17+ Years ofA customer data platform that unifies your CRM, marketing, and transactional data, then surfaces AI-driven insights teams can act on. TrellisPoint helps you go from disconnected data to a single, governed view of every customer.
Microsoft Dynamics 365 Customer Insights is Microsoft's customer data platform (CDP). It pulls customer data from CRM, marketing automation, ecommerce, transactional databases, and third-party sources, unifies it into a single profile per customer, and applies AI to surface segments, predict behavior, and orchestrate engagement. Microsoft now sells it in two flavors: Customer Insights, Data (the CDP) and Customer Insights, Journeys (real-time marketing orchestration). TrellisPoint implements both.
Customer Insights Capabilities
Six capabilities that turn raw customer data into something teams can act on, all included with the CDP license. Pick one to see how it plays out.
AI-powered identity stitching matches records across systems even when email, phone, and account fields aren't a perfect match, so every source resolves to the same customer instead of creating duplicates.
Type what you want in plain language and Customer Insights builds the segment, or let the platform surface audiences it sees forming in your data on its own.
Predictive models for churn risk, lifetime value, and product propensity run directly on your unified profile data, no code required, and retrain automatically as new data arrives.
Customer Insights, Journeys triggers personalized communication across email, SMS, push, and custom channels based on live behavior, not a batch export from last night.
Customer Insights ships with Power BI templates for executive reporting and segment analytics, and native Power Platform connectors push profile data anywhere your teams already report from.
Built-in consent management, GDPR data subject request handling, and auditable governance mean privacy and compliance teams are part of the rollout, not working around it after the fact.
Four capabilities, four screens. From profile unification through journey orchestration, this is how Customer Insights translates data into action.
Unify transactional, demographic, and behavioral data with AI-powered identity management for a single, holistic view of every customer.
Build segments from natural language prompts, or let AI recommendations surface audiences forming in your data, continuously refreshed with live signals.
Create real-time customer journeys across email, SMS, push, and custom channels, with built-in A/B testing to optimize each step.
Hand off scored, qualified leads to sellers automatically inside Dynamics 365 Sales, and measure pipeline contribution with prebuilt analytics dashboards.
Both groups get tools tuned for their day. Marketing leadership sees segments and lifecycle metrics. Sales, service, and retention teams see the customer.
Customer Insights sits inside the same Microsoft cloud as Dynamics 365, Azure, and the Power Platform. Integration is configuration, not custom development.
Azure Synapse, Cognitive Services, and Machine Learning extend Customer Insights with scalable data storage, sentiment analysis, and custom AI models on top of unified profiles.
Profile data flows directly into Dynamics 365 Sales and Customer Service, so sellers and agents see the same customer your marketing platform does.
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Power BI for dashboards, Power Automate for workflow triggers when customer signals change, and Power Apps for custom journeys built on top of unified profile data.
LinkedIn enrichment adds professional context (role, company, tenure) to B2B customer profiles, supporting account-based marketing and targeted outreach by decision-maker.
TrellisPoint is a Microsoft Solutions Partner with 17+ years of Dynamics 365 implementation experience. We help you connect your data sources, define the profile model that fits your business, and operationalize Customer Insights inside the systems your teams already use.
Curated long-form guides plus the latest from our blog on Dynamics 365 and Microsoft AI.
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Microsoft Dynamics 365 Customer Insights is a customer data platform (CDP) that unifies customer data from CRM, marketing, ecommerce, transactional, and third-party sources into a single profile per customer. It applies AI to build segments, predict behavior, and surface engagement opportunities. Microsoft sells it in two products: Customer Insights, Data (the CDP) and Customer Insights, Journeys (real-time marketing orchestration). Both share the same unified profile.
Customer Insights gives marketing, sales, and service teams a single source of truth on every customer, replacing the patchwork of CRM exports, spreadsheets, and disconnected segments. With unified data and AI-driven segmentation, teams can deliver personalized experiences, anticipate needs (churn risk, propensity to buy), and orchestrate journeys in real time across channels. The result is stronger relationships and measurable engagement lift, with the work happening inside the tools teams already use.
Yes. The profile model, segment definitions, predictive measures, and journey logic are all configurable to your business. TrellisPoint tailors the platform to your data sources, customer engagement strategy, and reporting needs. The configurations are no-code or low-code for most use cases; deep custom AI models extend through Azure Machine Learning when needed.
Native integration is included for Microsoft 365 (Outlook, Teams, Excel), Dynamics 365 (Sales, Customer Service, Marketing), Power BI for reporting, Power Automate for workflow triggers, and Azure for advanced data and AI extensions. Customer profile data flows into the apps where your teams already work, no separate dashboard required.
Customer Insights is built on Microsoft's secure cloud infrastructure with encryption at rest and in transit, role-based access control, audit logging, and the same compliance posture as the rest of Microsoft cloud (SOC 2, ISO 27001, HIPAA, GDPR-aligned). Built-in consent management and data subject request handling support GDPR, CCPA, and other privacy regimes.
Yes. Customer Insights is designed to scale to enterprise volumes, with tiered pricing that grows with profile counts and ingestion volume. Whether you have 50,000 customers or 50 million, the platform handles the load on Microsoft's cloud infrastructure. Adding new data sources, segments, and use cases is incremental, not a re-platforming.