Dynamics 365 Sales
Deliver connected customer journeys
- Unify transactional, demographic, and behavioral data with AI-powered identity management for a holistic view of customers.
- Enrich profiles with diverse data sources, including proprietary intelligence, and unlock predictions with prebuilt AI models.
- Build new segments or discover new audiences with AI recommendations that are continually updated with real-time data.
- Add consent data during the unification process using automatic data refresh to ensure that your organization meets privacy and security regulations.
- Create real-time customer journeys across channels that are contextually relevant and can be optimized with A/B testing.
- Deliver tailored experiences with the right message at the right time using AI-driven channel selection.
- Hand off scored, qualified leads to sellers automatically and measure pipeline success with prebuilt analytics dashboards.
- Engage customers using prebuilt digital channels including text, email, and push notifications, and then seamlessly add custom channels to the journey.
- Discover insights and quickly understand customer attributes with individual profile summaries using Microsoft Copilot.
- Describe your target segments to Copilot and quickly build, review, and modify customer segments.
- Generate tailored content and headlines, branded emails, and captivating images for any segment with Copilot.
- Simplify journey creation with Copilot by defining your business goals, target audience, or desired flows.
The Total Economic Impact™ of Microsoft Dynamics 365 Customer Insights
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“With the use of AI-enabled features in Dynamics 365, we believe we can provide a better experience for our team, our partners, and our customers.“
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“We have a variety of customers. Digital visibility powered by Microsoft enables Sonepar to deliver a personalized omnichannel experience to every one of our customers.”
Products
“Copilot in Dynamics 365 Customer Insights lets us move quickly, effectively, and efficiently. That’s what sets us apart, and those three elements are important in disaster response.”
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“I see that with Customer Insights and the use of Copilot we can achieve great success and results by improving the brand.”
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“We’re accelerating the visibility of consumer insights and business intelligence.”
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“Once you bring different types of data into the mix, you can understand more about people.”
Products
Find resources in your favorite formats
The Total Economic Impact™ of Microsoft Dynamics 365 Customer Insights
Gartner names Microsoft a Leader
Leadership Compass, Customer Data Platforms
See Customer Insights in action
Putting personalization in the driver’s seat
Taking amusement parks to new heights
Lighting up personalized experiences
Customer Insights learning paths
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Microsoft Dynamics 365 Customer Insights (Data) Specialist
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- [1]Results are over three years for a composite organization based on customers interviewed for a commissioned study delivered by Forrester Consulting, The Total Economic Impact™ of Microsoft Dynamics 365 Customer Insights, April 2024.
- [2]Unified People refers to a uniquely identified individual that is created through a collection of defined data source sets from multiple systems, represented by a profile.
- [3]Interacted People refers to any Dataverse entity (such as a contact, lead, account or an Insights profile) that is interacted with. A person is considered interacted when they are interacted with via either an outbound interaction or an inbound one such as filling out a form via a marketing website. The interaction can be sent through the channels available in Customer Insights (such as emails, text messages, or push notifications), other Microsoft channels (such as Azure Communication Services), or external systems (such as other text-messaging providers).
- [4]
Gartner, Magic Quadrant for B2B Marketing Automation Platforms, Rick LaFond, Jeffrey L. Cohen, Matt Wakeman, Jeff Goldberg, Alan Antin, 20 September 2023.
Gartner is a registered trademark and service mark and Magic Quadrant is a registered trademark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and are used herein with permission. All rights reserved.
Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
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