Microsoft Dynamics 365 Customer Insights

Begin with either the customer data platform or customer journey orchestration and expand as required to meet your specific requirements.

• Enhance Customer Insights: Develop comprehensive customer profiles by integrating transactional, demographic, and behavioral data, enabling a holistic understanding of your clientele. Aggregate customer interactions across various channels to engage them through customized activities.
• Expedite Insight Generation: Quickly discern customer trends and patterns by utilizing pre-designed machine learning templates. These templates can predict customer lifetime value and suggest optimal next steps to take.
• Transition from Anonymous to Recognizable Customers: Employ AI-driven identity management to establish the identities of previously unknown customers. This involves collecting historical, transactional, behavioral, and demographic data.
• Augment Customer Data Effortlessly: Enhance customer profiles effortlessly by incorporating both first-party and third-party signals. This includes leveraging Microsoft’s proprietary audience intelligence and uncovering specific preferences through predefined third-party data sources.
• Create and Manage Customer Segments: Identify fresh audience segments with AI-driven recommendations. Additionally, bolster personalization by employing real-time segmentation, which dynamically adapts customer segments based on the most up-to-date data.
• Maintain a Balance Between Customer Consent and Privacy: Integrate consent data into the data unification process and ensure that consent statuses are automatically updated through data refreshing. This guarantees compliance with privacy and security regulations at all times.

• Orchestrate Dynamic Customer Journeys: Seamlessly craft contextually relevant journeys using our visual journey builder. Leverage real-time, customer-triggered events to promptly respond to customer interactions and convert interest into sales.
• Elevate Customer Engagement with AI: Offer personalized and memorable experiences, delivering precisely timed messages to your customers through AI-guided channel selection.
• Enhance Engagement through Experimentation: Conduct A/B tests to pinpoint the most effective content or journey branches, and measure their success to align with your business objectives.
• Foster Leads and Cultivate Accounts: Generate and nurture leads that are poised for sales conversion through personalized communication. Automatically score each lead and trigger timely notifications for sales teams based on scoring or immediate qualification.
• Connect with Customers on Their Terms: Engage customers across a range of readily available digital channels, including SMS through partners like Infobip, LINK Mobility, Telesign, Twilio, push notifications, and email.
• Optimize Marketing and Sales Efficiency: Establish common objectives between marketing and sales teams to enhance pipeline velocity. Leverage pre-designed analytic dashboards to track key drivers for lead generation and qualification.

• Explore Deeper Customer Insights: Utilize natural language queries within Dynamics 365 Customer Insights’ Copilot feature to extract valuable information from your customer data. Uncover insights such as customer lifetime value, product preferences, and average customer spending habits.
• Pinpoint the Ideal Audience: Streamline the process of segmenting target customers by describing your desired segment in plain language with Copilot. Empower your team to efficiently create, review, and adjust customer segments prior to each email campaign.
• Generate Compelling Content Efficiently: Accelerate content creation with Copilot by receiving fresh and customizable content recommendations tailored to specific audience segments.
• Simplify Journey Design: Simplify the development of customer journeys with Copilot, which provides suggestions based on your descriptions of desired business goals, target audiences, or preferred flow. Approve or modify these suggestions to suit your needs.
• Expedite Branded Content Creation: Jumpstart the creation of emails and marketing forms by referencing your website. Simply input the URL into Copilot to receive brand-aligned recommendations that can be easily refined to match your content requirements.