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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How do I use the Custo...
Customer experience | Sales, Customer Insights,...
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How do I use the Customer insights Self service licence that we have with our partner benefits?

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Posted on by Rachelb 4
How do I use the Customer insights Self service licence that we have with our partner benefits?  I have allocated licences, we are keen to test it in a sandbox, but I don't know what the first steps are to set it up.
Categories:
Dynamics 365 Customer Insights - Journeys
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  • SamikK Profile Picture
    SamikK 84 on at
    We ran into the same confusion. First check if you already have an environment with Customer Insights enabled. 
    If not, you may need to request provisioning through Partner Center or your Microsoft contact, depending on how the partner benefit was granted. Once the environment exists, assign the proper security roles inside that environment and then access Customer Insights through make.powerapps.com by switching to it.
     
    If you want to test in the sandbox, make sure that the sandbox is actually enabled for Customer Insights, because not all of them are by default. After that, setup is mostly guided to connect data, configure tables, and run identity resolution.
  • Suggested answer
    Jimmy Passeti Profile Picture
    Jimmy Passeti 804 Most Valuable Professional on at
    Hello,
     
    Customer Insights is licensed per tenant, meaning that if you have the license, you can install the module in all your environments.
    Validate that you have the license, and then start the installation of Customer Insights: Install and manage Dynamics 365 Customer Insights
     
    Regards,
    Jimmy Passeti | Microsoft MVP
    ✅ Please mark as Verified if this answered your question!
     

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