Dynamics 365 Customer Insights

In today's dynamic business landscape, businesses are constantly seeking ways to enhance customer experiences and foster enduring relationships. Microsoft Dynamics 365 Customer Insights empowers organizations to achieve this goal by seamlessly integrating customer data, real-time journeys, and AI-powered Copilot capabilities. This powerful combination enables businesses to create personalized and engaging experiences that drive customer satisfaction, loyalty, and business growth.

Good to know: Dynamics 365 Marketing has been renamed by Microsoft to Customer Insights - Journeys. The former Customer Insights application was renamed to Customer Insights - Data.

How does D365 Customer Insights work?

Customer Insights is a Dynamics 365 offering that uses Microsoft Dataverse to store CRM software data, which lets our customers securely store and manage their data and unlock the full potential of that data by eliminating silos across Sales, Service, and Marketing with a unified platform approach.

Customer Insights helps marketers and customer engagement professionals get a comprehensive view of their customers, predict their needs, and find growth opportunities. Marketers can also provide more relevant, contextual, customer-driven engagements through Copilot in Dynamics 365 Customer Insights.

What are the benefits of Copilot in Dynamics Customer Insights?

Microsoft's generative AI tool Copilot enables marketers to:

• Create a consistent brand story and customer experience with emails, forms, and event registration pages that match their organization’s branding guidelines.
• Easily coordinate contextually relevant customer journeys across marketing, sales, and service, to reply to customers quickly, generate sales leads, and increase customer satisfaction.
• Quickly create, summarize, and simplify targeted segments using natural, everyday language, enabling more time for building customer relationships and reducing time to create complex segments from scratch.
• Find new customer insights by using natural language to ask questions and gather information and suggestions for asking additional, deeper questions.
• Get help creating content for emails, social posts, and other text with a tone of voice that fits their brand and campaign.