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Personalize customer experiences using calculated metrics from Customer Insights

Important

This content is archived and is not being updated. For the latest documentation, go to What's new in Dynamics 365 Customer Insights - Journeys. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview Early access 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 for every customer. Now, you can further augment personalization by using customer measures from Dynamics 365 Customer Insights and tailoring journeys and content based on loyalty, lifetime value, and any other calculated measure. With this data seamlessly accessible to you, you're empowered to deliver experiences you previously may not have been able to, such as personalizing offers based on average order size or frequency of visits to the store.

Feature details

  • Leverage attributes from entities related to the customer profile entity in Dynamics 365 Customer Insights for personalization in marketing messages and branch conditions in journeys.
  • Easily access customer measures (for example, total revenue and loyalty points) from Dynamics 365 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.

Use calculated measures from Customer Insights for personalizing customer experiences

See also

Access even more data for personalization (docs)