Summary and resources

Completed

In this module, you learned how Dynamics 365 Customer Insights - Data is used to create a unified customer profile by integrating data from different sources. By combining data from Dynamics 365 Customer Insights - Journeys, Contoso's ecommerce system, and their POS system, Elizabeth from the marketing team at Contoso Coffee was able to create targeted customer segments for their new product launch. This integration of data allowed them to identify customers with a high household income and increase their chances of success.

The main takeaways from this module are Dynamics 365 Customer Insights - Data allows organizations to unify data from various sources into a single customer profile. This data is then used to track customer behavior, identify trends, and improve business actions, marketing strategies, sales lifecycles, and customer satisfaction. By consolidating data silos and gaining a comprehensive view of their customers, organizations can create more targeted customer segments for better marketing outcomes.

Throughout this module, we:

  • Described the use cases of Customer Insights - Data.

  • Explained unified customer profile.

  • Described measures, segments, and predictions.

  • Described consuming Customer Insights – Data in other applications such as Customer Insights - Journeys.

Now you understand the foundational capabilities of Customer Insights, you should now consider exploring the other Dynamics 365 solutions available such as Dynamics 365 Customer Service, Dynamics 365 Sales, Dynamics 365 Field Service, and Dynamics 365 Project Operations.

References

Dynamics 365 Customer Insights