Get started with Dynamics 365 Customer Insights - Data
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Customer Insights - Data can help you build a deeper understanding of your customers. Connect data from various transactional, behavioral, and observational sources to create a 360-degree customer view. Use these insights to drive customer-centric experiences and processes. Unify and understand customer data and harness it for intelligent insights and actions.
Step 1: Create an environment
If you want to install Customer Insights - Data on an existing Dynamics 365 environment, visit this page for instructions. If you don't have a paid license, you can sign up for a free trial or purchase a license.
In most cases with global tenant admin permissions, to install Customer Insights - Data, you should create an environment in the Power Platform Admin Center and follow these steps. If you want to create an environment from the Customer Insights - Data application, you must be a global tenant admin and you can follow the steps in Create an environment. After the environment is created, the Home page displays.
To combine unified profiles, run the data unification process. Unified profiles are the foundation to get insights and take action on the data. Specify relationships between the ingested tables and use enrichment features to add information to the profiles.
Step 5: Create segments and activate data through various export options
Now that your data is complete and contains a wide range of information about your customers, look for ways to take action on that data.
Create segments, subsets of your customer base, to ensure your actions are relevant for the targeted customers.
Browse the expanding catalog of export options where you can use customer data. For example, you can use data to manage promotions and reach out with digital marketing.
Review integration options, for example to other Dynamics 365 apps with the Customer Card add-in.
As a Microsoft Dynamics 365 customer experience analyst, you’re responsible for configuring, customizing, and expanding the functionality of Dynamics 365 Sales to create business solutions that support, automate, and accelerate the company's sales process.