If you are just joining us, I am working on a series to learn about Dynamics 365 and Customer Insights using superheroes! You can check out the full series on the Hero Insights page. Enjoy!
In our last daring adventure we dove deep into Unity data but before being able to view your hero (customer) profiles, you will need to set up the Search and Filter index.
Initially I just added the hero name as an index. This allows us to sort the list alphabetically and search by name. This can be updated at any time as needed.
When filters are added, these will allow you to filter the list by that attribute.. For example to see all heroes of a certain gender or by number of appearances.
This can be easily updated but the indexes will still need time to run. You can check out which jobs are running or queued at anytime by expanding the Admin area and selecting System.
After your Search process finishes running you should be able to see your consolidated hero (customer) view!
Tune in next time to find out where to configure your segments. What even is a segment? Is it in league with any evil scientists? Only time will tell!
3 thoughts on “Hero Insights: Search & Filter Index in Customer Insights”
Why Search and filter indexing required before listing customer cards? Can’t indexing be applied on few fields by default and show customer cards?
In reviewing the current docs, it does not look like this is still a requirement. Here is the current set up information: https://docs.microsoft.com/en-us/dynamics365/customer-insights/audience-insights/customer-profiles