.
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<img src="images/lab01/media/image27.png" style="width:7.5in;height:4.6in" alt="Graphical user interface, application Description automatically generated" />
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1. Choose CustomerDemographics to the first or primary entity. Choose
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CustomerServiceAttributes to be the second entity. Click Done.
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<img src="images/lab01/media/image28.png" style="width:6.06335in;height:4.75066in" alt="Graphical user interface, text, application, email Description automatically generated" />
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1. Click the Add Rule button:
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<img src="images/lab01/media/image29.png" style="width:7.5in;height:2.56389in" alt="Graphical user interface, text, application, email Description automatically generated" />
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1. Select customerID from both “Select field” dropdowns. Name this rule and
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click Done.
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<img src="images/lab01/media/image30.png" style="width:6.04251in;height:6.9593in" alt="Graphical user interface, text, application, email Description automatically generated" />
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1. Click the **Save** button at the top and then click the **Run** button
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at the top.
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<img src="images/lab01/media/image31.png" style="width:7.5in;height:3.12431in" alt="Graphical user interface, text, application, email Description automatically generated" />
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1. Wait while the matching runs. It takes approximately 5 minutes.
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<img src="images/lab01/media/image32.png" style="width:7.5in;height:5.22292in" alt="Graphical user interface, text, application, email Description automatically generated" />
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1. When the matching is complete, validate that you have the proper matched
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record counts:
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<img src="images/lab01/media/image33.png" style="width:7.5in;height:4.25556in" alt="Graphical user interface, text, application, email Description automatically generated" />
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1. If your own datasets contain duplication of data, then explore the [deduplication](https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/match-entities#add-deduplication-rules) features of Dynamics 365 Customer Insights.
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## Step 3: Merge your customer entities
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1. On the Merge tab, you have the opportunity to combine, ignore or rename
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any fields. For the sample dataset, nothing needs to be done
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except click **Save** and click **Run… Run only Merge**.
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<img src="images/lab01/media/image34.png" style="width:7.5in;height:3.57222in" alt="Graphical user interface, text, application Description automatically generated" />
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1. When merging is complete the screen will update with the current matched
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records count:
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<img src="images/lab01/media/image35.png" style="width:7.5in;height:2.77431in" alt="Graphical user interface, text, application Description automatically generated" />
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# Exercise 3: Enrich customer entities
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In this section you will enrich your customer entities in your Dynamics
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365 Customer Insights environment using external sources and services.
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## Step 1: Enrich with Interest affinities
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1. On the Enrichment left nav click “Enrich my data” on the “Interests”
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tile to enrich your data with interest affinities from people in a
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similar demographic to your customers.
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<img src="images/lab01/media/image36.png" style="width:6.61551in;height:6.02167in" alt="Graphical user interface, application Description automatically generated" />
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1. On the overview tab, click Next
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<img src="images/lab01/media/image37.png" style="width:7.5in;height:3.90069in" alt="Graphical user interface, text, application Description automatically generated" />
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1. On the Interests tab choose “Internet & Telecom” from the dropdown (or
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whatever industry makes sense for your business).
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<img src="images/lab01/media/image38.png" style="width:7.5in;height:5.28889in" alt="Graphical user interface, application Description automatically generated" />
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1. Click the + icon next to Search Engines, Internet Service Plans,
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Teleconferencing, and Cable Services, then click Next.
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<img src="images/lab01/media/image39.png" style="width:5.17781in;height:3.28171in" alt="Graphical user interface, application, Teams Description automatically generated" />
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1. On the Preferences tab, review the settings and click Next.
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<img src="images/lab01/media/image40.png" style="width:7.5in;height:6.86806in" alt="Graphical user interface, text, application Description automatically generated" />
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1. On the Required data tab choose the Customer dataset and click Next:
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<img src="images/lab01/media/image41.png" style="width:7.5in;height:4.51875in" alt="Graphical user interface, text, application, email Description automatically generated" />
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1. On the Attribute mapping tab, follow the instructions. For the sample
|
|||
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|
dataset, ensure the Gender, Country/Region, and Postal code fields are
|
|||
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mapped to columns in your dataset. For you own dataset, follow the
|
|||
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documentation on the [required
|
|||
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|
fields](https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/enrichment-microsoft#map-your-fields).
|
|||
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Click Next.
|
|||
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|
|||
|
|
<img src="images/lab01/media/image42.png" style="width:7.5in;height:7.50972in" alt="Graphical user interface, application, email Description automatically generated" />
|
|||
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|
|||
|
|
1. On the Review and run tab, review the settings, name your enrichment _MicrosoftInterestAffinityEnrichment_ and
|
|||
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|
click “**Save enrichment**”.
|
|||
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|
|||
|
|
<img src="images/lab01/media/image43.png" style="width:7.5in;height:7.63542in" alt="Graphical user interface, text, application Description automatically generated" />
|
|||
|
|
|
|||
|
|
1. Then click Run:
|
|||
|
|
|
|||
|
|
<img src="images/lab01/media/image44.png" style="width:7.5in;height:4.62917in" alt="Graphical user interface, text, application, email, Teams Description automatically generated" />
|
|||
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|
|||
|
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# Summary
|
|||
|
|
|
|||
|
|
In this lab, you loaded, mapped, merged and enriched customer entities
|
|||
|
|
in Dynamics 365 Customer Insights. Later labs build on this work using
|
|||
|
|
key Azure data services to add value to your customer data.
|
|||
|
|
|
|||
|
|
Next, go to [Lab 2](lab02.md).
|