Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

How do I access Customer Insights Data

(1) ShareShare
ReportReport
Posted on by 218
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?
 
  • Ladga Profile Picture
    Ladga 218 on at
    How do I access Customer Insights Data
    Thank you both, I clicked on the link as suggested https://home.ci.ai.dynamics.com/ and I was able to get access.
  • RudyZhang Profile Picture
    RudyZhang Microsoft Employee on at
    How do I access Customer Insights Data
    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
  • Ladga Profile Picture
    Ladga 218 on at
    How do I access Customer Insights Data
    Thanks Fiona, for some reason I do not see the launch customer insights data option.
     
    Thanks RudyZhang, I used the URL you provided.
  • Suggested answer
    RudyZhang Profile Picture
    RudyZhang Microsoft Employee on at
    How do I access Customer Insights Data
    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
  • Verified answer
    Fiona_Tiernan Profile Picture
    Fiona_Tiernan 384 Super User 2025 Season 1 on at
    How do I access Customer Insights Data
    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,401 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans