Microsoft Dynamics 365 Customer Insights

  • A single 360° customer view with all data in one place
  • Personalisation and real-time journeys with AI
  • Better collaboration between marketing, sales and service

Understand your customers, strengthen your relationships

With Microsoft Dynamics 365 Customer Insights, you can respond to customers' growing expectations for a personalised and relevant approach. Customer data is often spread across different systems, from marketing to sales and service, resulting in a lack of complete overview. The result: missed opportunities, less personal communication and time lost due to manual analyses.

Customer Insights brings all your customer data together in a single 360° dashboard. You gain deeper insights, build real-time journeys and use AI to reach customers at the right time with the right message. This allows you to turn data into a real driver of customer experience and strengthen every interaction.

If you can't centralise all your customer-related data to actively approach the market, you're nowhere. Discover their story >

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Dirk Thomas
Sales & Administration Manager - Clippard

The benefits of Microsoft Dynamics 365 Customer Insights

  • 360° customer view: combine transactional, demographic and behavioural data for complete insight.
  • Smart segmentation: build dynamic target groups with real-time data and AI recommendations.
  • Better predictions: discover intentions and trends with built-in predictive models.
  • Privacy and compliance: always respect the rules around consent and data protection.
  • Seamless collaboration: marketing, sales and service work from a single source of truth.

AI and Copilot in Customer Insights

Built-in AI and Copilot make it easier to turn data into action. You can use natural language to analyse customer data or compile new segments. AI predicts intentions, recommends the right channels and helps create personalised content. This makes your marketing team more productive, gives your sales team better qualified leads and provides your customers with communication that is truly tailored to them.

They have already started working with Customer Insights.

Complete your CRM with Dynamics 365 Sales

Customer Insights brings all your customer data together in one place. By linking this to Dynamics 365 Sales, you give your team the tools they need to spot opportunities faster, follow up on leads and close deals.

What is a Customer Data Platform (CDP)?

A Customer Data Platform such as Dynamics 365 Customer Insights brings together customer data from various sources into a single 360° customer profile. This gives you a complete and up-to-date picture of your customer, based on CRM data, website behaviour, ERP information and more. Thanks to this central data source, you can better segment customers, communicate in a more targeted way and create personalised experiences that really make a difference.

What makes Customer Insights different from other CDPs?

Customer Insights is deeply integrated into the Microsoft ecosystem, allowing you to easily combine customer data with tools such as Dynamics 365, Power Platform and Azure AI. This integration not only ensures scalability and security, but also provides faster insights and actionable applications in your marketing, sales and service.

Can marketing be linked to my CRM or ERP?

Absolutely. Customer Insights connects seamlessly with Dynamics 365 Sales, Business Central and other systems via APIs and connectors. This allows you to streamline your marketing, sales and operational processes with a single, consistent data source, without duplication of effort or loose ends.

How does Customer Insights help me improve my marketing campaigns?

With Dynamics 365 Customer Insights, you can reach the right target group at the right time thanks to smart segmentation based on behaviour, preferences and AI predictions. Customer Insights automates your customer journeys across email, events and other channels, with extensive personalisation. This increases the relevance and impact of your communications.

How does Customer Insights help me to better understand my customers?

Customer Insights combines data from CRM, web, social media and ERP into a single 360° customer profile. This gives you insight not only into who your customer is, but also into their behaviour, preferences and purchase history. With these insights, you can respond more quickly and personally to what your customer really needs.

Bring your customer closer

Would you like to take a more personalised approach to your customers and better exceed their expectations? With Microsoft Dynamics 365 Customer Insights, you can create a single, clear view of your customers and build relevant journeys. Our experts will be happy to show you how this can work for your organisation.

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