How Copilot transforms marketing workflows in Dynamics 365 Customer Insights 

June 14, 2024

Generative AI has revolutionized personal productivity and enhanced organizational capabilities. Copilot has established a new benchmark, enabling employees to develop skills in designing, writing, coding, data analysis, and more. This advancement has elevated their work from good to exceptional.

According to a Microsoft research:

  • 70% of Copilot users have reported a significant boost in productivity.
  • 68% have noticed an improvement in the quality of their work.
  • 64% have been able to spend less time processing emails.

No doubt, this efficiency empowers marketers and other business professionals to excel in their roles and make the most of their time. Microsoft’s Copilot feature shines in Microsoft Dynamics 365 Customer Insights, allowing marketing teams to query their data, receive content ideas based on key points, define audiences and journeys in plain language, assess data quality, and get summarized answers from multiple sources upon using Dynamics 365 Marketing Copilot within the Customer Insights module of Dynamics 365 Customer Engagement. This has fundamentally transformed their workflows.

In this blog, let’s explore how Copilot is transforming marketing workflows in Dynamics 365 Customer Insights.

The need for automation in running marketing campaigns

Companies often invest significant time creating marketing campaigns to ensure engaging customer experiences. As the demand for digital and mobile experiences has increased, along with the necessity to utilize customer data from a growing number of disconnected systems to personalize and trigger these experiences, the time and costs involved in setting, running, and managing campaigns have increased, too.

Companies frequently cite a common pain point: delivering a customer experience (CX) project or campaign can take 12 to 15 weeks, with no indication that this timeline will shorten. This lengthy process is natural. Marketing workflows usually resemble a complex team sport, involving multiple contributors focused on various aspects such as budgeting, segmentation, audience, journey, content, and delivery channel.

Most teams start their campaigns from scratch, assembling, testing, and then going live, followed by tracking analytics to address any drop-off points. The complexity and coordination involved impact not only the time to market but also the quality and level of personalization delivered to the end customer.

Copilot in Dynamics 365 Customer Insights: Transforming digital marketing processes

Every organization has large volumes of marketing data that Copilot can leverage to understand your brand’s style, tone, language, and imagery. Furthermore, they have insights into customer intent, success metrics, and historical campaign data, all of which can improve future business outcomes.

With this data at hand, imagine being able to create the desired outcomes through Dynamics 365 Marketing Copilot! How is that possible? Imagine this:

  • Microsoft is introducing a streamlined approach, replacing complex UIs with Copilot to deliver dynamic user experiences tailored to your goals. For instance, you can expect features like the dynamic project board and analytics to adapt to your needs in real time.
  • Instead of starting from scratch, Copilot offers data-driven suggestions that empower marketers to curate their projects efficiently. It ensures all elements remain interconnected and synchronized, reducing errors and saving time. You can choose from suggested images, emails, audiences, and more to accelerate project launch by up to 60%.
  • Copilot enhances personalization capabilities, scaling from four to 64 or more cohorts, enhancing confidence in delivering tailored customer experience. With advanced UX and Copilot features, marketing teams can efficiently review and approve at scale. Instead of manually reviewing multiple journey variations, Copilot can autonomously adjust and refine, streamlining the approval process.
  • After launching your project or campaign, assigning someone to track analytics and identify customer drop-off points is important. Copilot automates this process, tracking analytics and suggesting optimizations, empowering teams to focus on achieving business success rather than manual tracking.

Explore more: Learn new AI-powered capabilities introduced in Dynamics 365 Customer Insights

These capabilities are now available in public preview. Copilot has ushered in a new era in marketing workflows, enabling teams to utilize AI-curated content to manage campaigns, track success, and optimize projects from start to finish for exceptional customer experiences.

Transform your marketing workflows leveraging Copilot in Dynamics 365 Customer Insights

Ready to benefit from the latest Dynamics 365 Customer Insights features and Copilot capabilities? Choose Confiz as your Microsoft Dynamics 365 Customer Insights implementation partner and embark on this transformative journey with confidence.

Contact us at to explore how we can optimize your marketing strategies with cutting-edge AI and data insights.