Dynamics 365 Customer Insights is Microsoft’s marketing automation and customer journey solution. When thinking about what this solution does it useful to think about how this solution can be used to improve your business. In this article we explain our top 6 use cases for Dynamics 365 Customer Insights.

Dynamics 365 Customer Insights

Dynamics 365 Customer Insights helps your organisation deliver exceptional customer experiences. It offers more than a marketing automation platform, it lays the foundation to create truly personalised, responsive, and connected customer journeys across your business.

Dynamics 365 Customer Insights is broken into two areas: Journeys and Data. This combination of a customer data platform and an intelligent marketing and journey platform is what makes Dynamics 365 Customer Insights so special.

6 uses for Dynamics 365 Customer Insights

  1. Unlock your data to engage your customers and drive profitability – Dynamics 365 Customer Insights allows you to bring in and combine all of your data and use this to design personalized journeys for your customers, offering more authentic experiences that will lead to better engagement and conversions.
  2. Predict customer intent, propensities and next best everything – The data platform side of Dynamics 365 Customer Insights has a great range of out of the box predictive modelling that can be used to improve your decision making.
  3. Deliver end-to-end experiences across the entire customer lifecycle – By offering trigger-based approaches you can make sure you are always there to communicate and support each action your customers take.
  4. Orchestrate journeys in real time – The real time nature of alerts and content as well as hand over between marketing and sales or service is crucial. The more immediate you can respond the better the experience you offer and Microsoft offers this as a core element of Dynamics 365 Customer Insights
  5. Engage at every touchpoint – Dynamics 365 Customer Insights is multi-channel, offering SMS, Email, web and even push notifications via mobile apps.
  6. Copilot intelligent AI recommendations – Whether you’re creating segments, emails, or journeys, Copilot simplifies the process and empowers you to reach customers more effectively. With the ability to edit, modify, and refine at each step, Copilot allows you to tailor customer journeys, providing a user-friendly way to connect with customers at every touchpoint and can draft your content for you.

Dynamics 365 Customer Insights is a user-friendly data and customer first platform that allows you to embrace AI and build memorable experiences that are time sensitive and multi-platform. Combine this with the ability to easily integrate with Sales and Customer Service and you can see how it could transform how you market and manage your customers and prospects. To find out more about Dynamics 365 Customer Insights visit our services page here or contact us.