Unify Customer Data & Build Loyalty

Understanding your customers at a deeper level is crucial for delivering personalized experiences and fostering long-term loyalty. Microsoft Dynamics 365 Customer Insights empowers businesses to unify customer data across various sources, providing a comprehensive view of each customer and enabling meaningful engagement. At TrellisPoint, we specialize in implementing Dynamics 365 Customer Insights, helping you harness the power of data to make informed decisions, enhance customer relationships, and drive growth.

Microsoft Dynamics 365 Customer Insights Key Features

Unified Customer Profiles

Customer Insights consolidates data from various sources—such as CRM systems, social media, and transactional databases—into a single, unified profile. This enables businesses to gain a complete understanding of each customer’s behavior, preferences, and interactions. Enhance your customer profiles with AI-driven insights and third-party data, providing a more detailed view that helps you understand and anticipate customer needs.
Integration with Microsoft 365 & Dynamics 365

Dynamics 365 Customer Insights integrates seamlessly with Microsoft 365 and Dynamics 365, ensuring that customer data flows smoothly across all your business applications. This integration enables your teams to access and act on insights directly from the tools they use every day, enhancing collaboration and efficiency. With integrated tools like Power BI, teams can visualize customer data and derive actionable insights, allowing for quick adjustments to marketing, sales, and service strategies based on real-time information.
AI-Driven Insights

Leverage AI to analyze customer feedback and social media sentiment, gaining insights into how customers feel about your brand and products. This helps you identify areas for improvement and capitalize on positive sentiment. Automatically detect unusual patterns in customer behavior, such as spikes in purchase activity or drops in engagement, enabling you to investigate and respond swiftly to changes.

Customer Segmentation

Customer Insights allows managers to segment their customer base using advanced AI-driven analytics based on various criteria such as demographics, purchase history, and engagement levels.

Predictive Analytics for Proactive Decision-Making

Customer Insights helps managers anticipate customer needs and behaviors. This foresight allows managers to make proactive decisions, like launching retention campaigns for at-risk customers.

Customer Journey Mapping and Optimization

Customer Journey Mapping & Optimization

Managers can utilize customer journey mapping to visualize and analyze each customer’s interactions with the brand across various touchpoints.

Customizable Dashboards & Reports

Customer Insights offers customizable dashboards and reports that provide managers with at-a-glance views of key metrics and trends.

Privacy & Compliance Management

Customer Insights includes robust data governance and privacy controls that help managers ensure compliance with data protection regulations like GDPR.

Unified Customer Data Access

Teams benefit from having a single, consolidated source of customer data, which eliminates the need to gather information from multiple systems.

Easy Integration with Everyday Tools

The seamless integration of Customer Insights with tools like Microsoft 365 and D365 ensures that teams can access customer data directly from the applications they use daily, such as Outlook, Excel, and Teams.

Personalized Customer Engagement Capabilities

Teams can use Customer Insights to tailor their interactions based on the detailed profiles and preferences of each customer.

User-Friendly Interface

The platform’s intuitive interface and customizable dashboards allow teams to view and analyze customer data in ways that are most relevant to their roles.

Collaborative Analytics & Reporting

Customer Insights provides collaborative tools that allow teams to easily share insights and reports with colleagues, fostering a data-driven culture.

Microsoft Azure

By integrating with Microsoft Azure, Customer Insights leverages Azure's AI and machine learning capabilities to enhance its predictive analytics and data enrichment features. Azure Cognitive Services can analyze customer sentiment from emails, social media, and other text data, providing deeper insights into customer emotions and perceptions. This integration also allows for scalable data storage and processing, enabling businesses to handle large volumes of customer data efficiently and securely.

Dynamics 365

Microsoft Dynamics 365 Customer Insights integrates seamlessly with other Dynamics 365 applications, such as Dynamics 365 Sales and Customer Service. This integration enables businesses to have a comprehensive view of customer interactions across various departments, ensuring that sales, marketing, and customer service teams have access to the same customer data. This unified approach helps teams collaborate more effectively, tailor their strategies based on shared insights, and deliver consistent customer experiences.

Power Platform

Customer Insights integrates with the Microsoft Power Platform, including Power BI, Power Automate, and Power Apps. Power BI allows teams to create interactive dashboards and reports based on customer data, providing valuable insights for decision-making. Power Automate enables the automation of workflows and processes, such as triggering notifications or updating records when certain customer behaviors are detected. Power Apps allows for the creation of custom applications that can use Customer Insights data, helping teams develop tailored solutions to meet specific business needs.

Integration with LinkedIn provides Customer Insights with additional customer data, such as professional backgrounds, job roles, and company information. This data enriches customer profiles, helping businesses better understand their B2B clients and tailor their engagement strategies accordingly. LinkedIn integration also supports account-based marketing by allowing teams to identify and target key decision-makers within organizations.

Dynamics 365 Customer Insights