Summary

  • 2 minutes

An AI-powered customer data platform helps organizations build deeper customer connections and create more personalized customer journeys. It starts with a unified customer view across disconnected data sources, then turns that data into actionable insights for marketing, sales, and service teams. Dynamics 365 Customer Insights - Data helps organizations unify customer data and activate AI-assisted insights in day-to-day business workflows.

This module explained how to get started with an AI-powered customer data platform in Dynamics 365, including:

  • Defining the Customer Data Platform and why it matters to organizations.

  • Examining how to get started working with Customer Insights - Data, including accessing the application and navigating to the different capabilities.

  • Exploring how Copilot can be used to gain insights using natural language.

  • Reviewing how to get started working with Customer Insights - Data and activate value quickly.

From here, the next step is for you to become more familiar with how to set up the different features, such as:

  • Learning how to ingest data.

  • Connecting to different websites and apps.

  • Defining items like measures, segments, events, and more.