Microsoft Dynamics 365 Customer Insights

Drive growth and build stronger customer relationships by uniting customer data to create personalized customer journeys.

What is Microsoft Dynamics 365 Customer Insights?

A unified customer data platform for customer-centric experiences

Dynamics 365 Customer Insights empowers organizations to deliver exceptional customer experiences through personalized customer journeys across sales, marketing, and service teams. It offers a unified customer data platform and real-time journey orchestration, eliminating fragmented data and manual content creation.

Data analysts benefit from holistic customer data views and enrichment options, while marketers enjoy simplified content creation and efficient collaboration. This platform’s value lies in its ability to streamline operations, enhance data-driven decision-making, and foster seamless collaboration, ultimately driving customer-centric success.

How Microsoft Dynamics 365 Customer Insights Can Help Your Organization

Microsoft Dynamics 365 Customer Insights is a comprehensive solution crafted to enhance the customer experience and enable the individuals responsible for its delivery, allowing you to:

Transition from Anonymous to Recognizable Customers
Employ AI-driven identity management to establish the identities of previously unknown customers.

Elevate Customer Engagement
Offer personalized and memorable experiences, delivering precisely timed messages to your customers through AI-guided channel selection.

Foster Leads and Cultivate Accounts
Generate and nurture leads that are poised for sales conversion through personalized communication.

Connect with Customers on Their Terms
Engage customers across a range of readily available digital channels, including SMS through partners like Infobip, LINK Mobility, Telesign, Twilio, push notifications, and email.

Optimize Marketing and Sales Efficiency
Establish common objectives between marketing and sales teams to enhance pipeline velocity and use pre-designed analytic dashboards to track key drivers for lead generation and qualification.

Maintain a Balance Between Customer Consent and Privacy
Integrate consent data into the data unification process and ensure that consent statuses are automatically updated through data refreshing—always guaranteeing compliance with privacy and security regulations.

Expedite Insight Generation
Quickly discern customer trends and patterns by utilizing pre-designed machine learning templates which can predict customer lifetime value and suggest optimal next steps to take.

Accelerate Branded Content Creation
Jumpstart the creation of emails and marketing forms by referencing your website. Simply input the URL into Copilot to receive brand-aligned recommendations that can be easily refined to match your content requirements.

Dynamics 365 – The Platform Behind Columbia Machine’s Global Business Growth

Learn how Velosio helped Columbia Machine replace their outdated CRM Microsoft Dynamics Customer Engagement.

Harness the Power of Unified Customer Data with Dynamics 365 Customer Insights

With Dynamics 365 Customer Insights, you can expand your understanding of your customers, create personalized real-time customer journeys, and anticipate future opportunities in real-time. Furthermore, by leveraging Copilot within Customer Insights, you can streamline your processes and access deeper insights more quickly through state-of-the-art AI technology and features such as:

Comprehensive Customer Profiles
Develop comprehensive customer profiles by integrating transactional, demographic, and behavioral data, enabling a holistic understanding of your clientele.

Augmented Customer Data
Enhance customer profiles by incorporating both first-party and third-party signals. This includes leveraging Microsoft’s proprietary audience intelligence and uncovering specific preferences through predefined third-party data sources.

Customer Segment Creation and Management
Identify fresh audience segments with AI-driven recommendations and bolster personalization by employing real-time segmentation, which dynamically adapts customer segments based on the most up-to-date data.

Dynamic Customer Journeys
Craft contextually relevant journeys using our visual journey builder and leverage real-time, customer-triggered events to promptly respond to customer interactions and convert interest into sales.

A/B Testing
Enhance engagement by conducting A/B tests to pinpoint the most effective content or journey branches and measure their success to align with your business objectives.

Customer Insights
Utilize natural language queries to extract valuable information from your customer data, such as customer lifetime value, product preferences, and average customer spending habits.

Content Creation
Accelerate content creation with Copilot by receiving fresh and customizable content recommendations tailored to specific audience segments.

Customer Journey Design
Simplify the development of customer journeys with Copilot, which provides suggestions based on your descriptions of desired business goals, target audiences, or preferred flow. Approve or modify these suggestions to suit your needs.

Microsoft Copilot: Your AI Partner in Productivity

Copilot for Dynamics 365 Customer Insights allows you to ask questions, understand customers, and personalize–all with AI guidance.

Why Choose Velosio as Your Microsoft Partner?

Velosio is among the largest and most recognized Microsoft Dynamics partners. Many years as a recognized leader in ERP, CRM, Cloud productivity, and business intelligence solutions has repeatedly landed Velosio in the top 1% of Microsoft Dynamics Partners worldwide.

By partnering with Velosio you can ensure:

Industry Expertise
Velosio’s seasoned advisors specialize in midmarket companies, ensuring tailored solutions that address specific industry needs. This gives us a unique edge in the ability to provide insights and strategies that drive real results.

Cloud Applications Leadership
As a leading cloud applications partner, Velosio empowers businesses to leverage cloud technology effectively. Whether it’s Dynamics 365, Azure, or Office 365, Velosio guides clients toward competitive advantages.

Transformative Solutions
Velosio’s deployment models swiftly guide clients to the right solution, helping them maximize their technology investments. From ERP to CRM, Velosio ensures that businesses stay ahead in today’s dynamic market.

Your Success is Our Focus
You won’t find a partner with people more passionate about making their clients into heroes. Velosio attracts the most experienced consultants and technologists around who go beyond implementation. Our team is dedicated to helping you unlock the full potential of Dynamics 365 Customer Insights.

Dynamics 365 Customer Insights Pricing

$1,7000

US tenant/month

Includes up to 4 environments, 100,000 Unified People, and 10,000 Interacted People.

Does not include implementation costs.

Dynamics 365 Customer Insights Frequently Asked Questions

  1. What’s the difference between Dynamics 365 CE and Dynamics 365 Customer Insights?
    Dynamics 365 CE is a suite of CRM applications aimed at managing and improving direct customer interactions across sales, service, and marketing. Dynamics 365 Customer Insights is a customer data platform, within the Dynamics 365 CE suite, designed to unify and analyze customer data from various sources to create a comprehensive view of each customer.

  2. What’s the difference between Dynamics 365 Marketing and Dynamics 365 Customer Insights?
    Dynamics 365 Marketing and Dynamics 365 Customer Insights are now available for purchase as a unified product known as Dynamics 365 Customer Insights. The separate applications will be rebranded as Dynamics 365 Customer Insights – Journeys and Dynamics 365 Customer Insights – Data.

  3. How long does it take to implement Dynamics 365 Customer Insights?
    Implementation time varies depending on the complexity and size of your organization as well as the customization, data migration, training, and testing needed.

  4. What is the cost of migrating to Dynamics 365?
    Costs vary depending on your needs as well as licensing fees, implementation services, training, and ongoing support.

  5. How does Dynamics 365 integrate with other systems?
    Dynamics 365 seamlessly integrates with other Microsoft products like Office 365, Power BI, and Azure, as well as various third-party applications.

  6. Is my data secure with Dynamics 365?
    Yes, Microsoft prioritizes data security and compliance. Dynamics 365 employs robust security measures, including encryption, multi-factor authentication, and regular security updates to protect your data.

  7. What training and support are available for Dynamics 365?
    Microsoft provides comprehensive training resources, including documentation, online courses, and certification programs. Additionally, support is available through Microsoft’s support services and community forums.

Velosio also offers tailored training & support to our clients, recognized for exceptional performance.