Note
Access to this page requires authorization. You can try signing in or changing directories.
Access to this page requires authorization. You can try changing directories.
Access Dynamics 365 Customer Insights - Data at https://home.ci.ai.dynamics.com/.
The Home page guides you through the configuration process for key features and provides an overview of segments, measures, and enrichment data.
Left side pane
Use the left pane to navigate between different areas of Customer Insights - Data.
Application header
The application header provides the following controls:
Environment picker: Shows the environment you work in and lets you create or manage environments as an administrator.
Feedback control: Select the smiley face icon to provide feedback about your experience. The product team actively listens to your feedback and appreciates it when you share what you like and how they can improve.
Settings control: Select the gear icon to gather session details and configure global settings for your Microsoft 365 profile.
Notifications options: Select the bell icon to see the latest updates and announcements.
Help options: Select the question mark icon to get contextual help links and other helpful resources.
Your profile picture: Opens the Account manager for your Microsoft 365 profile. Select My account to manage your personal settings.
Getting started with Customer Insights - Data
This section contains cards that help you walk through the process of setting up your environment.
- The Add data card assists you with your data import. Customer Insights - Data supports several options to bring in data about your customers. Select Add data sources to get started.
- After the initial data import successfully completes, use the Unify data card to harmonize the data and create unified customer profiles from disparate sources.
- With unified customer profiles in place, review the Analyze data options to get more insights. Try creating business measures to track KPIs, define segments to reach specific audiences, or configure predictions with the help of AI.
- Now that you imported, unified, and neatly structured your customer data, use the various export destinations to take action on the data. Select Add connections to connect your favorite services. For example, export the data to Dynamics 365 Customer Insights - Journeys to create marketing campaigns and build customer journeys.
Your customer insights section
Segments shows groups of customers based on demographic, behavioral, or transactional attributes that you defined. Create segments to group your customer base and better target your business activities.
Business measures shows tiles with key performance indicators (KPIs) that you defined. For example, average likelihood of a customer to churn or the average online spend per customer.
Enrichments lists results of the enrichment runs that completed recently. Enrichments add information about your customer base. For example, by understanding the interests and brands that they have affinity for.