Dynamics 365 Customer Insights capabilities

Transform your customer data to drive understanding, reveal actionable insights, and personalize connected customer experiences.

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Unified customer data and 360-degree customer views

Create a single view of the customer
Accurately identify customers
Gain a richer view of your customer
Capture customer sentiment

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Create a single view of the customer

Bring together transactional, behavioral, and demographic data to create actionable insights and a complete view of your customers.

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Accurately identify customers

Bring multiple identities together from across your touchpoints with AI-powered identity resolution, using attributes and signals to inform unified customer profiles.

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Gain a richer view of your customer

Enrich profiles with proprietary Microsoft audience intelligence or third-party sources to reveal unique interests and preferences.

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Capture customer sentiment

Incorporate customer sentiment and survey responses from Dynamics 365 Customer Voice for richer customer profiles.

Try Customer Voice

Maximize revenue and retention
Optimize for the next best step
Discover new customer segments
Maximize business performance by tracking relevant KPIs
Get granular insights with advanced analytics

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Maximize revenue and retention

Use prebuilt AI models to easily predict customer lifetime value, as well as transactional and subscription churn.

Learn about responsible AI

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Optimize for the next best step

Use prebuilt AI models to quickly identify cross-sell and upsell opportunities with product recommendations that reduce cost per conversion.

Learn about responsible AI

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Discover new customer segments

Use AI-driven recommendations or define your own customer segments.

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Maximize business performance by tracking relevant KPIs

Use industry standard recommendations to define your key performance indicators (KPIs) or apply your own custom KPIs to measure business success metrics and performance toward goals.

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Get granular insights with advanced analytics

Combine customer data with financial, operational, and other enterprise data using Microsoft Power BI and Azure Synapse Analytics, a big-data-analytics service.

Shorten sales cycles, reduce churn, and keep customers for life by acting on customer signals and feedback in real time.
Empower your marketing, sales, and service teams during every interaction
Deliver data-powered experiences everywhere

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Shorten sales cycles, reduce churn, and keep customers for life by acting on customer signals and feedback in real time.

Intelligently orchestrate personalized journeys across destinations including marketing automation, advertising, and customer engagement platforms from Microsoft and other providers.

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Empower your marketing, sales, and service teams during every interaction

Surface up-to-date customer data and insights in the Microsoft apps that your employees use every day, like Microsoft 365 and Dynamics 365 Marketing, Sales, and Customer Service.

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Deliver data-powered experiences everywhere

Create sophisticated, low-code custom apps that scale to meet your organizational needs, help you modernize processes, and extend the value of your customer data by using Microsoft Power Apps.

Easily balance privacy and personalization
Increase lead accuracy and quality
Achieve marketing goals while keeping data safe
Supercharge your account-based marketing (ABM) with LinkedIn

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Easily balance privacy and personalization

Build customer trust and honor privacy on a consent-enabled customer data platform (CDP) with consent data that’s automatically updated.

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Increase lead accuracy and quality

Use prebuilt integration for third-party enrichment sources to augment account data from industry-leading data providers like Leadspace and Dun & Bradstreet.

Achieve marketing goals while keeping data safe

Stay compliant with the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA) using data governance tools powered by Azure Purview.

Supercharge your account-based marketing (ABM) with LinkedIn

Reach the right contacts and accounts on LinkedIn, powered by data from Customer Insights.

Get advice and tips from experts

Stay up to date on the latest Customer Insights news, tips, and innovations.

Learn more about the capabilities of Customer Insights.

Read the documentation

"We can be faster about getting insights about our donors. We can act fast on our data."

Michiel van Straten,
Senior Data Analyst, UNICEF Netherlands

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"The packaged solution, with artificial intelligence and machine learning, enables us to quickly and easily unify customer data scattered across multiple systems."

Bernt Bisgaard Caspersen,
Head of Solution Team and Architecture, Tivoli

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