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Sign up for a free Customer Insights - Journeys trial

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Customer Insights offers a free 30-day trial. As an enterprise customer, you may also have access to extended trials (called admin trials) for proof of concepts through your salesperson. After a quick sign-up, you'll have access to many of the Customer Insights - Journeys and Customer Insights - Data apps' key features. The trial allows you to test the app with sample data and even try out your own customer data. Learn more about Dynamics 365 Customer Insights - Journeys features

Note

As of September 2023, the trial includes the Dynamics 365 Customer Insights - Journeys and Dynamics 365 Customer Insights - Data applications installed on the same Dataverse environment. Prior to September 2023, these were two separate trials on two separate environments.

Sign up for the self-service trial

  1. If your tenant admin doesn't block self-service trials on your tenant, go to the trial overview page and select the Try for free button.
  2. To sign up you, need to use a work or school email address, not a personal email address. If you don't have a work or school email address, your tenant admin doesn't allow self-service trials, or if your school or work account isn't managed by Microsoft Microsoft Entra ID, sign up for a free Office 365 E5 trial, then use the email address associated with your Office 365 E5 trial to sign up for the Customer Insights trial.
  3. Choose your starting app: Customer Insights - Journeys or Customer Insights - Data. If you choose Customer Insights - Data, complete the following steps:
    1. For the Customer Insights - Data app, you start in a demo experience. To enable Customer Insights - Data on the same Dataverse environment as Customer Insights - Journeys, select the Start Trial button in the upper right corner. This completes the installation of the Customer Insights - Data application.
    2. To sync the segmentation data between Customer Insights - Journeys and Customer Insights - Data, in the Customer Insights - Journeys app area switcher go to Settings > Data Management > Customer Insights data connector and select Connect. This may have happened automatically.
  4. Customers can have only one concurrent self-service trial on the tenant at a time. They can also have an additional admin (subscription-based trial) on the tenant concurrently if they have an admin trial license. Users on the same tenant who sign-up for the self-service trial are added to the existing self-service trial environment if one is already active. The trial can be converted to a production type environment once a paid license is on the tenant. To start the trial over, delete the trial environment in Power Platform Admin Center and sign-up for a new one. Trials nearing expiration can be [extended one time] (/power-platform/admin/trial-environments#extend-a-trial-standard-environment).

Set up an admin trial using a subscription-based trial environment

  1. If your tenant admin doesn't allow self-service trials, they can get an admin trial license through the Microsoft Admin Center or through the Microsoft salesperson.
  2. Once the admin trial license is added to the tenant through the Microsoft Admin Center or a promo code URL from a Microsoft salesperson, you can create a new subscription-based trial environment in the Power Platform Admin Center and install Customer Insights - Journeys and Customer Insights - Data.
    1. On the Environments page in Power Platform Admin Center, select New and fill out the environment details. Select Subscription-based Trial as the type of environment. To ensure you can install apps on the environment, toggle Allow D365 Apps.
    2. On the Resources page, find Dynamics 365 Customer Insights or Dynamics 365 Marketing, select the ... ellipsis, then select Manage to open the installation management page.
    3. To manage installation of trials, select Trials. You see the subscription-based trial environment you created and you can then install Customer Insights - Journeys and Customer Insights - Data. Select Install next to each application to install them.

Customer Insights - Data trial

To install only a Customer Insights - Data trial on the same environment as the Customer Insights - Journeys trial, go to the Get Started page in Customer Insights - Journeys and select the Launch Customer Insights - Data button on the top banner. This allows the Customer Insights - Data application to know your environment ID and user ID and add the Customer Insights - Data application to the existing trial environment. Select the Start Trial button in the upper right to complete the Customer Insights - Data app installation.

What if the standard trial doesn't meet your needs?

If you need to test enterprise-scale concepts prior to committing to a long-term agreement, you can directly purchase a month to-month subscription and cancel it at the monthly renewal date if you find the application doesn't meet your needs. Visit the Microsoft Admin Center and search for Customer Insights in the purchase catalog to find the different subscription options and choose month-to-month.

What to try

Your trial environment includes many of the same features as the paid version. The links below guide you through some of the key features.

Additional resources