Hero Insights: Search & Filter Index in Customer Insights

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.

Customer Insights Search and Filter
We are almost there! Click on Search & Filter Index to move forward. Later you will see a settings cog for Search & Filter index on the Customers page. This will allow you to make changes at any time.

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.

Customer Insights Setting up Search and Filter Index
Click + Add to add additional indexes. Then edit the filter options to allow filtering as well. When done you will need to save and then Run.

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.

Reviewing Customer Insights System Processes
Check the status of your indexes in the System area.

After your Search process finishes running you should be able to see your consolidated hero (customer) view!

Customer Insights Filters
After the job has finished running, you will be able to filter the data based on the attributes you configured.

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

  1. Why Search and filter indexing required before listing customer cards? Can’t indexing be applied on few fields by default and show customer cards?

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