Customer Insights – Data powers real-time customer understanding
No centralized database?
Unify data from different sources into a single source of truth with Dynamics 365 Customer Insights Data.
Incomplete or inaccurate data?
Use built-in profiling, cleansing, and enrichment tools to ensure your data is clear, accurate, and analytics-ready.
Misinterpreting customer behaviors?
Leverage AI-supported profile matching to unify records and connect multiple identifiers for the same customer.
Fragmented data?
Aggregate operational, demographic, and behavioral data in real time to ensure customer profiles are always up to date.
What can you do with Customer Insights Data
Advanced segmentation
Segment customers based on shared characteristics – from demographics and purchase history to behavior and stage in the buyer’s journey
Merge data from multiple sources into a single customer view, eliminate duplicates, and organize information for clarity.
Use predictive models to forecast customer behaviors, from churn risk to product recommendations.
Estimate the future revenue a customer may generate for your business and use these insights to create segments, personalize campaigns, and plan budgets.
Boost efficiency with reliable customer data
Unified customer timeline across all applications
Integrate Dynamics 365 Customer Insights Data with applications like Sales, Customer Insights Journeys, or Customer Service to display all activities on a single timeline. Your team gains instant access to emails, meetings, notes, and transactional data in one place.
Integrate both solutions to target actions to unified customer profiles and segments, regardless of data source. Create dynamic content for email, SMS, and push campaigns using data such as loyalty status or subscription renewal date.
Use Copilot to ask questions in natural language and gain actionable insights. Inquire about profiles, behaviors, or activities to create segments, plan campaigns, and better understand your audience.
Enterprise-grade security, governance & compliance controls
Control access to data with admin-managed user permissions, utilize dedicated key storage, and leverage Power Platform Customer Lockbox to meet compliance requirements and monitor access requests.
Advanced customer dashboards and business performance insights
Create dashboards that bring together demographic details, behavioral insights, transactional history, and engagement metrics from sales, marketing, and customer service. Empower teams to monitor trends, identify high-value segments and forecast outcomes.
Continuous reporting, measurement & analytics optimization
Use built in analytics and reporting tools to continuously monitor and evaluate the performance of your sales, marketing, and customer service efforts helping you make smarter, data-driven decisions.
Implement Dynamics 365 Customer Insights Data with experts
Choosing the right partner is key to success. At Netwise, we provide:
Two Microsoft MVPs on board, bringing top-tier product insight and early access to platform innovations
Empower your team with training and best practices to unlock the platform’s full potential.
Unify and enrich customer data from multiple sources to achieve a 360-degree customer view.
Strategic consulting aligned to your business needs and processes
Dynamics 365 Customer Insighst Data iscustomer data platform (CDP) that unifies transactional, behavioral, demographic, operational, and IoT data into a single 360-degree customer view.
In connects and consolidates data from multiple sources in real time, enriches customer profiles with Microsoft and partner data, and provides built-in AI models to generate insights such as predictions and segmentation.
Key features include:
The difference between Microsoft Dynamics 365 Customer Insights – Data and Microsoft Dynamics 365 Customer Insights – Journeys (marketing automation) is that Data focuses on unifying and analyzing customer information to create a 360-degree profile, while Journeys is used to design, automate, and manage personalized customer campaigns and interactions.
A Customer Data Platform (CDP) is a system that collects customer data from multiple sources, unifies it into a single customer profile, and makes it available for analytics, segmentation, and personalized engagement.
Customer Insights – Data supports a CDP by:
In Customer Insights – Data, you can create different types of segments to group customers based on unified profile data.
The main segment types include:
By implementing Customer Insights – Data, you can transform fragmented customer data into meaningful insights that drive smarter decisions and better customer experiences.
Customer Insights – Data brings together customer information from multiple systems and turns it into one consistent, 360-degree profile. It ingests data from sources such as CRM, transactional, and behavioral platforms, then standardizes it into a common structure.
The system applies identity resolution to match records that belong to the same individual, even if the data comes from different sources or contains variations. Once matched, duplicate records are merged into a single unified profile.
As new data is added, profiles are automatically updated, ensuring you always work with accurate and up-to-date customer information.
