Microsoft Dynamics 365 Customer Insights

Transforming data into actionable insights


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.

Get Clear, Actionable Insights

Predict Customer & Business Outcomes

Unify Siloed Customer Data

Direct Business Process Automation

Unleash the power of your data!

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


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 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.


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.


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.

Unleash the power of your data!

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.

Driving data consolidation and powering strategic insights:

Microsoft Dynamics 365 & Sasfin Wealth

Towards a revenue-generating sales and service management platform:

Microsoft Dynamics 365 & ICON

Vitality is boosting sales with Microsoft Dynamics 365

Find out how this innovative UK health and life insurer is doing this.

Improving service & relationship management: Microsoft Dynamics 365 & Astute