Unify customer data and streamline journeys with Dynamics 365 Customer Insight
Bring your customer data together with Dynamics 365 Customer Insights to craft seamless, connected experiences powered by AI insights and behavioral intelligence
What is Dynamics 365 Customer Insights?
Dynamics 365 Customer Insights is Microsoft’s customer experience platform that unifies customer data management and journey orchestration. Formerly Dynamics 365 Marketing, it now includes advanced CDP capabilities and AI-driven insights to help businesses understand their customers and personalize interactions. With Customer Insights – Data, organizations can consolidate data from multiple sources to build real-time customer profiles for better decision-making and targeted engagement.
Dynamics 365 Customer Insights – Journeys enables marketing and CX teams to design, automate, and refine personalized journeys across channels like email, SMS, and push notifications. By combining data and journey management in one platform, it helps deliver consistent, relevant experiences throughout the customer lifecycle.
Unified Customer data. Smarter journeys. Better outcomes
Gain a deeper understanding of your customers and deliver personalized experiences at scale. Microsoft Dynamics 365 Customer Insights combines real-time data, AI-driven intelligence, and seamless integration to help your teams drive engagement, loyalty, and growth.
Personalized customer journeys
Personalized customer journeys Design and automate real-time, context-aware experiences across marketing, sales, and service using unified data and AI insights.
360° customer profiles
360° customer profiles Consolidate transactional, demographic, and behavioral data to build rich, comprehensive customer views that reveal preferences and intent.
AI-enhanced productivity with Copilot
AI-enhanced productivity with Copilot Accelerate campaign creation with Copilot, generate segments, content, and journeys using natural language, improving speed and precision.
Smarter engagement & higher conversions
Smarter engagement & higher conversions Reach customers with the right message at the right time through intelligent channel selection, A/B testing, and performance optimization.
Built-in privacy & compliance
Built-in privacy & compliance Manage consent, ensure data privacy, and maintain regulatory compliance with automated data refresh, governance tools, and secure identity resolution.
Dynamics 365 Customer Insights pricing & licensing
Dynamics 365 Customer Insights Licensing is sold on a prepaid capacity model, where capacity is pooled at the tenant level. It has two capacity units: People Interacted (equivalent to the previous “marketable contact” unit in Dynamics 365 Marketing) that powers the use of Customer Insights – Journeys. People Unified (equivalent to the previous “profile” meter in Dynamics 365 Customers Insights), which powers Customer Insights – Data.
| Licensing options | Dynamics 365 Customer Insights | Dynamics 365 Customer Insights attach | Dynamics 365 Customer Insights Additional People Pack |
|---|---|---|---|
| For organizations opting for Customer Insights as a base application | For organizations with a qualifying Dynamics 365 application1 | For organizations looking for additional capacity to support more customer interactions and unify more customer profiles | |
| Pricing | $1,700 per tenant/month | $1,000 per tenant/month | $2,000 per pack/month |
| Includes up to 4 environments, 100,000 Unified People and 10,000 Interacted People | Includes up to 4 environments, 100,000 Unified People and 10,000 Interacted People | Includes 100,000 to 500,000 Unified People. Sold in 100k pack size of unified people |
Turn customer insights into action with Dynamics 365 Customer Insights
Empower your teams with AI, unified data, and real-time personalization.
Dynamics 365 Customer Insights features and capabilities
Have a unified view of transactional, demographic, and behavioral data across sales, marketing, and customer service operations, using AI-driven identity management to gain a comprehensive understanding of customers. Furthermore, enhance profiles with a variety of data sources, including proprietary insights.
Track key KPIs like transactions, campaign responses, store visits, spend, and reviews etc. for a complete customer view. Create AI prediction models for insights on customer lifetime value, churn, and sentiment analysis for strategic decisions.
Leverage Copilot to create and modify customer segments, customize content, and simplify the creation of customer journeys across various channels, including emails, text messages, and push notifications. Track their progress in real-time and monitor each step to ensure your campaigns are optimized and achieve the desired results
Automatically transfer scored, qualified leads to sales representatives and track pipeline success using prebuilt analytics dashboards
Experience our interactive Dynamics 365 Customer Insights demo
Explore the robust Dynamics 365 Customer Insights features through this detailed demo. Discover how to attract, engage, and retain customers like never before. Harness innovative data unification and marketing tools to streamline your campaigns, personalize customer experiences, and analyze performance for strategic decision-making. Elevate your customer insights to drive impactful customer journeys
Why choose Confiz as your Microsoft Dynamics 365 Customer Insights implementation partner?
Skillset and experience
Confiz boasts a team of 150+ Microsoft Dynamics certified developers with over 18 years of experience, successfully executed 100+ Dynamics 365 rollouts. We’re a Microsoft Dynamics 365 Customer Insights implementation partner, offering comprehensive services that encompass integration, customization, migration, and consulting
Global reach
We offer global services tailored to meet your business’s unique needs, regardless of your location. Whether you require a global deployment of Microsoft Dynamics 365 Customer Insights and related modules, or a regional transformation, we are equipped to handle it all.
Comprehensive service offering
Our expertise goes beyond implementation. We guide you through the entire Microsoft Dynamics 365 Customer Insights journeys, from setup to ongoing optimization and maintenance, ensuring your digital transformation goals are met.
User training and managed support
Our dedicated team ensures prompt resolution of issues. Additionally, our consultants provide comprehensive training to empower your employees in effectively leveraging Dynamics 365 Customer Insights, delivering consistent experiences.
Enabling
global companies
Trusted by some of the world’s largest companies, we thrive on building strong relationships and an outstanding reputation. Our aspiration to evolve, innovate and experiment makes us stand out from our competition.
Our Readings
Our approach sets us apart from others
Got more questions?
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What is Dynamics 365 Customer Insights?
Dynamics 365 Customer Insights now combines both Dynamics 365 Marketing and Customer Insights. This module is no longer just for marketers. It unifies customer data with personalized journeys. While the name remains unchanged, the new Customer Insights offering has been expanded to include both the Customer Insights Journeys (formerly Dynamics 365 Marketing) and Customer Insights – Data (formerly the standalone Customer Insights) applications.
Designed to help organizations deliver exceptional customer experiences, the new and improved Dynamics 365 Customer Insights utilizes AI and natural language input assistance to enable the creation of trigger based journeys. It lays the foundation to create truly personalized, responsive, and connected customer journeys across sales, marketing, and service teams.
What is Dynamics 365 Customer Insights - Journeys?
Dynamics 365 Customer Insights – Journeys (formerly known as Dynamics 365 Marketing) is a comprehensive marketing and customer engagement tool. It enables you to create and execute campaigns across multiple channels, including emails, SMS, push notifications, and more. D365 Customer Insights – Journeys helps organizations personalize interactions and communications at every stage of the customer lifecycle.
What is Dynamics 365 Customer Insights - Data?
D365 Customer Insights – Data (formerly known as Dynamics 365 Customer Insights) offers organizations in-depth insights into their customer data. It unifies and enriches customer data with a Customer Data Platform (CDP) to gain insights into customer behaviors, preferences, and interactions. This enables organizations to make more informed strategic decisions that meet and exceed customer expectations.
How does Dynamics 365 Customer Insights work?
Dynamics 365 Customer Insights first creates a customer data platform for your business, storing all customer-related data within it. Then, using Artificial Intelligence technology, the platform allows companies to automate the process of creating data channels. This way, businesses can also control the relationships between different information and data channels. Once the data is gathered, the system runs it through a unification process to create a customer profile. Businesses can also export this data to other applications. After all customer profiles are created, the AI turns that data into meaningful actionable insights and recommends the best products to use as you carry out your customer-related tasks. All these customer insights are then used to improve ongoing marketing campaigns and create better ones in the future.
What are the various add-ons in Microsoft Dynamics Customer Insights?
Microsoft Dynamics 365 Customer Insights allows businesses to create dynamic customer segments with AI-driven, real-time data updates and boosts engagement by delivering personalized experiences through AI-driven channel selection. Microsoft Dynamics 365 Customer Insights itself doesn’t have add-ons. However, it can be integrated with other Dynamics 365 applications, such as Dynamics 365 Sales and Dynamics 365 Commerce, to enhance its functionality further. These applications function like extensions, providing additional features.
What is the new D365 Customer Insights pricing?
Starting September 1, 2023, Microsoft introduced a new Dynamics 365 Customer Insights Licensing model that unified the Dynamics 365 Marketing and Dynamics 365 Customer Insights applications into an innovative Dynamics 365 Customer Insights platform. The latest pricing structure is based on the number of unified people and the number of interacted people.
What are the key features of Microsoft Dynamics Customer Insights?
Dynamics 365 Customer Insights offers two powerful features: a customer data platform and real-time journey orchestration. Together, these tools empower your teams to uncover valuable insights and deliver personalized customer experiences. Copilot in Customer Insights helps eliminate fragmented data and reduces time-consuming manual content creation while boosting team creativity with recommended content ideas. Enjoy seamless access to data and target segments, empowering your teams to overcome operational barriers efficiently.
How do I get Dynamics 365 Customer Insights?
There are two primary methods for obtaining Customer Insights in Dynamics 365. The first option is to sign up for a free trial. Microsoft offers a free 30-day trial of Dynamics 365 Customer Insights. To sign up for a free Dynamics 365 Customer Insights Licensing trial, you will need to create a Microsoft account and provide your billing information.
The second option is purchasing a license for Dynamics 365 Customer Insights. You can opt to manage this yourself or get the support of a Microsoft Dynamics 365 Customer Insights implementation partner. Since various licensing options are available, select the one that aligns best with your specific requirements.
How to access customer insights in Dynamics 365?
You can access Dynamics 365 Customer Insights by purchasing a license through Microsoft or a certified Microsoft Dynamics 365 Customer Insights implementation partner, such as Confiz. Once licensed, you can access the platform via the Microsoft Power Platform admin center and begin configuring data sources, building customer profiles, and setting up customer journeys.
What is Microsoft Dynamics 365 Customer Insights?
Microsoft Dynamics 365 Customer Insights is an AI-powered customer data platform (CDP) that unifies data from various sources to create a 360-degree view of each customer. It enables businesses to deliver real-time, personalized experiences across marketing, sales, and service channels with the help of AI and Copilot
How is Dynamics 365 Customer Insights licensed
Customer Insights Dynamics 365 is licensed on a per-tenant, per-month basis, with pricing based on capacity units, such as profiles and interactions. You can choose between base licenses and additional capacity add-ons depending on your data and usage needs. Confiz can help you choose the right plan for your business.
Can Dynamics 365 Customer Insights integrate with other platforms
Yes, Microsoft Dynamics 365 Customer Insights offers seamless integration with a wide range of Microsoft and third-party platforms, including Dynamics 365 applications, Azure services, Power BI, and marketing automation tools. It also supports custom connectors and APIs for flexible data ingestion and activation.
Who can benefit from Dynamics 365 Customer Insights?
Organizations across industries including retail, healthcare, finance, and manufacturing can benefit from Dynamics 365 Customer Insights. It’s ideal for marketing, sales, and service teams looking to unify customer data, gain actionable insights, and deliver personalized, real-time engagement at scale.
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Mohammed Reza
Director Business Development, UAE | KSA
Qaisar Iqbal
Global Vice President Industry Solutions
