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Enormous platform for personalized marketing

Learn more about Microsoft Dynamics 365 Customer Insights

Microsoft Dynamics 365 Customer Insights is a powerful customer data platform that enables businesses to gain deep insights into their customers. By unifying customer data from various sources and leveraging AI capabilities, Customer Insights provides actionable intelligence to drive personalized experiences and meaningful engagements. With this platform, businesses can understand customer behaviors, preferences, and trends, allowing them to make informed decisions and deliver exceptional customer experiences.

A comprehensive platform for marketing

What is Customer Insights?

Customer Insights is part of Microsoft Dynamics 365 and falls under the umbrella of CRM apps within the platform, which Microsoft has chosen to collectively call Customer Engagement. Here, we find four additional apps that together build the entire customer journey from curious contact to signed customer and manage customer care within Dynamics 365. In addition to Customer Insights, apps like Sales and Customer Service are under Customer Engagement, as well as Field Service and Projects. Customer Insights is the part that targets your marketing department. Here, you get help to take control of your marketing and communication with potential and existing customers. It provides your marketing team with the opportunity to work more systematically and become more precise in their communication, making you more profitable in the long run.

MIcrosoft Dynamics 365 Sales
Streamlines your marketing efforts

What does Customer Insights do?

Here are tools to manage all your marketing efforts, both for new and existing customers. In Customer Insights, your marketing team works on various types of campaigns, customer journeys, segments, lead scoring, and much more. Track your campaigns—how many clicked, how many unsubscribed, the percentage of email opens, and who opened them?

Customer Insights provides functionality for both small marketing teams needing assistance with scheduling social media posts and sending out campaigns, and for large marketing teams wanting to engage in real-time marketing and operate from their own platform with events and customized campaigns.

Get started with Customer Insights
Microsoft Dynamics 365 and Microsoft 365

Which apps work with Customer Insights?

Customer Insights is part of Dynamics 365 and can therefore easily integrate with other applications from Microsoft’s product portfolio. With apps like Sales and Customer Service, you can create the entire customer journey without having to leave the platform. Information, records, and events sync seamlessly between the apps, providing you with the comprehensive view you need.

In many other cases, you manage your email marketing in one system, sales in another, and customer care with ticketing in a third. Here, you get everything within the same platform, so you don’t need to make cumbersome integrations with different system providers to achieve the customer’s entire journey. Today, apps from Microsoft 365 also work seamlessly with Dynamics 365, allowing for smart integrations between these two platforms.

Advantages with Customer Insights

Enhance your lead conversion

Activities tailored to your target audience

Statistics on campaign performance

Seamlessly integrate apps from Microsoft 365 and Dynamics 365

Control over your marketing activities

Anton sjöstedt

Do you want to learn more or get started with Customer Insights?

Anton is a specialist in our products. If you have any questions, he’ll be happy to answer them.

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