Microsoft Dynamics 365 Customer Insights includes access to two powerful applications. Unlike other Dynamics applications, the license is per-tenant rather than a seat-based model.
This article provides a brief licensing overview, including its applications and capacities.
D365 Customer Insights Applications
Each Customer Insights licence includes:
Customer Insights – Journeys (formerly D365 Marketing) driving real-time engagement across channels to create personalised customer journeys.
Customer Insights – Data enables organisations to better understand their customers by consolidating data across various touchpoints. Using this unified customer data platform you can enhance message personalisation and ad targeting.
Both applications work together, enabling trigger-based customer journeys informed by unified data to personalise interactions across email, SMS, and other channels.
SMS messaging services within Customer Insights require an additional subscription for these providers, which can be integrated with Dynamics 365.
Tenant Deployment
Customer Insights licenses allow you to install both applications in multiple environments within your organisation’s tenant. Since the licence is tenant-based, you can deploy the products to as many users and production or sandbox sites as required.
Dynamics 365 Customer Insights Pricing
You can get a reduced price ‘attach’ license for Customer Insights if you have purchased at least 10 qualifying Dynamics 365 licenses. These include D365 Sales Professional/Enterprise/Premium, D365 Customer Service Professional/Enterprise, D365 Field Service, D365 Finance, D365 Supply Chain Management, or D365 Commerce
Visit microsoft.com to check the latest Customer Insights pricing.
Customer Insights Capacities
The discounted “attach” licence and regular Customer Insights base licence include the same default capacities, as detailed below.
Interacted People
You get up to 10,000 interacted people per tenant/month. This counts any record in your Microsoft Dataverse database that interacted in the past 12 months. Interactions include emails, SMS messages, and form submissions processed through Customer Insights. Records not marketed to using Customer Insights within 12 months don’t count towards this capacity.
To check your usage in Customer Insights – Journeys, go to Settings > Quota limits.
Interaction usage in Customer Insights is subject to Microsoft’s fair usage policy, which allows for a maximum of 10 times the total number of interacted people at the tenant level per month. For example, with the default capacity of 10,000 interacted people, up to 100,000 interactions can be completed monthly across environments in your tenant. These capacities reset each month, and unused interactions don’t roll over.
Unified People
100,000 unified people per tenant/month is the total number of unique individual profiles generated by Customer Insights – Data using Dataverse and other predefined sources.
Anonymous or unknown profiles automatically created don’t count towards this allocation. Also, duplicated leads and contacts with the same email address will be mapped to a single unified profile.
Increasing Capacities
If you need extra capacity for profiles or interacted people, add-on packs can be purchased at an incremental rate.
For interacted people, the first add-on tier enables capacity packs to be added in multiples of 5,000. This is subject to a maximum of 8 packs (40,000 additional interacted people).
Tier two is sold in packs of 10,000 interacted people, supporting additional capacities between 50,000 and 250,000 (the minimum and maximum purchases are 4 and 24 packs, respectively).
Upper-tier packs are sold in packs of 50,000 with a minimum purchase of 5 packs to support high-capacity needs.
Additional packs of interacted people also accrue additional Dataverse storage at 1 GB database capacity and 2 GB file storage capacity per 50,000 add-on packs.
To increase unified people capacity within your tenant, additional packs can be added in multiples of 100,000.
Tier one packs are sold in quantities of 1-4 to increase tenant capacity up to 500,000 from default 100,000.
At tier two, you can purchase 100,000 packs in quantities of 4-19 to increase capacity up to 2 million unified people.
The top tier offers a reduced 100,000-pack rate to support databases of 2 million+ unified people, subject to a minimum purchase quantity of 19 packs.
Each 100,000 add-on pack of unified people also accrues additional Dataverse capacity, consisting of 15 GB database and 20 GB file storage.
Customer Voice
Customer Insights also includes usage capacity for Dynamics 365 Customer Voice surveys, enabling feedback capture processes to be integrated within journeys. By default, this provides capacity for up to 2,000 Customer Voice responses per tenant/month.
Service Limits
Dynamics 365 Customer Insights relies on shared cloud resources for data processing, so Microsoft applies limits to ensure fair and even distribution of resources.
These service limits include:
- Interaction sending: up to 300 million per month and 10 million daily maximum
- Personalisation: up to 100 dynamic attributes per single message
- Segments: up to 10,000 static segments and up to 3,000 dynamic segments. Each segment can support up to 10 million members.
- Data refreshes: 4 scheduled daily
You can check the detailed service limits at learn.microsoft.com and refer to the complete Microsoft licensing guide.
Licensing Questions?
If you want to know more about Dynamics 365 Customer Insights or arrange a licensing quotation, please get in touch. We’ll be happy to answer your questions.
