Create your Customer Insights hub

[This topic is pre-release documentation and is subject to change.]

This section takes you through the steps needed to create your Dynamics 365 for Customer Insights hub through the Azure portal.

  1. Sign in to the Azure portal by using your Azure account.

  2. After signing in to the Azure portal, do the following:

    1. On the leftmost menu, select New.

    2. On the New blade, select Intelligence + Analytics.

    3. On the Intelligence + Analytics blade, select Customer Insights (preview).

    Alternatively, you can:

    1. On the leftmost menu, select New.

    2. In the search box on the New blade, type: Customer Insights

    3. This will display the search results from the Marketplace that match the search query. On the Everything blade, select Customer Insights (Preview).

  3. Select Create.

  4. On the Create New Hub blade, enter a Name for your Customer Insights hub.

    Important

    The name of the Customer Insights hub must be globally unique. If you receive the error: Customer Insights name “<name-you-entered>” is not available, change the name of the Customer Insights hub and try creating again.

  5. Choose the Azure Subscription where you want your hub to be created.

  6. Create a new, or choose an existing, Resource group in which you want to create your hub. For the purpose of this tutorial, you can create a new resource group.

  7. Choose the Region in which you want to create your hub. New locations will be added over time.

  8. Choose the Pricing tier you want to use for your hub. Pricing tiers will be added over time.

  9. Select Create to start provisioning your Customer Insights hub. It will take at least several minutes for the deployment to finish.

After your Customer Insights hub is created, you will receive a notification in the Azure portal. After you refresh the page, your Customer Insights hub should appear in the list of All Resources on your Azure portal dashboard. You can right-click the hub to pin it to your dashboard.