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Customer experience | Sales, Customer Insights,...

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Integration of Customer Insights and Dynamics 365 Sales or Marketing?

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Posted on by HugoAndresMR

95 User Group Leader

Dear community, hello.

Does anybody know if will be an integration between CI and Dynamics 365 Sales and/or Marketing modules? I remember this feature was enabled in the past, but no more.

Doing demos, when the customer asks if we can integrate the CI Segment with the rest of Dynamics modules, and say "Yes, export as CSV and import in the other module".... is not a good sales argument.

I appreciate any help and I hope to be in a mistake and that this integration is enabled.

Best regards! Hugo.

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Anthony Dong Microsoft Employee on at

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Customer Insights with one of the many out-of-the-box connectors that are available for sources such as Dynamics 365 apps, Azure SQL databases, and Azure Blob storage. Even if you don’t find a suitable connector for your source, you can export the data from your source as a CSV file and import it to Customer Insights with the CSV connector.

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