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Customer experience | Sales, Customer Insights,...
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Setup D365 Customer Insights

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How to setup dynamics 365 customer insights(CI) so that we can surface the view through D365. i.e., how can we use the data in CI to show it in our D365 CRM.

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  • Suggested answer
    sthomas Profile Picture
    on at

    Hi Mohini --

    You can see instructions on how to use the Dynamics 365 Customer Insights add-in into your Dynamics 365 CE instance here: docs.microsoft.com/.../pm-customer-card-addin

    Hope that helps.

    -Satish

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