Microsoft Dynamics Customer Insights: Create Engaging Experiences with AI-Powered Insights from Copilot
Turn every interaction into a growth opportunity and boost your sales. Unify data from multiple sources using AI and design compelling customer journeys to deliver personalized experiences.
Unlock New Opportunities with Customer Insights
Drive Marketing Growth with Customer Insights
Discover Your Company’s Full Potential with Dynamics 365 Customer Insights
With Microsoft Dynamics Customer Insights, you can turn fragmented data into strategic insights. Explore the advanced features of Customer Insights – Data and Customer Insights – Journeys, formerly Microsoft Dynamics 365 Marketing.
Customer Insights – Data: Deeper Insights and Complete Customer Profiles
One Tool for Your Marketing Needs
- Multichannel Data Collection: Centralize data from CRM, ERP, e-commerce, social media, websites, data warehouses, and more
- AI-Powered Data Cleanup: Detect and remove duplicates or inaccuracies with intelligent automation
- Unified Data Model: Standardize disparate data into a flexible model ready for segmentation and analytics
Advanced and Dynamic Segmentation
- Dynamic Segments: Build groups based on demographics, purchasing behaviors, and engagement history
- Real-Time Updates: Automatically adjust segments based on user behavior
- Predictive Segmentation: Use AI to forecast user actions like purchase intent or cart abandonment
Predictive Analytics and Next Best Action
- AI and Machine Learning: Recommend products or services tailored to each user
- Next Best Action: Get intelligent suggestions for promotions, offers, or upsell/cross-sell strategies
- Sentiment Analysis: Detect customer sentiment through natural language processing to improve communication and brand loyalty
Customer Insights – Journeys: Personalized Journeys and Marketing Automation
Design Multichannel Customer Journeys
- Visual Journey Builder: Map out email, SMS, push notifications, and events with drag-and-drop tools
- Behavior-Based Triggers: Automate actions based on user activity (e.g. email open, page visit)
- Advanced Personalization: Tailor messages and content based on profile data, history, and behavior
Manage Complete Marketing Campaigns
- Advanced Email Marketing: Personalize with segmentation, A/B testing, and performance insights
- SMS & Push Campaigns: Reach users on mobile with real-time, non-intrusive messages
- End-to-End Event Management: Organize events, manage registrations, and handle follow-ups
- Automated Lead Nurturing: Create tailored journeys to move leads through the sales funnel
Analyze and Optimize Performance
- Interactive Dashboards and Reports: Monitor journey and campaign performance in real time
- Detailed ROI Analysis: Evaluate impact, optimize channels, and improve effectiveness
- Data-Driven Optimization: Use insights to incrementally improve results
Innovio & Customer Insights: Empowering Your Growth
Unlocking the full potential of your customer data can seem daunting—but not with the right partner. At Innovio, we turn challenges into growth opportunities. With cross-functional expertise and tailored implementation, we ensure that Microsoft Dynamics 365 Customer Insights works seamlessly for your business. From initial consultation to training and optimization, we support you in building a smarter, more competitive future. Your success is our mission.
Your Questions Answered: Dynamics 365 Customer Insights FAQ
It includes two key modules: Customer Insights – Data, a CDP (Customer Data Platform) for unifying data and generating insights, and Customer Insights – Journeys, formerly Microsoft Dynamics 365 Marketing, for advanced marketing automation and journey orchestration.
What’s the difference between Customer Insights – Data and – Journeys?
“Data” focuses on aggregating customer data, building profiles, and predictive analytics. “Journeys” leverages this data for personalized marketing campaigns and lead nurturing.
Can I connect data from multiple sources?
Yes, it natively integrates with CRM, ERP, e-commerce, social platforms, data warehouses, Excel files, and more.
How is data and privacy managed?
Microsoft follows top-tier compliance standards (GDPR, ISO), and lets you manage roles and access permissions in detail.
Do I need technical skills to use Customer Insights?
Basic features are user-friendly and no-code. For advanced AI capabilities, Innovio provides complete support.
How does it integrate with other Microsoft products?
It connects seamlessly with Power BI, Dynamics Sales, Teams, and other Microsoft solutions.
Can I customize the solution for my industry?
Yes. It’s highly customizable and includes industry-specific extensions and connectors.
How long does implementation take?
Simple projects take 4–12 weeks. Tailored enterprise implementations may require 6–18 months depending on complexity and data sources.
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