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Customer Engagement · Customer Insights Data

Capacity priced on profiles you stopped unifying.

Dynamics 365 Customer Insights is the customer data platform in the Dynamics family, and Microsoft has split it into two products: Customer Insights Data, the platform that unifies and enriches customer profiles, and Customer Insights Journeys, the marketing orchestration layer formerly sold as Dynamics 365 Marketing. Both license as tenant level subscriptions priced on capacity rather than seats. The Data side meters on the number of unified customer profiles and the enrichment and prediction volume. The Journeys side meters on contacts and interactions. The most common error is sizing the profile tier against every raw record ingested rather than the unified, deduplicated profiles the platform actually maintains. The second is provisioning both Data and Journeys when the program only operates one. The third is ignoring the capacity overage that accrues as ingestion grows. Customer Insights is where profile capacity is bought against raw ingestion, and the unified profile rationalization is the largest lever.

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The product

How Customer Insights actually licenses.

Customer Insights splits into Data and Journeys, each a tenant level capacity subscription. The profile tier on the Data side and the contact tier on the Journeys side are the price drivers, and most organizations size both against the wrong number.

Layer 01
The split

Data and Journeys

Customer Insights Data unifies records from across systems into single customer profiles and runs enrichment and prediction against them. Customer Insights Journeys orchestrates the marketing journeys against those profiles. They are licensed separately, and an organization that only runs one should not be carrying the commitment for both.

  • Customer Insights Data. The profile unification and enrichment platform.
  • Customer Insights Journeys. The marketing orchestration layer, formerly Marketing.
  • Lever. License only the side the program actually operates.
Layer 02
Capacity

The profile and interaction tiers

The Data side meters on unified profiles plus enrichment and prediction volume. The Journeys side meters on contacts and interactions. Both include a base tier with overage billed as capacity add ons. The profile count is meant to reflect unified, deduplicated profiles, not the raw ingested record count, but buyers routinely conflate the two.

  • Profile tier. The unified profile allotment on the Data side, the main driver.
  • Interaction and contact tier. The Journeys side allotment.
  • Capacity add ons. Overage above the included tiers on either side.
The trap

The licensing mistakes buyers make.

Customer Insights produces three recurring waste patterns. The dominant one is sizing the profile tier against raw ingestion. The second is provisioning both products when one is idle. The third is unmanaged capacity overage.

Trap 01
Raw ingestion

Profiles counted before unification

The profile tier gets sized against every record ingested from every source system, before the platform deduplicates and unifies them into single customer profiles. Unification is precisely what collapses many raw records into one profile. Sizing capacity against the raw ingestion pays for a profile count several times larger than the unified reality the platform maintains.

Trap 02
Idle product

Paying for the side you do not run

Organizations license both Data and Journeys because they were sold together, then operate only one. A program running the data platform without active marketing orchestration, or running journeys against profiles built elsewhere, carries a full tenant commitment for a product that sits idle. The unused side is pure recurring waste.

Trap 03
Overage drift

Capacity that climbs with ingestion

As more source systems connect and more data flows in, the profile and interaction counts climb past the included tiers and the capacity add ons accrue. Without ingestion governance and a unification discipline the overage grows silently until a renewal surfaces a commitment far above what the program needs.

The cost levers

Where the real money moves.

The Customer Insights bill responds to three levers. Unified profile rationalization sizes the tier against real profiles. Product rationalization drops the idle side. Capacity governance controls the overage.

Lever 01
Profile rationalization

Sizing the tier to unified profiles

The decisive move is establishing the unified, deduplicated profile count the platform actually maintains rather than the raw ingested record count. Unification is designed to collapse duplicates across systems into single profiles, so the unified number is materially smaller. Sizing the profile tier against it cuts the primary Data side driver directly, and the difference recurs every month.

The rationalized profile baseline then feeds the EA renewal where the Customer Insights commitment is reset against the unified reality rather than raw ingestion.

Lever 02
Product and governance

Product rationalization and capacity governance

The Data and Journeys commitments get tested against actual operation. The idle side is dropped or downsized so the tenant only carries the products the program runs.

Ingestion governance and a unification discipline hold the profile and interaction counts to the genuine program, keeping the capacity add ons from accruing against data the platform does not need to maintain.

The contract surface

How Customer Insights moves at the table.

Customer Insights negotiates as a tenant level capacity commitment inside the customer engagement envelope. The profile tier and the product split are the leverage points, and the buyer who arrives with a unified profile count resets the base rather than accepting overage stacking.

Lever 01
Tier negotiation

Negotiating the profile tier as the base

The profile tier is the dominant Data side cost and the primary negotiation target. A buyer who brings a defensible unified profile count negotiates the tier itself, not just the overage rate. The unified count is the evidence that the included allotment can be reset downward. Without it, the account team prices against the raw ingestion the buyer reports, which is usually a large multiple of the unified reality.

Lever 02
Baseline reset

Resetting the commitment baseline

The renewal is the moment to reset the profile and interaction tiers to the unified, governed reality and to drop the idle product side rather than carrying the inflated commitment forward. A buyer who arrives with the unification evidence negotiates from the real program. Carrying the raw ingestion commitment forward anchors the deal on profiles the platform does not actually maintain.

The advisory work

What we deliver on Dynamics 365 Customer Insights.

The Customer Insights engagement is a profile and product diagnostic, an ingestion governance pass, and the integration of the rationalized baseline into the customer engagement negotiation. The output is a Customer Insights commitment priced at the unified program, not raw ingestion.

Deliverable 01
The profile diagnostic

The profile and product audit

We establish the unified, deduplicated profile count the platform maintains against the raw ingested record count, and test whether the program genuinely operates both the Data and Journeys sides. We measure the profile and interaction consumption against the included tiers and identify the ingestion driving the overage. The output is a defensible unified baseline and a clear view of which products the tenant actually needs.

Deliverable 02
The negotiation

The tier reset and contract

We implement the ingestion governance and unification discipline that brings the profile reality down to the program, drop or downsize the idle product side, and reset the tiers at renewal rather than stacking add ons on the inflated base. We negotiate the tenant commitment and lock multi year price protection. The output is a Customer Insights commitment priced at the unified program and defensible through the term.

Engage the practice

Stop buying profile capacity for records before they unify.

The Dynamics 365 Customer Insights diagnostic establishes the unified, deduplicated profile count, tests whether you genuinely run both the Data and Journeys sides, governs the ingestion driving overage, and resets the tiers at renewal rather than stacking add ons on raw ingestion. The result is a commitment priced at the unified program.

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