Dynamics 365 Customer Insights

In this challenging Post Covid-19 Pandemic, organizations should know how to innovate their business processes into the digital transformation. It does not only talk about how to increase profits, or how to grow their businesses; but it is about how your organization can be the answer to discovering all your customer requires. As we know that consumers are starting to switch their transactions from the old way to digitalization, so that your organization should find the way to stand out from your competitors.

If you have ever had a customer who say, “why don’t you know that about me?”, for they expect that you know exactly what they need and gain such a great experience from your organization services. The most important thing you have to do is to put your customer experience as a part of your business goals. You should have a customer-centric strategy and execute it in a clear way. Because if your organization is missing opportunities to engage with your customers, then you will lose your customers as well.

The way to find out what they expect from your organization services is unify all your customer data from multiple resources. This condition causes customer data is become more important than ever before. By unified data, you can connect your customer experiences for deep audience insights. You can get the most from your customer behavior data and capitalize on each interaction to delivers a 360-degree view of your customers, so it will help you to:

  • Drive customer acquisition, conversion, and retention.
  • Personalize experiences that help connect and engage with customers in more informed and meaningful ways, especially during times of change.
  • Derive relevant and focused insights that are tailored to role needs and help predict what customers need next—be it a complementary product or a retention offer at the time of product renewal.
  • Streamline business processes across multiple functions, including sales, marketing, service, and operations.
Microsoft Dynamics 365 Customer Insights

With Dynamics 365 Customer Insights, your organization can unify your customer data across all sources to gain a truly 360-degree view of their customers, unlocking insights that power intelligent, authentic engagement at every touchpoint. Customer Insights is a self-service solution, enabling faster time to initial value with zero to minimal consulting engagement. Bringing together data from all channels – campaigns, website visits, onsite transactions, social interactions, loyalty redemption, customer service encounters – Customer Insights utilizes analytics, artificial intelligence, and machine learning to create a holistic view of each customer with actionable insights.


Dynamics 365 Customer Insights can be used in all sector industries, including for Banking & Financial Services. By using Dynamics 365 Customer Insights, you can see your customer lists and even get breakdown by a segment, such as top customers. And if you would like to do a campaign, you can do a research in advance for some customers based on some criteria, as follows: customer details (address, occupation, how long they have been your customer), number of history (recent interactions), account breakdown, transaction timeline, etc. So that you can create the best campaign according to your results analysis.

Dynamics 365 Customer Insights also built in AI-driven to help you predict your customer needs. AI-driven enables you to recommend the next best actions for your customer activity and maximize value as a customer.

Find Out More!

Should you interested to find out how Dynamics 365 Customer Insights can help you to transform your business digitally and provide a personalized solution according to your customer’s needs, please do not hesitate to contact us:

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