What is Dynamics 365 Customer Insights?

To compete in today’s busy markets, organisations need to be able to build meaningful and personalised relationships with their customers. The ability to intelligently personalise experiences at scale requires a complete, unified view of customers.

 

Dynamics 365 Customer Insights now offers two robust solutions within one unified platform:

  • Dynamics 365 Customer Insights – Data
  • Dynamics 365 Customer Insights – Journeys (formerly Dynamics 365 Marketing).

 

This update empowers organisations to leverage the combined strength of journey orchestration via marketing tools and seamless data unification and activation through the Customer Data Platform (CDP), all conveniently packaged with a holistic offering.

 

Learn more about the Dynamics 365 Customer Insights platform below:

Customer Insights - Data

  • Comprehensive Customer Insights

    Aggregate transactional, observational, and behavioral data instantly using prebuilt connectors. Ensure persistently up-to-date profiles for contacts and accounts. Unify data by resolving customer identities using AI and machine learning recommendations. Enrich profiles with first and third-party signals like product usage, market trends, and customer feedback.

  • Unlock insights and take action

    Predict churn rate, next best action, and product recommendations seamlessly. Unearth new audience segments with AI-driven suggestions or craft your own. Activate real-time insights across platforms. Embed Customer Insights cards for informed decisions. Automate workflows with Power Automate.

  • Adapt and extend

    Extend Customer Insights with Azure Synapse Analytics to merge customer data with financial, operational, and IoT data for tailored machine learning models. Integrate your customer data with Power BI to personalize dashboards and reports. Develop custom apps with embedded insights using Power Apps.

  • GDPR compliance

    Cut time with a self-service CDP on Azure, adaptable to your Azure data lake. Ensure GDPR compliance with built-in privacy, security, and governance tools while maintaining data ownership.

Comprehensive Customer Insights
Unlock insights and take action
Adapt and extend
GDPR compliance

Customer Insights - Journeys

Microsoft’s enterprise-level solution builds personalised, trigger-based real time journeys that reach customers across multiple touchpoints, growing relationships, loyalty and lifetime value. Improve marketing ROI with embedded intelligence and analytics that track marketing performance.

Generate and nurture more leads across multiple channels and engage sales-ready leads with personalised experiences. Align sales and marketing by prioritising leads, automating handover and tracking lead progress with shared information and connected processes. Integrate LinkedIn Sales Navigator to easily find out everything you need to know about your target audience and share targeted, personalised messaging.

With a native connection to the wider Dynamics 365 platform, in particular Dynamics 365 Sales, you have the unique advantage of managing your entire sales pipeline, seamlessly bridging the gap between marketing efforts and sales engagements, all from within a unified system.

Microsoft’s Copilot introduces a new era of AI advancements, offering your marketing team access to the latest generation AI-powered tools. These tools enable the creation of marketing campaigns that are not only more efficient but also richer in their impact.

What is Dynamics 365 Customer Insights?

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