web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Integration of Custome...

Customer experience | Sales, Customer Insights,...

Unanswered

Integration of Customer Insights and Dynamics 365 Sales or Marketing?

(0) Share

Report

Report

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.

I have the same question (0)

All responses Img

All responses (1)

Answers Img

Answers (0)

Anthony Dong Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

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.

Was this reply helpful? Yes No

Join the conversation

Helpful resources

Quick Links

Subscribe to this forum!

Stay up to date on forum activity by subscribing.

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1

ManoVerse 213 Super User 2026 Season 1

#2

CU11031447-0 100

#3

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans