{"id":4197,"date":"2026-02-23T15:09:25","date_gmt":"2026-02-23T14:09:25","guid":{"rendered":"https:\/\/nabsolutions.com\/us\/?p=4197"},"modified":"2026-03-17T09:43:19","modified_gmt":"2026-03-17T13:43:19","slug":"when-is-customer-insights-the-right-solution","status":"publish","type":"post","link":"https:\/\/nabsolutions.com\/us\/crm\/customer-insights\/when-is-customer-insights-the-right-solution\/","title":{"rendered":"When is Customer Insights the right solution \u2014 and what needs does it solve?"},"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                When is Customer Insights the right solution \u2014 and what needs does it solve?            <\/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\/Nar-ar-Customer-Insights-ratt-losning-\u2013-och-vilka-behov-loser-den_.webp\"\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                Not every organization needs more data \u2014 but many need better insights. Microsoft Customer Insights is well suited for organizations that want to move from fragmented customer information to a shared customer view that is actually used. In this article, we walk through the needs Customer Insights solves best, which organizations benefit most from the platform, and the prerequisites that should be in place for the investment to deliver business value.            <\/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>When customer data exists \u2014 but doesn\u2019t lead to better decisions<\/h3>\n<p>Many organizations have invested in systems that collect customer data, yet still find that decision-making hasn\u2019t become easier or more accurate. Reports are created manually, segments are rarely updated, and analyses are mostly used after the fact. The customer data exists \u2014 but it\u2019s not used as an active tool in everyday work.<\/p>\n<p>Microsoft Customer Insights is aimed at organizations that want to take the next step: <em>from owning data to using insights.<\/em><\/p>\n<h4>What problems is Customer Insights especially good at solving?<\/h4>\n<p>Customer Insights is particularly relevant when you recognize challenges such as:<\/p>\n<ul>\n<li>customer information spread across multiple systems<\/li>\n<li>different teams working with different versions of the truth<\/li>\n<li>segmentation based on static lists rather than behavior<\/li>\n<li>analyses that take time and are mostly used afterward<\/li>\n<li>difficulty connecting data to concrete actions<\/li>\n<\/ul>\n<p>By collecting, matching, and structuring data from multiple sources, a shared customer view is created that can be used across the organization.<\/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 has-overlay  is-flex-end \">\n                                                                            <img decoding=\"async\"\n                                            class=\"nab-bento-item-image-figure has-overlay lazyload\" \n                                            data-src=\"https:\/\/nabsolutions.com\/us\/wp-content\/uploads\/sites\/4\/2026\/03\/Bento-Customer-Insights-Evaulation.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                                                See how companies create targeted customer journeys with data-driven segments.                                            <\/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            <h4>Which types of organizations is the solution best suited for?<\/h4>\n<p>Customer Insights works best in organizations where:<\/p>\n<ul>\n<li>customer relationships are long-term rather than transaction-based<\/li>\n<li>multiple systems contribute customer data (CRM, ERP, web, support)<\/li>\n<li>marketing, sales, and service need to share insights<\/li>\n<li>personalization and relevance are strategically important<\/li>\n<li>Microsoft\u2019s platform is already used in parts of the organization<\/li>\n<\/ul>\n<p>This is common in B2B companies, membership organizations, service firms, and businesses with complex customer journeys \u2014 but also in organizations that want to become more data-driven without building their own analytics platforms.<\/p>\n<h4>What Customer Insights does not do on its own<\/h4>\n<p>It\u2019s important to be clear about what Customer Insights does not solve automatically. The platform:<\/p>\n<ul>\n<li>does not create business value without a clear purpose<\/li>\n<li>does not fix poor data quality on its own<\/li>\n<li>does not replace the need for ownership and accountability<\/li>\n<li>does not make decisions \u2014 it provides the basis for decisions<\/li>\n<\/ul>\n<p>If the organization lacks alignment around what it wants to understand, measure, or improve, Customer Insights risks becoming another tool that is used only occasionally.<\/p>\n<h4>When it may be better to wait or start simpler<\/h4>\n<p>Customer Insights may not be the right first step if:<\/p>\n<ul>\n<li>customer data is very limited or unstructured<\/li>\n<li>basic CRM processes are not yet in place<\/li>\n<li>the organization lacks resources for governance and follow-up<\/li>\n<\/ul>\n<p>In these cases, it may be wiser to first create structure in existing systems before investing in more advanced customer analytics.<\/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                                            Why should we work with NAB?                                        <\/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>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.<br \/>\nWith long experience, proven methods, and hundreds of successful projects, we know what works in practice. And we stay with 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                                            <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                                            How do I know if Dynamics 365 Customer Service is right for our industry?                                        <\/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>Dynamics 365 Customer Insights is a strong fit because it can be tailored to your unique processes and workflows, regardless of industry. It helps marketing teams work more efficiently, gain better visibility into customers and leads, and focus on activities that drive revenue. Thanks to the platform\u2019s flexibility, you can also grow and evolve without having to change systems \u2014 making it a scalable, long\u2011term solution for your business.<\/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                                            How does the Dynamics 365 Customer Insights implementation work in practice?                                        <\/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>The implementation of Customer Insights is tailored to your organization and data sources. Together, we review your needs, connect the relevant systems, and ensure you can use insights effectively in day\u2011to\u2011day work. The exact setup depends on your specific situation and requirements.<\/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                    Create better customer insights with Microsoft Customer Insights.                <\/h2>\n                        \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!            <\/h3>\r\n            <p class=\"nab-form-popup-header-text is-lead\">\r\n                Fill in your details and we\u2019ll get back to you shortly!            <\/p>\r\n        <\/header>\r\n\r\n        <div class=\"nab-form-popup-form-wrapper\">\r\n            <form\r\n                action=\"\/wp-json\/nab\/v1\/mail\"\r\n                class=\"nab-form-popup-form nab-form-area\"\r\n                id=\"nab-form-area\"\r\n                data-type=\"info\"\r\n            >\r\n                <div class=\"nab-form-area-item is-botcheck\">\r\n                    <input type=\"tel\" class=\"nab-form-area-input is-botcheck\">\r\n                <\/div>\r\n\r\n                <div class=\"nab-form-area-item is-50\">\r\n                    <label for=\"nab-form-first-name\" class=\"nab-form-area-label\">\r\n                        First name*  \r\n                    <\/label>\r\n                    <input type=\"text\" class=\"nab-form-area-input is-required\" id=\"nab-form-first-name\">\r\n                    <p class=\"nab-form-area-error\">\r\n                        Please enter your first name.                    <\/p>\r\n                <\/div>\r\n                \r\n                <div class=\"nab-form-area-item is-50\">\r\n                    <label for=\"nab-form-last-name\" class=\"nab-form-area-label\">\r\n                        Last name*                    <\/label>\r\n                    <input type=\"text\" class=\"nab-form-area-input is-required\" id=\"nab-form-last-name\">\r\n                    <p class=\"nab-form-area-error\">\r\n                        Please enter your last name.                    <\/p>\r\n                <\/div>\r\n                \r\n                <div class=\"nab-form-area-item\">\r\n                    <label for=\"nab-form-company\" class=\"nab-form-area-label\">\r\n                        Company                    <\/label>\r\n                    <input type=\"text\" class=\"nab-form-area-input\" id=\"nab-form-company\">\r\n                <\/div>\r\n\r\n                <div class=\"nab-form-area-item is-50\">\r\n                    <label for=\"nab-form-email\" class=\"nab-form-area-label\">\r\n                        Email*                    <\/label>\r\n                    <input type=\"email\" class=\"nab-form-area-input is-required\" id=\"nab-form-email\">\r\n                    <p class=\"nab-form-area-error\">\r\n                        Please enter your email.                    <\/p>\r\n                <\/div>\r\n                \r\n                <div class=\"nab-form-area-item is-50\">\r\n                    <label for=\"nab-form-phone\" class=\"nab-form-area-label\">\r\n                        Phone*                    <\/label>\r\n                    <input type=\"tel\" class=\"nab-form-area-input is-required\" id=\"nab-form-phone\">\r\n                    <p class=\"nab-form-area-error\">\r\n                        Please enter your phone number.                    <\/p>\r\n                <\/div>\r\n\r\n                <div class=\"nab-form-area-item\">\r\n                    <label for=\"nab-form-message\" class=\"nab-form-area-label is-message\">\r\n                        Message                    <\/label>\r\n                    <textarea name=\"\" id=\"nab-form-message\" class=\"nab-form-area-input nab-form-area-textarea\"><\/textarea>\r\n                <\/div>\r\n\r\n                <div class=\"nab-form-area-item\">\r\n                    <button class=\"nab-form-area-submit nab-button is-primary is-full\">\r\n                        Send                    <\/button>\r\n                    <img decoding=\"async\" src=\"https:\/\/nabsolutions.com\/us\/wp-content\/themes\/nab-solutions-public\/assets\/static\/images\/oval.svg\" alt=\"\" class=\"nab-form-area-submit-icon\">\r\n                <\/div>\r\n\r\n                <p class=\"nab-form-area-integritypolicy is-small\">\r\n                    By contacting us, your personal data will be processed in accordance with NAB&#8217;s <a href=\"\/us\/about-nab-solutions\/privacy-policy\">privacy policy<\/a>.                <\/p>\r\n\r\n                            <\/form>\r\n        <\/div>\r\n    <\/div>\r\n<\/section>","protected":false},"excerpt":{"rendered":"<p>Not every organization needs more data \u2014 but many need better insights. Microsoft Customer Insights is well suited for organizations that want to move from fragmented customer information to a shared customer view that is actually used. In this article, we walk through the needs Customer Insights solves best, which organizations benefit most from the platform, and the prerequisites that should be in place for the investment to deliver business value.<\/p>\n","protected":false},"author":8,"featured_media":5463,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[184],"tags":[166],"post_folder":[24],"class_list":["post-4197","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-customer-insights","tag-evaluation"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>When is Customer Insights the right solution? - NAB Solutions<\/title>\n<meta name=\"description\" content=\"When is Microsoft Customer Insights the right fit? 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