New solution – Dynamics 365 Customer Insights

With Customer Insights in Dynamics 365, you’ll build deeper relationships that help create a personalized shopping journey. Bringing together various sources of behavior, transactions or steps into one unified view provides a comprehensive customer profile.

Capabilities of Customer Insights

Comprehensive Customer Profile

The Customer Insights system consolidates various sources of customer data (behavioral, observational and transactional) onto a single platform. A unified customer profile allows for creating more personalized shopping journeys and provides direct support to marketing, sales and service specialists.

The Microsoft Graph tool in Customer Insights (an automated data analysis tool focused on the customer) helps to create a complete customer profile:

Provides access to the latest information on participant profiles, documents related to meeting topics and people users are currently collaborating with.
Microsoft Graph can scan the calendar to find the best time for the next customer or team meeting.
With this tool, salespeople have real-time access to sales forecasts. The data is also available in the mobile application.

Harness the Power of AI

Artificial intelligence enables predicting customer needs and intentions. The system combines data from various sources and analyzes them using AI algorithms. Based on the analysis of gathered information, the user receives recommendations for actions that can deepen customer relationships.

Integration with Other Systems

Dynamics 365 Customer Insights connects analyses, insights and other data generated in Dynamics 365 Sales applications.

The Microsoft Power BI tool, which is linked to Dynamics 365 Customer Insights, allows for the customization of analyses and visualizations, providing the user with a more detailed view of the customer.