Dynamics 365 Customer Insights


Dynamics 365 Customer insights helps you to build a deeper understanding of your customers, to help you drive more personalized customer journeys. By connecting to data from various transactional, behavioral, and observational sources, you can create a 360-degree view of your customers.

Screenshot of a Customer Insights dashboard showing an activity timeline and spending data.

With Customer insights, your organization can:

  • Eliminate data silos and unify customer data - You can connect and unify your data through prebuilt connectors to popular data sources that bring in the transactional, observational, and behavioral data that are most important to you.

    By using AI and machine-learning recommendations, you can resolve customer identities across these sources. As a result, you will have a single, unified customer profile that provides in-depth insights about the customer.

  • Enrich with audience intelligence - With built-in functionality that uses Microsoft Graph, you can build a richer customer profile that incorporates audience intelligence.

  • Deliver personalized customer experiences - With out-of-the-box contextual insights and tailored customer profile cards, you can quickly infuse this data into business applications that you use every day to better empower marketing, sales, and service professionals.

    • Customized customer profiles, business measures, and customer segments let you define what's most important to your organization and automate more customer-centric experiences.

    • Insights are embedded into custom line-of-business applications that are built on Microsoft Power Platform. This feature ensures that your employees are equipped with the correct data in the context of how they're working with customers at that moment.

Throughout the remainder of this module introduce you to the different capabilities and show you how to get started with the application.