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.
Understand your customers and create truly personalized experiences.
Leverage AI-enabled identity management to connect transactional, demographic, and behavioral data for a unified understanding of your customers.
Empower your business with enriched profiles created from varied data sources and proprietary insights, enhanced by AI-powered predictive intelligence.
Build precise customer segments and explore new audience groups through intelligent AI recommendations driven by real-time analytics.
Maintain data privacy and security compliance by adding consent data seamlessly during profile unification with automated refresh functionality.
Discover insights and quickly understand customer attributes with individual profile summaries using Microsoft Copilot.
Describe your target segments to Copilot and quickly build, review, and modify customer segments.
Generate tailored content and headlines, branded emails, and captivating images for any segment with Copilot.
Simplify journey creation with Copilot by defining your business goals, target audience, or desired flows.
Create real-time customer journeys across channels that are contextually relevant and can be optimized with A/B testing.
Deliver tailored experiences with the right message at the right time using AI-driven channel selection.
Hand off scored, qualified leads to sellers automatically and measure pipeline success with prebuilt analytics dashboards.
Engage customers using prebuilt digital channels including text, email, and push notifications, and seamlessly add custom channels.
Explore the advantages of Dynamics 365 Customer Insights in this commissioned study conducted by Forrester Consulting.
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Everything you need to know about Dynamics 365 Customer Service.
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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