Dynamics 365 Customer Insights documentation

Quickly access documentation for Dynamics 365 Customer Insights - Journeys and Dynamics 365 Customer Insights - Data.

Overview

Customer Insights overview

What's new

Customer Insights FAQ

Overview

Customer Insights - Data overview

Overview

Customer Insights - Journeys overview

Get started with Customer Insights - Data

Set up

• Create a new environment
• Assign users
• Explore the user interface

Add and unify data

• Data sources overview
• Data unification overview
• Review unified profiles

Get and activate insights

• Create segments
• Create measures
• Exports overview

Get started with Customer Insights - Journeys

Provision and set up

• Customer Insights - Journeys app setup
• Manage user accounts
• Authenticate your domains

Real-time journeys

• Trigger-based journeys
• Use AI to create segments
• Segment-based journeys

Personalization

• Personalize content
• Add dynamic content to email messages
• Create dynamic content for multiple countries/regions and languages

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