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Dynamics 365 Customer Insights

Connect operations and people data to optimize workforce costs and empower employees

Unify customer data and understand customer behavior

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.

Impact of
Dynamics 365 Customer Insights

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.

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.


Case Study

Operational Efficiency with Asghar Ali

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

Got more questions?

We are here with answers!
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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