Work with Dynamics 365 Customer Insights

Business Analyst
Data Analyst
Business User
Functional Consultant
Dynamics 365
Customer Insights


Effective November 2020

  • Common Data Service has been renamed to Microsoft Dataverse. Learn more.

  • Some terminology in Microsoft Dataverse has been updated. For example, entity is now table and field is now column. Learn more.

Modules will be updated soon to reflect the latest terminology.

Customer Insights ingests data from all your different data sources and unifies them into a single customer profile. In this module, learn about working with Customer Insights.

Learning objectives

In this module, you will:

  • Configure searching and filtering indexes.
  • Define relationships and activities.
  • Work with measures.
  • Use Customer Insights.