Dynamics 365 Customer Insights connects and unifies data from multiple sources into a central platform. It combines this with AI to organise, enrich, and surface insights that are ready to use. This allows teams to move from raw data to meaningful action much faster.
Microsoft
Create "wow" experiences with Dynamics 365 Customer Insights
Engage with your customers on their terms. Seamlessly. Meanwhile, behind the scenes, your teams gain smarter features, faster insights, and simpler ways to support, sell, and engage. What’s not to love?
Exceptional customer journeys, made easier
One of the biggest roadblocks in the quest to create the perfect, personalised customer journey is the battle to overcome disconnected data. Dynamics 365 Customer Insights enables a connected customer experience across your sales, marketing, and service teams by uniting data and AI. So, you can make smarter decisions more easily.
With the AI-enabled features in Dynamics 365 Customer Insights – Data (Customer Data Platform) and Journeys (Real-time Journey Orchestration), the battle to secure, access, and leverage the data you need to deliver an amazing customer experience is over. For everyone.
Everything you need to know. In one place
Achieve a single customer view with 360º visibility at all touchpoints, including their transactional, demographic, and behavioural data – and spot new opportunities!
Everything you need to do
Share the same accurate, real-time data and insights between sales, marketing, and service. Empower your marketing team by removing their reliance on data/IT resources to access and interpret data.
Create, customise, and orchestrate with Copilot
Uncover new insights, generate personalised content, recommendations, and tailor automated customer journeys with ease.
Play safe with privacy
Consolidate, centralise, and manage customer consent across the business, ticking all the boxes for compliance.
Real-time updates
Respond quickly to customers based on real-time data updates in Dataverse – the same database used by all your Microsoft apps.
Why do you need Dynamics 365 Customer Insights?
Get the best of all worlds. Dynamics 365 Insights is a combined customer data platform and real-time journey orchestration application. It brings together the knowledge and AI power you need to understand your customers and create real-time journeys for them across the channels they engage with.
Access customer data with natural language
Dynamics 365 Customer Insights - Data, Microsoft's customer data platform (CDP), serves up the information you need to understand your customers.
Best of all, Copilot lets you use natural language to explore, analyse, and understand customer data and discover new insights without needing to be a data specialist. You can even leverage AI recommendations to build new segments of discover new audiences.
Design journeys that resonate and engage
Dynamics 365 Customer Insights – Journeys enables you to use that data in tandem with Copilot to orchestrate customised journeys across all touchpoints.
Need personalised content or images? Want to ensure the right message is delivered at the right time? With Copilot on your team, you’ll not only create engaging content but also talk to your customers on the channels they prefer.
Do more with your data
- Keep your finger on the pulse with real-time analytics
- Create a holistic view of your customers with unified data
- Add depth to customer profiles with data from social media, CRM, and ERP
- Unlock predictions with prebuilt AI models
- Discover new insights and create like-for-like audience segments
- Track the entire customer journey
- Ensure data privacy and legislative compliance
Marketing excellence
- Tailor real-time multi-channel customer journeys across email, SMS, push notifications, and more.
- Leverage AI to generate personalised, customer-specific content
- Automate your campaigns and content to align with the customer journey
- Enable hyper-targeted campaigns
- Manage events effortlessly with unified physical and digital event engagement in one platform
Sales success
- Prioritise opportunities with real-time, graded leads
- Enable more impactful personalised interactions through AI-generated predictions and product recommendations
Customer-satisfying service
- Proactively identify issues through customer-centric listening
- Provide your service agents with in-depth customer profiles that help route cases and resolve issues faster
Why work with Fusion5?
Knowledge has always been power. And when you add to that the proven experience and innovation of a multi-award-winning partner like Fusion5, you can be certain that your transformation to a customer-centric, laser-focused sales, marketing, and service organisation will be a success.
Frequently asked questions
How does Dynamics 365 Customer Insights bring data together?
How does AI actually help teams use customer data?
AI helps by identifying patterns, generating insights, and recommending next actions. It reduces the need for manual analysis and makes advanced capabilities accessible to more people. This allows teams to act on data, not just report on it.
How does Customer Insights support real-time customer engagement?
Dynamics 365 Customer Insights enables real-time data updates and journey orchestration. This means businesses can respond to customer behaviour as it happens, not after the fact. Real-time engagement leads to more relevant interactions and better outcomes.
How do you manage customer data privacy and consent in Dynamics 365 Customer Insights?
Customer Insights includes tools to centralise and manage consent across the business. This helps ensure compliance while still enabling effective use of data. It gives organisations more control over how customer data is collected, stored, and used.
