Unify your customer data and power personalised experiences

To compete in today’s busy markets, organisations need to be able to build meaningful and personalised relationships with their customers. The ability to intelligently personalise experiences at scale requires a complete, unified view of customers.

Dynamics 365 Customer Insights now offers two robust solutions within one unified platform:

  • Dynamics 365 Customer Insights – Data
  • Dynamics 365 Customer Insights – Journeys (formerly Dynamics 365 Marketing).

This update empowers organisations to leverage the combined strength of journey orchestration via marketing tools and seamless data unification and activation through the Customer Data Platform (CDP), all conveniently packaged with a holistic offering.

Learn more about the Dynamics 365 Customer Insights platform below:

Dynamics 365 Customer Insights - Data

Get a holistic view of your customers – Bring together all your transactional, observational, and behavioural data in real time with prebuilt connectors to create persistently up-to-date profiles for contacts and accounts. Unify your data by resolving customer identities with recommendations based on AI and machine learning. Enrich customer profiles with an array of first and third party signals such as product usage, market trends and customer feedback.

Unlock insights and take action – Use out-of-the-box machine learning templates to predict churn rate, next best action and product recommendations. Discover new audience segments with AI-driven recommendations, or define your own. Activate real-time insights on analytics, email marketing, advertising and customer engagement platforms. Embed Customer Insights cards into your business applications for contextual insights and informed action. Trigger workflows in response to customer signals by using Power Automate.

Adapt and extend based on your needs – Get started quickly with intuitive, guided experiences. Extend Customer Insights using Azure Synapse Analytics to combine customer data with financial, operational and unstructured IoT data to build custom machine learning models. Connect your customer data with Microsoft Power BI to customise dashboards and reports. Build custom apps with embedded customer insights by using Microsoft Power Apps.

Rest easy with a secure and GDPR compliant platform – Shorten time to value with a self-service CDP built on Azure, with the flexibility to bring your own Azure data lake. Support stringent compliance requirements of the General Data Protection Regulation (GDPR) with built-in privacy, security and governance tools while retaining full ownership of your data.

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Dynamics 365 Customer Insights - Journeys

Unlock advanced marketing automation and insights – Microsoft’s enterprise-level solution builds personalised, trigger-based real time journeys that reach customers across multiple touchpoints, growing relationships, loyalty and lifetime value. Improve marketing ROI with embedded intelligence and analytics that track marketing performance.

Level up your lead generation – Generate and nurture more leads across multiple channels and engage sales-ready leads with personalised experiences. Align sales and marketing by prioritising leads, automating handover and tracking lead progress with shared information and connected processes. Integrate LinkedIn Sales Navigator to easily find out everything you need to know about your target audience and share targeted, personalised messaging.

Achieve greater control over your sales pipeline – With a native connection to the wider Dynamics 365 platform, in particular Dynamics 365 Sales, you have the unique advantage of managing your entire sales pipeline, seamlessly bridging the gap between marketing efforts and sales engagements, all from within a unified system.

Leverage the power of AI – Microsoft’s Copilot introduces a new era of AI advancements, offering your marketing team access to the latest generation AI-powered tools. These tools enable the creation of marketing campaigns that are not only more efficient but also richer in their impact.

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Ready to get started?

Customer Insights in a Day Online Workshop

Attend one of our Customer Insights in a Day Online Workshops and build a customer data platform in just one day. This free-of-charge workshop will enable you to get a holistic view of your customers; unlock insights and take action; and adapt and extend.

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