Microsoft Dynamics 365 Customer Insights is a customer data and marketing automation platform that helps organisations connect customer information, understand customer behaviour and deliver personalised experiences across every stage of the customer journey.
As part of the Dynamics 365 family, Customer Insights integrates with other Microsoft products, including Dynamics 365 Business Central. Customer and business data can be connected across the two systems, bringing information such as customer records, transactions and purchasing activity together with marketing data to provide a more complete view of each customer and support more relevant engagement.
Customer Insights provides marketing automation tools that help organisations create, manage and personalise customer journeys across multiple channels.
Journeys can be triggered by customer actions, events or changes in information, allowing communications to adapt as customers interact with your organisation.
With segmentation, personalisation and automated workflows in one platform, marketing teams can coordinate campaigns more efficiently and deliver relevant communications across email, SMS, push notifications and other digital channels.
Customer Insights helps organisations automate customer engagement through personalised journeys, real-time triggers and AI-assisted insights.
Journey orchestration, segmentation and event management support consistent communication across multiple channels.
Dashboards, analytics and customer insights provide visibility into engagement, campaign performance and audience behaviour, helping organisations optimise customer experiences over time.
Create unified customer profiles by combining data from multiple systems, providing a complete view of customer interactions, preferences and engagement history.
Design automated customer journeys across email, SMS, push notifications and other digital channels, using triggers and personalised communications that adapt to customer behaviour.
Build dynamic customer segments using demographic, transactional and behavioural data to deliver more relevant communications.
Plan and manage webinars, events and registrations while tracking attendance, engagement and follow-up activities from a single platform.
Monitor customer engagement, campaign performance and audience trends with dashboards, analytics and Power BI integration.
Connect Customer Insights with Business Central to bring customer and transactional data into your marketing processes, supporting more informed segmentation, personalisation and customer engagement.
Microsoft has built Copilot directly into Dynamics 365 Customer Insights to support audience creation, journey design and campaign management. AI-assisted capabilities help generate customer segments, create marketing content and analyse campaign performance, allowing organisations to deliver more personalised customer experiences with less manual effort.
Build customer segments using Copilot, making it easier to identify target audiences based on customer attributes, behaviours and interactions.
Create automated customer journeys with Copilot assisted recommendations for workflow design, journey steps and personalised engagement across multiple channels.
Generate marketing emails, subject lines and campaign content using Copilot, reducing the time required to create personalised customer communications.
Summarise campaign results and customer engagement trends with Copilot assistance to identify opportunities for optimisation and support future marketing activities.
Fenwick is a leading implementer of Dynamics 365 in Australia. Get in touch to speak with our knowledgeable consultants and discover how we can help optimise your business.
