{"id":4194,"date":"2026-02-23T15:03:11","date_gmt":"2026-02-23T14:03:11","guid":{"rendered":"https:\/\/nabsolutions.com\/us\/?p=4194"},"modified":"2026-03-17T09:42:34","modified_gmt":"2026-03-17T13:42:34","slug":"how-microsoft-customer-insights-works-in-practice","status":"publish","type":"post","link":"https:\/\/nabsolutions.com\/us\/crm\/customer-insights\/how-microsoft-customer-insights-works-in-practice\/","title":{"rendered":"How Microsoft Customer Insights works in practice"},"content":{"rendered":"\r\n<section class=\"nab-news-hero\">\r\n    <div class=\"nab-news-hero-inner\">\r\n        <header class=\"nab-news-hero-header\">\r\n            <p class=\"nab-news-hero-header-date is-ingress\">\r\n                February 23rd, 2026            <\/p>\r\n\r\n            <h1 class=\"nab-news-hero-header-title is-h2\">\r\n                How Microsoft Customer Insights works in practice            <\/h1>\r\n\r\n                                                <!-- <a href=\"\" class=\"nab-news-hero-header-button nab-button is-primary is-grey is-chips\">\r\n                                            <\/a> -->\r\n\r\n                    <p class=\"nab-news-hero-header-button-no-button\">\r\n                        Customer Insights                    <\/p>\r\n                                    <\/header>\r\n\r\n        <div class=\"nab-news-hero-image\">\r\n            <img decoding=\"async\" \r\n                data-src=\"https:\/\/nabsolutions.com\/us\/wp-content\/uploads\/sites\/4\/2026\/02\/Sa-fungerar-Microsoft-Customer-Insights-i-praktiken.jpg\"\r\n                alt=\"\"\r\n                class=\"nab-news-hero-image-figure lazyload\"\r\n             src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1280px; --smush-placeholder-aspect-ratio: 1280\/720;\">\r\n        <\/div>\r\n\r\n        <header class=\"nab-news-hero-excerpt\">\r\n            <p class=\"nab-news-hero-excerpt-text is-ingress\">\r\n                Creating real customer understanding requires more than analysis in isolated systems. Microsoft Customer Insights combines data collection and customer engagement in a shared platform. By bringing together customer data from multiple sources and using those insights for targeted communication, a clear connection is created between analysis and action. Here we walk through how Customer Insights is structured and how the different components work together in practice.            <\/p>\r\n        <\/header>\r\n\r\n        <div class=\"nab-news-hero-content\">\r\n            <div class=\"nab-news-hero-content-inner\">\r\n                <h4 class=\"nab-news-hero-content-title is-bold is-grey\">\r\n                    Table of contents                <\/h4>\r\n\r\n                <ol class=\"nab-news-hero-content-list\">\r\n                                    <\/ol>\r\n            <\/div>\r\n        <\/div>\r\n\r\n    <\/div>\r\n<\/section>\n\n\r\n\r\n    <section class=\"nab-article has-offset  \" id=\"\">\r\n        <div class=\"nab-article-inner \">\r\n            <h3>Two components \u2014 one shared goal<\/h3>\n<p><strong>Microsoft Customer Insights consists of two main components that together create value:<\/strong><\/p>\n<ul>\n<li>Customer Insights \u2013 Data: collects and structures customer data<\/li>\n<li>Customer Insights \u2013 Journeys: uses insights to create relevant customer interactions<\/li>\n<\/ul>\n<p>Together, they provide both understanding and the ability to act.<\/p>\n        <\/div>\r\n    <\/section>\r\n\n\n\n\n\n    <section class=\"nab-bento  \" id=\"\">\n        <div class=\"nab-bento-inner\">\n                            \n                                    <div class=\"nab-bento-items is-bento-one\">\n                                                    <div class=\"nab-bento-item link-box-wrapper is-bento-one\">\n                                <div class=\"nab-bento-item-inner is-dark-green   is-flex-end \">\n                                                                            <img decoding=\"async\"\n                                            class=\"nab-bento-item-image-figure lazyload\" \n                                            data-src=\"https:\/\/nabsolutions.com\/us\/wp-content\/uploads\/sites\/4\/2026\/03\/Bento-Customer-Insights-Consideration.webp\" \n                                            alt=\"\"\n                                         src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1920px; --smush-placeholder-aspect-ratio: 1920\/1080;\">\n                                                                        \n                                    \n                                    <header class=\"nab-bento-item-header \">\n                                                                                    <p class=\"nab-bento-item-header-subtitle is-uppercase\">\n                                                CRM                                            <\/p>\n                                            <h3 class=\"nab-bento-item-header-title  \">\n                                                Gain deeper customer insights with AI-driven analytics across the Microsoft ecosystem.                                            <\/h3>\n                                        \n                                                                                    <a \n                                                href=\"https:\/\/nabsolutions.com\/us\/crm\/dynamics-365-customer-insights\/\" \n                                                class=\"nab-bento-item-header-button nab-button is-primary \"\n                                                aria-label=\"Explore Customer Insights\"\n                                            >\n                                                <span class=\"nab-link-box\"><\/span>\n                                                                                                    <span class=\"nab-bento-item-header-button-text\">\n                                                        Explore Customer Insights                                                    <\/span>\n                                                    <i class=\"nab-bento-item-header-title-icon material-symbols-outlined is-mobile \" aria-label=\"Arrow right\">arrow_right_alt<\/i>\n                                                                                            <\/a>\n                                                                            <\/header>\n\n                                    \n                                                                    <\/div>\n                            <\/div>\n                                            <\/div>\n                                \n                               \n                                    <\/div>\n    <\/section>\n\n\n\r\n\r\n    <section class=\"nab-article has-offset  \" id=\"\">\r\n        <div class=\"nab-article-inner \">\r\n            <h3>Customer Insights \u2013 Data: a unified customer view<\/h3>\n<p>Customer Insights \u2013 Data gathers information from different systems, such as CRM, ERP, web platforms, and marketing tools. The data is matched and combined into a unified customer profile.<\/p>\n<p><strong>This makes it possible to:<\/strong><\/p>\n<ul>\n<li>gain a complete view of each customer<\/li>\n<li>identify patterns and segments<\/li>\n<li>understand behaviors over time<\/li>\n<\/ul>\n<p>Everything is built on the same data foundation, reducing the risk of conflicting numbers and interpretations.<\/p>\n<h4>Customer Insights \u2013 Journeys: from insight to engagement<\/h4>\n<p>With Customer Insights \u2013 Journeys, the data is used to create more relevant customer experiences. Communication can be tailored based on behavior, needs, and timing \u2014 rather than generic outreach.<\/p>\n<p><strong>This makes it possible to:<\/strong><\/p>\n<ul>\n<li>trigger communication based on events<\/li>\n<li>adapt content to the customer\u2019s context<\/li>\n<li>track and measure impact in real time<\/li>\n<\/ul>\n<p>Customer Insights connects analysis and communication in a structured way.<\/p>\n        <\/div>\r\n    <\/section>\r\n\n\n\n<section class=\"nab-faq   \" id=\"\">\n    <div class=\"nab-faq-inner\">\n                    <header class=\"nab-faq-header\">\n                                    <h2 class=\"nab-faq-header-heading is-grey\">\n                        FAQ                    <\/h2>\n                            <\/header>\n        \n                    <div class=\"nab-faq-items\">\n                <div class=\"nab-faq-item\">\n                                            <div class=\"nab-faq-item-question\" itemscope itemprop=\"mainEntity\" itemtype=\"https:\/\/schema.org\/Question\">\n                            <div class=\"nab-faq-item-question-content\">\n                                <a href=\"\" class=\"nab-faq-item-question-content-link \">\n                                                                            <h3 class=\"nab-faq-item-question-content-link-label is-grey\" itemprop=\"name\">\n                                            What sets Dynamics 365 Customer Insights apart from other CDPs?                                        <\/h3>\n                                        <i class=\"nab-faq-item-question-content-link-icon material-symbols-outlined\" style=\"font-variation-settings: 'FILL' 1;\">arrow_circle_down<\/i>\n                                                                    <\/a>\n\n                                                                    <div class=\"nab-faq-item-question-content-answer \" itemscope itemprop=\"acceptedAnswer\" itemtype=\"https:\/\/schema.org\/Answer\">\n                                        <span itemprop=\"text\">\n                                            <p>Customer Insights stands out by not only collecting customer data, but by connecting it across the entire Microsoft ecosystem \u2014 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\u2011in AI, automation, and integrations that many other CDPs lack. The platform is also scalable, flexible, and future\u2011proof, allowing it to grow with your business without the need to switch systems.<\/p>\n                                        <\/span>\n                                    <\/div>\n                                                            <\/div>\n                        <\/div>\n                                            <div class=\"nab-faq-item-question\" itemscope itemprop=\"mainEntity\" itemtype=\"https:\/\/schema.org\/Question\">\n                            <div class=\"nab-faq-item-question-content\">\n                                <a href=\"\" class=\"nab-faq-item-question-content-link \">\n                                                                            <h3 class=\"nab-faq-item-question-content-link-label is-grey\" itemprop=\"name\">\n                                            What features and capabilities does Dynamics 365 Customer Insights offer?                                        <\/h3>\n                                        <i class=\"nab-faq-item-question-content-link-icon material-symbols-outlined\" style=\"font-variation-settings: 'FILL' 1;\">arrow_circle_down<\/i>\n                                                                    <\/a>\n\n                                                                    <div class=\"nab-faq-item-question-content-answer \" itemscope itemprop=\"acceptedAnswer\" itemtype=\"https:\/\/schema.org\/Answer\">\n                                        <span itemprop=\"text\">\n                                            <p>Customer Insights brings together data from all your sources \u2014 such as CRM, e\u2011commerce, web, social media, and other systems \u2014 to create a 360\u2011degree view of your customers. The platform enables customer segmentation, behavior analysis, and AI\u2011driven predictive insights to support data\u2011driven 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.<\/p>\n                                        <\/span>\n                                    <\/div>\n                                                            <\/div>\n                        <\/div>\n                                            <div class=\"nab-faq-item-question\" itemscope itemprop=\"mainEntity\" itemtype=\"https:\/\/schema.org\/Question\">\n                            <div class=\"nab-faq-item-question-content\">\n                                <a href=\"\" class=\"nab-faq-item-question-content-link \">\n                                                                            <h3 class=\"nab-faq-item-question-content-link-label is-grey\" itemprop=\"name\">\n                                            Is Dynamics 365 Customer Insights a good fit for our company?                                        <\/h3>\n                                        <i class=\"nab-faq-item-question-content-link-icon material-symbols-outlined\" style=\"font-variation-settings: 'FILL' 1;\">arrow_circle_down<\/i>\n                                                                    <\/a>\n\n                                                                    <div class=\"nab-faq-item-question-content-answer \" itemscope itemprop=\"acceptedAnswer\" itemtype=\"https:\/\/schema.org\/Answer\">\n                                        <span itemprop=\"text\">\n                                            <p>Customer Insights is well suited for companies that want a holistic view of their customers and want to use data\u2011driven insights to improve sales, marketing, and customer service. The platform is flexible and can be tailored to your data sources, processes, and industry\u2011specific needs \u2014 while remaining scalable and able to grow with your business over time.<\/p>\n                                        <\/span>\n                                    <\/div>\n                                                            <\/div>\n                        <\/div>\n                                    <\/div>\n            <\/div>\n            <\/div>\n<\/section>\n\n\n\n<section class=\"nab-cta-island   \" id=\"\">\n    <div class=\"nab-cta-island-inner\">\n        <header class=\"nab-cta-island-header\">\n                            <h2 class=\"nab-cta-island-header-title \">\n                    Would you like to discuss how Customer Insights can be used in your organization?                <\/h2>\n                        \n                            <p class=\"nab-cta-island-header-text is-ingress\">\n                    Contact us and we\u2019ll tell you more.                <\/p>\n                        \n                            <a href=\"\" class=\"nab-cta-island-header-button nab-button is-primary is-info-form-popup\" aria-label=\"Contact us\">\n                    Contact us                <\/a>\n                \n                    <\/header>\n\n    <\/div>\n<\/section>\n\n\r\n<section class=\"nab-form-popup nab-form\">\r\n    <div class=\"nab-form-popup-inner\">\r\n        <a href=\"#\" class=\"nab-form-popup-close\">\r\n            <i class=\"nab-form-popup-close-icon material-symbols-outlined\">close<\/i>\r\n        <\/a>\r\n        <header class=\"nab-form-popup-header\">\r\n            <h3 class=\"nab-form-popup-header-title is-large\">\r\n                Get in touch! 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Microsoft Customer Insights combines data collection and customer engagement in a shared platform. By bringing together customer data from multiple sources and using those insights for targeted communication, a clear connection is created between analysis and action. Here we walk through how Customer Insights is structured and how the different components work together in practice.<\/p>\n","protected":false},"author":8,"featured_media":5456,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[184],"tags":[133],"post_folder":[24],"class_list":["post-4194","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-customer-insights","tag-consideration"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How Microsoft Customer Insights works in practice - NAB Solutions<\/title>\n<meta name=\"description\" content=\"How Microsoft Customer Insights Data and Journeys work \u2014 from unified customer data to relevant customer engagement.\" \/>\n<meta name=\"robots\" content=\"index, follow, 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