Microsoft Dynamics 365 Customer Insights

Use behavioral insights to transform customer dealings into interactive experiences.

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Unify customer data and understand customer behavior with Dynamics 365 Customer Insights

Combine B2B and B2C customer data in a single software to generate real-time AI-enabled insights. Use digital and cross-channel analytics to understand how customers respond to products and services.

  • Get a 360-degree view of your customers in real-time
  • Optimize cross-channel customer journeys
  • Use prebuilt AI models to predict customer needs
  • Generate customized reports on customer demographics, transactions, etc.
  • Benefit from advanced security and scalability capabilities

Decrease friction, increase conversions, and prioritize customers with Dynamics 365 Customer Insights

Success framework

Improved customer journeys

Leverage data analytics to create multi-stage customer journeys and observe clients progressing through them. Generate detailed funnel reports to identify opportunities and overcome optimization obstacles.

unified commerce

Understand customer behavior

Use the web and mobile analytics to understand customer engagement, target the right audience, recognize activities from returning clients, and identify patterns to make informed decisions.

Enhanced customer profiles

Combine data from multiple sources and develop enhanced customer profiles using both first- and third-party sources. Utilize connectors, define AI audience segments, and develop KPIs without any coding.

Security, scalability, and compliance

Utilize ISO, HIPAA, HITRUST, EU Model Clauses, SOC, FERPA, and FedRAMP certified software and use built-in tools to comply with GDPR and CCPA regulations.

Success story
A global perfume retailer achieves operational efficiency with Microsoft Dynamics 365

A multi-currency, multi-language ERP solution implemented to capture and integrate evolving core business processes and consequently enhance cross-channel decision making.

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Key Dynamics 365 CRM & ERP apps for customer insights

customer insights

Customer Insights

Use cross-channel analytics to deliver personalized and engaging shopping experiences

sales management

Sales

Increase sales and build long-lasting relationships through user-friendly sales tools

customer service

Customer Service

Deliver personalized customer service through omnichannel communication platforms

marketing

Marketing

Focus on the target audience to generate qualified leads and manage funnels with built-in tools

retail experience

Commerce

Create rich shopping experiences and manage resources/inventory across multiple channels

supply chain automation

Supply Chain

Manage inventory and minimize costs through automated workflows and shipping operations

hr management

Human Resources

Customize hiring processes and track employee performance from user-friendly dashboards

finance optimization

Finance

Generate comprehensive financial reports to improve business financials and boost business growth

16+

years of experience in retail, manufacturing, textile and distribution

170+

engineers, consultants and subject matter experts​

100+

organizations running Microsoft Dynamics powered by Confiz​

Modern, scalable, adaptable industry solutions

Intelligent business solution to streamline business operations and engage customers the right way.

Explore Dynamics 365 for Retail

Omnichannel fashion industry solution tailored for changing trends, industry regulations, customer demands, and sustainability initiatives.

Explore Dynamics 365 for Fashion

An end-to-end, omnichannel solution that manages large stock quantities, offers secure payments, and provides business insights

Explore Dynamics 365 for Grocery

Powerful textile supply chain management solution to digitalize your value chain and spur growth across all channels

Explore Dynamics 365 for Textile

Smart-manufacturing software solutions to boost efficiency in production and sales

Explore Dynamics 365 for Manufacturing

A comprehensive solution to help enhance real-time visibility, streamline inventory flow and control operational costs

Explore Dynamics 365 for Wholesale

Got more questions about Microsoft Dynamics 365 for Customer Insights?

Here's everything you need to know

What is Dynamics 365 customer insights?

Dynamics 365 Customer Insights is a part of the Customer Data Platform (CDP) by Microsoft that helps businesses deliver personalized customer experiences. This platform provides companies with crucial insights into their customers’ whereabouts and the ways they engage with their business. It also unifies customer data stored in multiple sources and gives organizations a single view of customers.

How does Dynamics 365 Customer Insights work?

Dynamics 365 Customer Insights first creates a customer data platform for your business and stores all the data related to your customer in it. Then using Artificial Intelligence technology, the platform allows businesses 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 you 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 insight?

Dynamics 365 Customer Insights can connect with other Dynamics 365 modules such as Dynamics 365 Sales, Commerce, and Marketing through built-in add-ons. It generates powerful analytical displays which makes the data easy to understand and use. This module can also integrate with Microsoft Advertising, Microsoft Audience network, and Microsoft Search Network using a new feature called Customer Match Targeting. This integration gives businesses access to unified first-party data, allows them to easily manage customer segments and enjoy efficient scaling across ad platforms.

What are the key features of Microsoft Dynamics Customer Insights?

There are two major features of Dynamics 365 Customer Insights, and they are Audience Insights and Engagement Insights. Audience Insights helps businesses transform into customer-centric companies. It allows businesses to see results faster with a CDP designed to deliver actionable insights. The Sales, Marketing, and Customer Service teams can use these insights to deliver personalized experiences.

Engagement insights allow businesses to understand how their customers are using their products and services both holistically and individually on numerous platforms such as mobile apps, websites, and other connected products. It also allows businesses to combine behavioral analytics with demographic, transactional, survey, and other data types. This gives businesses full control over their customer data and ensures data governance and compliance.

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