Skip to main content

This browser is no longer supported.

Upgrade to Microsoft Edge to take advantage of the latest features, security updates, and technical support.

Download Microsoft Edge More info about Internet Explorer and Microsoft Edge
Read in English
Read in English Edit
Twitter LinkedIn Facebook Email

Dynamics 365 Customer Insights documentation

Find helpful resources to get started and learn about features and capabilities of Customer Insights.

Meet Customer Insights

Overview

  • Customer Insights overview
  • Release plans
  • New and updated features

Training

  • Customer Insights learning path

Get started with Customer Insights

Get Started

  • Sign up for a trial
  • Start with the trial
  • Get started with Customer Insights

Training

  • Get started

Ingest data

How-To Guide

  • Data sources overview
  • Upload a single CSV file
  • Connect using Power Query
  • Connect to Azure Data Lake Storage

Training

  • Ingest data into Customer Insights

Unify data

How-To Guide

  • Unification overview
  • Understand entities
  • Review unified profiles

Training

  • Create a unified profile

Get insights

How-To Guide

  • Enrich customer profiles
  • Configure relationships
  • Predict data

Training

  • Enrich and predict data

Build on your data

How-To Guide

  • Create segments
  • Create measures
  • Define customer activities

Training

  • Work with the app

Export data

How-To Guide

  • Set up export destinations
  • Customer cards in Dynamics 365 apps
  • Power BI connector

Training

  • Manage external connections

Administer Customer Insights

How-To Guide

  • Configure the system
  • Define user permissions
  • Manage multiple environments

Training

  • Administer Customer Insights

Get in touch

Overview

  • Join the Dynamics 365 community
  • Share your ideas
  • Report an issue
  • Previous Versions
  • Blog
  • Contribute
  • Privacy
  • Terms of Use
  • Trademarks
  • © Microsoft 2023
  • Previous Versions
  • Blog
  • Contribute
  • Privacy
  • Terms of Use
  • Trademarks
  • © Microsoft 2023