Configure and administer Customer Insights
Note
On September 1, 2023, Dynamics 365 Marketing and Dynamics 365 Customer Insights will be sold together under a single product SKU called Dynamics 365 Customer Insights. The individual applications will be renamed Dynamics 365 Customer Insights - Journeys and Dynamics 365 Customer Insights - Data, respectively. For more information, see Dynamics 365 Customer Insights FAQs.
Additionally, on September 1, 2023, new Dynamics 365 Marketing customers will receive real-time marketing features only. For more information, see Default real-time marketing installation. Many Learn pages currently refer to outbound features that may not be available or may work differently in real-time marketing. The training content will be updated in September and October to meet the new realities.
Use the Customer Insights to administer permission configuration, environments, and system processes.
Learning objectives
In this module, you will:
- Create, delete, or modify the environments in your Microsoft Dynamics 365 Customer Insights instance.
- Manage tasks and processes.
- Manage data refresh schedules.
- Define security permissions.
Prerequisites
None