Work with Dynamics 365 Customer Insights - Data

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


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.

Customer Insights - Data ingests data from all of your different data sources and unifies them into a single customer profile. In this module, learn about working with Customer Insights - Data.

Learning objectives

In this module, you'll:

  • Configure searching and filtering indexes.
  • Define relationships and activities.
  • Work with measures.
  • Use Customer Insights - Data.


Basic knowledge of Dynamics 365