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Customer experience | Sales, Customer Insights,...
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The need of Customer Insights in the Dynamics family

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Hi!

We have been thinking to use Customer Insights for a while now and have set up an instance, import marketing data and tested functions like segments, remarketing and so on. But we are still a bit confused over the need of Customer Insights since we just have a few 3rd party data sources.

Are you using CI in your company? What is the core values of using CI and what are you using it for? It would be great to hear from other companys what your experience of CI is and why you need it.

Thanks in advance!

/Anna

  • Harshitha K Profile Picture
    Harshitha K 75 on at
    The need of Customer Insights in the Dynamics family
    Hi All, 
     
     
    There is a requirement to send email campaigns to certain users based on the segments from d365 marketing.
    There are additional contacts which are not in D365 marketing but in external system.
    We are using the adls gen2 data source in customer insight to bring the data to customer insight , create segments , export the segments to 
    D365 marketing and create customer journey and send the emails,
    Since the contacts migrated from adls gen2 is in customer insight and not in D365 marketing , will the customer journey send emails to these contacts which recide in customer insight?
     
    Any guidance on this would be appreciated
  • FrancisRomstad Profile Picture
    FrancisRomstad 205 on at
    RE: The need of Customer Insights in the Dynamics family

    Hi Anna,

    If you are starting to track telemetry/behavior data from your website, it will make sense to join that to your contacts in CI, and not i CE.

    Regards

    Francis

  • Anna Nilsson Profile Picture
    Anna Nilsson 5 on at
    RE: The need of Customer Insights in the Dynamics family

    Thank you all for your responses! It helps a lot.

    Fom my understanding CI gives more value the more data-sources you import. We are just a pretty small company that have most of our data i Microsoft Dynamics allready, so maybe it's not a tool for us :)

  • Andysingh28 Profile Picture
    Andysingh28 21 on at
    RE: The need of Customer Insights in the Dynamics family

    Hi Anna,

    I have used CI and implemented it as well. From my experience, I would say

    • CI generates meaningful insights by combining customer and related information from various siloed data sources. You will get answers - what’s the customer’s preferred drink? Is a high-value customer?  What product or service to recommend?
    • Data in CI revolves around the customer. The more customer data customer you inject, the better insights you will get.
    • CI is built on artificial intelligence and you should give some time (> 3 months) for the CI system to get matured and predicts with confidence.
    • CI is not a marketing automation tool however you can export the selected customer list on various marketing platforms like D365 marketing or to social accounts eg Google ads or Facebook ads.
    • Many people think of CI as another intelligent reporting tool, which is incorrect. Analytics from CI can be exported to the reporting tools like Power BI and get actionable insights.

    Hope this answers some of your concerns.

    Anand

  • Scott Sta Profile Picture
    Scott Sta 5 on at
    RE: The need of Customer Insights in the Dynamics family

    Hi Anna,
    I would love to see what others have to say, but I'll provide a Microsoft answer if that can help in any way.

    Customer unification is the core value, which then has big impacts on segments, measures, activations, and business logic.

    For example, imagine your company has brick and mortal sales locations, online sales portal, Loyalty program, and a strong support team. Its common that systems are created, purchased or acquired such that they work great separately, but may not be fully integrated. Online applications may use different logins or customer identification mechanisms.  Customers may sign in with a phone on one, or an email on another.  They may walk in and pay cash at the store or use one of several credit cards. They have different variations of their name on file, sometimes within the same system (Victoria, Vicky, or just V)

    Customer insights is able to take the data from your customer systems, bring the data together, removing duplicates and finding matched customer data across system using advanced AI capabilities such as fuzzy matching logic.

    Ultimately, the result is a single unified customer table, where each of your customers is represented once, and the record has the best and most current data.

    Having all the data for Bob in one place enables amazing scenarios such as Bob calls support, the agent can see that Bob purchased a new device X just 4 days ago and could start with "Hi Mr. Jones.  Are you calling about your recent purchase of X? Great! If I have your permission, I can pull up the troubleshooting logs for your device to take a quick look at how its running.   Looks like you're having trouble signing in.  Can I help you with that?

    That's the value of having a 360 view of your customer, and how it empowers every element of your business to achieve more.

    Hope that helps!

    Scott Stabbert
    Senior Product Manager, Microsoft Dynamics 365 Customers Insights 

  • Suggested answer
    Bill Ryan Profile Picture
    Bill Ryan 8 on at
    RE: The need of Customer Insights in the Dynamics family

    I've worked with several CI Implementations at several different companies so happy to add a few things.

    1-If you have very few 3rd party sources and very complete data, CI probably isn't going to do a lot that you can't do already. However, businesses change and many companies have had to bring in a critical 3rd party piece of software that they never anticipated up front.  Often integrations are done one at a time and accrue a lot of technical debt, CI removes a ton of friction you'd otherwise be stuck with.

    2-Even if you have no 3rd party data sources and you ensured that you have keys for all the data, the nature of the data can be such that it's not consistent or complete.  Obviously it's going to be more an issue with 3rd party items but this can absolutely happen with internal data sources.  (Think Web Server logs being married up to your customer base.)  CI Lets you grow without having to worry about 'how much of a problem will it be to integrate another product'

    3-Your 1st party data sources won't always share keys so you have to handle that integration manually, which again is just technical debt.

    4-I realize this is very similar to #2, but even if you have all 1st party data, acquisitions are pretty common.  You can't know that you'll be acquiring a company in the future or merging or a lot more.  Go through three or four of these and it'll get very messy. Many companies are an amalgamation of several acquired companies, all of which were 1st party but completely different.

    5-Even if you have all first party data sources, they may be incomplete.  Being able to enrich that data brings a lot of potential value to the table.

    6-having a clean, consistent and low code way of synthesizing data and integrating it into other systems (without accumulating even more technical debt) is another one.  

  • Anna Nilsson Profile Picture
    Anna Nilsson 5 on at
    RE: The need of Customer Insights in the Dynamics family

    Hi Andrea!

    Thanks for your response! I would love to get som scenarios. I tried to e-mail you but it seems like the address is not valid? Is it the correct e-mail address? :)

  • andtapia Profile Picture
    andtapia on at
    RE: The need of Customer Insights in the Dynamics family

    Hi Anna, 

    Since existing customers have not share how Customer Insights is adding value to them, I would be happy to share customer scenarios that can be achieved using mostly 1st party data sources. A few topics that come to mind are managing customer identities (unknown and known), personalization, and real-time customer profile retrieval. Please feel free to reach out. I can be reached at andreatapia@microsoft.com

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