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Microsoft Dynamics 365 Customer Insights
Creating personalized customer experiences through a full view of the customer

Microsoft Dynamics 365 Customer Insights

Microsoft Dynamics Customer Insights is a platform that enables organizations to create personalized and connected customer communications across the enterprise. With the integration of real-time customer data and contact histories, Customer Insights enables companies to better understand and "pick up" their customers, leading to increased conversion. Microsoft Dynamics Customer Insights has been recognized by Gartner as one of the leading tools in B2B marketing automation platforms.

Say goodbye to the blanket principle!

Microsoft Dynamics Customer Insights is a platform that enables organizations to deliver exceptional customer experiences. It provides the foundation for creating personalized, responsive and connected customer journeys across sales, marketing and service teams. With Dynamics 365 Customer Insights, companies can create engaging experiences by bringing together customer data with real-time contact histories and Copilot in Customer Insights. The product provides a unified view of customer profiles that enables orchestration of customer contact histories across different channels. 

Microsoft Dynamics 365 Customer Insights - Contact Journeys  

Dynamics 365 Customer Insights - Journeys offers a comprehensive solution for professional and customized outbound and real-time marketing. Real-time marketing enables the orchestration of customer contact journeys in real time and at every customer contact point, e.g. through trigger-based communication via various channels such as email, SMS or push notifications. With Dynamics 365 Customer Insights Journeys, you can evaluate and optimize the effectiveness of your marketing campaigns across different channels based on pre-defined goals and metrics. It allows you to identify and eliminate optimization potential in customer contact journeys to improve the customer experience. Use insights into the behaviour and interests of your target group to gain a deeper understanding of your target group and continuously optimize your marketing measures.  

Microsoft Dynamics 365 Customer Insights - Journeys at a glance:

  • Create personalized customer experiences through a holistic view of the customer.
  • Campaign planning with integration of email, web tracking, event management, social postings, landing pages, surveys, subscription center and forms, etc.
  • Integration with Microsoft and third-party applications for real-time insights
  • Use Copilot to generate AI-supported emails with customized texts and images matching the customer profile
  • Planning and administration of events (scalable from "open days" to multi-day customer events with planning of speakers, rooms, hotel rooms, capacities, fees)
  • Secure and legally compliant sending of mass emails - as well as support for compliance requirements on a self-service platform
  • All marketing activities are stored in the CRM and are permanently traceable. Microsoft Dynamics 365 Customer Insights is available exclusively in the cloud (stand-alone or integrated with Dynamics Customer Engagement)

Dynamics 365 Customer Insights - Data:

Dynamics 365 Customer Insights provides a comprehensive customer data platform that enables companies to gain a holistic view of their customers by bringing together cross-company customer data in real time. This makes it possible to enrich customer profiles with data from first and third-party sources and thus automatically develop a detailed understanding of each customer. The platform helps companies become more customer-centric by enabling marketing, sales and service teams to design and execute individual customer interactions at scale. Through turnkey integrations with Microsoft and third-party applications, real-time insights can be created. Dynamics 365 Customer Insights also offers advanced analytics capabilities, including pre-built AI models that provide instant insights or the ability to create and test customized AI/ML models. The platform ensures a high level of data governance and compliance, supported by the robust infrastructure of Microsoft Azure.

Dynamics 365 Customer Insights - data at a glance:

  • Create personalized customer experiences through a holistic view of customers.
  • Merging customer data with processes and IoT data in real time.
  • Create 360-degree customer profiles from different data sources.
  • Use AI models for instant insights and customized analytics solutions
  • Support for data protection and compliance requirements based on a self-service platform.

Our services for your business

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We will show you the potential of Microsoft Dynamics 365 Marketing and how you can use this solution in your company.

Udo Burbrink

Head of Business Unit
Microsoft Dynamics

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