Skip to main content

Dynamics 365 contact sales widget

Dynamics 365 Customer Insights capabilities

Transform customer data into actionable insights

A Supply Chain Management dashboard

Unified data, connected experiences

  • Bring together all your customer data using prebuilt connectors
  • Streamline data standardisation to create comprehensive profiles
  • Enrich profiles with interests and preferences
  • Augment profiles with customer feedback

Bring together all your customer data using prebuilt connectors

Ingest transactional, behavioral, and demographic data in real time for the most up-to-date view of your customers.

Streamline data standardisation to create comprehensive profiles

Reconcile conflicting data and resolve customer identities using map, match, and merge.

Enrich profiles with interests and preferences

Gain a more holistic view of customers with proprietary audience intelligence from Microsoft Graph and industry enrichment sources.

Augment profiles with customer feedback

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

  • Understand customer behaviour across touchpoints
  • Analyse the customer journey
  • Create custom reports
  • Expand your customer view

Understand customer behaviour across touchpoints

Connect data across touchpoints, including websites, mobile apps, and connected devices. Quickly see key metrics with out-of-the-box interactive reports.

Analyse the customer journey

Leverage funnel reports to identify obstacles and opportunities for journey optimisation.

Create custom reports

Use an intuitive report builder to create reports with custom measurements, dimensions, and segments for unique business needs.

Expand your customer view

Incorporate high-intent signals from websites, mobile apps, and connected devices to create multidimensional profiles.

  • Identify high-value and at-risk customers
  • Recommend relevant products and services
  • Discover new audience segments
  • Track business performance
  • Extend and customise for advanced insights

Identify high-value and at-risk customers

Use prebuilt AI models to predict customer lifetime value and churn risk.

Recommend relevant products and services

Leverage prebuilt AI models to identify cross-sell and upsell opportunities

Discover new audience segments

Utilise AI-driven recommendations, or define your own rich audience segments.

Track business performance

Use an intuitive experience for building measures to define and track key performance indicators (KPIs).

Extend and customise for advanced insights

Use Azure Synapse Analytics to combine customer data with financial, operational, and unstructured Internet of Things (IoT) data for limitless analytics.

  • Activate real-time insights with turnkey integrations
  • Embed customer profile cards in your business applications
  • Automate customer-centric experiences
  • Build custom applications with embedded insights
  • Enable real-time decision making

Activate real-time insights with turnkey integrations

Export insights to destinations including marketing automation, advertising, and customer engagement platforms from Microsoft and other providers.

Embed customer profile cards in your business applications

Embed Customer Insights cards into your everyday applications for contextual insights to drive informed action.

Automate customer-centric experiences

Trigger workflows and processes using Microsoft Power Automate.

Build custom applications with embedded insights

Easily create intelligent custom apps without code using Microsoft Power Apps.

Enable real-time decision making

Connect with Microsoft Power BI to model and visualise insights about your customers.

  • Maintain control over your customer data
  • Help secure sensitive data
  • Exceed industry standards
  • Support GDPR and CCPA compliance

Maintain control over your customer data

Safeguard customer data with full control of the use, distribution, and removal of data.

Help secure sensitive data

Use data classification labels and permissions from Azure Information Protection to help secure sensitive data.

Exceed industry standards

Count on an enterprise-grade solution that has achieved certifications including SOC, HIPAA, ISO, and FedRAMP.

Support GDPR and CCPA compliance

Use built-in data governance tools to help stay compliant with the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA).

Get advice and tips from experts

Manufacturing in a warehouse

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

Man doing stock

Learn more about the product capabilities of Customer Insights.

UNICEF Logo
"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

Tivoli Logo
"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

AEP Energy Logo
"Customer Insights is going to help us match up what offering makes sense for what segment."

Evan Howell, Director of Sales Initiatives and Market Analytics AEP Energy

Related products

Finance image

Personalise communications and create seamless customer journeys by activating contextual insights and segments in a marketing automation solution.

Customer Voice screenshot image

Bring in direct customer feedback from survey data to enhance customer profiles using Dynamics 365 Customer Voice.

Guides image

Connect your data with Power BI to model and visualise insights about your customers with rich interactive reports and dashboards.

Connect your entire stack with connectors* for hundreds of destinations

* Separate licences may be required

Take the next step