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Explore the user interface

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You can access Dynamics 365 Customer Insights - Data on the following URL: 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.

Screenshot of the Home screen.

Left side pane

Use the left pane to navigate between different areas of Customer Insights - Data.

Application header

The Environment picker shows the environment you work in and lets you create or manage environments as an administrator.

The smiley face icon is the Feedback control. Select it to tell us about your experience. We're actively listening to your feedback and thank you in advance for letting us know what you like and how we can improve.

The Settings control, represented by a gear icon, lets you gather session details and configure global settings for your Microsoft 365 profile.

Help options, visualized with a question mark icon, provide 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.

  1. The Add data sources 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.
  2. Once the initial data import successfully completes, you can use the Unify data card to harmonize the data and create unified customer profiles from disparate sources.
  3. With unified customer profiles in place, it's time to review the Analyze data options and get more insights. Give it a try to create business measures to track KPIs, define segments to reach specific audiences, or configure predictions with the help of AI.
  4. Now that your customer data is imported, unified, and neatly structured, you use our 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. Creating segments helps you 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.