Purchase Dynamics 365 Customer Insights

  • 15 minutes

To install Dynamics 365 Customer Insights - Journeys, you need to first purchase a base license. Which base license you might choose depends on whether you already have a qualifying Dynamics 365 application. If you have Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Supply Chain Management, Dynamics 365 Finance, or Dynamics 365 Commerce with 10 or more users, you can purchase the reduced price attach license. Otherwise, you'll need to purchase a standard Dynamics 365 Customer Insights license.

Once you have a core license, you can purchase additional production or non-production instances, as detailed below. You can also purchase additional contact or interaction packs. For more information, refer to the Dynamics 365 Customer Insights - Journeys pricing.

Dynamics 365 Customer Insights licensing options

The Dynamics 365 Customer Insights base license includes four application installations of Customer Insights - Journeys and also four of Customer Insights - Data. If you own a pre-qualifying Dynamics 365 license, you're entitled to the attach pricing. See the Dynamics 365 Licensing Guide for details on pricing and entitlements.

To determine how much capacity you need, consider the following questions:

  • How many total customers does your business have? You might be able to estimate this by counting the unique email addresses or phone numbers in your database. Buy this number of unified people.

  • For high-volume engagement, how many interactions (email/text message/push notification/custom channel) will you send per month? Divide by 10 to get the number of interacted people you need.

  • For lower-volume engagement, how many leads, contacts, profiles, or custom entities do you think you engage with on an annual basis?

Important

Customers who purchased before September 2023 may own the legacy, Dynamics 365 Customer Insights and Dynamics 365 Marketing standalone licenses. The standalone licenses have different entitlements from the new Dynamics 365 Customer Insights license sold after September 2023.

The differences are as follows:

  • Dynamics 365 Marketing (standalone) entitles 10,000 active contacts (renamed "interacted people" after September 2023) and one application installation. You can buy add-on subscriptions to entitle additional application installations.

  • Dynamics 365 Customer Insights (standalone) entitles 100,000 customer profiles (renamed "unified people" after September 2023) and four installations of the application. You can buy add-ons to unify accounts.

The current Dynamics 365 Customer Insights license entitles 10,000 interacted people (formerly "active contacts"), 100,000 unified people (formerly "unified profiles"), four installations of the journeys app, and four installations of the data app. You no longer have to pay a higher unit price for add-ons to unify accounts. For more information, see Dynamics 365 Customer Insights FAQs

User and portal licensing

Dynamics 365 Customer Insights is a tenant-level application that charges for interacted people in the Customer Insights - Journeys app and unified people in the Customer Insights - Data app. There is no charge for users to access and use the application. For customers with existing Dynamics 365 applications, any Microsoft Entra ID users given the URL to either the Customer Insights - Journeys or Customer Insights - Data applications should be automatically given access. If they are not, there is a $0 user license that can be added to any tenant and used to assign users and force the user sync. The $0 user license can be added to purchase contracts or obtained directly through the Microsoft 365 admin center.

To add a user license through the Microsoft 365 admin center, go to the admin center and search for Dynamics 365 Customer Insights User License under the Dynamics 365 category.

You can choose to run your marketing pages, landing pages, and events website either on an external web server (such as your own CMS system) or on a Dynamics 365 Portal or Power Apps portal running on the same tenant as your Dynamics 365 Customer Insights - Journeys environment. Power Pages are licensed separately from Dynamics 365 Customer Insights - Journeys. For details about portal licensing, see the Power Apps and Power Automate licensing FAQ.

If you use an external website for your events website and marketing pages, then no Power Pages license is needed. You'll select which solution to use when you run the Dynamics 365 Customer Insights - Journeys setup wizard, and can change your mind later by running it again. For more information, see Integrate Customer Insights - Journeys with a CMS system or portals.

For more information about Dynamics 365 Customer Insights - Journeys licensing, see the Administration and setup FAQ. For complete licensing details, including specific quotas and other conditions, refer to the Microsoft Dynamics 365 Licensing Guide.

Install Customer Insights

The installation management area for Customer Insights is a one-stop experience to install and uninstall the Customer Insights - Journeys and Customer Insights - Data applications.

All of your Dataverse environments are listed in the installation management area by type (Production or Trial). You can see where Customer Insights – Journeys and Customer Insights – Data are installed and take action to install or uninstall.

Prerequisites and requirements

Dynamics 365 Customer Insights - Journeys uses several other Dynamics 365 components, Microsoft services, and apps. Be sure to review the prerequisites and requirements before starting the setup of your new app.

Important

Your system is constrained by certain limits and quotas that apply to the number of contacts you can market to, monthly email messages you can send, Litmus previews you can view, and more. Please familiarize yourself with the terms and limits of the product before you begin to use it. The limits are different based on whether you are running a trial or subscribed version of the product.

You can monitor your usage levels by going to Settings > Advanced settings > Other settings > Quota limits in Dynamics 365 Customer Insights - Journeys. For more information, see Quota limits.

Add Dynamics 365 Customer Insights to your Microsoft 365 tenant

There are many ways to add one or more Customer Insights - Journeys apps to your Microsoft 365 tenant. You can purchase it from the Dynamics 365 Customer Insights - Journeys overview page. Or, you can go to Billing > Purchase services in your Microsoft 365 admin center, contact your Microsoft sales representative, or channel partner for more information. After you’ve purchased a license and it’s added to your tenant, you'll find it in the Power Platform Admin Center under Resource > Dynamics 365 apps.

You can have any number of Customer Insights - Journeys apps available on your tenant. Licenses translate to apps listed in the Power Platform Admin Center. Even old, expired trial licenses have records listed in the Power Platform Admin Center. You can access the installation management experience for any of these apps in the Power Platform Admin Center under Resources > Dynamics 365 apps. The app listing under Dynamics 365 apps is simply a means to access the management page. It shouldn't be considered as representing anything else.

Once a paid license has been applied to your tenant, it can take up to 24 hours to sync with the Dynamics 365 licensing system and be available for installation. To see your licenses in the Microsoft Admin Center, go to Your products. They won't show up under Licenses because they're tenant-level application licenses, not assignable seat-based licenses where you pay per user. Only pay-per-user, seat-based licenses are shown on the Licenses page.

Install Customer Insights - Journeys

There are two types of installations for Customer Insights - Journeys:

  1. A paid installation or trial that includes the services and allows you to send messages, execute journeys, and so on. You can install a paid license on an environment that has never had the journeys app installed.

  2. A free, solutions only installation that only installs the solutions that include the front-end user experience application components but none of the services. With a solutions only installation, you can test user experience solution customizations but you can't execute any service-related functionality in the application. Solutions only installations get solution upgrades every month with the regular releases. If you convert the solutions only environment to a paid environment by installing the services, the outbound marketing user experience is hidden. You must go to the Settings > Versions page to re-enable the outbound marketing user experience if you were building customizations on it in the solutions only mode.

If you uninstall Customer Insights - Journeys paid or trial, the services are disconnected and the environment converts to a solutions only installation state. When the services have been uninstalled by you or by the system due to license expirations, you'll see a banner at the top of the application indicating that the environment only has the user experience solutions installed but not the services.

Note

If you own the legacy Dynamics 365 Marketing license, the application installation entitlement from that business model applies, which allows one application installation per license purchased. If you own the current Dynamics 365 Customer Insights license, you're entitled to install the Customer Insights - Journeys and Customer Insights - Data applications each four times on your existing Dataverse environments. If you've signed up for a trial, you'll also see a listing for the Dynamics 365 Customer Insights license and you can launch the installation management page.

To learn more, see Install, uninstall, or update Customer Insights.