Microsoft Dynamics 365 Customer Insights
Helping organizations maximize unified AI-powered customer insights and marketing automation in Dynamics 365.
Build Connected, End-To-End Customer Journeys
Get Dynamics 365 Customer Insights and marketing together into a unified Platform with Microsoft Solution Partners’ expertise only at Soluzione. Our in-house team of certified Microsoft experts helps with implementation, consulting, customization, migration, and complete support, using the latest AI and Copilot capabilities. We ensure the right data structure, segmentation logic, and journey design to make sure it aligns with real customer journeys, business goals, and long-term growth.
With Dynamics 365 Customer Insights Solution, you get:
- With trigger-based customer journeys, use email, text message, or push notifications to react to customer actions instantly with the opted channel.
- With AI-driven recommendations for content, channels, and analytics — deliver relevant, timely engagement.
- Customer Insights – Data helps you import, unify profiles from disparate sources, create segments, and generate AI-powered predictions for automated campaigns and journeys.
- Deliver end-to-end, connected experiences across touchpoints with Microsoft Dynamics 365 services, streamlining workflows and fostering stronger customer relationships.
- Easily customize, integrate with tools you already use, and manage compliance efficiently while scaling your marketing automation for Dynamics 365.
With Dynamics 365 Customer Insights Solution, you get:
- With trigger-based customer journeys, use email, text message, or push notifications to react to customer actions instantly with the opted channel.
- With AI-driven recommendations for content, channels, and analytics — deliver relevant, timely engagement.
- Customer Insights – Data helps you import, unify profiles from disparate sources, create segments, and generate AI-powered predictions for automated campaigns and journeys.
- Deliver end-to-end, connected experiences across touchpoints with Microsoft Dynamics 365 services, streamlining workflows and fostering stronger customer relationships.
- Easily customize, integrate with tools you already use, and manage compliance efficiently while scaling your marketing automation for Dynamics 365.
What Business Impact Can Dynamics 365 Customer Insights Deliver?
Unified Customer Profiles Across
- View customers holistically with AI-powered customer insights such as demographic, behavioral, and transactional data.
- Diverse data sources help enrich customer profiles, including proprietary intelligence to unlock predictive capabilities.
- Get AI-powered insights on new segments and audiences along with their updated, real-time data.
- Meet privacy and security regulations by adding refreshed data during the unification process.
Unified Customer Profiles Across
- View customers holistically with AI-powered customer insights such as demographic, behavioral, and transactional data.
- Diverse data sources help enrich customer profiles, including proprietary intelligence to unlock predictive capabilities.
- Get AI-powered insights on new segments and audiences along with their updated, real-time data.
- Meet privacy and security regulations by adding refreshed data during the unification process.
Personalized Customer Journeys
- The customer journey can be created in real-time and optimized for A/B testing with personalized insights.
- Created personalized experience with relevant message at relevant time with an AI-driven channel.
- Prebuilt analytics dashboard provides scores, qualified leads, and pipeline success.
- With prebuilt digital channels, engage customers and add to the channel journey.
Personalized Customer Journeys
- The customer journey can be created in real-time and optimized for A/B testing with personalized insights.
- Created personalized experience with relevant message at relevant time with an AI-driven channel.
- Prebuilt analytics dashboard provides scores, qualified leads, and pipeline success.
- With prebuilt digital channels, engage customers and add to the channel journey.
Productivity Enhancement
- Microsoft Copilot generates individual profile summaries to help discover and understand customer insights.
- Customer Journey is enhanced with defined goals, targets, audience, and desired flow.
- Copilot quickly builds, reviews, and modifies the target segment audience as described.
- Copilot also helps in generating personalized headings, content, emails, and images for all-around productivity.
Productivity Enhancement
- Microsoft Copilot generates individual profile summaries to help discover and understand customer insights.
- Customer Journey is enhanced with defined goals, targets, audience, and desired flow.
- Copilot quickly builds, reviews, and modifies the target segment audience as described.
- Copilot also helps in generating personalized headings, content, emails, and images for all-around productivity.
Not sure where to start with Customer Insights?
Talk to our Dynamics 365 experts to understand how Customer Insights and marketing automation fit into your existing CRM, data, and customer journey.
Get in TouchOur Productivity Booster Add-Ons for Seamless Customer Journey
- SharePoint Metadata Capture
- Activity Timeline Accelerator
- HTML Email Template Editor
- Report Scheduler Add-On
- Interactive Kanban Board
- Report Scheduler Add-On
- Advanced Auto-Counter
- Accounting Connectors for Xero
- Accounting Connectors for MYOB
- Accounting Connectors for QuickBooks
- Attachment Archival
- Notification Engine
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Real Estate & Property Management
Accreditation
Educational & RTOs
Insurance & Reinsurance
Lending Management & NBFCs
Aged Care & Health Services
Transport & Logistics
Nonprofit Organizations (NPOs)
Professional & Legal Services
Telecom & Utility Providers
Wealth Management
Travel & Tourism
Why Choose Us for Dynamics 365 Marketing & Customer Insights
We serve clients across the world — North America, Europe, Oceania, South America, and Asia-Pacific, providing you with the flexibility to work across time zones so the delivery feels seamless.
Whether you need project-based delivery, staff augmentation, dedicated teams, or hybrid on-site/offshore support, we adapt to the engagement style that suits your business.
Our engagement structures are designed to be cost-competitive while offering full visibility — so you know exactly what you’re paying for and why.
As an ISO-certified Microsoft Solutions Partner, we follow disciplined delivery practices and quality standards across every stage of your Customer Insights journey.
We serve clients across the world — North America, Europe, Oceania, South America, and Asia-Pacific, providing you with the flexibility to work across time zones so the delivery feels seamless.
Whether you need project-based delivery, staff augmentation, dedicated teams, or hybrid on-site/offshore support, we adapt to the engagement style that suits your business.
Our engagement structures are designed to be cost-competitive while offering full visibility — so you know exactly what you’re paying for and why.
As an ISO-certified Microsoft Solutions Partner, we follow disciplined delivery practices and quality standards across every stage of your Customer Insights journey.
How We Create Seamless Customer Journey
Our Work Process for Dynamics 365 Customer Insights
We start by understanding your customers’ interaction with the business across marketing, sales, and service to define real customer journeys.
Now we assess your data landscape, such as CRM data, transactional systems, digital channels, and third-party sources, and accordingly we form a data strategy to import, unify, and harmonize data using Customer Insights – Data.
Now we use data to generate insights by unifying customer profiles, configuring meaningful segments, defining KPIs, and generating AI-driven predictions aligned with your business goals.
We design and configure real-time, trigger-based customer journeys around customer behavior, channel preferences, and timing in Dynamics 365 Customer Insights – Journeys.
Now, everything from journeys and segments to data flows is tested to ensure accuracy, performance, and compliance.
Post-implementation, we also support your teams with knowledge transfer, documentation, and ongoing optimization of marketing automation for Dynamics 365 for long-term value.
How We Create Seamless Customer Journey
Our Work Process for Dynamics 365 Customer Insights
We start by understanding your customers’ interaction with the business across marketing, sales, and service to define real customer journeys.
Now we assess your data landscape, such as CRM data, transactional systems, digital channels, and third-party sources, and accordingly we form a data strategy to import, unify, and harmonize data using Customer Insights – Data.
Now we use data to generate insights by unifying customer profiles, configuring meaningful segments, defining KPIs, and generating AI-driven predictions aligned with your business goals.
We design and configure real-time, trigger-based customer journeys around customer behavior, channel preferences, and timing in Dynamics 365 Customer Insights – Journeys.
Now, everything from journeys and segments to data flows is tested to ensure accuracy, performance, and compliance.
Post-implementation, we also support your teams with knowledge transfer, documentation, and ongoing optimization of marketing automation for Dynamics 365 for long-term value.
Struggling with scattered customer data and disconnected campaigns?
Let’s bring your data, insights, and journeys together using Dynamics 365 Customer Insights—designed around real customer behavior.
Dynamics 365 CRM Expertise Across Business Functions
Get an AI-powered sales CRM solution with our certified team who ensure complete support so the team can focus on closing deals.
Deliver your customers the best service in real time with personalized query resolution, actions, and recommendations.
Manage projects, resources, and financials in one system — from project planning to billing and delivery.
Optimize on-site service operations with intelligent scheduling, work order management, and mobile enablement.
Execute targeted campaigns, track engagement, and align marketing activities with sales using a Dynamics-native marketing automation solution.
Get an AI-powered sales CRM solution with our certified team who ensure complete support so the team can focus on closing deals.
Deliver your customers the best service in real time with personalized query resolution, actions, and recommendations.
Manage projects, resources, and financials in one system — from project planning to billing and delivery.
Optimize on-site service operations with intelligent scheduling, work order management, and mobile enablement.
Execute targeted campaigns, track engagement, and align marketing activities with sales using a Dynamics-native marketing automation solution.
Dynamics 365 Customer Insights Pricing Details
$1,700.00
Unify customer data, get real-time insights, and create journeys in real time.
Get an Estimated Dynamics 365 Pricing
With our pricing calculator, you can check the estimated cost you will invest to serve your customers even better.
What Our Customers Say
Soluzione is the most professional and competent of organizations in an industry where most people don’t seem to know what they are doing. Things get done, quickly, easily, and usually on the iteration.
The programmers are knowledgeable and responsive. I especially appreciate their ideas and suggestions on how to best maximize CRM. I would definitely recommend Soluzione for Dynamics CRM development.
The Soluzione team quickly understood our legacy environment and built the electronic timecard in short order with little direction. We couldn’t have met our customer demand without their rapid response.
Our Success Stories
Transforming Student Management with Custom Dynamics 365 CRM Solution
Education & Vocational Training
Integrated Digital Solutions for Direct Marketing
Advertising & Marketing Services
Need a clear implementation roadmap?
Get a practical view of how Dynamics 365 Customer Insights can be implemented, customized, and scaled for your business.
Frequently Asked Question
Microsoft Dynamics 365 Customer Insights is Microsoft’s unified solution that brings together Customer Insights – Data and Customer Insights – Journeys (earlier known as Dynamics 365 Marketing). This enhanced version helps businesses unify the strengths of both applications, combining customer data, understanding behavior, and running personalized, real-time marketing journeys across sales, marketing, and services functions.
Earlier, Dynamics 365 Marketing and Customer Insights – Data existed as separate capabilities. Microsoft has now brought them together under Dynamics 365 Customer Insights. Offering two components: Customer Insights – Data to unify customer profiles, segmentation, and AI-driven insights, and Customer Insights – Journeys, which powers marketing automation for Dynamics 365, including campaigns and customer journeys. Together, the strength of both delivers a single, connected experience.
The AI and Copilot capabilities in Dynamics 365 Marketing automation (part of Dynamics 365 Customer Insights – Journeys) boost campaign performance by automating content creation, optimizing channel selection, and providing real-time analytics for instant adjustments. When manual efforts are diverted to more focused tasks, it not only saves effort but also improves productivity and speed, leading to higher engagement rates, better ROI, and faster conversions, as shown by various studies.
Dynamics 365 Customer Insights enables real-time customer segmentation using AI and Copilot through its Customer Insights - Data platform, which unifies data from disparate sources and dynamically creates segments based on behaviors, demographics, and interactions. While Customer Insights - Journeys can build segments with nested conditions (AND/OR logic) and triggers, it can also match profiles in real time via Dataverse for instant targeting and recommendations. This enables agile campaign adjustments, improving relevance and response times.
Yes. Dynamics CRM marketing automation integrates natively with Dynamics 365 Sales and Customer Service to ensure marketing-qualified leads, engagement history, and customer insights flow seamlessly across various teams. This is to support a connected customer experience from acquisition to support.
The AI-powered dashboards, real-time insights, and operational analytics in Dynamics 365 Customer Insights offer analytics and reporting to monitor journey execution, channel performance, and customer behavior. Overall, the D365 customer insights solution enables one to easily identify trends and optimize strategies.
Yes, Dynamics 365 Customer Insights is scalable, with flexibility to enhance via D365 add-ons or plug-ins, integration with native and third-party tools, and custom enhancements to handle growing data volumes.
Common use cases for Dynamics 365 Marketing CRM (via Dynamics 365 Customer Insights) span industries like retail (personalized promotions and loyalty programs), finance (targeted financial advice and compliance-driven campaigns), healthcare (patient engagement and appointment reminders), and manufacturing (lead nurturing for B2B sales). Industries such as e-commerce benefited from unified customer data for predictive analytics, automating omnichannel journeys, and enhancing customer retention. Overall, it helps diverse sectors achieve higher ROI through Microsoft Dynamics CRM marketing strategies.
Check Blog Posts on Microsoft Dynamics 365 Customer Insight
180, Talmadge Road, Unit# 332, Edison (NJ) 08817 USA
Phone : +1-800-860-6531
10, Anson Road # 22-02, International Plaza 079903 SGD
Phone: +65-98-357-694
B-52, IT Park Badwai, Bhopal (MP) 462036 IND
Phone: +91-9302-980-560
180, Talmadge Road, Unit# 332, Edison (NJ) 08817 USA
Phone : +1-800-860-6531
10, Anson Road # 22-02, International Plaza 079903 SGD
Phone: +65-98-357-694
B-52, IT Park Badwai, Bhopal (MP) 462036 IND
Phone: +91-9302-980-560
