Dynamics 365 Customer Insights

Build engaging experiences by unifying customer data with real-time journeys and Copilot in Customer Insights.

What is 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.

How to improve Marketing with D365 Customer Insights Copilot

This video shows the latest Copilot capabilities in Microsoft Dynamics 365 Customer Insights. Watch the AI-first experience to manage and maintain your workflows in one place, get AI-curated content, and measure and track success from start to finish.

Improve productivity of your Marketing teams

Copilot in D365 Customer Insights improves marketing teams' results

What analysts say

Microsoft is named a Leader in 2023 Gartner® Magic Quadrant™ for B2B Marketing Automation Platforms*

Why HSO?

These customers chose D365 Marketing and Customer Insights

HSO Solutions

Enrich your Dynamics 365 Business Applications

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