Dynamics 365 Customer Insights Journeys Implementation
Reach the right audience with the right message at the right time. Design modern, automated communication journeys powered by data and AI.
Unlock the potential of marketing with Dynamics 365 Customer Insights Journeys
Challenges
Overcome the biggest challenges in modern marketing
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Campaigns not delivering results?
Use A/B testing and AI-powered analytics to test, optimize, and select the best-performing content. -
Generic and ineffective communication?
Deliver personalized content and offers tailored to the customer’s context and journey stage. -
Customer data scattered across systems?
Unify data into a single customer profile to gain a complete, up-to-date view of every individual. -
Compliance issues and preference management chaos?
Manage marketing consents and customer preferences in full compliance with GDPR.
Benefits
Engage Customers with smarter, automated journeys
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Effortless event and webinar management
Plan, promote, and run both online and in-person events from a single system. Manage registrations, sessions, speakers, and logistics and after the event, analyze performance and automatically pass qualified leads to sales. -
Advanced email personalization
Craft tailored email messages using the Customer Insights Journeys email editor, which enables dynamic insertion of personalized data unique to each recipient. Leverage AI-suggested content and imagery to create engaging, high-converting campaigns. -
Timely communication
Adjust message delivery and customer outreach to match recipients’ time zones and local regulations. Define quiet hours with precision, ensuring compliance while building trust through respectful communication practices. -
Trigger-based marketing
Respond to customer actions in real time like clicking a link, submitting a form, or visiting a webpage. Use triggers to instantly launch communications and turn interest into action at the most impactful moment.
Personalized marketing that works for you
Analyze channel performance and conversion outcomes
Define specific customer journey goals such as purchases or registrations and track progress in real time with goal-based metrics. Use A/B testing and optimize communication channels to maximize campaign performance. Analyze customer interactions, improve message deliverability, and tailor communication for greater impact.
Collect feedback after events
Leverage the built-in integration with Customer Voice to create online surveys and analyze attendee feedback. Send survey invitations only to those who actually attended at the right moment using automated triggers and scheduling. Increase response rates by offering incentives and use feedback to improve future campaigns.
AI-powered virtual assistant
Create campaigns faster and more efficiently with the help of AI. Copilot supports you in building segments, emails, and customer journeys using natural language and intelligent suggestions at every step. Ask questions, request ideas, and edit content directly all within the same workspace.
Localize content by language and region
Design a single email campaign with conditional content blocks that automatically adapt based on customer profile data. Save time while ensuring that every customer receives content in the appropriate language and cultural context.
Seamless Microsoft ecosystem integration
Connect Customer Insights Journeys with Power BI and Dynamics 365 Sales to gain a full view of your data in one place. Analyze campaign performance in Power BI, hand off leads directly to sales, and respond to customer needs more effectively through integration with your service team.
Create meaningful journeys with experts
- Design personalized, multichannel journeys that build stronger relationships
- Trigger real-time actions based on behavior, preferences, and customer lifecycle
- Align marketing, sales, and service with shared data and automated workflows
- Leverage the knowledge of our experts, including two Microsoft MVPs with early access to new features and deep product insight
