Dynamics 365 customer insights

Maximize Customer Loyalty and Growth
with marketing

Dynamics 365 Customer Insights is the marketing platform that helps your businesses collect, organize, and analyze customer data from to generate in-depth insights and understanding of customer behavior and preferences

Dynamics 365 Customer Insights

Develop Seamless
Customer Journeys​

Comprehend your clientele and cultivate truly tailored interactions

Acquire insights into
your customers

Gain deeper insights into customers by enriching data and predicting their intent. Create tailored customer segments while respecting consent and privacy preferences

Interact on
customers terms

With the insights from Customer Insights, businesses can create more precise and relevant customer segments to target their marketing efforts and offers. This can lead to more effective campaigns and increased customer engagement.

Enhance productivity

Accelerate insight acquisition with individual profile summaries and Copilot's assistance. Efficiently customize target segments and create personalized content with Copilot. Streamline journey creation by outlining objectives, target audiences, and desired flows

Services

Acquire insights into your customers

Gain a deep understanding of your customer base by enriching data and predicting their intent. Create tailored customer segments while respecting consent and privacy preferences

Enhanced customer overview

Merge transactional, demographic, and behavioral data utilizing AI-powered identity management to achieve a holistic view of customers

Enhance data and anticipate intentions

Enhance profiles using diverse data sources, including proprietary insights, and access forecasts utilizing predefined AI models

Create customer segments

Generate fresh segments or explore novel target audiences using AI recommendations that are constantly refreshed with real-time data.

Adhere to consent and privacy regulations

Include consent information during the onboarding procedure through automated data updates to guarantee your organization meets privacy and security requirements.

Deliver real-time journeys

Craft real-time customer experiences across channels tailored to their context, refined through A/B testing

Increase engagement with AI

Provide personalized experiences by delivering the appropriate message at the precise moment through AI-driven channel selection

Foster and distribute leads

Automatically transfer scored, qualified leads to sales representatives and track pipeline success using predefined analytics dashboards

Connect with customers wherever they are

Interact with customers through predefined digital channels such as text, email, and push notifications, then smoothly integrate personalized channels throughout their journey

Services

Interact on customers terms

Create personalized customer journeys in real-time across multiple channels, enhanced through A/B testing. Improve engagement by using AI to select channels for personalized messaging. Automatically pass qualified leads to sales representatives and monitor pipeline performance using predefined analytics. Interact with customers across digital channels and seamlessly integrate personalized touchpoints throughout their journey

Services

Enhance productivity

Accelerate insight acquisition with individual profile summaries and Copilot’s assistance. Efficiently customize target segments and create personalized content with Copilot. Streamline journey creation by outlining objectives, target audiences, and desired flows

Acquire insights at an accelerated pace

Uncover insights and quickly understand customer attributes through individual profile summaries with the assistance of Copilot

Streamline audience customization

Define your target segments for Copilot and efficiently create, review, and modify customer segments

Adapt content quickly

Produce personalized content and headlines, brand-specific email messages, and engaging visuals tailored for every segment using Copilot

Create customer journeys easily

Streamline journey creation with Copilot by outlining business objectives, target audiences, or desired flows.

Why use Dynamics 365 Customer insights?

Harness the full potential of
your customer data

360-Degree Customer View

Gain a comprehensive understanding of your customers by consolidating data from various sources into a unified profile. This allows you to create detailed customer profiles and segmentations, enabling more personalized interactions and targeted marketing campaigns

Enhanced Customer Engagement

With insights derived from Dynamics 365 Customer Insights, you can deliver more relevant and timely communications to your customers. Personalized marketing messages, offers, and recommendations can increase engagement, loyalty, and ultimately, revenue

Scalability and Integration

Dynamics 365 Customer Insights is a scalable solution that can grow with your business. It integrates seamlessly with other Dynamics 365 applications and Microsoft Power Platform, allowing you to leverage additional functionalities and adapt to evolving business requirements

Data-driven Decision Making

Leverage powerful analytics and machine learning capabilities to uncover actionable insights from your customer data. By analyzing trends, behaviors, and preferences, you can make informed decisions to improve products, services, and overall customer experience

Improved Operational Efficiency

Streamline business processes and optimize resource allocation by understanding customer needs and behaviors more effectively. By automating tasks and workflows based on customer insights, you can improve operational efficiency and drive business growth

Why use Dynamics 365 Customer insights?

Harness the full potential of your customer data

360-Degree Customer View

Gain a comprehensive understanding of your customers by consolidating data from various sources into a unified profile. This allows you to create detailed customer profiles and segmentations, enabling more personalized interactions and targeted marketing campaigns

Data-driven Decision Making

Leverage powerful analytics and machine learning capabilities to uncover actionable insights from your customer data. By analyzing trends, behaviors, and preferences, you can make informed decisions to improve products, services, and overall customer experience

Enhanced Customer Engagement

With insights derived from Dynamics 365 Customer Insights, you can deliver more relevant and timely communications to your customers. Personalized marketing messages, offers, and recommendations can increase engagement, loyalty, and ultimately, revenue

Improved Operational Efficiency

Streamline business processes and optimize resource allocation by understanding customer needs and behaviors more effectively. By automating tasks and workflows based on customer insights, you can improve operational efficiency and drive business growth

Scalability and Integration

Dynamics 365 Customer Insights is a scalable solution that can grow with your business. It integrates seamlessly with other Dynamics 365 applications and Microsoft Power Platform, allowing you to leverage additional functionalities and adapt to evolving business requirements

About engage group

A Trusted Partner For Seamless Dynamics 365 Implementation And Success

For over 15 years, we have helped businesses leverage Dynamics 365 to drive business growth, efficiency, and innovation. With a track record of over 70+ successful implementations and global roll-outs, we are confident in surpassing your expectations.

We always work with your unique needs and challenges in mind and specialize in working with agile methods that focus on flexibility, collaboration, and continuous improvement. We understand that the business landscape is constantly evolving, and our agile approach ensures that your business can quickly adapt to changing market conditions.

Our Global team of experts has extensive experience in business system implementation and works closely with you to understand your unique needs and challenges. We believe in delivering solutions that align with business goals, improve efficiency, and maximize returns on investment.

Our combined competence, team spirit, and exceptional customer service make us confident in being your best choice as a partner.

Get started

AVAILABLE ON MICROSOFT APPSOURCE

Microsoft AppSource is an online marketplace developed by Microsoft that provides a wide range of business applications, add-ons, and services for various Microsoft products, such as Dynamics 365 and Power Platform.

Engage Group is listed on Microsoft AppSource as a certified partner for delivering consultancy services on top of the Dynamics 365 eco-system.

Our popular “Dynamics 365 Review”- offering is available as a four-week assessment, delivered by our senior Dynamics 365 advisory team, and focuses on the following key pillars:

– Dynamics 365 Solution Review
– Dynamics 365 Project Review
– Dynamics 365 Azure DevOps Review

ABOUT US
Years of Experience
0 +
Dynamic Projects
0 +
Specialists
0 +
Country coverage
0 +
get started

Schedule a walkthrough