Microsoft Dynamics 365 Customer Insights Data

How does Customer Insights Help you Succeed Today?

Customers expect personalized experiences from the brands they engage with. While companies hold rich, diverse datasets that make this possible, the challenge lies in unifying them into a meaningful, actionable view.

Microsoft Dynamics 365 Customer Insights – Data is a centralized customer data platform that unifies first- and third-party data into a single customer view. It delivers real-time insights, AI-driven segmentation and predictions, helping organizations personalize experiences, become customer-centric, boost lifetime value, and improve employee efficiency across channels and business applications.

AI and Copilot in Microsoft Dynamics 365 Customer Insights – Data

AI lets users quickly explore data, generate customer insights, and create targeted segments—without needing technical, analyst, or coding skills.

Ask Copilot for AI-driven Insights

Use natural language prompts to explore customer profiles and behaviors, with Copilot surfacing insights to enhance targeting and commercial performance.

Help with Segmentation

Copilot helps you create segments using everyday words, based on existing measures and customer data, so you can enhance customer journey orchestration.

Predictive analytics with AI

AI/ML predict outcomes to improve CX and drive growth, with ready-to-use models for CLV, recommendations, churn, and sentiment analysis.

Benefits of Microsoft Dynamics 365 Customer Insights - Data

Get a Holistic View of Customers

Bring data from all sources together to gain a single view of contacts or accounts.

Unlock Insights and Act

Empower sellers, marketers and customer service agents to intelligently personalize all interactions with contextual insights.

Adapt and Extend

Get started quickly with a prebuilt solution that’s also fully extensible and customizable with Power Platform and Microsoft Azure.

Features of Microsoft Dynamics 365 Customer Insights - Data

Gain the Most Comprehensive View of Customers

Bring together all transactional, observational, and behavioral data in real time using prebuilt connectors to create always up-to-date contact and account profiles. Resolve customer identities with AI-driven recommendations and enrich profiles with first- and third-party signals, including Microsoft Graph, product usage, market trends, and feedback. Act in real time with continuous data ingestion for a complete 360° customer view.

Unlock Powerful Insights

Accelerate insights with prebuilt AI templates for churn, lifetime value, and next best action. Discover new audience segments or define your own. Enrich customer profiles with third-party data, expand reach, and capture preferences. Integrate survey insights with Microsoft Forms Pro. Activate real-time analytics across channels, embed Customer Insights in apps, and trigger workflows with Power Automate for data-driven action.

Adapt and Extend the Solution for Your Needs Safely

Get started quickly with guided experiences. Use Microsoft Azure Synapse Analytics to combine customer, financial, operational, and IoT data to build custom AI/ML models. Connect data to Power BI for tailored dashboards and reports. Create apps with embedded insights via Power Apps. Microsoft Customer Data Platform ensures GDPR compliance with built-in data governance and security tools.

Industries Where We Deliver Data Integration Excellence

360° Customer View: Unified customer profiles integrating transactional, behavioural, and demographic data.
Regulatory-Ready Insights: Reliable data integration for reporting, risk analysis, and regulatory compliance.
Global Customer Scalability: Scalable pipelines supporting multi-entity and cross-region banking systems.

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Operational Customer Insights: Integration of customer interactions from sales, service, and IoT systems.
Planning & Performance Analytics: Data pipelines supporting forecasting, production planning, and customer demand insights.
Multi-Site Scalability: Seamless integration across multiple manufacturing sites and global supply chains.

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Unified Customer Data: Integration of sales, inventory, loyalty, and customer behaviour data across channels.
Real-Time Demand Insights: Near real-time customer analytics supporting marketing, promotions, and pricing strategies.
High-Volume Reliability: Reliable pipelines for high-volume transactional environments.

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Cross-System Customer Unification: Unified customer data across projects, finance, and delivery systems.
Profitability & Engagement Insights: Analytics for customer lifetime value, utilization, and performance metrics.
Secure Distributed Operations: Secure movement of customer data supporting distributed and hybrid teams.

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FAQ

What is Dynamics 365 Customer Insights – Data?

Dynamics 365 Customer Insights – Data is Microsoft’s customer data platform (CDP) that unifies customer data from multiple sources into a single, real-time customer profile to support data-driven decisions across the business.

How do AI and Copilot enhance Dynamics 365 Customer Insights – Data?

Customer Insights – Data uses built-in AI models and Copilot to help teams explore unified customer data, generate insights, support predictions, and make faster, data-driven decisions directly within Dynamics 365 applications.

How does Customer Insights – Data support data governance and compliance?

The platform is built on Microsoft Azure and includes enterprise-grade security, privacy, and governance controls to help organizations manage customer data responsibly and support regulatory compliance.

What types of data can be unified in Customer Insights – Data?

Customer Insights – Data can ingest and unify transactional, behavioral, demographic, and operational data from sources such as Dataverse, Azure Data Lake, Power BI, and other Microsoft and partner connectors.

What does the Dynamics 365 Customer Insights – Data pricing model include?

Dynamics 365 Customer Insights – Data is licensed per tenant and includes customer data unification for personalized experiences, currently - up to four environments, 100,000 unified people, and 10,000 interacted people, with options to scale capacity as needed.