How do I access Customer Insights Data

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Posted on by Ladga

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I have a trial version of Customer Insights Journeys, I'd like to also try the Customer Journeys Data app to gain some analytics.

When I look at the apps available to me within the trial I do not see Customer Journeys Data, I only see the ones below, how do I access it please?

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Verified answer

Fiona_Tiernan 388 Moderator on at

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Hi Ladga,

According to the Microsoft Documentation, to install a Customer Insights - Data trial on the same environment as the Customer Insights - Journeys trial, go to the Get Started page in Customer Insights - Journeys and select the Launch Customer Insights - Data button on the top banner. This will allow the Customer Insights - Data application to know your environment ID and user ID and add the Customer Insights - Data application to the existing trial environment.

To sign up for a separate Customer Insights - Data trial, go to the Customer Insights - Data trial sign up form and follow the prompts.

Further documentation on how to sign up for the trial can be found here.

If you found this answer helpful, please mark it as verified.

Kind regards,
Fiona

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RudyZhang Microsoft Employee on at

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Hi,

I agree with Finoa's response, and here's a bit of additional info from me.
1. You can use Dynamics 365 Insights-Data directly by visiting the URL in the link below (if you are using Dynamics 365 Insights-Data for the first time, you will be asked to register)
https://home.ci.ai.dynamics.com/

2. If you need to use Dynamics 365 Insights-Data, you need to add an environment as shown below.

Please refer to the documentation in the link below.
https://learn.microsoft.com/en-us/dynamics365/customer-insights/data/create-environment

I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.

Best Regards,
Rudy Zhang

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Ladga 220 on at

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Thanks Fiona, for some reason I do not see the launch customer insights data option.

Thanks RudyZhang, I used the URL you provided.

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RudyZhang Microsoft Employee on at

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Hi,

May I ask if your problem has been resolved?

Do you still need us to follow up on this issue, please contact me if you have any questions about the solution I proposed.

Best Regards,
Rudy Zhang

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Ladga 220 on at

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Thank you both, I clicked on the link as suggested https://home.ci.ai.dynamics.com/ and I was able to get access.

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