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Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Customer Insights

Tired of fragmented data and disconnected marketing workflows? Dynamics 365 Customer Insights brings all your customer information—behavioral, transactional, and demographic—into a unified, actionable view.

Powered by AI, predictive analytics, and Copilot, your marketing teams can uncover high-value segments, anticipate customer behavior, and orchestrate real-time, personalized journeys across email, social, web, and mobile channels. Transform insights into data-driven actions that deliver relevant, timely, and highly engaging customer experiences at scale.

Guided tour

Explore Dynamics 365 Customer Insights through our demo. See how AI, predictive analytics, and Copilot can transform your marketing strategy with personalized, data-driven campaigns.

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Capabilities of Microsoft Dynamics 365 Customer Insights

Discover how Dynamics 365 Customer Insights harnesses data to deliver personalized experiences and actionable insights for deeper customer engagement.

Unified Customer View

Unified Customer View

Integrate transactional, behavioral, and demographic data for a complete, 360° view of each customer.

AI-Powered Segmentation

AI-Powered Segmentation

Discover new audiences, create high-value segments, and target customers intelligently using AI insights.

Predictive Insights & Recommendations

Predictive Insights & Recommendations

Use AI models and Copilot to forecast customer intent, identify opportunities, and recommend next-best actions.

Customer Journey Orchestration

Customer Journey Orchestration

Design real-time, multichannel journeys to deliver personalized campaigns across email, web, mobile, and social channels.

Data Enrichment & Governance

Data Enrichment & Governance

Enhance profiles with third-party and internal data while ensuring privacy compliance and consent management.

Analytics & Reporting

Analytics & Reporting

Measure campaign performance, engagement, and ROI with dashboards powered by AI and Copilot-generated insights.

Integration Across Microsoft 365 & Dynamics 365

Integration Across Microsoft 365 & Dynamics 365

Connect insights with Sales, Marketing, and Customer Service for coordinated, data-driven engagement.

A complete marketing solution

Help your customers realize value across the sales team
Help your customers realize value across the sales team
Data Wrangler

Data Wrangler

14%

of organizations have achieved a 360-degree view of their customers.

Marketer

Marketer

60%

are implementing customer journey orchestration

Seller

Seller

85%

believe understanding buyer intent is crucial to sales success

Service Agent

Service Agent

53%

don't have proper visibility to understand the customer context

Benefits of using Dynamics 365 Customer Insights

Gain a holistic understanding of customer behavior and preferences.

Enrich profiles with predictive AI models and external data sources.

Identify high-value customers and untapped audiences.

Ensure data privacy and consent management across all interactions.

Automate real-time campaigns with contextual relevance.

Optimize channel selection and messaging for each customer.

Streamline lead scoring, transfers, and performance tracking.

Reach audiences across email, social, web, and mobile seamlessly.

Access customer attributes quickly with Copilot-assisted summaries.

Create, review, and adjust segments effortlessly.

Generate customized content and messaging with AI.

Define goals and orchestrate campaigns easily with Copilot guidance.

Comprehensive Insights

Gain a holistic understanding of customer behavior and preferences.

Enhanced Data Quality

Enhanced Data Quality

Enrich profiles with predictive AI models and external data sources.

Targeted Segmentation

Identify high-value customers and untapped audiences.

Privacy Compliance

Ensure customer data is handled in accordance with regulations.

Personalized Journeys

Personalized Journeys

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AI-Driven Engagement

AI-Driven Engagement

Optimize channel selection and messaging for each customer.

Efficient Lead Management

Efficient Lead Management

Streamline lead scoring, transfers, and performance tracking

Multi-Channel Marketing

Multi-Channel Marketing

Reach audiences across email, social, web, and mobile seamlessly.

Rapid Insights

Rapid Insights

Access customer attributes quickly with Copilot-assisted summaries.

Streamlined Targeting

Streamlined Targeting

Create, review, and adjust segments effortlessly.

Content Personalization

Content Personalization

Generate customized content and messaging with AI.

Simplified Journey Creation

Simplified Journey Creation

Streamline the creation of customer journeys with AI-driven insights.

Consulting services | Fasttrack or Packaged service

As a certified Microsoft partner, defacto infotech helps you maximize the value of Dynamics 365 Customer Insights through:

Planning

Planning

Conduct a thorough assessment of customer data, engagement touchpoints, and campaign requirements to design a strategic, AI-driven marketing roadmap.

Implementation

Implementation

Seamlessly integrate diverse data sources, unify customer profiles, and enable automated, real-time journey orchestration to engage customers at the right moment.

Customization

Customization

Adapt dashboards, workflows, and AI-powered reporting to align with specific business objectives, ensuring your marketing team has actionable insights at their fingertips.

Optimization

Optimization

Leverage predictive analytics, segmentation recommendations, and Copilot guidance to refine campaigns, enhance engagement, and maximize ROI.

FastTrack

FastTrack

Accelerate deployment and adoption with expert guidance, proven frameworks, and best practices, ensuring a smooth, rapid rollout that delivers measurable impact.

Customer story

See how organizations have enhanced engagement, personalized campaigns, and improved ROI with Dynamics 365 Customer Insights.

Customer story
interrelate

"With a comprehensive view of each client’s journey, we were able to provide more consistent and personalized support, reinforcing our commitment to their well-being."

Products

Sales Sales

Customer Insights Customer Insights

Customer Service Customer Service

Customer Voice Customer Voice

365-sales.png Field Service

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Pricing

Flexible plans designed to suit businesses of all sizes, goals, and budgets.

Dynamics 365 Customer Insights

Deliver connected customer journeys and campaigns with unified customer data. Includes up to 4 environments, 100,000 Unified People and 10,000 Interacted People.

$1700 $1650
Our price, per user/month
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Dynamics 365 Customer Insights Attach

Add connected customer journeys and campaigns with unified customer data to your qualified Microsoft stack. Includes up to 4 environments, 100,000 Unified People and 10,000 Interacted People.

$1000 $950
Our price, per user/month
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What's new?

AI-driven insights and actionable recommendations improve segmentation, journey orchestration, and campaign outcomes.

Copilot

Copilot Enhancements

​​​​ AI-driven insights and actionable recommendations improve segmentation, journey orchestration, and campaign outcomes.

Forrester

Forrester TEI Study

Organizations report up to 315% ROI when modernizing marketing operations with Dynamics 365 Customer Insights.

Related Info

Here are some related products and resources that you may find useful

Microsoft Copilot for Marketing

Microsoft Copilot for Marketing

Enhance targeting, content creation, and engagement with AI-powered recommendations.

Microsoft Power BI

Microsoft Power BI

Analyze marketing performance with interactive dashboards and analytics.

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