Manage clienteling in Dynamics 365 Commerce

Functional Consultant
Business User
Dynamics 365

Clienteling empowers sales associates to become trusted advisors and establish long-term relationships with their customers. Dynamics 365 Customer Insights helps organizations to gather disparate data, be it from transactional, observational, or behavioral sources, to gain a unified view of customers, and derive intelligent insights that drive key business processes.

Learning objectives

In this module, you will:

  • Learn about the clienteling solution in Dynamics 365 Commerce.
  • Learn about the purpose of assisted selling.
  • Learn the benefits of using Dynamics 365 Customer Insights with clienteling.


  • General understanding of Dynamics 365 Commerce