Microsoft Dynamics 365 Customer Insights
Deliver an excellent customer experienceCombine disconnected data, get content creation ideas, segment your customer base, and get 3600 views of customers with Microsoft Dynamics 365 Customer Insights.
Microsoft Dynamics 365 Customer Insights - Create Personalized Experience
Microsoft Dynamics 365 Customer Insights is a customer data platform (CDP) and is part of Microsoft Dynamics CRM. It is designed to help organizations unify and analyze customer data across various touchpoints. The solutions combine data from various sources, including CRM systems, marketing automation tools, and social media platforms, to offer 3600 views of customers.
It provides a comprehensive, 360-degree view of customers by consolidating data from multiple sources, enabling businesses to gain deep insights into customer behavior, preferences, and interactions. This allows for more personalized customer experiences, data-driven decisions, and informed decision-making.
Struggling to understand your customers and deliver personalized experiences
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The D365 Customer Insights Benefits to Boost Customer Satisfaction
Personalize customer experience, interact with user in real-time, engage across all channels, and analyze segmentation with Customer Insights.
Unified Customer Data Platform (CDP)
- Centralized data repository
- Real-time data updates
- Data enrichment
- Data governance and compliance
Enhanced Customer Segmentation
- Precise targeting
- Personalized experiences
- Improved ROI
- Customer lifecycle management
Improved Customer Engagement
- Omnichannel engagement
- Personalized communication
- Real-time interactions
- Increased customer satisfaction
Enhanced Customer Insights
- Data-driven decision making
- Customer analytics
- Segmentation analysis
- Trend analysis
Streamlined Marketing Processes
- Automates repetitive marketing tasks
- Centralizes campaign management
- Prioritizes leads
- Marketing attribution
Improved Sales Effectiveness
- Targeted lead generation
- Personalized sales pitches
- Sales pipeline management
- Manages customer interactions
Enhanced Customer Service
- Provides tailored support
- Knowledge base integration
- Case management
- Agent productivity
Improved Customer Loyalty
- Personalized loyalty programs
- Customer retention strategies
- Customer lifetime value (CLTV) analysis
- Churn prevention
Exploring the Powerful Dynamics 365 Customer Insights Features
Unify customer profiles, advanced segmentation to AI-driven insights, improve customer retention, predict behavior, and drive long-term growth with Customer Insights capabilities.
Combine customer records from different systems into a unified profile.
Automatically identify and resolve inconsistencies in customer data.
Create a comprehensive and accurate view of each customer.
Validate data to ensure accuracy, completeness, and consistency.
Implement security measures to protect customer data.
Combines transactional, behavioral, and demographic data from diverse sources.
Provides a comprehensive and nuanced view of customers.
Deliver highly personalized offers, recommendations, and content.
Synchronizes with CRM and marketing systems to ensure up-to-date data.
Ensure data accuracy, consistency, and completeness.
Presents data in intuitive dashboards and reports for informed decision-making.
Group customers based on demographic attributes.
Segment customers based on their actions and interactions.
Create segments based on customer purchasing patterns.
Continuously update segments based on real-time data.
Use dashboards and visualizations to represent customer segments.
Automatically update segments as new data becomes available.
Provide a comprehensive overview of each customer.
Display essential metrics and key performance indicators (KPIs).
Allow users to customize the dashboard layout and widgets.
Enable users to delve deeper into specific data points.
Facilitate collaboration by sharing insights with team members.
Ensure that dashboards can be accessed from any device.
Connect with Microsoft Power BI for data visualization.
Integrate with applications like marketing automation tools.
Use APIs to exchange data between the platform and other systems.
Integrate with Dynamics 365 modules like Sales and Customer Service.
Access data stored in cloud storage services like Azure.
Automate workflows and processes using Microsoft Copilot.
Suggest tailored marketing campaigns based on customer behaviors.
Identify opportunities to sell additional products or services to existing customers.
Recommend relevant content, such as articles, videos, or product information.
Suggest ways to enhance customer service based on feedback.
Analyze customer feedback to identify areas for improvement.
Deliver actionable insights to optimize business performance.
Creates tailored customer journeys based on individual activities.
Delivers relevant content and offers at the right time to derive conversions.
Fosters stronger customer relationships through exceptional service.
Enables businesses to experiment with different journey elements.
Tracks journey performance and provides valuable insights into customer behavior.
Integrates with marketing automation platforms to automate journey steps.
Siloed data is hindering your ability to make informed decisions
Combine data from various sources to understand your customers and make data-driven decision-making.
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What Makes Dynamics 365 Customer Insights Truly Stand Out?
Transform scattered data into actionable insights, create a unified view of customers, and predict trends by using Dynamics 365 Customer Insights. Here is few more reason it stands out:
Advanced Analytics
D365 Customer Insights allows businesses to uncover valuable insights into customer behavior, preferences, and trends with robust analytics, improving customer service.
Predictive Analytics
Customer Insights leverages predictive analytics to forecast customer behavior and identify potential risks, such as churn or lost sales, enabling you to make proactive strategies.
Customer Segmentation
With D365 Customer Insights, businesses can segment customers based on various criteria, such as demographics and behavior, to deliver personalized experiences.
Integration with Microsoft Ecosystem
Customer Insights seamlessly integrates with other Microsoft Dynamics 365 applications, such as Sales and Customer Service, offering a cohesive and efficient workflow.
Get Unmatched Service for D365 Customer Insights
Partner with a trusted implementation and support provider to utilize the capabilities of Dynamics 365 Customer Insights at fullest.
D365 Customer Insights Implementation
Plan, design, and implement Customer Insights to meet your specific business needs.
Upgrade to Customer Insights
Convert your existing customer data into insights with seamless upgrading.
Dynamics Square + D365 Customer Insight: Make the Smart Move
Dynamics Square is a trusted Microsoft Gold Partner that delivers tailored solutions to meet your business needs. Here is the reason that makes us the ideal choice for businesses seeking reliable and efficient services.
Deep Expertise
Dynamics Square has extensive experience in implementing and supporting Dynamics 365 solutions.
Customer-Centric Approach
We prioritize your business objectives and strive to deliver exceptional customer service.
Proven Track Record
We have a successful track record of helping businesses achieve their goals with Dynamics 365.
End-to-End Solutions
We offer a comprehensive range of services to address your specific needs.
Enhances Your Experience in Customer Insights with Copilot
Copilot, Microsoft's AI-powered assistant, is being integrated into Dynamics 365 Customer Insights takes customer data analysis to the next level. It helps users:
Analyze Data More Efficiently
Copilot can provide insights and recommendations based on your data.
Unlock insights with Copilot!
Improve Customer Interactions
Copilot can assist in providing personalized customer service and recommendations.
Personalize your service!
Dynamics 365 Customer Insights: How Much Does It Cost?
Access flexible pricing plans designed to access the full potential of your customer data without exceeding their budgets.
Dynamics 365 Customer Insights
Dynamics 365 Customer Insights Attach
Got any questions About
Customer Insights
Click through to our FAQ for the best answers!
Dynamics 365 Customer Insights offers numerous benefits, including the ability to create unified customer profiles, segment audiences, and gain AI-driven insights for personalized experiences. It helps businesses understand customer behavior, predict future trends, improve engagement, and optimize marketing efforts. The platform’s scalability and real-time analytics enable businesses to drive better decision-making and customer satisfaction.
In Dynamics 365 Customer Voice, users can create multiple question types such as multiple-choice, rating scales, Net Promoter Score (NPS), text-based, and Likert scale questions. These question formats help gather valuable feedback, measure customer satisfaction, and assess various aspects of customer experience, providing actionable insights for businesses to enhance their services.
Yes, Microsoft merged Dynamics 365 Marketing into Dynamics 365 Customer Insights. This change, effective from September 1, 2023. The new product retains the name "Customer Insights" and includes both the customer data platform (Customer Insights—Data) and real-time marketing with customer journey orchestration (Customer Insights—Journeys).
This consolidation aims to provide a unified platform for managing and enriching customer data, enabling personalized and connected customer journeys across sales, marketing, and service.
Configuring Customer Insights in Dynamics 365 involves setting up data connections, mapping customer data, and unifying profiles from various sources. After integrating data, users can apply AI models to gain insights, define customer segments, and create personalized customer experiences. The process is streamlined within the platform's intuitive interface, making configuration simple and customizable to business needs.
Dynamics 365 Customer Insights can integrate a wide range of data sources including CRM and ERP data, web analytics, mobile app data, social media interactions, customer service interactions and more. These data provide a holistic view of a customer, allowing you to pull in data from sources like Azure Data Lake Storage, Azure Synapse Analytics, and Microsoft Dataverse.
Yes, Dynamics 365 Customer Insights is suitable for businesses of all sizes. The platform’s scalability allows small to large enterprises to unify customer data, leverage AI-driven insights, and personalize experiences. Its flexible pricing structure and customizable features make it accessible to smaller businesses, while its robust capabilities are ideal for larger organizations looking to drive growth and customer engagement.
