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Microsoft

Create "wow" experiences with Dynamics 365 Customer Insights

Engage with your customers on their terms. Seamlessly. Meanwhile, behind the scenes, your teams gain smarter features, faster insights, and simpler ways to support, sell, and engage. What’s not to love? 

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Exceptional customer journeys, made easier

One of the biggest roadblocks in the quest to create the perfect, personalised customer journey is the battle to overcome disconnected data. Dynamics 365 Customer Insights enables a connected customer experience across your sales, marketing, and service teams by uniting data and AI. So, you can make smarter decisions more easily.

With the AI-enabled features in Dynamics 365 Customer Insights – Data (Customer Data Platform) and Journeys (Real-time Journey Orchestration), the battle to secure, access, and leverage the data you need to deliver an amazing customer experience is over. For everyone.

 

Everything you need to know. In one place

Achieve a single customer view with 360º visibility at all touchpoints, including their transactional, demographic, and behavioural data – and spot new opportunities!

Everything you need to do

Share the same accurate, real-time data and insights between sales, marketing, and service. Empower your marketing team by removing their reliance on data/IT resources to access and interpret data.

Create, customise, and orchestrate with Copilot

Uncover new insights, generate personalised content, recommendations, and tailor automated customer journeys with ease.

Play safe with privacy

Consolidate, centralise, and manage customer consent across the business, ticking all the boxes for compliance.

Real-time updates

Respond quickly to customers based on real-time data updates in Dataverse – the same database used by all your Microsoft apps.

Why do you need Dynamics 365 Customer Insights?

Get the best of all worlds. Dynamics 365 Insights is a combined customer data platform and real-time journey orchestration application. It brings together the knowledge and AI power you need to understand your customers and create real-time journeys for them across the channels they engage with. 

Access customer data with natural language

Dynamics 365 Customer Insights - Data, Microsoft's customer data platform (CDP), serves up the information you need to understand your customers.

Best of all, Copilot lets you use natural language to explore, analyse, and understand customer data and discover new insights without needing to be a data specialist. You can even leverage AI recommendations to build new segments of discover new audiences.

Design journeys that resonate and engage

Dynamics 365 Customer Insights – Journeys enables you to use that data in tandem with Copilot to orchestrate customised journeys across all touchpoints.

Need personalised content or images? Want to ensure the right message is delivered at the right time? With Copilot on your team, you’ll not only create engaging content but also talk to your customers on the channels they prefer.   

Do more with your data

  • Keep your finger on the pulse with real-time analytics 
  • Create a holistic view of your customers with unified data
  • Add depth to customer profiles with data from social media, CRM, and ERP
  • Unlock predictions with prebuilt AI models
  • Discover new insights and create like-for-like audience segments
  • Track the entire customer journey 
  • Ensure data privacy and legislative compliance 

Marketing excellence

  • Tailor real-time multi-channel customer journeys across email, SMS, push notifications, and more.
  • Leverage AI to generate personalised, customer-specific content
  • Automate your campaigns and content to align with the customer journey
  • Enable hyper-targeted campaigns
  • Manage events effortlessly with unified physical and digital event engagement in one platform  

Sales success

  • Prioritise opportunities with real-time, graded leads 
  • Enable more impactful personalised interactions through AI-generated predictions and product recommendations 

Customer-satisfying service

  • Proactively identify issues through customer-centric listening 
  • Provide your service agents with in-depth customer profiles that help route cases and resolve issues faster 

Why work with Fusion5?

Knowledge has always been power. And when you add to that the proven experience and innovation of a multi-award-winning partner like Fusion5, you can be certain that your transformation to a customer-centric, laser-focused sales, marketing, and service organisation will be a success.

Book a demo

Discover more from the Dynamics 365 Suite

Microsoft Dynamics 365 Customer Engagement (CRM)

Automate sales and marketing, boost productivity, and delight customers with real-time data, workflows, and insights from Dynamics 365 CRM.

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Learn More

Transform customer support with D365 Customer Service

Deliver fast, intelligent, and personalised support with Dynamics 365 Customer Service. Delight customers, empower agents, and drive long-term loyalty.

Read more
Learn More

Microsoft Dynamics 365 Field Service

Transform field service with predictive maintenance, smarter scheduling, and empowered technicians using Dynamics 365 Field Service.

Read more
Learn More

Explore the potential of Dynamics 365 Customer Insights - Journeys.

Book your demo.

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