Microsoft Dynamics 365 Customer Insights

Turn Prospects into Business Relationships

Increase customer demand for your products and services by improving marketing results with Dynamics 365 Customer Insights.

Improve the customer experience by personalising touchpoints along the customer journey to strengthen loyalty and retention. Turn insights into relevant action using AI-driven recommendations for content, channels, customer segmentation, and analytics.

What is Dynamics 365 Customer Insights?

D365 Customer Insights is an application that helps you to deliver exceptional customer service. It gives your sales, marketing and service teams the tools to work together to deliver a personalised, targeted service.

The Customer Insights app now offers both the Customer Insights – Journeys (formerly Dynamics 365 Marketing) and Customer Insights – Data (formerly the standalone Customer Insights) applications. This provides exceptional value as you get the power of a complete customer profile and the ability to coordinate customer journeys.

Dynamics 365 For:

Dynamics 365 Customer Insights Features

Create Engaging Experiences

Content creation

Gone are the days of manual content creation taking up valuable time. Get creative content ideas from Copilot in Customer insights, and create tailored, on-brand content quickly.

Real Time Marketing

Realtime marketing drives real results – it enables personalised, real-time customer journey orchestration and offers enhanced capabilities available in outbound marketing such as lead scoring and forms.

Integration with Existing Systems

Seamlessly integrate Customer Insights with your existing Dynamics 365 applications, as well as other 3rd-party systems. This ensures a smooth flow of data across your organisation, fostering a unified and collaborative approach to customer management.

customer data platform

Know Your Customers

Unified Customer Profiles

With the Dynamics 365 Customer Insights module, you gain a 360-degree view of your customers by consolidating data from various touchpoints and channels into unified profiles.

This unified perspective enables you to understand customer preferences, behaviours, and interactions across your organisation. By providing the foundation for personalised and targeted marketing, D365 Customer Insights helps to drive sales and improve engagement.

Real-time Customer Segmentation

You can segment your customers using the segment builder to target customers and engage with your audience effectively. By categorising your customer base based on behaviour, demographics, and other customisable attributes you can tailor your marketing efforts, product recommendations, and communication strategies to resonate with each unique segment, maximising relevance, and impact.

Understanding Microsoft Dynamics 365 CRM

Personalised Journeys

Intelligent Personalisations

AI-driven Personalisation

Leverage machine learning helps your business to understand individual preferences, predict future actions, and deliver personalised content across various channels. By doing so, you enhance customer satisfaction and loyalty by providing a truly personalised and memorable journey.

Harnessing the power of Artificial intelligence, you can personalise your email content with the AI-powered email editor which offers content suggestions based on customer preferences to help drive engagement. Being able to personalise communications results in converting more attendees from your marketing events into potential customers and with the ability to apply A/B testing on email campaigns, you can improve content by finding out what captivates your audience the most.

Dynamics 365 AI: Tools To Empower Your Business

Insights based marketing

Actionable Insights Dashboard

Transform data into actionable insights with an intuitive and user-friendly dashboard.

Monitor key performance indicators, track customer engagement metrics, and visualise trends that matter most to your business. By combining AI machine learning with detailed customer insights, Dynamics empowers your team with the tools to follow real-time customer journeys and make data-driven decisions to drive results.

Gain a complete view of your customers with combined transactional, demographic, and behavioural data. With Copilot, you can use natural language to analyse and comprehend customer data and discover new insights.

Microsoft Co-Pilot

Gone are the days of complicated code. With help from Co-pilot in the Dynamics 365 Customer Insights module, you can use natural language to query aspects of customer data.
Uncover valuable insights, such as product preferences, average customer purchases and customer lifetime value, with ease.

Creating Customer Journeys is no longer a 'fly-solo' project. Co-pilot will assist you by simplifying the creation of customer journeys and generate suggestions which can be approved and used to modify your flows. This is all done by simply describing business goals and target audiences to results in the desired outcome.

LEARN MORE: Transforming Microsoft Dynamics 365 with Copilot

Customer data security

Secure & Compliant

Build customer trust by prioritising data security through the Microsoft Cloud.

By opting for a secure cloud-based platform, you can safely share customer data, ensuring each business area has a single-view, real-time perspective for informed decision-making.

Keeping your business secure ensures compliance with GDPR and HIPAA regulations, as well as accessibility guidelines, which in turn helps to reinforce customer confidence.

By utilising API keys and external add-ons, you can customise workflows and implement automated processes, elevating operational efficiency while upholding the highest standards of data protection.

This unwavering commitment to secure and compliant practices establishes a solid foundation of trust between your business and its customers.

The Importance of Cyber Security

Modernise Your Marketing

Discover the capabilities of Microsoft Dynamics 365 Customer Insights, and how Microsoft's customer data platform seamlessly integrates with real-time journey orchestration, enabling your teams to unveil fresh insights and provide personalised customer experiences.

Call us today on 01384 400 600 or submit a contact form for more information about how we can help revolutionise your business with D365 Customer Insights.

Further Information

Find out more about other CRM modules

Dynamics 365 Sales

Build your sales team with confidence and drive revenue by capitalising on business insights to aid a thriving, collaborative and engaging environment for your sales staff.

Dynamics 365 Sales Dynamics 365 Sales

Dynamics 365 Field Service

Revolutionise your field services operations through intelligent learning, remote access and monitoring and state-of-the-art tools to help deliver the highest standard of field services.

Dynamics 365 Field Service Dynamics 365 Field Service

Dynamics 365 Customer Service

Stand out amongst your competitors with Dynamics 365 Customer Service from Microsoft.

Dynamics 365 Customer Service Dynamics 365 Customer Service

Understanding Dynamics 365 as a CRM

An overview of the key features, benefits, and history of Dynamics 365 as a CRM.

Dynamics 365 as a CRM Dynamics 365 as a CRM

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