Configure and administer Customer Insights

Intermediate
Administrator
Business Analyst
Functional Consultant
Customer Insights

Use the Customer Insights to administer permission configuration, environments, and system processes.

Learning objectives

In this module, you will:

  • Create, delete, or modify the environments in your Microsoft Dynamics 365 Customer Insights instance.
  • Manage tasks and processes.
  • Manage data refresh schedules.
  • Define security permissions.

Prerequisites

None