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Connect rich customer data from multiple sources

Dynamics 365 Customer Insights - Data applies artificial intelligence to analyze rich pools of customer data. Customer Insights - Data allows you to unify data from transactional, behavioral, and observational sources to create a 360-degree customer view. This means that you're no longer restricted by siloed data that requires you to look in multiple locations to track customer behavior. With Customer Insights - Data, you can view powerful analytical displays for each contact. And connecting it to Dynamics 365 Customer Insights - Journeys allows you to automate personalized responses to customer actions as they occur.

By connecting Customer Insights - Data with Customer Insights - Journeys, 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 dynamics text) in emails, text messages, 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 Insights - Data 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.

Use rich customer profiles in Customer Insights - Journeys

Customer Insights - Journeys 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 Customer Insights - Journeys and Customer Insights - Data 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 Customer Insights - Journeys

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 Customer Insights - Data with outbound marketing, these segments will automatically appear and refresh automatically in the customer journey designer.

Learn more: Use segments from Dynamics 365 Customer Insights - Data with Dynamics 365 Customer Insights - Journeys

Pull data from your own Azure Data Lake Storage

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

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