Prepare – Ready your organization

For business/data analysts

Analyze and operationalize the processes.

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.