Microsoft Dynamics 365 Customer Insights
Transforming data into actionable insights
How
Businesses that win are businesses that know their customers best
You’ve probably collected a lot of data on your customers. But this data is only useful if it’s easily accessible to everyone across the business – and gives you the insight you need.
The value of good data lies in the insights it generates that positively influence your business processes.
Dynamics’ Customer Insights has been specifically designed to enable businesses to quickly consolidate data for a single customer view and work with actionable data insights to make decisions that grow their revenue. All this without having to commit to a significant investment in a data management infrastructure.
Work with actionable data insights
The data challenge most businesses experience
Capturing, consolidating, cleansing and analysing customer data continues to present a significant challenge for many businesses.
Fix this by narrowing the gap between data and action.
The journey toward the single customer view involves four simple steps:
1. Unify
2. Transform
3. Discover
4. Optimise
Unify
Understand your current position on the data maturity journey. Bring historical data together as the basis for a single view. Consolidate disparate data sources to create a rich analytical environment that generates useful, actionable insights.
Transform
Transform unified data into insights through embedded AI and ML capabilities. Construct tailored customer profiles based on your consolidated data environment, segment customer pools based on static and dynamic attributes.
Discover
Utilise customer, data and business measures to draw insights from data. Formulate hypotheses based on data strategy and evaluate theories through the development, testing, and training of machine learning algorithms.
Optimise
Push insights into the places where they can be utilised by business users, business analysts, and administrators. Connect to Microsoft Flow for automation, PowerApps for customised business applications, and Power BI for more in-depth, visual reporting.
Work with actionable data insights
From reactive to proactive
Optimise Decision Making with Actionable Insights
Get a single view of every client within a unified interface.
Combine and leverage all your data with a single view. Create a seamless customer experience, while empowering your sales team. Supply client information to those in your team who need it – improving office productivity and ensuring consistent client management.
Predict Customer and Business Outcomes
Give your clients a consistent and seamless customer experience across various platforms. A unified front end allows you to switch seamlessly between channels and devices, while still ensuring the same experience for your clients. You’ll be able to bring together SMS, email, social, chatbots and more for a consistent and powerful experience.
Connect and View Multiple Sources of Data
Use data-driven customer insights that proactively recommend the right product to the right client at the right time. Offer extra products or services that match the client’s profile for a highly personalised interaction. Real-time dashboards and reporting bring all your information together in a meaningful view for actionable advice.
AI Powered
Predict customer needs by unlocking powerful insights using prebuilt AI models, or use custom models for deeper insights.
Vendor Neutral
Connect your entire stack to harness data and drive informed decisions, automate processes, and personalize customer engagement across channels.
