Dynamics 365 Customer Insights
Dynamics 365 Customer Insights unifies transactional, behavioral, and demographic customer data into one real-time profile, then uses Copilot to build segments, journeys, and content from that data. Getting to know your customers shouldn't feel like introducing your systems to each other every morning.
Why Dynamics 365 Customer Insights
Customer data that can support better journeys
Dynamics 365 Customer Insights brings Customer Insights Data and Customer Insights Journeys together. It can unify customer records and support audience and journey work, but the useful design starts with source quality, consented uses, ownership, and the decisions your team needs to make. TruNova helps connect that work to your wider business applications.
What you can do with Dynamics 365 Customer Insights
Unified customer profiles
real-time 360-degree views pulled from every connected data source.
Copilot-powered exploration
use natural language to build segments, generate content, and surface insight without writing a query.
Real-time journey orchestration
trigger-based or segment-based journeys with optimized send timing and built-in A/B testing.
Journey analytics and dashboards
built-in reporting shows what is working, where prospects drop off, and where to improve.
Sound familiar?
When Dynamics 365 Customer Insights is worth a closer look
Start with the work that needs to change. These are useful reasons to assess the fit.
- You need a tenant level view of unified people and interacted people across customer data and journey work.
- Marketing, sales, and service teams can agree on source ownership, audience definitions, and the customer moments they want to improve.
- Your organization can support Dataverse access, data stewardship, consent choices, and ongoing measurement after implementation.
What changes for your team
| Pain point | The fix | The result |
|---|---|---|
| Your customer view is fragmented and outdated | Unified profiles with real-time data pulled from across systems | One view, zero confusion |
| Building campaigns takes too long, or feels like guesswork | Copilot builds segments and suggests copy and imagery | Faster, more tailored campaigns that convert |
| Journeys are set up once and never touched again, or never set up at all | Real-time, AI-backed journeys with smart channel timing | Higher engagement and timing that actually lands |
| You can’t iterate because you can’t measure | Deep dashboards on journey performance, engagement, and drop-off | Faster optimization, faster return on the investment |
Dynamics 365 Customer Insights with TruNova
The partner behind the implementation
TruNova helps with discovery, data and journey design, configuration, integrations, reporting, training, and ongoing support.
Separate software from services
Software pricing and implementation costs
Microsoft lists Customer Insights as a tenant level license rather than a per user seat. Attach eligibility, capacity, region, taxes, currency, and channel terms affect the amount billed. SMS phone numbers and delivery require a separate provider account.
| Plan or option | Published US price | Billing and scope |
|---|---|---|
| Dynamics 365 Customer Insights | $1,700.00 | US tenant/month, paid yearly. Includes 100,000 Unified People and 10,000 Interacted People with unlimited users. |
| Dynamics 365 Customer Insights Attach | $1,000.00 | US tenant/month, paid yearly. Requires a qualifying Dynamics 365 application with at least 10 users. |
| Unified People Tier 1 add on | $2,000.00 | US pack/month, paid yearly. Adds capacity in packs of 100,000 Unified People for the 100,000 to 500,000 tier. |
| Interacted People Tier 1 add on | $250.00 | US pack/month, paid yearly. Adds capacity in packs of 5,000 Interacted People for the 10,000 to 50,000 tier. |
US pricing checked September 7, 2026. Customer Insights pricing Customer Insights license guidance Purchase Customer Insights Prices, availability, taxes, and regional terms may vary.
What changes the implementation budget?
- The number and quality of customer sources, identity rules, duplicate handling, and the fields that should form a unified profile.
- The volume of unified people and interacted people, peak interaction periods, channels, and any separate SMS provider requirements.
- The roles, environments, journey ownership, consent model, reporting definitions, and operating routine that keep the data useful.
Software fees do not include TruNova implementation services. Our estimate tool provides an initial planning range. We confirm scope, dependencies, and pricing during discovery.
Works with your wider business
Keep the tools. Connect the work.
Dynamics 365 Sales
Connect customer data and journey context to sales work after the teams agree which records, identities, and measures Sales should own.
Dynamics 365 Customer Service
Use service history as part of a broader customer view when access, data boundaries, and the service team’s use case support the connection.
Power BI
Build reporting around agreed audience, journey, and customer definitions instead of treating every source export as a separate answer.
Where this shows up
Industries that use this most: financial services, healthcare and life sciences, manufacturing, professional services, retail and e-commerce.
Questions about Dynamics 365 Customer Insights
Before you decide
Is Dynamics 365 Customer Insights priced per user?
No. Microsoft describes the current Customer Insights license as tenant level, with capacity for Unified People and Interacted People. Users still need appropriate access to connected Dynamics 365 applications and data, and the tenant quotas are shared across its environments.
What should we prepare before Customer Insights uses our data?
Start with the sources, identity rules, audience definitions, consent choices, owners, and reporting questions. Discovery then separates data that should be unified from data that should stay in its source system and confirms the integrations and capacity the plan needs.
Can Customer Insights connect with Sales and Service?
It can work with Dynamics 365 applications through Dataverse and configured connections, but each application’s data and features have their own licensing and access requirements. We map the records and user actions first so the integration has a clear purpose.
Work with TruNova
Where are you starting?
Start
Outgrown the tools you have? Let us plan the next system around your team.
Optimize
Already using the tools? Let us help with the steps that still take too much work.
Rescue
In the middle of an implementation that is going wrong? Bring us what is stuck.
Support and ongoing education for your system and your team.
Already using Dynamics 365 Customer Insights? The $4,000 System optimization review covers one application over two weeks, with up to five priority pain points and a report with cost estimates. Implementation of recommendations is a separate project.
What could your project cost?
Wondering what it would take? Tell the estimate tool a little about your team and your systems for an initial planning range. We can talk through the details together.
A starting point for planning. We confirm scope and pricing during discovery.