Edit

Use unified customer profiles in Dynamics 365 Customer Insights - Journeys

  • Article

Dynamics 365 Customer Insights - Journeys elevates customer experiences, allowing you to orchestrate personalized journeys across all touchpoints to strengthen relationships and earn loyalty. The Customer Insights - Journeys app works seamlessly with Dynamics 365 Sales, Dynamics 365 Customer Insights - Data, Microsoft Teams, and other products and allows you to make faster and better decisions using the power of data and AI.

By connecting both Customer Insights applications, you can:

  • Target unified customer profiles and segments. This enables you to engage every customer, regardless of the location of the customer's data.
  • Base dynamic content (such as personalized tokens) in emails, SMS, and push notifications on measures such as loyalty status, subscription renewal date, parent account, or any other measure you've captured in the unified customer profile.
  • Load data from Customer Insights - Journeys into Customer Insights - Data and combine it with customer data from other sources.
  • Apply Customer Insights data cleansing, enrichment, and fuzzy matching tools.

Depending on how you plan to work with Customer Insights - Journeys, there are two ways to use the two apps together.

For real-time marketing, use the integration through Microsoft Dataverse. For outbound marketing, export Customer Insights - Data segments.

Use rich customer profiles in real-time marketing

Real-time marketing allows you to create custom triggers that launch customer journeys based on any customer action. The more personalized your data, the more relevant and personalized your journeys will be. This is what makes combining both Customer Insights applications so powerful. You can unify data from any source, then use it to fuel hyper-personalized customer journeys.

Learn more: Use Customer Insights - Data profiles and segments in real-time marketing

Use unified segments with outbound customer journeys

Customer Insights - Data allows you to refine data from many sources and combine it into aggregated customer segments. By connecting with outbound marketing, these segments will automatically appear and refresh automatically in the customer journey designer.

Learn more: Use segments from Customer Insights - Data with Customer Insights - Journeys

Pull data from your own Azure Data Lake Storage

You aren't limited to cloud storage if you want to use both Customer Insights apps. If you already have your own Azure Data Lake Storage set up, you can connect with Customer Insights - Data, then share the data with Customer Insights - Journeys just as you would with a cloud-based setup.

Learn more: Enable data sharing with Dataverse from your own Azure Data Lake Storage