Personalize customer experiences using calculated metrics

  • Artykuł
Enabled for Public preview General availability
Admins, makers, marketers, or analysts, automatically - Dec 15, 2023

Business value

You can already create highly personalized experiences for your customers when you use Dynamics 365 Customer Insights and Dynamics 365 Marketing together by using rich profile data about every customer. Now, you can further augment personalization by using customer measures from Dynamics 365 Customer Insights and tailor journeys and content based on loyalty, lifetime value, and any other calculated measure. With this data seamlessly accessible, you're empowered to deliver experiences such as personalizing offers based on their average order size or frequency of visits to the store.

Feature details

  • Leverage attributes from tables related to the customer profile entity in Customer Insights for personalization in marketing messages and branch conditions in journeys.
  • Easily access customer measures (for example, total revenue or loyalty points) from Customer Insights without moving data.
  • Create journey branches or content variants with customer measures using the familiar no-code personalization experience in Dynamics 365 Marketing.

Screenshot of selecting unified profile attributes in a customer journey.