Microsoft Dynamics 365 Customer Insights
Deliver a personalized, timely, and accurate experience to every individual with Dynamics 365 Customer Insights, unifying all your data sources and deepening customer segmentation through artificial intelligence.
Consolidate CRM, e-commerce, point of sale, and web analytics data into a single 360° customer profile
Anticipate customer behavior ahead of time with AI-powered segmentation and predictive scoring models
Orchestrate customer journeys in real time; create system triggers on the right channel at the right time
Centrally track customer consent and preferences with fully KVKK and GDPR compliant data governance
Break down data silos across departments thanks to native integration with Dynamics 365 Sales, Marketing, and Customer Service
Unify scattered customer data from disparate departments and systems (CRM, ERP, e-commerce, web) using intelligent matching algorithms.
Centralized Customer Data Platform (CDP): View your customer's transaction history, web behavior, and support tickets within a single, comprehensive timeline.
Out-of-the-box data connectors: Establish secure data connections with Azure, SQL Server, Salesforce, SAP, and major e-commerce platforms without writing code.
AI-driven data cleansing: Merge duplicate records and automatically correct inaccurate or missing customer information to boost overall data quality.
Real-time profile updates: Instantly reflect live customer interactions and behavioral activities from your web or mobile applications directly into their profile.
Forget static lists. Create dynamic target audiences driven by behavioral data that are continuously updated by artificial intelligence.
Natural language segmentation with Copilot: Build audiences in seconds by simply typing queries like "Female customers who shopped in the last 3 months and live in Istanbul" instead of dealing with complex filtering rules.
Customer churn prediction: Proactively identify which customers are likely to disengage from your brand using predictive AI models, enabling early intervention.
Lifetime Value (LTV) forecasting: Forecast the potential future spending amounts of your customers to align your business focus on high-value cohorts.
Lookalike audience discovery: Leverage machine learning to discover new prospective leads who exhibit similar traits and behaviors to your most loyal customers.
Design smart, cross-channel campaign pipelines that are instantly triggered by real-time customer actions, such as abandoning a cart or entering a geofenced store area.
Omnichannel orchestration: Seamlessly coordinate email, SMS, push notifications, and social media channels within a single, unified customer journey map.
Content generation with Copilot: Draft compelling subject lines, calls-to-action, and marketing copy for your campaign announcements with native generative AI assistance.
Automated A/B testing and optimization: Automatically test multiple email content variations or dispatch schedules, allowing AI to advance with the highest-converting setup.
Event-driven journeys: Send contextually relevant personal discount offers the exact moment a customer opts in for mobile location tracking or adds a product to their wishlist.
Accurately quantify the return on investment (ROI) of your marketing endeavors and monitor shifting customer behaviors in real time.
Power BI marketing dashboards: Monitor open rates, click-through rates, conversion pipelines, and cost analyses through rich, interactive visual reports.
Engagement analytics: Analyze exactly when, through which devices, and with what type of messaging content your customers interact most frequently.
Revenue attribution models: Clarify precisely which marketing campaigns or specific touchpoints (organic search, email, social ads) closed each sale.
Effortless executive reporting: Tailor critical KPI trackers based on department goals and schedule automated summary deliveries for stakeholders and board meetings.
Maintain customer trust at the highest level by ensuring strict compliance with personal data protection regulations like KVKK and GDPR.
Centralized consent management: Maintain up-to-date communication opt-ins (email, SMS) across all platforms from a single node to eliminate the risks of unauthorized outreach.
Microsoft Azure cloud security: Archive all structured and unstructured user data safely using enterprise-grade encryption resting on Microsoft Azure cloud compliance guarantees.
Regulatory compliance tools: Promptly execute data removal (the right to be forgotten) or data access and portability requests received under privacy legislation limits.
Role-based access control (RBAC): Grant fine-grained permissions to dictate exactly which marketing team members or external partners can view sensitive customer attributes.
We answer the most common questions about the Microsoft Dynamics 365 Customer Insights CDP and marketing automation solution.
Microsoft Dynamics 365 Customer Insights is an AI-powered customer experience solution. It functions as a Customer Data Platform (CDP) by unifying scattered customer data from various data sources into a single, consistent 360-degree customer profile, enabling you to design highly personalized marketing journeys.
Customer Insights - Data ingests, cleanses, and unifies customer data from ERP, CRM, websites, mobile apps, and e-commerce platforms to build unique master customer profiles. Customer Insights - Journeys leverages this unified data and segmentation to execute trigger-based, real-time, and personalized marketing campaigns across multiple channels such as email, SMS, and push notifications.
The system seamlessly connects to Microsoft SQL Server, Azure Data Lake, Salesforce, SAP, Google Analytics, Excel files, websites, and hundreds of third-party cloud applications via pre-built connectors. The integration timeline ranges from a few weeks to a few months, depending on the quality and volume of data sources involved.
With Copilot, marketers can build complex customer segments in seconds by using natural language queries (e.g., "List customers who spent over $500 last month and visited our website"). Additionally, it can generate creative copy and images for campaign emails and automatically map out customer journey steps.
Yes. Dynamics 365 Customer Insights is built in compliance with global privacy standards (ISO 27001, SOC, HIPAA, etc.). It enables you to centrally manage customer consent (opt-in/opt-out) preferences, easily handle data deletion or anonymization requests, and conduct marketing activities in full alignment with data privacy legislation.
As the Proax team, we offer end-to-end consulting and technical support starting from data strategy planning, mapping, matching, and merging data sources into Customer Insights, setting up advanced segmentations, and designing real-time marketing journeys.
