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Dynamics 365 Customer Insights Journeys Implementation

Creating engaging and consistent customer experiences at scale is a challenge many businesses face today. Dynamics 365 Customer Insights Journeys is a modern marketing automation solution that enables you to design and optimize customer journeys while efficiently managing both online and offline events.

Overcome the biggest challenges in modern marketing

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 and preference chaos?

Manage marketing consents and customer preferences in full compliance with GDPR.

Engage Customers with smarter, automated journeys

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 emails with the Customer Insights Journeys editor, using dynamic, personalized data for each recipient. Use AI-suggested content and imagery to build 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

Track marketing performance

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.

Intelligent 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 for regions

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 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.

Implement Dynamics 365 Customer Insights
- Journeys with experts

Choosing the right partner is key to success. At Netwise, we provide:

Leverage the knowledge of our experts, including two Microsoft MVPs with early access to new features and deep product insight

Align marketing, sales, and service with shared data and automated workflows

Trigger real-time actions based on behavior, preferences, and customer lifecycle

Design personalized, multichannel journeys that build stronger relationships

Adrian, Chief Delivery Officer. At Netwise since 2010.

Discover the possibilities with Dynamics 365 Customer Insights - Journeys

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Ready to elevater customer journeys through smarter insights

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