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Microsoft Dynamics 365 Customer Insights

Elevate customer engagement by combining customer data with real-time journeys and Copilot in Customer Insights.

Deepen customer understanding and deliver truly personalized experiences

Leverage the power of a Customer Data Platform (CDP) to gain a deeper understanding of your customers and orchestrate truly personalized, responsive, and connected journeys across the digital channels through AI powered recommendations and insights. Strengthen relationships, foster loyalty, and elevate your customer experience to new heights.

Gain a holistic view of your customers through enriched profiles

Orchestrate real-time customer journeys for campaign optimization

Harness growth with a unified platform integrating sales, marketing, and support data

Get meaningful insights and understand your customers better with Copilot


Skillset and experience

Confiz boasts a team of 150+ Microsoft Dynamics certified developers with over 18 years of experience, having successfully executed 100+ Dynamics 365 rollouts. We manage end-to-end Microsoft Dynamics 365 Customer Insights implementation, encompassing integration, customization, migration, and consulting.

Global reach

We offer global services to meet your business’s unique needs, no matter where you are located. 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 journey, from setup to ongoing optimization and maintenance, ensuring your digital transformation goals are met.

User training and managed support

Our dedicated team ensures prompt issue resolution. Additionally, our consultants provide comprehensive training to empower your employees in effectively leveraging Dynamics 365 Customer Insights, delivering consistent experiences.

Connected customer experiences across teams

Microsoft 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.

Gain a unified, AI-driven view of customer data across sales, marketing, and customer service functions for comprehensive 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.

Track key KPIs and use AI prediction models for insights on customer lifetime value, churn, and sentiment analysis for strategic decision-making.

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.

Leverage Copilot to create and modify customer segments, customize content, and streamline multichannel customer journeys while tracking progress in real time.

Automatically transfer scored, qualified leads to sales representatives and track pipeline success using prebuilt analytics dashboards.

Automatically transfer qualified leads to sales representatives and track pipeline success with prebuilt analytics dashboards.

Microsoft Dynamics 365
Customer Insights pricing

The new Dynamics 365 Customer Insights 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
For organizations opting for Customer Insights as a base application For organizations with a qualifying Dynamics 365 application1
Pricing $1,700 per tenant/month $1,000 per tenant/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
Application Included Capacity Additional Capacity
Additional capacity to support more customer interactions and unify more customer profiles.

Dynamics 365 Customer Insights

2 applications

  • Customer Insights - Data
  • Customer Insights -Journeys
  • 10K Interacted People/tenant/month
  • 100K Unified People/tenant/month
  • 4 data scheduled refreshes/day

Additional Interacted People packs

Tiers Pack Price Capacity Threshold Min-Max Qty
T1 $250* 10K-50K 1-8
T2 $300** 50K-250K 4-24
T3 $500*** 250K+ 5+

* Sold in packs of 5,000 Interacted People

** Sold in packs of 10,000 Interacted People

*** Sold in packs of 50,000 Interacted People

Additional Unified People packs

Tiers Pack Price Capacity Threshold Min-Max Qty
T1 $2000 100K-500K 1-4
T2 $1500 500K-2M 4-19
T3 $1000 2M+ 19+

Sold in 100k pack size of unified people

1A minimum of 10 users is required from any of the following:

Dynamics 365 Customer Service Professional, Customer Service Enterprise, Sales Professional, Sales Enterprise, Sales Premium, Field Service, Finance, Supply Chain Management, or Commerce.

Experience our interactive Dynamics 365 Customer Insights Demo

Explore the robust capabilities of Dynamics 365 Customer Insights through Microsoft’s 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.

Got more questions?

We are here with answers!

What is Dynamics 365 Customer Insights?

Dynamics 365 Customer Insights now combines both Dynamics 365 Marketing and Customer Insights. This module is not just for marketers anymore. It unifies customer data with personalized journeys. While the name is unchanged, the new Customer Insights offering is 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 customers experiences, the new and improved Dynamics 365 Customer Insights uses AI and natural language input assistance to help you build trigger based journeys. It lays the foundation to create truly personalized, responsive, and connected customer journeys across sales, marketing, and service teams.

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.

D365 Customer Insights – Data (formerly known as Dynamics 365 Customer Insights) provides organizations with deep 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.

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.

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 Customer Insights itself doesn’t have add-ons. However, it can be integrated with other Dynamics 365 applications, such as Dynamics 365 Sales and Commerce, to enhance its functionality. These applications act like extensions and provide additional features.

Starting September 1, 2023, Microsoft introduced a new Dynamics 365 Customer Insights licensing model that unified Dynamics 355 Marketing and Dynamics 365 Customer Insights applications into an innovative Dynamics 365 Customer Insights platform.  The new pricing structure is based on the number of unified people and interacted people.

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.

There are two main ways to get 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 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.

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