{"id":1720,"date":"2025-12-01T14:03:23","date_gmt":"2025-12-01T13:03:23","guid":{"rendered":"https:\/\/nabsolutions.com\/us\/?page_id=1720"},"modified":"2026-03-17T03:48:35","modified_gmt":"2026-03-17T07:48:35","slug":"what-is-dynamics-365-customer-insights","status":"publish","type":"page","link":"https:\/\/nabsolutions.com\/us\/crm\/dynamics-365-customer-insights\/what-is-dynamics-365-customer-insights\/","title":{"rendered":"What is Dynamics 365 Customer Insights?"},"content":{"rendered":"\r\n\r\n
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\r\n Dynamics 365 Customer Insights \u2013 from customer data to business results <\/h1>\r\n

\r\n Dynamics 365 Customer Insights is Microsoft\u2019s 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\u2014across marketing, sales, and service. <\/p>\r\n \r\n \r\n \r\n Book a consultation <\/a>\r\n \r\n <\/header>\r\n\r\n \r\n

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\r\n \"Microsoft\r\n <\/div>\r\n
\r\n \r\n 324 <\/span>\r\n \r\n % <\/span>\r\n <\/div>\r\n

\r\n ROI over a 3-year period according to Forrester Total Economic Impact\u2122 \u2013 Dynamics 365 Customer Insights <\/p>\r\n \r\n <\/span>\r\n Read the study <\/a>\r\n <\/div>\r\n

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\r\n Customer Insights with NAB <\/p>\r\n

\r\n We help you turn customer data into real insights and decisions used in everyday work. <\/h2>\r\n <\/div>\r\n
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\r\n \"Copilot\r\n <\/div>\r\n
\r\n With Copilot in Customer Insights, you can analyze customer data, create segments, and build customer journeys faster\u2014with AI support directly in your workflow. <\/h5>\r\n <\/div>\r\n
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\r\n Ready to talk? <\/p>\r\n

\r\n Talk to our CRM experts today <\/h2>\r\n \r\n <\/span>\r\n arrow_right_alt<\/i>\r\n <\/a>\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n<\/section>\n\n\r\n
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\n \"Microsoft\n \n \n
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\n Create customer journeys <\/p>\n\n

\n Up to 75% time savings when building customer journeys in Customer Insights <\/h3>\n\n \n <\/span>\n \n Get started <\/span>\n arrow_right_alt<\/i>\n <\/a>\n <\/header>\n\n \n <\/div>\n <\/div>\n \n
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\n \"Customer\n \n \n
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\n Collaborate across teams <\/p>\n \n

\n Connected customer experiences across teams <\/h3>\n\n <\/header>\n\n \n <\/div>\n <\/div>\n
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\n \"Customer\n \n \n
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\r\n A shared platform for customer insights <\/h2>\r\n \r\n

\r\n In many organizations, customer data is spread across multiple systems. This makes it difficult to get a complete view\u2014and even harder to act at the right time.\r\nCustomer Insights brings customer information together into a unified customer view that can be used as a shared decision-making foundation across the organization. <\/p>\r\n <\/header>\r\n\r\n\r\n

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\r\n Benefits of Customer Insights <\/h2>\r\n <\/header>\r\n \r\n
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\r\n database<\/i>\r\n <\/div>\r\n \r\n\r\n

\r\n Understand customer behavior <\/h4>\r\n \r\n

\r\n Track how customers interact over time and identify patterns that require action. <\/p>\r\n \r\n <\/header>\r\n <\/div>\r\n

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\r\n segment<\/i>\r\n <\/div>\r\n \r\n\r\n

\r\n Create relevant segments <\/h4>\r\n \r\n

\r\n Group customers based on behavior and signals\u2014not gut feeling. <\/p>\r\n \r\n <\/header>\r\n <\/div>\r\n

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\r\n Enable customer journeys <\/h4>\r\n \r\n

\r\n Build customer journeys that adapt to customer needs and evolve over time. <\/p>\r\n \r\n <\/header>\r\n <\/div>\r\n

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\r\n balance<\/i>\r\n <\/div>\r\n \r\n\r\n

\r\n Strengthen decision-making <\/h4>\r\n \r\n

\r\n Provide the business with better insights for prioritization, follow-up, and next steps. <\/p>\r\n \r\n <\/header>\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n<\/section>\n\n\n

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\n What\u2019s included in Dynamics 365 Customer Insights? <\/h2>\n \n \n \n Talk to an expert <\/a>\n <\/header>\n\n
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\n Customer insights and behavioral analysis <\/h4>\n \n

\n Gain insight into how customers behave, which signals matter, and when it\u2019s the right time to act. <\/p>\n <\/header>\n <\/div>\n

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\n Real-time customer journeys <\/h4>\n \n

\n Create customer journeys triggered by actual customer behavior\u2014not static flows. <\/p>\n <\/header>\n <\/div>\n

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\n Copilot and AI support <\/h4>\n \n

\n Use Copilot to explore customer insights, create segments faster, and identify the next best actions. <\/p>\n <\/header>\n <\/div>\n

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\n Event management <\/h4>\n \n

\n Manage your webinars and in-person events directly in the platform. <\/p>\n <\/header>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n<\/section>\n\n

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\r\n \"Customer\r\n <\/div>\r\n
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\r\n Customer Insights i vardagen <\/h2>\r\n
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The solution adapts to how you work\u2014not the other way around.<\/p>\n <\/div>\r\n

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\r\n check_circle<\/i>\r\n Identify which customers need attention <\/p>\r\n

\r\n check_circle<\/i>\r\n Understand why customers behave the way they do <\/p>\r\n

\r\n check_circle<\/i>\r\n Create more targeted and consistent customer interactions <\/p>\r\n

\r\n check_circle<\/i>\r\n Build long-term relationships based on insights <\/p>\r\n <\/div>\r\n

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\r\n Why NAB & Microsoft <\/p>\r\n \r\n

\r\n NAB & Microsoft are the trusted choice for companies that want a secure and scalable business solution. <\/h2>\r\n <\/div>\r\n
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\r\n \"NAB\r\n <\/div>\r\n \r\n

\r\n NAB \u2014 Dynamics 365 CRM experts with extensive experience. <\/h3>\r\n \r\n

\r\n At NAB, we\u2019ve been immersed in Microsoft technologies for nearly 25 years. That\u2019s why we\u2019re confident in saying we know Microsoft and Dynamics 365 CRM inside and out \u2014 in 2020, Microsoft named us the best in the world at what we do. Over the years, we\u2019ve had the privilege of helping countless companies implement new systems and continue to grow. Is it your turn next? <\/p>\r\n \r\n \r\n Learn more <\/a>\r\n <\/div>\r\n <\/div>\r\n

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\r\n A world-class CRM from Microsoft <\/h3>\r\n \r\n

\r\n 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\u2014from first contact to long-term partnership. <\/p>\r\n \r\n \r\n Learn more <\/a>\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n \r\n <\/div>\r\n <\/div>\r\n

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\n Get started with CRM <\/p>\n

\n Are you ready to take the next step? Here we walk you through how to get started with your new CRM. <\/h3>\n \n \n <\/span>\n arrow_right_alt<\/i>\n <\/a>\n <\/header>\n\n
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\n Before you switch CRM <\/p>\n

\n How to choose the right Sales platform <\/h3>\n \n \n <\/span>\n arrow_right_alt<\/i>\n <\/a>\n <\/header>\n\n
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\n NAB \u2013 A trusted partner <\/p>\n

\n As your partner, we\u2019re with you every step of the way\u2014from the first meeting to a successful launch. And if you want to make further adjustments or need support after go-live, you can feel confident that we\u2019re always just a call away. <\/h3>\n \n <\/header>\n\n \n <\/div>\n <\/div>\n <\/div>\n \n \n <\/div>\n <\/section>\n\n\n\n
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\n Explore more <\/p>\n \n

\n What is a customer service platform? <\/h2>\n\n \n arrow_right_alt\n <\/i>\n <\/div>\n <\/a>\n \n \n
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\n Dive deeper <\/p>\n \n

\n How do you choose the right customer service platform for your business? <\/h2>\n\n \n arrow_right_alt\n <\/i>\n <\/div>\n <\/a>\n \n \n
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\n Ready to make a decision? <\/p>\n \n

\n Talk to an expert and get started! <\/h2>\n\n \n arrow_right_alt\n <\/i>\n <\/div>\n <\/a>\n <\/div>\n <\/div>\n <\/section>\n\n\n\r\n\r\n
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\r\n Learn more about Customer Insights <\/h2>\r\n <\/header>\r\n\r\n \r\n
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\r\n When is Customer Insights the right solution \u2014 and what needs does it solve? <\/span>\r\n <\/h4>\r\n\r\n \r\n\r\n

\r\n Not every organization needs more data \u2014 but many need better insights. Microsoft Customer Insights is well suited for organizations… <\/p>\r\n \r\n <\/header>\r\n \r\n

\r\n Read more <\/p>\r\n <\/a> \r\n \r\n

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\r\n Implementing Microsoft Customer Insights \u2014 from ambition to business value <\/span>\r\n <\/h4>\r\n\r\n \r\n\r\n

\r\n Implementing Customer Insights is not just about technology \u2014 it\u2019s about how customer data will be used in everyday work.… <\/p>\r\n \r\n <\/header>\r\n \r\n

\r\n Read more <\/p>\r\n <\/a> \r\n \r\n

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\r\n How Microsoft Customer Insights works in practice <\/span>\r\n <\/h4>\r\n\r\n \r\n\r\n

\r\n Creating real customer understanding requires more than analysis in isolated systems. Microsoft Customer Insights combines data collection and customer engagement… <\/p>\r\n \r\n <\/header>\r\n \r\n

\r\n Read more <\/p>\r\n <\/a> \r\n <\/div>\r\n <\/div>\r\n <\/section>\r\n\n\n\n

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\n FAQ <\/h2>\n <\/header>\n \n
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\n Why should we work with NAB? <\/h3>\n arrow_circle_down<\/i>\n <\/a>\n\n
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At NAB Solutions, we\u2019re more than a vendor \u2014 we\u2019re 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\u2019t need.
\nWith long experience, proven methods, and hundreds of successful projects, we know what works in practice. And we support you all the way \u2014 from strategy and implementation to day\u2011to\u2011day use and continuous development.<\/p>\n <\/span>\n <\/div>\n <\/div>\n <\/div>\n

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\n How can Dynamics 365 Customer Service be tailored to our business needs? <\/h3>\n arrow_circle_down<\/i>\n <\/a>\n\n
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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.<\/p>\n <\/span>\n <\/div>\n <\/div>\n <\/div>\n

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\n Why should we work with Microsoft? <\/h3>\n arrow_circle_down<\/i>\n <\/a>\n\n
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Microsoft\u2019s 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\u2011term value as your business evolves.<\/p>\n <\/span>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n<\/section>\n\n\n\n

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\n Want to learn more about Service, or are you ready to get started? <\/h2>\n \n

\n We help you assess your current situation, needs, and next steps\u2014and show how Customer Service can be used to create real value. <\/p>\n \n \n Contact us <\/a>\n \n <\/header>\n\n <\/div>\n<\/section>\n\n\r\n

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\r\n Get in touch! <\/h3>\r\n

\r\n Fill in your details and we\u2019ll get back to you shortly! <\/p>\r\n <\/header>\r\n\r\n

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