Overview
Deliver connected customer journeys
Understand your customers and create truly personalized experiences.
- Unify transactional, demographic, and behavioral data with AI-powered identity management for a holistic view of customers.
- Enrich profiles with diverse data sources, including proprietary intelligence, and unlock predictions with prebuilt AI models.
- Build new segments or discover new audiences with AI recommendations that are continually updated with real-time data.
- Add consent data during the unification process using automatic data refresh to ensure that your organization meets privacy and security regulations.
- Create real-time customer journeys across channels that are contextually relevant and can be optimized with A/B testing.
- Deliver tailored experiences with the right message at the right time using AI-driven channel selection.
- Hand off scored, qualified leads to sellers automatically and measure pipeline success with prebuilt analytics dashboards.
- Engage customers using prebuilt digital channels including text, email, and push notifications, and then seamlessly add custom channels to the journey.
- Discover insights and quickly understand customer attributes with individual profile summaries using Microsoft Copilot.
- Describe your target segments to Copilot and quickly build, review, and modify customer segments.
- Generate tailored content and headlines, branded emails, and captivating images for any segment with Copilot.
- Simplify journey creation with Copilot by defining your business goals, target audience, or desired flows.
The Total Economic Impact™ of Microsoft Dynamics 365 Customer Insights
Explore the advantages of Dynamics 365 Customer Insights in this commissioned study conducted by Forrester Consulting.
Pricing
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Partners
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Use cases
Connected customer experiences across teams
Marketing
Tailor real-time customer journeys and use Copilot to find new insights, create audience segments, and produce personalized content.
Sales
Empower sellers with real-time leads, enabling personalized interactions through AI-generated predictions and product recommendations.
Service
Identify customer issues proactively and provide service representatives with in-depth customer profiles that help route cases and resolve issues faster.
Customer stories
Real customers, real results
Resources
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Next steps
Try Dynamics 365 Customer Insights
Deliver personalized, responsive, and connected customer journeys using built-in AI and analytics.
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