Microsoft Dynamics 365 Customer Insights | Data-Driven Customer Understanding
Unlock a 360° View of Your Customers

Microsoft Dynamics 365 Customer Insights

Connect data from multiple sources to create intelligent profiles. Enhance your marketing, sales, and service strategies with AI-driven insights and automation.

Overview

Deliver connected customer journeys

Understand your customers and create truly personalized experiences.

Know Your Customers

Get a richer view of customers

Unify transactional, demographic, and behavioral data with AI-powered identity management for a holistic view of customers.

Enrich data and predict intent

Enhance profiles with diverse data sources, including proprietary intelligence, and unlock predictions with prebuilt AI models.

Create customer segments

Build new segments or discover new audiences with AI recommendations that are continually updated with real-time data.

Respect consent and privacy

Add consent data during the unification process using automatic data refresh to ensure that your organization meets privacy and security regulations.

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Engage On Their Terms

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Deliver real-time journeys

Create real-time customer journeys across channels that are contextually relevant and can be optimized with A/B testing.

Boost engagement with AI

Deliver tailored experiences with the right message at the right time using AI-driven channel selection.

Nurture and share leads

Hand off scored, qualified leads to sellers automatically and measure pipeline success with prebuilt analytics dashboards.

Reach customers where they are

Engage customers using prebuilt digital channels including text, email, and push notifications, and then seamlessly add custom channels to the journey.

Boost Your Productivity

Get insights faster

Discover insights and quickly understand customer attributes with individual profile summaries using Microsoft Copilot.

Simplify audience targeting

Describe your target segments to Copilot and quickly build, review, and modify customer segments.

Tailor content quickly

Generate tailored content and headlines, branded emails, and captivating images for any segment with Copilot.

Create journeys easily

Simplify journey creation with Copilot by defining your business goals, target audience, or desired flows.

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The Total Economic Impact of Microsoft Dynamics 365 Customer Insights

Explore the advantages of Dynamics 365 Customer Insights in this commissioned study conducted by Forrester Consulting.

Frequently Asked Questions

What types of data can Customer Insights unify?

Customer Insights can unify data from CRM, ERP, web analytics, social media, transaction systems, call centers, and third-party data sources.

Is it difficult to integrate with existing systems?

No. Customer Insights provides prebuilt connectors and APIs to easily integrate with Microsoft Dynamics 365 apps and many external systems.

How does Customer Insights use AI?

It uses AI to analyze customer data, identify patterns, predict behaviors like churn or purchase likelihood, and recommend next best actions.

Can I create customer segments dynamically?

Yes. You can build dynamic segments based on real-time customer behavior, demographics, and preferences for targeted campaigns.

Does Customer Insights support compliance and security?

Yes. It adheres to Microsoft’s enterprise-grade security and compliance standards including GDPR, HIPAA, and ISO certifications.

How does ERBrains support Customer Insights implementations?

ERBrains offers full lifecycle support including data strategy, integration, custom analytics setup, training, and ongoing optimization.