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Display Customer Insights activities in a Dynamics 365 activity timeline

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Important

This content is archived and is not being updated. For the latest documentation, go to What's new in Dynamics 365 Customer Insights. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview General availability
Users by admins, makers, or analysts Jun 5, 2023 -

Business value

A single view of all interactions enables a complete understanding of customer activity. With that context, sellers and representatives can create deeply personalized experiences for digital and non-digital channels. In Dynamics 365 Sales, Customer Service, and Marketing, users can see all Customer Insights activities in the unified activity timeline.

Feature details

Once enabled by a Dynamics 365 administrator, sellers and representatives can view Customer Insights activities directly in the activity timeline. Dynamics 365 apps and Customer Insights must share a Dataverse instance.

Customer Insights activity data can appear within the same activity timeline already used today to add or view activities such as notes, posts, emails, and appointments. The unified activity timeline will be available across Accounts and Contacts.

Customer Insights activities within the Dynamics 365 activity timeline can be filtered, searched, and updated dynamically.

Account contact card highlighting the activity timeline.

See also

Integrate Customer Insights activities with Dynamics 365 timelines (docs)