How to create Measures using Dynamics 365 Customer Insights

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Virendra Agrawal’s Blog

In my previous post, we talked about ingesting the data from various sources with the help of different Dynamics Power Query Connectors and use this data to perform unification in Customer Insights and build a unique customer profile (Part 1 and Part 2).

In continuation of the previous posts, let’s see how we can ingest the purchase (eCommerce or POS) data associated with these unique customer profiles to build various measures in Customer Insights.

Before we begin, let’s understand what measures are and how these are useful.

Measures represent as the “Key Performance Indicators” (KPI’s) that we can define to keep a track of our Customer or Business performance. By setting these KPI’s or measures, we can set goals that we would want to achieve, monitor the actual outcomes from the unified customer profile within Customer Insights and act whenever needed to ensure we meet the goals.

Prerequisites:

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