Dynamics 365 Customer Insights documentation

Learn how to deliver personalized customer experiences with a 360-degree view of your customers.

Get Started

Get started

What's new

What's new

Training

Training

Concept

Troubleshoot

Administer

Try or buy

• Sign up for a free trial
• Buy a license
• Access your environment

Set up

• Create a new environment
• Assign users
• Explore Customer Insights

Administer

• Security overview
• Manage environments
• Manage connections

Import and unify data

Add data

• Data sources overview
• Connect to Azure Data Lake Storage
• Connect to a Power Query data source

Unify data

• Data unification overview
• Review data tables
• Review unified profiles

Build on your data

• Data enrichment overview
• Build relationships between tables
• Define activities

Use the unified data

Get insights

• Create segments
• Create measures
• Predict data

Export data

• Exports overview
• Connect to Power BI
• Set up customer cards in Dynamics 365 apps

View customers

• View customer profiles
• Use customer consent
• Manage unknown users

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