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After your organization purchased a license for Dynamics 365 Customer Insights, the administrator of the Microsoft 365 tenant receives an email that invites them to create an environment and add users from their organization as administrators. These administrators can then manage users and Customer Insights environments.
Important
In most cases, installing Customer Insights - Data should be done through Power Platform admin center.
Use the environments creation experience in Customer Insights - Data for the following scenarios:
To install Customer Insights - Data on an existing Dataverse environment:
To create a new Dataverse environment when installing Customer Insights - Data:
We recommend to use the consolidated environment manager for Customer Insights to create new environment by default.
Open the environment picker and select + New.
Follow the guided experience outlined in the following sections and provide all required information for a new environment.
Choose whether you want to create an environment from scratch or copy data from another environment. Copying data from another environment (preview) requires extra steps.
Provide the following details:
Select Next.
Choose where to store the data:
Select Next.
Select an existing Dataverse environment that doesn't already have a Customer Insights - Data environment installed on it. Learn more about the required permissions.
If you chose to use your own Azure Data Lake storage in the previous step, you can enable data sharing with Dataverse. You can use it with business applications based on Dataverse or model-driven applications in Power Apps.
Choose an existing Dataverse environment from the drop-down that you want to install Customer Insights - Data. To create a new environment, go to the Power Platform admin center and create it. Then, refresh the list of environments and select the newly created environment.
If you're using your own Data Lake Storage account:
Select Next.
Review the specified settings. When everything looks complete, select Create to set up the environment.
To change some of the settings later, see Manage environments.
Review the following articles to help you get started:
Events
Mar 31, 11 PM - Apr 2, 11 PM
The ultimate Microsoft Fabric, Power BI, SQL, and AI community-led event. March 31 to April 2, 2025.
Register today