Customer Insights

• Unify your customer data and power personalised experiences.


• To compete in today’s busy markets, organisations need to be able to build meaningful and personalised relationships with their customers. The ability to intelligently personalise experiences at scale requires a complete, unified view of customers.


• Dynamics 365 Customer Insights is Microsoft’s customer data platform (CDP), offering the fastest way to realise the full potential of customer data with a ready-to-go solution that intelligently transforms fragmented data into a complete view of customers.

Dynamics 365 Customer Insights is making AI a reality for all types of organisations, empowering them to:

• Maximise customer lifetime value with AI-driven insights based on unified customer profiles.


• Be a customer-centric organization where marketing, sales, and service professionals have the insights they need to personalize engagement.


• Quickly serve up clear insights that your people can act on with minimal training and IT assistance.


• Perform high-speed analytical processing and customise the solution using Microsoft Azure and Power Platform.

Dynamics 365 Customer Insights key benefits

• Get a holistic view of your customers – Bring together all your transactional, observational, and behavioral data in real time with prebuilt connectors to create persistently up-to-date profiles for contacts and accounts. Unify your data by resolving customer identities with recommendations based on AI and machine learning. Enrich customer profiles with an array of first and third party signals such as product usage, market trends and customer feedback.


• Unlock insights and take action – Use out-of-the-box machine learning templates to predict churn rate, next best action and product recommendations. Discover new audience segments with AI-driven recommendations, or define your own. Activate real-time insights on analytics, email marketing, advertising and customer engagement platforms. Embed Customer Insights cards into your business applications for contextual insights and informed action. Trigger workflows in response to customer signals by using Power Automate.


• Adapt and extend based on your needs – Get started quickly with intuitive, guided experiences. Extend Customer Insights using Azure Synapse Analytics to combine customer data with financial, operational and unstructured IoT data to build custom machine learning models. Connect your customer data with Microsoft Power BI to customise dashboards and reports. Build custom apps with embedded customer insights by using Microsoft Power Apps.


• Rest easy with a secure and GDPR compliant platform – Shorten time to value with a self-service CDP built on Azure, with the flexibility to bring your own Azure data lake. Support stringent compliance requirements of the General Data Protection Regulation (GDPR) with built-in privacy, security and governance tools while retaining full ownership of your data.