Playbooks

In this section, you’ll find recommendations and guidelines on how to run a CluedIn project. After purchasing CluedIn, make sure that you get acquainted with our playbooks to ensure smooth and successful implementation of your project.

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Table of contents

• Before you start
• How to approach your CluedIn project
• Prepare for your CluedIn project
• Start your CluedIn project
• Start your IT journey
• Data ingestion playbook
• Data transformation playbook
• Data export playbook
• Release to production playbook
• Data engineering playbook
• Resources for Data Steward
• Writing Back to Target Datasources (Event Hub / Dataverse patterns)
• MDS → CluedIn (Part 1): Why moving makes sense, and how migration is done
• MDS → CluedIn (Part 2): Best adoption approach and the mindset change
• MDS → CluedIn (Part 3): FAQ + worked example (MDS use cases mapped to CluedIn)