Insights Solutions

There are several solutions, provided by Microsoft, to provide analysis of customer data in Dynamics 365.

Relationship Insights Embedded Intelligence

Features include:

• Relationship assistant

• Email engagement

• Auto capture

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/configure-enable-embedded-intelligence

(As of 22nd Jan 2018) This is still in preview and is enabled in System Settings on the Previews tab

Dynamics 365 for Customer Insights

• Azure based SaaS service

• Define key APIs, infer relationships from data and make predictions

• Works with Dynamics 365 Onlint (and some other data sources).

• Purchaseable but still in preview.

Insights, powered by InsideView

• This provide real-time data on companies and contacts within Dynamics 365 and is available for Online an On-Premises.

• It is provided free of charge for Dynamics Online customers in the US and Canada. Elsewhere and for On-Premises it must be purchased.

• The free subscription is provided in Microsoft's AppSource here.

• More details on installing Insights are provided on Insights website here.

Company News Timeline

Available for Dynamics 365 Online subscriptions. Uses Bing to provide news about customers in mobile apps.