Dynamics 365 Customer Insights

One view of every customer, built from all the data you already have
Your customer data is probably everywhere except one place.
Most growing businesses have customer data scattered across a CRM, accounting system, marketing platform, support tool, and various spreadsheets. No one has a complete picture of any customer, and that costs deals, repeat business and retention.

Dynamics 365 Customer Insights is a Customer Data Platform (CDP) that pulls data from all these sources, deduplicates and unifies it, and creates a single customer profile your whole team can act on.

Key capabilities & features

Multi-source data ingestion
Connect CRM, ERP, website, support tools, social and hundreds of other data sources into one unified profile.
AI identity resolution
Automatically match the same customer across systems, eliminating duplicates and fragmented records.
Behavioural segmentation
Segment customers by purchase history, engagement, lifecycle stage, value or any custom attribute.
Predictive AI models
Built-in models predict churn likelihood, customer lifetime value and next purchase propensity.
Real-time profile updates
Customer profiles update as new interactions happen, so your team always sees the current picture.
Segment activation
Push segments directly into Dynamics 365 Marketing, Sales and Customer Service for immediate action.

Business outcomes

Sales: better pre-call preparation
Reps see full purchase history and service interactions before every client conversation.
Marketing: precise targeting
Segment on real behaviour, not demographic guesses, for campaigns that actually convert.
Service: faster resolution
Agents see the full customer picture before answering, reducing time to resolution significantly.
Leadership: strategic customer intelligence
Understand your customer base at a strategic level, who your best customers are and how to acquire more of them.
Reduced churn
AI churn prediction gives your team time to intervene before at-risk customers leave.
POPIA data governance
Unified consent records and data lineage tracking aligned to South African privacy requirements.

Find out what a unified customer view looks like for your business book a customer insights assessment.

Book a Customer Insights assessment
Dynamics 365 Customer Insights consultation with Bidniz Technologies

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