Customer Insights customer card add-in (Preview)
door Microsoft Dynamics 365
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.