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Microsoft Dynamics 365 Customer Insights

Personalize Your Communications and Optimize the Workforce with Dynamics 365 Customer Insights

Leverage Next-Generation AI to transform your customer data
into insights and deliver personalised customer journeys.

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What is Microsoft Dynamics 365 Customer Insights?

Microsoft Dynamics 365 Customer Insights, formerly known as Dynamics 365 Marketing, is a powerful customer data platform designed to help businesses unify and understand their customer data to drive personalized experiences. By consolidating data from various sources such as CRM systems, social media, and transactional databases, Customer Insights creates a comprehensive 360-degree view of each customer. This platform leverages advanced AI and machine learning to provide actionable insights, enabling businesses to segment their audience, predict customer behaviour, and tailor marketing strategies accordingly. With Dynamics 365 Customer Insights, organizations can enhance customer engagement, improve satisfaction, and drive growth through data-driven decision-making.

What are the Common Obstacles to Business Marketing?

Brands must adapt to survive and succeed in the customer-centric era. A customer-centric approach is not simply a nice-to-have; as research indicates, it is essential. Furthermore, according to the report, customers are 2.4 times more likely to continue with a brand if their queries get the solution fast. Your customer is a busy man or woman. They have their plate full because they are probably going through the race of life. So, if the customer journey is difficult and it is hard for them to reach the solution, the customer is going to leave the brand. Now, what are the common obstacles to smooth customer journeys?

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Unify Your Customer Data to Overcome the Challenges with Dynamics 365 Customer Insights

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When we talk about customers, we also worry about our employees. For example, According to the entrepreneur Richard Branson, “customers do not come first. Workers are a priority. If you take care of your employees, they will look after the clients.” So, you have to start by making it easy for your employees. With the 360 view of customer insights, your employees have more to leverage and strategize their marketing. Besides, as you bid goodbye to the organizational silo, your product management improves rapidly. The team is connected and well-informed about the process they are contributing to and the results they desire. With Microsoft Dynamics 365 Customer Insights, your team can help you increase.

Get the complete picture of Customers and Prospects

Address the target audience through the right channels at the right time.

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Dynamics 365 Customer Insights Features

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Real-time Data Accessibility

Dynamics Customer Insights is all about gathering customer data in one place using prebuilt connectors. You can get a view of all transactional, behavioural, and demographic data in real time. Additionally, with match, map, and merge, it offers you reconciliation of data while resolving customer identities. To improve the data, you can get a view of Microsoft Graph with the customers enriching your brand. For richer profiles, dynamics 365 insights help you add customer sentiment and survey responses from the data.

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Improve Engagement through Cross-Channel

Use web analytics that come with built-in reports for a better understanding of website traffic and user behaviour during the time they spend on the web. Similarly, mobile app analytics help you analyze the insights of your app. You can go beyond basic data and create custom reports based on human analysis combined with automated data. Analyze the data of real-time customer journeys to ensure your marketing strategy is aligned with the trends and informed decisions. Now, with these funnel reports, you can address the roadblocks and optimize your customer journey accordingly.

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AI-Powered

Its AI capability makes it even more useful for enhancing customer experience. It provides prebuilt AI models for predicting customer lifetime value, transaction churn, and subscription churn, allowing proactive interventions. To plan your upselling strategy and maintain cross-selling, AI can help suggest relevant products and services based on automated data. In addition, using a straightforward interface, you can track critical business KPIs and expand your insights by merging consumer data with financial and operational data via Azure Synapse Analytics.

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Vendor-Neutral - Break free from Vendor Lock-in

Dynamics 365 Customer Insights integrates seamlessly with your existing marketing automation, advertising, and customer engagement tools – regardless of provider. Export customer insights directly to these platforms, automate workflows, and build custom applications – all within your familiar tech stack. This vendor-neutral approach empowers a truly customer-centric strategy, unlocking your data's full potential to drive growth.

Use Cases of Dynamics 365 Insights

With customer insights becoming a handful of tools, you can optimize complete industries and not just the department. Here are a few industries already benefiting from this next-generation AI-powered tool. 

retail
Retail and Manufacturing

Dynamics 365 Customer Insights, which uses AI and analytics, allows retailers to segment customers based on their preferences, purchasing habits, and interactions. Retailers can then develop personalized marketing campaigns and promotions to target specific client categories.

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Financial Services

Financial institutions can use AI algorithms to detect anomalous or fraudulent activity by monitoring transaction patterns and consumer behaviour. This strategy improves security and safeguards customers against potential financial threats.

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Real Estate

Real estate developers can improve their property development strategies by researching client preferences and demand trends. This entails selecting good locations, building properties around popular features, and pricing them competitively.

How does DHRP Stand Out?

We, as a Microsoft partner, have the experience and expertise to create an effective implementation process. Our approach to cloud solutions is simply based on scalable tools. Why else do you need us to help you deploy Dynamics 365 Customer Insights?

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Ready to get the view of B2B and B2C customer data in one place?

Get your hands on the Dynamics 365 customer insights trial now to improve your customer journey for the better.

most frequently asked questions

Customer insight, also known as consumer insight, is the analysis and interpretation of customer data, behaviours, and comments in order to drive actions that improve product development and customer service.

Microsoft Dynamics 365 customer insights is a CRM system that enables businesses to streamline, automate, and personalize their marketing activities for better branding and lead creation through real-time data insights. 

Dynamics 365 Customer Insights first establishes a customer data platform for your company, which maintains all customer-related data. The platform then uses Artificial Intelligence technology to allow enterprises to automate the process of generating data channels. This allows firms to govern the relationships between various information and data channels. Once the data has been obtained, the system uses a unification procedure to generate a client profile. Businesses can also export this information to other programs. 

After all customer profiles have been established, the AI converts the data into meaningful, actionable insights and recommends the best items to utilize while you complete customer-related tasks. All of these client insights are then used to improve current marketing initiatives and develop new ones in the future.

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