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Dynamics 365 Customer Insights – from customer data to business results

Dynamics 365 Customer Insights is Microsoft’s platform for customer insights and customer journeys. The solution brings together customer data from multiple sources, creates a unified customer view, and enables relevant, data-driven experiences in real time—across marketing, sales, and service.

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With Copilot in Customer Insights, you can analyze customer data, create segments, and build customer journeys faster—with AI support directly in your workflow.
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A shared platform for customer insights

In many organizations, customer data is spread across multiple systems. This makes it difficult to get a complete view—and even harder to act at the right time. Customer Insights brings customer information together into a unified customer view that can be used as a shared decision-making foundation across the organization.

Benefits of Customer Insights

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Understand customer behavior

Track how customers interact over time and identify patterns that require action.

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Create relevant segments

Group customers based on behavior and signals—not gut feeling.

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Enable customer journeys

Build customer journeys that adapt to customer needs and evolve over time.

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Strengthen decision-making

Provide the business with better insights for prioritization, follow-up, and next steps.

What’s included in Dynamics 365 Customer Insights?

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Customer insights and behavioral analysis

Gain insight into how customers behave, which signals matter, and when it’s the right time to act.

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Real-time customer journeys

Create customer journeys triggered by actual customer behavior—not static flows.

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Copilot and AI support

Use Copilot to explore customer insights, create segments faster, and identify the next best actions.

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Event management

Manage your webinars and in-person events directly in the platform.

Customer Service i vardagen

Customer Insights i vardagen

The solution adapts to how you work—not the other way around.

check_circle Identify which customers need attention

check_circle Understand why customers behave the way they do

check_circle Create more targeted and consistent customer interactions

check_circle Build long-term relationships based on insights

NAB & Microsoft are the trusted choice for companies that want a secure and scalable business solution.

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NAB — Dynamics 365 CRM experts with extensive experience.

At NAB, we’ve been immersed in Microsoft technologies for nearly 25 years. That’s why we’re confident in saying we know Microsoft and Dynamics 365 CRM inside and out — in 2020, Microsoft named us the best in the world at what we do. Over the years, we’ve had the privilege of helping countless companies implement new systems and continue to grow. Is it your turn next?

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A world-class CRM from Microsoft

Microsoft Dynamics 365 CRM helps you build stronger customer relationships, increase sales, and work smarter. All customer data is brought together in one platform, giving you a 360-degree view of every customer—from first contact to long-term partnership.

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Learn more about Customer Insights

FAQ

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At NAB Solutions, we’re more than a vendor — we’re a partner. That means we start with your business, not the product. We focus on understanding your needs, goals, and challenges to create solutions that actually solve them, rather than selling features you don’t need.
With long experience, proven methods, and hundreds of successful projects, we know what works in practice. And we support you all the way — from strategy and implementation to day‑to‑day use and continuous development.

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Dynamics 365 Customer Service can be customized with tailored processes, automations, and dashboards to match your specific workflows and customer service requirements.

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Microsoft’s ecosystem provides security, stability, and seamless integration across systems. This makes it easier to consolidate data, automate processes, and use intelligent tools like AI and analytics to improve customer service and business decisions. The platforms are also scalable and continuously updated, ensuring long‑term value as your business evolves.

Want to learn more about Service, or are you ready to get started?

We help you assess your current situation, needs, and next steps—and show how Customer Service can be used to create real value.

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