Dynamics 365 Customer Insights

Boost your team performance with the updated Customer Insights  

Microsoft Dynamics 365 Customer Insights aims to improve customer experiences while empowering the individuals responsible for delivering those experiences. The updated solution now includes two distinct experiences your team can use to manage your customer data and then put that data into action:   

  • 360-degree view helps data analysts to glean valuable insights and enhance their knowledge of customers.  
  • Customer Journey Orchestration assists marketers to orchestrate customer journeys and deliver content that matters to customers in context, in real-time.  

Boost sales performance with Dynamics 365 Sales. Overcome sales challenges by enhancing customer insights, automating workflows, and using AI-powered analytics to prioritize leads and speed up deal closures.

Why choose Customer Insights for your business?  

  • Better customer understanding  
  • Strengthen customer engagement  
  • Increase team productivity  
Better customer understanding  

Customer Insights combines data from various sources to provide a comprehensive view of each customer, enabling businesses to better understand their needs. 

Strengthen customer engagement  

The AI-empowered tools allow your team to increase customer engagement significantly by:  

  • Creating and developing tailored content for emails.  
  • Showing rich content recommendations aimed at specific audiences.  
  • Giving you the option to use dynamic text to automatically insert any of the recipients’ personal details, allowing you to deliver engaging content tailored to specific factors.  
  • Providing prebuilt digital channels including text, email, and push notifications, with an option for seamlessly adding custom channels to the journey.  
Increase team productivity  

Customer Insights provides actionable insights with the help of AI, empowering business teams to make data-driven decisions across marketing, sales, and customer service. Moreover, with the prebuilt analytics dashboards, you can hand off scored, qualified leads to sellers automatically and measure pipeline success.  

Strengthen customer loyalty with Microsoft Dynamics 365 Customer Service. Provide personalized, seamless support experiences and equip your team with AI-powered tools that enhance collaboration, streamline workflows, and increase productivity.

Take advantage of the rich Customer Insights feature list

Our solution is tailored to meet the unique needs of any dealership business.

  • Complete view  
  • Keep consistent audience segments  
  • Customer Journey Orchestration   
  • Measuring Journey progress
Complete view  

Complete view  

Dynamics 365 Customer Insights enables you to consolidate customer marketing, sales, and service data for a comprehensive understanding of customer preferences. This unified view allows you to measure KPIs effectively and develop predictive models like customer lifetime value and churn analysis with real-time updates.   

Keep consistent audience segments  

Keep consistent audience segments  

Effortlessly manage audience segments using AI-powered insights. You can customize your own segments to target marketing campaigns and sales efforts, establishing rules within segments to synchronize customer consent data. This ensures that you can confidently create segments while keeping consent statuses up to date. 

Customer Journey Orchestration   

Customer Journey Orchestration   

Customer Journey Orchestration is a true helping hand for the marketing team members. Streamline segment building, easy content creation for campaigns, and business goal definition are just some of the opportunities CJO provides. In addition, you can set A/B tests to identify effective content or paths and utilize multi-variant testing based on previous activities and preferences.  

Measuring Journey progress

Measuring Journey progress

Customer Insights allows you to track journey progress in real-time with inline charts and analytics, comparing it to other journeys for insights to boost lead generation. Segments and insights can be exported to various applications, including Dynamics 365. For even richer data modeling and visualization, customer data can be integrated with Microsoft Power BI.