Microsoft Dynamics 365 Customer Insights

Customer-Centric Experiences Powered by Microsoft Dynamics 365

Connect and consolidate customer data across platforms to create a 360-degree customer view. Leverage AI-powered insights and automation to optimize marketing, sales, and customer service strategies.

Connects with
CRM ERP E-Commerce Social Support IoT
Gold Certified Partner AI-Powered Profiles Unified Data Platform
Live Customer Intelligence
Unified Profile 360° customer view ready
AI insights across all channels
Overview

Deliver connected customer journeys

Understand your customers and create truly personalized experiences.

Know Your Customers

Get a richer view of customers

Leverage AI-enabled identity management to connect transactional, demographic, and behavioral data for a unified understanding of your customers.

01

Enrich data and predict intent

Empower your business with enriched profiles created from varied data sources and proprietary insights, enhanced by AI-powered predictive intelligence.

02

Create customer segments

Build precise customer segments and explore new audience groups through intelligent AI recommendations driven by real-time analytics.

03

Respect consent and privacy

Maintain data privacy and security compliance by adding consent data seamlessly during profile unification with automated refresh functionality.

04
Unified Customer Profile
Customer Insights unified profile view
Real-time sync Data updated continuously
Boost Your Productivity
Get insights faster 01 / 04
Get insights faster with Copilot

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

Simplify audience targeting 02 / 04
Simplify audience targeting

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

Tailor content quickly 03 / 04
Tailor content quickly with Copilot

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

Create journeys easily 04 / 04
Create journeys easily with Copilot

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

Engage On Their Terms
Deliver real-time journeys 01 / 04
Deliver real-time customer journeys

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

Boost engagement with AI 02 / 04
Boost engagement with AI

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

Nurture and share leads 03 / 04
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 04 / 04
Reach customers where they are

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

Forrester Consulting Research

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.

Contact Us

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Got Questions?

Frequently Asked Questions

Everything you need to know about Dynamics 365 Customer Service.

01 What is Microsoft Dynamics 365 Customer Insights?

Microsoft Dynamics 365 Customer Insights is a customer data platform (CDP) and journey orchestration solution that helps businesses unify customer data, create personalized experiences, and improve customer engagement across marketing, sales, and service channels.

It helps organizations gain a 360-degree customer view by combining data from multiple systems such as CRM, ERP, websites, emails, and social platforms.

Key features include: Customer data unification, AI-powered customer segmentation, Predictive analytics, Real-time customer journeys, Personalized email and SMS campaigns, Lead scoring, Customer behavior tracking, Integration with Microsoft applications like Power BI and Teams

Yes. Dynamics 365 Customer Insights integrates with Microsoft Dynamics 365 applications, ERP systems, CRM platforms, Power BI, Microsoft Teams, Azure services, and third-party applications to create a unified customer ecosystem.

The platform uses AI and machine learning to analyze customer behavior, predict customer intent, recommend products, identify high-value customers, automate segmentation, and improve campaign performance.

Yes. Small and medium-sized businesses can use Dynamics 365 Customer Insights to improve customer engagement, automate marketing activities, and gain better visibility into customer behavior without investing in multiple disconnected tools.

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