405 W Superior St, Ste 707 Chicago, IL 60654
Microsoft Dynamics 365 Customer Insights
Discover new segments and customer insights enriched with AI.
Find and nurture more sales-ready leads. Connect sales, customer service and marketing teams by automating processes to make smarter decisions and maximizing Marketing ROI.
About Dynamics 365 Customer Insights
Microsoft Dynamics 365 Customer Insights is a powerful Dynamics 365 module that consolidates data from various across Marketing, Sales, And Customer Service sources. Based on this data, it suggests AI-driven insights and recommendations to enable personalized experiences.
Sales
Relationship Insights
Cross-Sell/Up-Sell
Product
Recommendation
Customer Service
Knowledge Base
Insights
Privious Case
Recommendation
Customer Insights
Marketing
Lead Scoring
Intent Analysis
Sentiment Analysis
Use customer data to power channel experiences.
Enable every organization to consolidate and comprehend its customer data for personalized experiences and streamlined processes. With AI and Machine Learning-driven recommendations, uncover valuable insights to drive customer-centric decisions.
- Leverage custom entity schema
- Common Data Model
- Extensible with the Power Platform
- Built-in and custom APIs
- Define customer segments
- Export segments to CSV or D365 Sales
- View individual Customer Cards
- Filter on unified customer data
- Define measures (KPIs)
- Built-in and calculated measures
Enabling a holistic understanding of your customer data
Integrate Microsoft Dynamics Customer Insights into your Microsoft Dynamics environment to harness collaborative intelligence. By enabling teams to work together seamlessly, you can gain deeper insights into customer behavior and preferences, enriching your entire ecosystem with valuable customer insights.
- Design personalized customer journeys with real-time content delivery.
- Enhance marketing productivity with Copilot features for streamlined processes.
- Receive tailored marketing content recommendations through natural language and website references.
- Automate lead scoring and track key metrics with built-in dashboards to align sales and marketing efforts.
- Seamlessly integrate with most existing CRM solutions for compatibility.
- Consolidate data for comprehensive audience insights.
- Analyze real-time engagement insights by studying customer behavior.
- Predict customer needs using integrated AI capabilities.
- Implement meaningful actions with AI-powered insights.
- Benefit from Microsoft's trusted platform with built-in security, compliance, and privacy features.
Book your Microsoft Dynamics Customer
Insights demo
Employ Dynamics 365 Customer Insights to your
existing module.
Dynamics 365 Module
Dynamics 365 Sales
Dynamics 365 Marketing
Dynamics 365 Customer Service
Scenario
Dynamics 365 Sales
- B2B or B2C pipeline management
- Membership Management
- Donations and Fundraising
- Loyalty Management
- Stakeholder Management
- Wealth Management
- Grants Management
Dynamics 365 Marketing
- Nurture marketing
- Omni-channel marketing
- Event management
- Contextual personalization
- Progressive profiling
- Web analytics
Dynamics 365 Customer Service
- Employee Self Service (HR / Help Desk)
- Complaints and Issues Management
- Claims management
- Customer / Partner Self Service
- Call Centre
- Client care
Establish Omnichannel Customer Engagement with
Dynamics 365 Customer Insights
- Utilize Dynamics 365 Customer Insights - Journeys to enhance engagement by reacting to customer actions across various channels.
- Develop contextual journeys by utilizing customer-triggered events to respond during pivotal moments, optimizing engagement and conversion.
- Enhance outcomes through A/B testing across journeys to pinpoint the most effective content and journey paths.
- Engage customers through diverse channels including email, SMS, push notifications, and LinkedIn Sales Navigator.
- Implement dynamic flows that prompt recipient action by sending personalized reminders until they respond.
Microsoft Business Apps Integration with Dynamics 365 Customer Insights
Dynamics 365 Customer Insights seamlessly integrates customer data with real-time marketing and AI-driven productivity features, enabling personalized, connected customer journeys. It also effortlessly connects with other Microsoft Business Apps, creating a fully unified solution that aligns sales, service, marketing, and other teams.
- Dynamics 365 Customer Insights integrates real-time marketing and AI-productivity features.
- Create personalized and connected customer journeys.
- Unify customer data for actionable insights.
- Deliver personalized customer experiences.
- Self-service solutions for enriching customer data.
- Can be added on top of existing CRM systems.
- Consolidates scattered customer data from various systems.
- Tracks every touchpoint between the brand and the customer.
- Compatible with third-party data sourcing platforms like LinkedIn and InsideView.
- Integrates with other Microsoft Business Apps such as Microsoft Exchange and Azure Data Storage.
Built-in AI with Customer Insights for
Microsoft Dynamics 365
AI-powered customer intelligence leverages machine learning templates for rapid and informed analysis. Dynamics 365 Customer Insights consolidates transactional, behavioral, and observational data into a single system, enabling breakthrough insights.
- Relationship Insights
- Lead Scoring
- Cross-Sell/Up-Sell
- Knowledge Base Insights
- Demand Forecasting
- Cash Flow Forecast
- Product Recommendations
- Preemptive Service
- Resource Optimization
- Predictive Sales and Inventory Forecast
- Intent Analysis
- Sentiment Analysis
Request a consultation to discover the endless possibilities with Dynamics 365 Customer Insights!
Unlock the power of Customer Engagement.
Let's tailor your apps to suit your unique needs and goals.
INDIANA: 201 N Illinois Street, 16th Floor South Tower Indianapolis, IN 46204
ILLINOIS: 405 W Superior St, Ste 707 Chicago, IL 60654
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