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Dataverse APIs for Customer Insights - Data

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If you're already using Customer Insights - Data APIs, such as query a Customer Profile or get segment memberships, we recommend you migrate your APIs to Dataverse APIs instead. Support for querying metadata, such as get segment definition and workflow management, is coming soon to Dataverse APIs.

If you're getting started with querying data using APIs, we recommend using Dataverse APIs instead.

Important

It's recommended to use Dataverse APIs only to read data (GET) and not to write data (POST/PATCH/PUT) as it can cause issues with Customer Insights - Data processing.

Dataverse APIs have the following advantages:

  • Extended capabilities for filtering and sorting

  • Improved scale and performance

  • Consistent API experience across Dynamics 365 and Power Platform apps

Sample queries

To get started using Dataverse APIs, create an application registration in Azure and request permissions for Dataverse and grant your app Viewer permissions on Customer Insights - Data.

Modify the query samples to make them work on the target environments:

  • {serviceRoot}: {Organization URI}/api/data/v9.2/ where {Organization URI} is the URI of the Dataverse tenant associated of your environment. For example: https://{mydvorg}.crm.dynamics.com

  • {CID}: GUID of a unified customer record. For example: ce759201f786d590bf2134bff576c369.

  • {AlternateKey}: Identifier of the primary key of a customer record in a data source. For example: CNTID_1002.

  • {DSname}: String with the table name of a data source that gets ingested to Customer Insights - Data. For example: Website_contacts.

  • {SegmentName}: String with the output table name of a segment. For example: Male_under_40.

  • {CookieId}: Identifier for each website visitor. This is automatically generated when using the web tracking script. For example: 3f43317e-d1ef-4cd3-9917-2d3342111d1a.

Customer

Sample queries for the CustomerProfile table and segment memberships.

Query type Example Note
Get all customers {serviceRoot}/msdynci_customerprofiles
Get a customer by ID {serviceRoot}/msdynci_customerprofiles?$filter=msdynci_customerid eq '{CID}'
Get a customer by Alternate Key {serviceRoot}/msdynci_customerprofiles?$filter={msdynci_alternate_column} eq '{AK}' Alternate keys persist in the unified customer table in the format msdynci_DSname_TableName_PrimaryKeyColumnName
Get selected attributes for a customer {serviceRoot}/msdynci_customerprofiles?$select=msdynci_fullname&$filter=msdynci_customerid eq '{CID}'
Get customers by IDs (In) {serviceRoot}/msdynci_customerprofiles?$filter=msdynci_customerid eq '{CID1}' or msdynci_customerid eq '{CID2}'
Get customers by Alternate Keys (In) {serviceRoot}/msdynci_customerprofiles?$filter={msdynci_alternate_column} eq '{AK1}' or {msdynci_alternate_column} eq '{AK2}'
Search for customers {serviceRoot}/msdynci_customerprofiles?$filter=contains(msdynci_lastname,'string')&$top=10
Get all customers that are members of a segment {serviceRoot}/msdynci_segmentmemberships?$filter=contains(msdynci_segments,'\"{SegmentName}\"')&$select=msdynci_customerid
Get a customer if they're a member of a segment {serviceRoot}/msdynci_segmentmemberships?$filter=contains(msdynci_segments,'\"{SegmentName}\"') and msdynci_customerid eq '{CID}'&$select=msdynci_customerid
Get all segment memberships of a customer {serviceRoot}/msdynci_segmentmemberships?$filter=msdynci_customerid eq '{CID}'&$select=msdynci_segments

Web Personalization

Sample queries to personalize your website based on the CookieId. The response returns both known and unknown customers.

Query type Example Note
Get a customer by CookieId {serviceRoot}/msdynci_personalizationprofiles(cookieid='{cookieId}')
Get a customer by CookieId and include Segments, Measures, Activities {serviceRoot}/msdynci_personalizationprofiles(cookieid='{cookieId}',include=['segmentmembership','measures','unifiedactivity'])
Get recent (last 10) page views of a customer by CookieId {serviceRoot}/msdynci_pageviews(cookieid='{cookieId}',top=10) This can be changed to return up to 200 recent page views
Get recent (last 10) page clicks of a customer by CookieId {serviceRoot}/msdynci_pageclicks(cookieid='{cookieId}',top=10) This can be changed to return up to 200 recent page clicks

Unified activity

Sample queries for the UnifiedActivity table.

Query type Example Note
Get all activities of a customer {serviceRoot}/msdynci_unifiedactivities?$filter=msdynci_customerid eq '{CID}'
Get all activities of a customer within a time period {serviceRoot}/msdynci_unifiedactivities?$filter=msdynci_customerid eq '{CID}' and msdynci_activitytime gt 2017-01-01T00:00:00Z and msdynci_activitytime lt 2017-01-01T00:00:00Z
Get all activities of an activityType of a customer {serviceRoot}/msdynci_unifiedactivities?$filter=msdynci_customerid eq '{CID}' and msdynci_activitytype eq '{ActivityType}'
Get all activities of activityDisplayName of a customer {serviceRoot}/msdynci_unifiedactivities?$filter=msdynci_customerid eq '{CID}' and msdynci_activitytypedisplay eq '{ActivityDisplayName}'
Get all activities of a customer and sort them {serviceRoot}/msdynci_unifiedactivities?$filter=msdynci_customerid eq '{CID}'&$orderby=msdynci_activitytime asc

Other examples

Sample queries for other tables.

Query type Example Note
Get all measures of a customer {serviceRoot}/msdynci_customermeasures?$filter=msdynci_customerid eq '{CID}'
Get enriched brands of a customer {serviceRoot}/msdynci_enrichments?$filter=msdynci_customerid eq '{CID}' and msdynci_enrichmentprovider eq 'BrandShareOfVoiceFromMicrosoft'
Get enriched interests of a customer {serviceRoot}/msdynci_enrichments?$filter=msdynci_customerid eq '{CID}' and msdynci_enrichmentprovider eq 'InterestShareOfVoiceFromMicrosoft'
Get AI model results of a customer {serviceRoot}/msdynci_predictions?$filter=msdynci_customerid eq '{CID}' and msdynci_modelprovider eq 'ChurnModel'

Next steps