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Marketing Automation with Dynamics 365 Customer Insights
What is Customer Insights?
Dynamics 365 Customer Insights is a Microsoft solution made up of two powerful components:
Customer Insights – Journeys: a marketing automation tool for designing and optimizing customer journeys and managing both online and offline events.
Customer Insights – Data: a data unification platform that aggregates information from multiple sources to create a single, comprehensive customer view and enable advanced audience segmentation.
Attention!
The Outbound Marketing module will be retired, and Microsoft will end support for it as of June 30, 2025. After this date, it will no longer be possible to create or send new campaigns. Historical data will remain in archive mode only, with no further actions possible.
Unlock the power of marketing automation with Dynamics 365 Customer Insights
Dynamics 365 Customer Insights offers a comprehensive solution designed to transform marketing strategies and enhance customer engagement. It’s a platform that consolidates customer data from various sources and turns it into clear, actionable insights. It enables businesses to deliver personalized customer experiences based on real data.
We specialize in implementing Microsoft Dynamics 365 Customer Insights, helping organizations gain deep customer insights, personalize interactions, and drive marketing through intelligent automation.
Unified Customer Profiles
Bring together customer data from sources like CRM and transactional systems to create a complete, up-to-date view of each customer.
Flexible Real-Time Data-Based Segmentation
Build dynamic customer segments based on behaviors, preferences, and interests.
Personalized Experiences
Deliver real-time personalized content, offers, and recommendations across all communication channels.
GDPR Compliance and Consent Management
Monitor communication preferences and manage customer consents transparently and in full compliance with regulations.
Integration with the Microsoft Ecosystem
Seamlessly connect with Power BI, Dynamics 365 Sales, and Service to make informed decisions based on comprehensive data.
Communication Channel and Acquisition Process Analysis
Analyze the effectiveness of your campaigns, improve message deliverability and creative performance. Leverage insights from customer interactions for better segmentation, communication optimization, and personalization.
Why choose Microsoft Dynamics 365 Customer Insights?
This platform is designed for businesses that want to better understand their customers and build more effective marketing campaigns. By leveraging artificial intelligence, it enables the delivery of personalized content and offers that address real customer needs.
Real-time analytics, advanced segmentation, and the ability to track and analyze the entire customer journey allow for precise planning and optimization of marketing activities. As a result, it leads to more effective marketing efforts.
Discover the challenges businesses face - and see how
Dynamics 365 Customer Insights effectively helps to overcome them.
Customer segmentation
Dynamics 365 Customer Insights enables the creation of advanced customer segments based on shared characteristics such as demographics, purchase history, behavior, or stage in the buying journey. You can build segments using data from all tables related to a contact or lead, unlocking highly advanced targeting conditions for your ideal audience. This allows for precisely tailored communication and offers that meet the specific needs of different customer groups.
Effective campaigns through content personalization, A/B testing, and AI-Driven channel pptimization
The foundation of an effective campaign lies in selecting the right target audience, communication channel, and personalized message delivered at the right time.
Customer Insights – Journeys gives marketers intuitive tools to design end-to-end customer journeys. The AI-powered solution not only enables performance analysis through A/B testing but also helps optimize communication channels by identifying, based on test results, the most effective one to ensure campaign success.
Customer Insights - Journeys
includes advanced tools for testing marketing campaign performance. The A/B testing functionality allows marketers to experiment with different content variations to determine which performs best and delivers the highest effectiveness.
Campaign performance analysis
Dashboards and acquisition process analytics provide metrics, summaries, and insights covering both individual acquisition flows and multiple customer journeys – offering valuable knowledge about the effectiveness of paths, channels, and content.
Built-in dashboards focus on measuring deliverability, engagement, and the achievement of journey goals. With these analytics, it’s easy to:
- Evaluate the effectiveness of customer journeys in meeting campaign objectives Identify issues within processes
- Discover what works best and replicate it in future campaigns
- Understand the performance of specific messages and channels by analyzing key engagement metrics
- Gain insights into customer behaviors and interests to fine-tune marketing efforts accordingly
Use events as an effective lead generation tool for your business
Customer Insights offers comprehensive support for both online and offline events from sending invitations to registration, follow-up, and post-event satisfaction surveys. Event registration can trigger the sales process by automatically creating a lead, which can be immediately assigned to the appropriate sales representative.
Ongoing support services for Dynamics 365 Customer Insights
For customers already using Dynamics 365 Customer Insights, we provide comprehensive post-implementation support and maintenance services.
If you’re still using an earlier version of Dynamics 365 Marketing and managing your campaigns through Outbound Marketing, we’ll help you seamlessly migrate to Real-Time Marketing without data loss.
Proven effectiveness
We have a track record of successful implementations and customer support for Dynamics 365 Customer Insights. We help businesses achieve their marketing goals.
Transform your marketing strategies with Dynamics 365 Customer Insights and stay ahead of the competition. Contact us today to learn more about how we can help you implement this powerful tool and drive your business growth.
Ready for marketing that truly works?
Implement Dynamics 365 Customer Insights to automatically segment and personalize your communication.
Discover how our clients are improving campaign performance.