Dynamics 365 Customer Insights capabilities
Transform customer data into actionable insights
Unified data, connected experiences
- Bring together all your customer data using prebuilt connectors
- Streamline data standardization 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 standardization 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 behavior across touchpoints
- Analyze the customer journey
- Create custom reports
- Expand your customer view
Understand customer behavior across touchpoints
Connect data across touchpoints, including websites, mobile apps, and connected devices. Quickly see key metrics with out-of-the-box interactive reports.
Analyze the customer journey
Leverage funnel reports to identify obstacles and opportunities for journey optimization.
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 customize 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
Utilize 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 customize 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 visualize 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
"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
"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
"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
Personalize communications and create seamless customer journeys by activating contextual insights and segments in a marketing automation solution.
Bring in direct customer feedback from survey data to enhance customer profiles using Dynamics 365 Customer Voice.
Connect your data with Power BI to model and visualize insights about your customers with rich interactive reports and dashboards.