Lessons Learned: Real-World D365 Customer Insights Implementation Pitfalls
Session Overview: Consider this your implementation survival guide: what breaks, why it breaks, and how training changes the outcome to help your team get the most out of your Customer Insights investment.
Learning Objectives:
- You’ll learn to spot the most common CI implementation surprises and understand the root causes so your team can anticipate rather than react.
- Apply at least three practitioner-validated configuration fixes drawn from real client environments, and build a personal implementation checklist that reduces time-to-resolution when these issues surface in new or existing deployments.
- Learn how inadequate team training amplifies implementation failures including why underprepared users make avoidable configuration mistakes, how training gaps extend project timelines and support costs, and what a practical CI training investment looks like for teams at different stages of their journey.
Speakers: Kristina Green, Jackie Hunt, Susana Ramos
Recorded at: Community Summit NA 2026
Type: Education Session
Ability Level: 201 – Intermediate
Primary Product: Dynamics 365 CE (CRM)
Tracks: Marketing, Training and User Adoption
Terms: All rights reserved by the speaker, Community Summit NA, and Dynamic Communities and cannot be reproduced or distributed without express written consent by the speaker and Dynamic Communities.
