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Store your data from Dynamics 365 Customer Insights - Data in a Data Lake Storage Gen2 account or use it to transfer your data to other applications.
Tip
Azure Synapse Link for Dataverse is a generally available service that offers seamless, continuous replication of data from Microsoft Dataverse to Azure Data Lake. We recommend that you use Azure Synapse Link for Dataverse instead of Customer Insights data-out exports for further data processing of the tables generated by Customer Insights like:
- Unified customer profiles (msdynci_customerprofile)
- Unified activities (msdynci_unifiedactivity)
- Segment membership (msdynci_segmentmembership)
- Customer attribute measures (msdynci_customermeasure)
- Enrichment data (msdynci_enrichment)
- Prediction model output (msdynci_prediction)
For more information on table schemas, see Tables in Customer Insights - Data
Prerequisites
- An Azure Blob Storage account with a container.
- The user who sets up the connection needs permission to access the container content. For example, a Blob Storage Contributor role.
- The Customer Insights Service Principal needs write permission on the container. For example, a Blob Storage Contributor role.
Known limitations
- For Azure Data Lake Storage Gen2, choose between Standard performance and Premium performance tier. If you choose the Premium performance tier, select the premium block blobs as account type.
- You can't enable public access to your storage account after setting up an Azure Private Link. Private Link works only if you disable public access to the storage account. Remove the Private Link setup to enable public access again.
- This export works only for CSV files.
Set up connection to Azure Data Lake Storage Gen2
You must be an administrator in Customer Insights - Data to add a connection.
Go to Settings > Connections.
Select Add connection and choose Azure Data Lake Gen 2.
Enter a recognizable name in the Display name field. The name and type of the connection describe this connection. Choose a name that explains the purpose and target of the connection.
Select who can use this connection. By default, only administrators can use it. For more information, see Allow contributors to use a connection for exports.
Enter the Subscription, Resource group, Storage account, and Container for your Azure Data Lake Storage Gen2.
If your storage account is behind a firewall, select Enable Private Link. For more information, see Private Links.
Review data privacy and compliance, and select I agree.
Select Save to complete the connection.
Configure an export
To configure this export, you must have permission for this connection type.
Go to Data > Exports.
Select Add export.
In the Connection for export field, choose a connection from the Azure Data Lake section. Contact your admin if no connection is available.
Enter a name for the export.
Enter the folder name for the Azure Data Lake Storage Gen2 storage.
Select the box next to each of the tables you want to export to this destination.
Select Save.
Saving an export doesn't run the export immediately. The export runs with every scheduled refresh. You can also export data on demand.
Exported data is stored in the Azure Data Lake Gen2 storage container you set up.
Tip
Exporting tables with a large amount of data can create multiple CSV files in the same folder for each export. Splitting exports helps improve performance and minimize export time.