Dynamics 365 Customer Insights

Transform your customer data into actionable, real-time insights and get to know your customers with an AI-powered customer data platform (CDP).

Get deeper insights and richer profiles

Create a single view of your customers; Bring together transactional, behavioral, and demographic data to create actionable insights that help you get to know your customers like never before.

Accurately identify customers; Bring multiple identities together from across your touchpoints with AI-powered identity resolution, using attributes and signals to enrich unified customer profiles.

Gain a richer view of your customers; Build richer profiles using first- and third-party signals, including Microsoft proprietary audience intelligence, to reveal unique interests and preferences and to find new audiences.

Capture customer sentiment; Incorporate customer sentiment using built-in AI models and survey responses from Dynamics 365 Customer Voice for richer customer profiles.

Measure the quality of your data; Use AI to automatically analyze imported customer data and learn how to improve data quality to activate more precise predictions.


Optimize real-time journeys with cross-channel insights

Accelerate time to insights; Use predefined and custom AI models to predict customer lifetime value as well as transactional and subscription churn, and to analyze customer sentiment.

Pinpoint your next best step; Use predefined AI models to quickly identify cross-sell and upsell opportunities with predictive product suggestions that reduce cost per conversion.

Discover new customer segments; Use AI-powered suggestions or define your own customer segments.

Use measures to maximize business performance; Use preconfigured templates to track key performance indicators (KPIs) or define your own custom KPIs to measure how customer activities can help drive business success and performance toward goals.

Empower your enterprise with granular insights; Combine customer data with financial, operational, and IoT data using AI, machine learning (ML), and Azure Synapse Analytics, and drive cross-collaboration with full reporting capabilities and dashboards.


Improve retention and loyalty

Activate insights in real time across channels; Intelligently orchestrate personalized journeys across destinations including marketing automation, advertising, and customer engagement platforms from Microsoft and other providers.

Empower marketing, sales, and service teams; Surface up-to-date customer data and insights in the Microsoft apps that your employees use every day, including Microsoft 365 and Dynamics 365 Marketing, Sales, and Customer Service.

Deliver data-powered experiences everywhere; Create sophisticated, low-code custom apps that scale to meet your organizational needs, help you modernize processes, and extend the value of your customer data by using Microsoft Power Apps.

Increase seller effectiveness with insights; Help sellers close deals more efficiently by providing rich customer insights such as customer lifetime value, churn risk, and loyalty points activity in their Dynamics 365 Sales workflow.


Personalize B2B customer experiences and help protect privacy

Easily balance privacy and personalization; Build customer trust and uphold privacy regulations with a consent-enabled customer data platform (CDP) that helps you honor customer requests by storing their preferences within the unified profiles.

Achieve marketing goals while helping to protect data; Stay compliant with the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA) using data governance tools in Azure Purview.

Increase lead accuracy and quality; Use prebuilt integration with external enrichment sources to augment account data from industry-leading data providers such as Leadspace and Dun & Bradstreet.

Supercharge account-based marketing with LinkedIn; Reach the right contacts and accounts on LinkedIn using unified customer profile data from Customer Insights.



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