Dynamics 365 solutions
Personalized marketing, in real time.
Customer Insights brings your customer data together to build precise segments and personalized journeys by email, SMS and forms, in real time.
Unified profiles from all your sources.
The right message, at the right time, on the right channel.
Results tracked campaign by campaign.
Features and impact
Customer Insights – Data brings data from your systems together into complete, deduplicated profiles.
Business impact
Dynamic segments and customer measures such as value or recent activity.
Business impact
Event-triggered journeys by email, SMS, push notifications and forms.
Business impact
Registrations, reminders, sessions and post-event follow-up.
Business impact
Copilot suggests content, segments and journeys from a simple description.
Business impact
Consent and communication preference management.
Business impact
The right sources for a reliable customer profile.
Segments, journeys and email templates.
Campaign performance indicators.
Microsoft technologies involved
Yes. Both share Dataverse: leads generated by marketing land directly in the sales pipeline.
No. Journeys can work alone; Data becomes useful when customer data comes from several systems.
Customer Insights includes consent and preference management. We configure it for your obligations, such as Canada’s Anti-Spam Legislation.
Yes. Customer Insights – Journeys supports email, SMS, push notifications and forms.
Not necessarily. We first assess your current tool and needs.
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