Prepare – Ready your organization - For IT/data administrators


Determine impact to data connectivity, security and compliance, configuration and customization, and system maintenance.

Understand key capabilities in Dynamics 365 Customer Insights

Bring together transactional, behavioral, and demographic data in real time to create a 360-degree view of your customers:


Unify data for real-time insights

Center your customers and their experiences by leveraging unified data, AI-driven insights, and real-time guidance:

Self-guided learning modules

Onboard to Dynamics 365 Customer Insights at your own pace using Learn’s self-guided modules:


To explore other roles and content, see Overview of adoption framework for Customer Insights.