Create a unified customer profile in Dynamics 365 Customer Insights - Data

Intermediate
Administrator
Business Analyst
Data Analyst
Business User
Functional Consultant
Dynamics 365
Customer Insights - Data

Note

On September 1, 2023, Dynamics 365 Marketing and Dynamics 365 Customer Insights will be sold together under a single product SKU called Dynamics 365 Customer Insights. The individual applications will be renamed Dynamics 365 Customer Insights - Journeys and Dynamics 365 Customer Insights - Data, respectively. For more information, see Dynamics 365 Customer Insights FAQs.

Additionally, on September 1, 2023, new Dynamics 365 Marketing customers will receive real-time marketing features only. For more information, see Default real-time marketing installation. Many Learn pages currently refer to outbound features that may not be available or may work differently in real-time marketing. The training content will be updated in September and October to meet the new realities.

Dynamics 365 Customer Insights - Data is an intuitive and flexible customer data platform (CDP) that helps you unlock insights and build a deeper understanding of your customers. In this module, you'll learn about creating a unified customer profile in Customer Insights - Data.

Learning objectives

In this module, you will:

  • Learn how to create a Customer Insights - Data instance.
  • Learn how to ingest data.
  • Learn about data unification.

Prerequisites

Basic understanding of Dynamics 365