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