Dynamics 365 Customer Insights - Data documentation

Try or buy

• Sign up for a free trial
• Buy a license
• Access your environment

Set up

• Create a new environment
• Assign users
• Explore the user interface

Administer

• Security overview
• Manage environments
• Manage connections

Add data

• Data sources overview
• Connect to Azure Data Lake Storage
• Connect to a Power Query data source

Unify data

• Data unification overview
• Review data tables
• Review unified profiles

Build on your data

• Data enrichment overview
• Build relationships between tables
• Define activities

Get insights

• Create segments
• Create measures
• Predict data

Export data

• Exports overview
• Connect to Power BI
• Set up customer cards in Dynamics 365 apps

View customers

• View customer profiles
• Use customer consent
• Deliver web personalization