https://store-images.s-microsoft.com/image/apps.36798.42bdcd2b-da87-431f-9638-23a789adfd59.2e24e810-4e59-45ee-8ca7-65da6e9b6671.90d8ba00-6787-43a7-8e32-2ed7ba56f280

Customer Insights customer card add-in (Preview)

by Microsoft Dynamics 365

(4 ratings)

Surface unified customer data and insights within Dynamics 365 applications

The Dynamics 365 Customer Insights Customer Card Add-in (Preview) enables business users to access contextual insights from Customer Insights - Data, directly within other Dynamics 365 applications. Install this add-in to add a customer card on a contact or account form in the Unified Interface. To use this add-in, you need a license for Customer Insights and the Dynamics 365 application you plan to use it in. Instead of the Customer Card Add-in, we recommend you use the integration with Dynamics 365 based on Dataverse.

To try Customer Insights, sign up for a free trial.

At a glance

https://store-images.s-microsoft.com/image/apps.25116.42bdcd2b-da87-431f-9638-23a789adfd59.3e4c1e0c-de39-4d0f-9b80-461cc3aecd69.2e098b05-7a2f-4ec9-be1f-b74e3a7eb251