Implementation, support, and development

Dynamics 365 Customer Insights

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

Deliver connected customer journeys

Understand your customers and create truly personalized experiences.
  • Gain a more comprehensive view of customers: Unify transactional, demographic, and behavioral data with AI-powered identity management for a holistic view of customers.
  • Enrich data and predict intent: Utilize AI-powered identity management to unify transactional, demographic, and behavioral data for a holistic view of customers.
  • Create customer segments: Leverage AI-powered identity management to unify transactional, demographic, and behavioral data for a holistic view of customers.
  • Respect consent and privacy: Incorporate consent data during the unification process using automatic data updates to ensure your organization complies with privacy and security regulations.
  • Provide real-time journeys: Create real-time customer journeys on channels that are contextually relevant and can be optimized with A/B testing.
  • Enhance engagement with AI: Deliver personalized experiences with the right message at the right time using AI-driven channel selection.
  • Incentivize and share leads: Offer scored and qualified leads to sales reps automatically and measure pipeline success with predefined analytics dashboards.
  • Reach customers where they are: Engage customers using predefined digital channels, including text, email, and push notifications, and then add custom channels directly to journeys.
  • Get insights faster: Discover insights and quickly understand customer attributes with individual profile summaries using Copilot.
  • Simplify audience targeting: Describe your target segments to Copilot and quickly create, review, and modify customer segments.
  • Personalize content rapidly: Generate personalized content, branded emails, and captivating images for all segments with Copilot.
  • Easily create journeys: Simplify journey creation with Copilot by setting your business goals, target audience, or desired flows.


Customize customer journeys in real-time and leverage Copilot to uncover new insights, create audience segments, and generate personalized content.


Empower sales representatives with real-time leads, enabling personalized interactions through AI-generated predictions and product recommendations.


Proactively identify customer issues and provide agents with deep customer profiles to help route cases and resolve issues faster.

Turn data into actionable insights and drive your business forward with Microsoft Dynamics 365 Customer Insights!

Consolidate data from various sources and build 360° profiles.

Segment your audience and deliver relevant messages to each customer.

Make intelligent decisions that drive business growth.

Analyze data using artificial intelligence and machine learning to understand customer behavior.

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