Prepare – Ready your organization

For IT/data administrators

Determine impact to data connectivity, security and compliance, configuration and customization, and system maintenance.

Understand key capabilities in Dynamics 365 Customer Insights

Bring together transactional, behavioral, and demographic data in real time to create a 360-degree view of your customers:

• Watch Product Training videos: Dynamics 365 Customer Insights in Under 5
• Review Customer Insights documentation

Note

• Join the Dynamics 365 Customer Insights community to explore more resources.
• Ask questions and find answers in the Customer Insights Forum.

Unify data for real-time insights

Center your customers and their experiences by leveraging unified data, AI-driven insights, and real-time guidance:

• Know your customers through audience insights
• Understand customer behavior through engagement insights
• Capture customer sentiment through customer voice

Self-guided learning modules

Onboard to Dynamics 365 Customer Insights at your own pace using Learn’s self-guided modules:

• Unlock customer intent with Dynamics 365 Audience insights
• Enrich data and predictions with Audience insights

Note

To explore other roles and content, see Overview of adoption framework for Customer Insights.