Product information
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Dynamics 365 Customer Insights offers a selection of solutions designed to help increase the productivity of your marketing department and improve coordination with sales. Some of these solutions are also available as packages or add-ons for other Dynamics 365 products.
Dynamics 365 Customer Insights has all the tools you need to meet the requirements of modern marketing strategies and projects, including tools for e-mail marketing, tracking customer contacts, managing and controlling leads, and producing digital marketing materials. Dynamics 365 Customer Insights also supports you with the organization and logistics of online and offline events, such as webinars, meetings or conferences, as well as creating and evaluating of online surveys.
Microsoft Dynamics 365 Customer Insights integrates seamlessly with other solutions in the Microsoft family. It includes customized interaction with Dynamics 365 Sales or Dynamics 365 Customer Service.
- Uniform, customizable platform for all marketing activities
- Organize and maintain customer contacts across all channels
- Graphical overview of contact history and customer interactions
- Simple document creation with digital asset management, reusable content and professional templates
- A/B testing and analyses to improve content performance
- Creation of contact histories
- Real-time KPIs and dashboards with all key performance data
- Better protection of customer data courtesy of harmonized release and a connection to Microsoft Cloud
- GDPR-compliant treatment of customer data
- Process automation thanks to integrated workflows
Benefits
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FAQ
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Dynamics 365 Customer Insights is a unified customer data and marketing platform that enables personalized customer engagement. It boosts marketing impact, streamlines workflows, and helps build stronger long-term customer relationships.
The platform brings together key marketing tools such as email marketing, lead management, customer interaction tracking, event organization, surveys, A/B testing, content production, and real-time performance dashboards.
With centralized data, shared KPIs, and aligned workflows, the solution enables seamless collaboration. Leads can be handed over, tracked, and processed more efficiently across teams.
It integrates seamlessly with Dynamics 365 Sales, Customer Service, and the broader Microsoft 365 ecosystem. This creates end-to-end marketing, sales, and service processes across the entire customer journey.
Through centralized data management, unified approval processes, automated workflows, and secure hosting in the Microsoft Cloud, the platform ensures safe and GDPR-compliant handling of customer data.
