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Dynamics 365 Customer Insights –Your Roadmap to Success

23 April 2024
Dynamics 365 Customer Insights –Your Roadmap to Success

In today’s fiercely competitive landscape, the key to standing out is delivering exceptional customer experiences. However, as consumer demands evolve and channels of interaction multiply, the challenge of connecting with customers on their terms grows ever more complex.

Gone are the days of manual processes yielding results. To truly resonate with your audience and build unwavering trust in your brand, real-time data is the name of the game. Whether it’s understanding demographics, tracking transactions, or analysing behaviour patterns, leveraging AI-driven insights is essential for delivering tailored messages that captivate your audience at precisely the right moment and through their preferred channels.

Personalisation is not merely a nice-to-have – it’s non-negotiable. From acquiring new customers to nurturing existing relationships, every interaction is an opportunity to reinforce your brand identity and foster loyalty.

However, what is the most seamless way for businesses to handle this transition? Introducing Dynamics 365 Customer Insights – a cutting-edge solution that empowers businesses to gain deep, actionable insights into their customers and create personalised , targeted engagement at scale.

Join us on this blog as we dive into the world of Dynamics 365 Customer Insights capabilities. Discover how this innovative platform can revolutionise your marketing strategy, supercharge your customer engagement and drive unparalleled results.

What is Dynamics 365 Customer Insights?

The recent rebranding of Dynamics 365 Customer Insights marked Microsoft’s effort to amalgamate several Dynamics 365 apps into a unified solution. This strategic initiative was undertaken to simplify the product line, making it more accessible and navigable for customers.

Consolidating the functionalities of the standalone Dynamics 365 Customer Insights and Dynamics 365 Marketing solutions, the new Dynamics 365 Customer Insights offering presents a unified solution. It empowers your organisation to provide outstanding customer experiences by setting the groundwork for crafting tailored, agile and integrated customer journeys across sales, marketing and service departments.  

This updated version now encompasses both the Dynamics 365 Customer Insights – Journeys (formerly Dynamics 365 Marketing) and Dynamics 365 Customer Insights – Data (formerly Dynamics 365 Customer Insights). It is a favoured option for both mid-market and enterprise organisations due to its scalability.

What is the Need for This Rebranding ?

Delivering exceptional customer experiences hinges on understanding and engaging with customers in real time. However, fragmented data and the time-consuming task of manual content creation can impede your data analysis and marketers.

Dynamics 365 Customer Insights now integrates the customer data platform with real-time customer journey orchestration, empowering your teams to discover new insights and deliver personalised customer experiences through next-generation AI.

Now equipped with Copilot within customer insights, one can enhance creativity through suggested content ideas and facilitate teamwork by providing access to data and target segments. Data analysis can merge transactional, demographic and behavioural data to gain a holistic understanding of the customers.

Marketers can effortlessly create new customer segments and journeys with Copilot, expressing their desired customer outcomes on their terms. Furthermore, they can streamline content creation by selecting custom text and image recommendations that can be customised to fit the company, brand and audience.   

Sales teams benefit from a smooth transition from marketing, accessing a consolidated timeline of customers and engagements, prioritised leads and tailored product suggestions. Armed with insights into predicted customer lifetime value, customer service agents can prioritise and customise service levels to deliver optimal support experiences.

As both Dynamics 365 Customer Insights – Journeys and Dynamics 365 Customer Insights – Data boast robust capabilities individually, we will delve into a detailed discussion of Dynamics 365 Customer Insights – Journeys from now on.

What is Dynamics 365 Customer Insight – Journeys?

Dynamics 365 Customer Insights -Journeys offers a comprehensive, flexible solution designed to meet the needs of modern marketers. This solution is here to reshape the practices of marketers, whether deployed independently or in conjunction with other Dynamics 365 modules. This robust functionality empowers marketers to create compelling customer experiences, dissolve data silos and cultivate impactful interactions with customers. It also enables organisations to integrate built-in features to streamline their marketing and sales processes and harness data to drive revenue growth.