Dynamics 365
Customer Insights


The combined D365 Customer Insights data platform and real-time journey orchestration

empower your teams to uncover new insights and deliver personalised customer experiences.

With AI, business users can build trigger-based journeys that reach customers across multiple touch-points.

Growing relationships from prospects, through sales and support.

Dynamics 365 Customer Insights

Dynamics 365 Marketing and Dynamics 365 Customer Insights are now Customer Insights – Journeys and Customer Insights – Data.

The updated Dynamics 365 Customer Insights Dynamics 365 Customer Insights helps your organisation deliver exceptional customer experiences. It lays the foundation to create truly personalised, responsive, and connected customer journeys across sales, marketing, and service teams.

The combined customer data platform and real-time journey orchestration empower your teams to uncover new insights and deliver personalised customer experiences. Say goodbye to fragmented data and time consuming manual content creation. Boost your creativity with recommended content ideas from Copilot in Customer Insights. Break down barriers for your teams with access to data and target segments.


D365 Customer Insights Journeys

Where to Start ? – Start with customer journey orchestration and scale to fit your needs.

Get to Know your customers – Unify and enrich marketing, sales, & service data to form a clear picture of your customers – foresee future opportunities in real-time with AI.

Engagement on Customer Terms –  Orchestrate customer journeys and deliver contextually relevant content to your customers in real time.

Scale new levels of productivity – Streamline work with Copilot in Dynamics 365 Customer Insights and convert simple language prompts into new queries, insights, and content.


Customer Insights – Journeys enables Marketers to use Customer Insights to orchestrate customer journeys and deliver the content that really matters to customers in context and in real-time with Customer Journey Orchestration features. .

With Dynamics 365 Customer Insights, you can:

  • enhance your knowledge of your customers
  • develop personalised, real-time customer journeys
  • foresee future opportunities in real-time.
  • And by leveraging Copilot in Customer Insights, you can streamline your workflows and get deeper intelligence faster by using next-generation AI.
Dynamics 365 Customer Voice

Transform Customer Engagement 

D365 Customer Insights – Customer Journey Orchestration (CJO)


  • Bypass the time-consuming process of manually building customer segments – by using Query Assist segmentation with Copilot. Take the guesswork out of targeting the right audience by simply describing the segment in your own words. Copilot will then build the segment and enable you to quickly review and modify the list before you launch a campaign.
  • Marketing teams can quickly find the segment/s created in Customer Insights and start with Customer Journey Orchestration – CJO.
  • Copilot makes it easy for you to design and develop content ideas – for emails – you can describe in ordinary everyday language what you want to create, and Copilot will show you new content recommendations for a specific audience that can be edited for an enhanced personalisation experience.
  • You can use dynamic text to automatically insert any of the recipients’ personal details – into messages, allowing you to deliver engaging content tailored to specific factors like age profile, location, interests, profession and more.
  • You can easily add visually appealing content to your messages – with pre-made content blocks, including text, images, links, and more.
  • Use the Copilot Journey Creator – and save valuable time by telling Copilot your optimal business goals, target audience, or desired flows. Copilot will then provide suggested journeys for you to approve or customise.  You can build real-time contextually relevant marketing journeys with Copilot that are triggered by a customer action as well as extending the journey to Sales and Service targets.
  • Easily create emails, SMS, and Push Notifications – and prepare for CJO.
  • Run A/B tests to identify the best performing content or journey branch – you can optimise content and channel simultaneously with multi-variant testing for everyone, based on previous activity and preferences.
  • Validate the Customer Journey Orchestration – Preview, test, and launch the CJO – The system will validate the CJO components before the launch.
D365 Insights
Dynamics 365 Customer Insights

Dynamics 365 Customer Insights – Data

D365 Customer Insights – Data enables you to get a holistic view of customers for deeper Insights. Unify customer data with operational data in real-time. Enrich customer profiles with first and third-party data sources.

Customer Insights – Data helps you transform your business into a customer-centric organisation enabling your marketing, sales, and service teams to customer and deliver one to one meaningful interaction at scale – activate real-time insights to drive meaningful actions.

Connect data from transactional, behavioural, and demographic data sources to create 360-degree customer views. Develop out-of-the-box insights with pre-built AI models or rapidly build, test, and deploy custom AI/ML models using advanced analytics solutions.

Maintain full control over your customer data to ensure the highest level of data governance and compliance with a self-service, enterprise grade Customer Data Platform (CDP) built on Microsoft Azure.  

Support privacy laws and regulations and other legislative requirements and industry standards through built-in privacy, security, and governance tools.

Microsoft Dynamics 365 CRM Rapid Starter Packs

Check out our Dynamics 365 CRM Pricing Bundles for Sales, Marketing/Customer Insights, Customer Service, Field Service, Project Operations and more…

Dynamics 365 CRM Pricing Bundles


Dynamics 365 Customer Insights

With an AI-powered customer data platform and journey orchestration solution, enables you to unify data across a full range of sources, power personalised customer experiences, and drive greater customer satisfaction.

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Dynamics 365 Customer Insights

Microsoft Dynamics 365 Customer Insights is an end-to-end solution designed to enhance the customer experience.

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Dynamics 365 Customer Insights

Get a 360° view of your customers 24/7, where you will have access to key insights about their behaviour and needs.

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D365 Customer Insights Benefits:

  • Enables you to transform your customer data into insights and deliver personalised customer journeys with next-generation AI.
  • Helps you to get to know your Customers with personalised & connected Journeys.
  • Assists you to deliver personalised engagement on Customer terms.
  • Enables you to boost productivity

Engage customers in real time – With trigger-based customer journeys using email, text message, or push notification channels, organisations can trigger customer journeys in real time, pick the right channel for everyone, and react to customer-led actions in the moments that matter.

Win customers and earn loyalty faster – Working across all customer touchpoints, real-time customer journeys are truly an end-to-end experience.

Personalise the customer experiences with AI – Turn insights into relevant action with AI-driven recommendations for content, channels, and analytics.  Customer Insights – Data segment and profile integration allow organisations to seamlessly leverage the deep customer understanding in Customer Insights – Data.

Grow with a unified, adaptable platform – Easily customise and connect with tools you already use and efficiently manage compliance requirements and accessibility guidelines.

Dynamics 365 Customer Insights

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Microsoft Dynamics 365 ERP & CRM Support
Microsoft Dynamics 365 ERP & CRM Contact Us
Microsoft Dynamics 365 ERP & CRM Contact Us
Microsoft Dynamics 365 ERP & CRM Contact Us