What is Microsoft Dynamics 365 Customer Insights?

A unified customer data platform for customer-centric experiences.

Dynamics 365 Customer Insights empowers organizations to deliver exceptional customer experiences through personalized customer journeys across sales, marketing, and service teams. It offers a unified customer data platform and real-time journey orchestration, eliminating fragmented data and manual content creation.

Data analysts benefit from holistic customer data views and enrichment options, while marketers enjoy simplified content creation and efficient collaboration. This platform’s value lies in its ability to streamline operations, enhance data-driven decision-making, and foster seamless collaboration, ultimately driving customer-centric success.

What is Microsoft Dynamics 365 Customer Insights?

A unified customer data platform for customer-centric experiences.

Dynamics 365 Customer Insights empowers organizations to deliver exceptional customer experiences through personalized customer journeys across sales, marketing, and service teams. It offers a unified customer data platform and real-time journey orchestration, eliminating fragmented data and manual content creation.

Data analysts benefit from holistic customer data views and enrichment options, while marketers enjoy simplified content creation and efficient collaboration. This platform’s value lies in its ability to streamline operations, enhance data-driven decision-making, and foster seamless collaboration, ultimately driving customer-centric success.

How Microsoft Dynamics 365 Customer Insights Can Help Your Organization

Leverage AI-driven identity management to transform anonymous visitors into recognizable customers while elevating engagement through personalized, perfectly timed messaging across the right channels.

Generate and nurture high-quality leads with tailored communication, connect with customers on their preferred platforms such as SMS, email, push notifications, and trusted messaging partners, and align marketing and sales teams around shared goals to improve pipeline efficiency.

At the same time, maintain strict consent, privacy, and compliance standards, accelerate insight generation with predictive AI models, and rapidly create brand-aligned marketing content using Copilot to drive smarter, faster, and more meaningful customer interactions.

Explore All Microsoft Dynamic 365 Options for Your Business

How Microsoft Dynamics 365 Customer Insights Can Help Your Organization

Leverage AI-driven identity management to transform anonymous visitors into recognizable customers while elevating engagement through personalized, perfectly timed messaging across the right channels.

Generate and nurture high-quality leads with tailored communication, connect with customers on their preferred platforms such as SMS, email, push notifications, and trusted messaging partners, and align marketing and sales teams around shared goals to improve pipeline efficiency.

At the same time, maintain strict consent, privacy, and compliance standards, accelerate insight generation with predictive AI models, and rapidly create brand-aligned marketing content using Copilot to drive smarter, faster, and more meaningful customer interactions.

Explore All Microsoft Dynamic 365 Options for Your Business

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Harness the Power of Unified Customer Data with Dynamics 365 Customer Insights

Comprehensive

Customer Profiles

Develop comprehensive customer profiles by integrating transactional, demographic, and behavioral data, enabling a holistic understanding of your clientele.

Augmented Customer Data

Enhance customer profiles by incorporating both first-party and third-party signals. This includes leveraging Microsoft’s proprietary audience intelligence and uncovering specific preferences through predefined third-party data sources.

Customer Segment Creation and Management

Identify fresh audience segments with AI-driven recommendations and bolster personalization by employing real-time segmentation, which dynamically adapts customer segments based on the most up-to-date data.

Dynamic Customer Journeys

Craft contextually relevant journeys using our visual journey builder and leverage real-time, customer-triggered events to promptly respond to customer interactions and convert interest into sales.

A/B Testing

Enhance engagement by conducting A/B tests to pinpoint the most effective content or journey branches and measure their success to align with your business objectives.

Customer Insights

Utilize natural language queries to extract valuable information from your customer data, such as customer lifetime value, product preferences, and average customer spending habits.

Our Latest Recognitions

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What Microsoft Power BI Can Do for You

Comprehensive

Customer Profiles

Develop comprehensive customer profiles by integrating transactional, demographic, and behavioral data, enabling a holistic understanding of your clientele.

Augmented Customer Data

Enhance customer profiles by incorporating both first-party and third-party signals. This includes leveraging Microsoft’s proprietary audience intelligence and uncovering specific preferences through predefined third-party data sources.

Customer Segment Creation and Management

Identify fresh audience segments with AI-driven recommendations and bolster personalization by employing real-time segmentation, which dynamically adapts customer segments based on the most up-to-date data.

Dynamic Customer Journeys

Craft contextually relevant journeys using our visual journey builder and leverage real-time, customer-triggered events to promptly respond to customer interactions and convert interest into sales.

A/B Testing

Enhance engagement by conducting A/B tests to pinpoint the most effective content or journey branches and measure their success to align with your business objectives.

Customer Insights

Utilize natural language queries to extract valuable information from your customer data, such as customer lifetime value, product preferences, and average customer spending habits.

Our Latest Recognitions

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Process Optimization

A Technology CONCIERGE can analyze a company’s existing processes and recommend software solutions that streamline workflows, reduce manual tasks, and eliminate inefficiencies. By implementing the right tools, businesses can improve productivity and reduce operational costs.

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Tailored Technology Solutions

CONCIERGES provide customized software recommendations that fit the unique needs and goals of the business. Whether it's automating specific tasks, improving collaboration, or enhancing data management, they ensure the technology aligns with the company’s objectives.

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Scalability and Future-Proofing

Our CONCIERGES help future-proof the business by selecting software solutions that are scalable and adaptable as the business grows. This prevents the need for constant overhauls or costly upgrades, ensuring the business can easily expand its operations without disruption.

HOW TECHNOLOGY

CONCIERGES HELP YOU

Image

Process Optimization

A Technology CONCIERGE can analyze a company’s existing processes and recommend software solutions that streamline workflows, reduce manual tasks, and eliminate inefficiencies. By implementing the right tools, businesses can improve productivity and reduce operational costs.

Image

Tailored Technology Solutions

CONCIERGES provide customized software recommendations that fit the unique needs and goals of the business. Whether it's automating specific tasks, improving collaboration, or enhancing data management, they ensure the technology aligns with the company’s objectives.

Image

Scalability and Future-Proofing

Our CONCIERGES help future-proof the business by selecting software solutions that are scalable and adaptable as the business grows. This prevents the need for constant overhauls or costly upgrades, ensuring the business can easily expand its operations without disruption.

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