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