Choose the right marketing platform

Four things to consider when choosing a marketing platform

Map your customer data

To succeed with modern marketing, you first need to understand what customer data you have, where it lives, and how it’s used today. A good platform helps you bring together data from multiple sources and create a clear, shared view of each customer—rather than isolated lists and silos.

Think beyond campaigns

Marketing is no longer about one-off campaigns. Choose a platform that makes it possible to work long-term with customer journeys, where communication adapts to behaviors, interests, and where the customer is in their journey. This creates more relevance—and better results over time.

Ensure collaboration between marketing and sales

When marketing and sales work in different systems, valuable insights risk getting lost. A modern marketing platform should support close collaboration between teams, where customer insights, leads, and activities are shared and followed up within the same ecosystem.

Choose a platform that can get smarter over time

AI and automation are becoming increasingly important for working efficiently and with precision. A future-ready platform helps you identify patterns, prioritize the right audiences, and make better decisions—without increasing the manual workload.

Why NAB & Microsoft

Turn customer data into business value — with the right platform and partner.

NAB — experts in turning customer data into action.

We help you unlock the value of Customer Insights with the right structure, a clear strategy, and solutions that are actually used. With NAB, you get a partner that combines business insight with Microsoft expertise — all the way from analysis to impact.

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Microsoft — customer insights that drive relevant experiences

Customer Insights makes it possible to bring together customer data from multiple sources and create a unified, up-to-date customer view. The platform helps you identify patterns, understand behaviors, and activate insights in the right channel—at the right time. All built on Microsoft’s secure and scalable cloud platform.

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FAQ

What sets Dynamics 365 Customer Insights apart from other CDPs?

Customer Insights stands out by not only collecting customer data, but by connecting it across the entire Microsoft ecosystem — including Dynamics 365 Sales, Marketing, Customer Service, and Power Platform. This makes it possible to both analyze insights and act on them directly, using built‑in AI, automation, and integrations that many other CDPs lack. The platform is also scalable, flexible, and future‑proof, allowing it to grow with your business without the need to switch systems.

What features and capabilities does Dynamics 365 Customer Insights offer?

Customer Insights brings together data from all your sources — such as CRM, e‑commerce, web, social media, and other systems — to create a 360‑degree view of your customers. The platform enables customer segmentation, behavior analysis, and AI‑driven predictive insights to support data‑driven decisions. You can also automate and personalize campaigns, build audiences for sales and marketing, and seamlessly integrate insights with other Microsoft tools like Dynamics 365 Sales, Marketing, and Power Platform.

Is Dynamics 365 Customer Insights a good fit for our company?

Customer Insights is well suited for companies that want a holistic view of their customers and want to use data‑driven insights to improve sales, marketing, and customer service. The platform is flexible and can be tailored to your data sources, processes, and industry‑specific needs — while remaining scalable and able to grow with your business over time.

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How to choose the right marketing platform

Four things to consider when choosing a marketing platform

Map your customer data

Think beyond campaigns

Ensure collaboration between marketing and sales

Choose a platform that can get smarter over time

Turn customer data into business value — with the right platform and partner.

NAB — experts in turning customer data into action.

Microsoft — customer insights that drive relevant experiences

Learn more about Customer Insights

When is Customer Insights the right solution — and what needs does it solve?

Implementing Microsoft Customer Insights — from ambition to business value

How Microsoft Customer Insights works in practice

FAQ

What sets Dynamics 365 Customer Insights apart from other CDPs?

What features and capabilities does Dynamics 365 Customer Insights offer?

Is Dynamics 365 Customer Insights a good fit for our company?

Want to know if Customer Insights is the right platform for you?

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