Dynamics 365 Customer Insights Data Implementation
Collect and unify data from multiple systems into a single, cohesive customer profile. Segment audiences, discover behavior patterns, and create actions based on reliable insights.
Deliver better experiences with complete data visibility
Challenges
Customer Insights – Data powers real-time customer understanding
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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, including fuzzy 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 complete and always up to date.
Benefits
What can you do with Customer Insights Data
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Advanced segmentation
Segment customers based on shared characteristics - from demographics and purchase history to behavior and stage in the buyer’s journey -
Unified data
Merge data from multiple sources into a single customer view, eliminate duplicates, and organize information for clarity. -
AI predictions
Use predictive models to forecast customer behaviors, from churn risk to product recommendations. -
Customer Lifetime Value (CLV) prediction
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
Full customer interaction history
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.
Combine Customer Insights Data and Journeys
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.
Virtual assistant
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.
Dashboards
Build visualizations and reports in Microsoft Power BI using unified customer data.
Security
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.
Work with experts who understand business
- Leverage two Microsoft MVPs for top-tier product expertise and early access to platform innovations.
- Build meaningful segments and enable real-time personalization across all channels.
- Unify and enrich customer data from multiple sources to achieve a 360-degree customer view.
- Empower your team with training and best practices to unlock the platform’s full potential.
Discover the possibilities with Dynamics 365 Customer Insights Data
