Lab 0: Set up environment

In this guided project, you will import datasets and create unified customer profiles. Using these profiles, you will then create measures and segments. After the segments are created you will generate powerful insights based on your segments.

Project specification

This guided project will walk you through four exercises to configure the application and build out your segments based on different criteria. In these exercises, you will:

  • Create unified customer profiles
  • Create segments
  • Generate insights on your segments

Exercise 1: Procure a trial

You need access to Dynamics 365 Customer Insights to complete this guided project.

Task 1: Sign up for a Dynamics 365 Customer Insights trial

You can sign up for a trial by following these steps:

  1. In a new browser tab, navigate to https://dynamics.microsoft.com/dynamics-365-free-trial. In the middle of the screen, you will see two buttons: one to see plans and pricing, the other to try for free. Select Try for free.
  2. Navigate to the Dynamics 365 Customer Insights box and select Try for free. Enter your work email address and select Start your free trial. Enter your region and phone number, if prompted, and select Submit.
  3. Select Launch Trial.
  4. On the welcome screen, select Start Customer Insights - Data. The Customer Insights - Data model-driven app will launch in a new tab. You now have both a Customer Insights - Journeys and a Customer Insights - Data trial environment.
  5. If prompted, select your region.
  6. If prompted, select B2C.
  7. In the upper right, select Start trial. Enter Contoso Coffee for name and select your region.
  8. Select Next in the Data Storage section and Marketing Trial for your Microsoft Dataverse environment. Then click Next.
  9. Select Create.