What is Dynamics 365 Customer Insights?

Want to generate more leads? With Dynamics 365 Customer Insights you can turn prospects into profitable customers by creating personal experiences across each channel. Level up your marketing with the ability to generate multi-channel marketing campaigns and nurture sales-ready leads. You can access a huge range of reports and align sales and marketing teams with planning and tracking tools that integrate with your existing apps and services.

D365 customer insights

Features of Dynamics 365 Customer Insights

  • Create a personalised customer experience with dynamic customer journeys

Develop customer journeys in real-time across various channels, ensuring contextual relevance and enable optimisation through A/B testing.

  • Lead nurturing¬† & automated lead sharing

Facilitate lead nurturing and distribution by automatically transferring scored and qualified leads to your sales team, while monitoring pipeline success through prebuilt analytics dashboards.

  • Use AI to take your cross-channel engagement to the next level

Get the right message out to your clients and prospects, on the right channel, at the right time with AI driven recommendations

  • Work Smarter with the help of Microsoft Copilot

With Copilot, you’ll have the ability to swiftly grasp customer characteristics through individual profile summaries, construct, review, and adjust customer segments with ease. You can also use Copilot to create customised content tailored for any specific audience segment and to streamline your journeys based on your business objectives.

  • Benefit from advanced reporting including customised dashboards and lead scoring models

With lead scoring models you can prioritise your leads and get a better understanding of your data with AI powered dashboards

  • Enhance email campaigns with AI generated segments

Build fresh segments or uncover new audiences using AI recommendations that are consistently refreshed with real-time data.

Microsoft Copilot for Dynamics 365 Customer Insights

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