Skip to the main content.

Microsoft Dynamics 365 Customer Insights Partner

TrellisPoint, your D365 Customer Insights Implementation Partner for Strategic Growth

 

GET STARTED
 

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

D365 Customer Insights for Managers

Customer Segmentation

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

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 and Reports

Customizable Dashboards & Reports

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

Privacy and Compliance Management

Privacy & Compliance Management

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

D365 Customer Insights for Teams

Unified Customer Data Access

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

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

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

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 and Reporting

Collaborative Analytics & Reporting

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

Get a Richer View of Customers

Unify transactional, demographic, and behavioral data with AI-powered identity management for a holistic view of customers.

get-a-richer-view-of-customers

Deliver Real-Time Journeys

Create real-time customer journeys across channels that are contextually relevant and can be optimized with A/B testing.

deliver-real-time-journeys

Create Customer Segments

Build new segments or discover new audiences with AI recommendations that are continually updated with real-time data.

create-customer-segments

Nurture & Share Leads

Hand off scored, qualified leads to sellers automatically and measure pipeline success with prebuilt analytics dashboards.

nurture-and-share-leads

Popular Integrations with Dynamics 365 Customer Insights

Azure

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.

d365 logo

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 logo (2)

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.

Linkedin logo

LinkedIn


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.

copilot d 365 integrations
 

Microsoft D365 Customer Insights FAQ

TrellisPoint Can Help!

Implementing Microsoft Dynamics 365 Customer Insights can transform your understanding of customer behavior, improve team efficiency, and enable more personalized customer engagement. At TrellisPoint, we specialize in providing tailored implementation services that ensure you fully leverage the capabilities of this powerful customer data platform.

TrellisPoint Can Help! Just Let Us Know How!