Unify ecosystem-wide data with a flexible customer data platform

In today’s digital economy, delivering an exceptional customer experience across every touchpoint has quickly become a competitive differentiator. Most organizations realize if they hope to remain successful they must effectively leverage the vast amounts of data available to them in order to support the personalized engagement that customers expect. According to McKinsey, organizations that harness customer data for insights can achieve revenue gains of 5 to 10 percent and reduce costs by 15 to 25 percent within two or three years. Yet, with the numerous applications and systems organizations use across multiple lines of business, it can be challenging enough to unify all of this data to gain a single source of truth and insights, let alone make those insights actionable.

Microsoft Dynamics 365 Customer Insights is a customer data platform (CDP) built to help organizations do just that. Connecting seamlessly to systems of engagement across lines of business and vendors, Dynamics 365 Customer Insights offers data activation on your own terms—adding value and complementing your existing investments. Moreover, it allows data to flow both ways—first ingesting and interpreting all of the data from your various systems, applying artificial intelligence (AI) to derive insights, and then activating those insights directly to the line of business applications that enable action.

Data ingestion and unification

Dynamics 365 Customer Insights reduces the time it takes to collect data from all your business applications, vendors, and engagement sources. Pre-built connectors simplify the process of pulling in data from first- and third-party data sources such as Microsoft Dynamics 365, Microsoft Azure SQL Database, Microsoft Azure Blob Storage, Salesforce, and SAP. The engagement insights (preview) capability in Dynamics 365 Customer Insights captures signals from websites, mobile apps, and connected products. Once the data is ingested, it’s a three-step process to map, match, and merge the data into a single, unified view of every customer.

Activation across lines of business and systems of engagement

Dynamics 365 Customer Insights helps your organization surface insights directly within the applications and systems your organization uses every day to enable action across all lines of business. Export the unified profiles, measures, or segments to the applications relevant to your business. Provide your marketing team with the customer segments for targeted lead generation, enable sales team with cross-sell and upsell recommendations, and empower customer service to provide pro-active omnichannel support. A rich collection of APIs allows you to connect Dynamics 365 Customer Insights to third-party solutions or your own applications, like CRMs, email automation tools, social media platforms, POS, ERP, and more.

Adapt and extend

Dynamics 365 Customer Insights connects the data within your organization, but it can also scale and support your resources on demand. Pre-built connectors to Microsoft Power Platform solutions make extending even easier, providing more ways to orchestrate and personalize your unique customer journey.

• Build custom apps with embedded customer insights by using Microsoft Power Apps
• Connect your customer data with Microsoft Power BI to customize dashboards and reports
• Trigger workflows in response to customer signals using Microsoft Power Automate

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