Dynamics 365 Customer Insights

Leading enterprise customer data platform

Deliver unmatched customer experiences with world-class AI and analytics.

Make the benefits of AI a reality for your business

Maximize customer lifetime value with AI-driven insights based on unified customer profiles. Transform into a customer-centric organization where marketing, sales, and service professionals have the insights they need to personalize engagement. See results faster with a ready-to-go CDP designed to deliver insights that can be acted upon with minimal training and IT assistance.

Unified data, connected experiences

Connect data for deep audience insights

Bring together all your customer data using prebuilt connectors

Ingest transactional, behavioral, and demographic data in real time for the most up-to-date view of your customers.

Streamline data standardization to create comprehensive profiles

Reconcile conflicting data and resolve customer identities using map, match, and merge.

Enrich profiles with interests and preferences

Gain a single view of the customer with proprietary audience intelligence from Microsoft Graph and with industry enrichment sources.

Augment profiles with customer feedback

Incorporate customer sentiment and survey responses from Dynamics 365 Customer Voice for richer customer profiles.

Predict customer needs using built-in AI

Identify high-value and at-risk customers

Use prebuilt AI models to easily predict customer lifetime value, transactional churn, and subscription churn.

Recommend relevant products and services

Use out-of-the-box AI models to quickly identify cross-sell and upsell opportunities.

Discover new audience segments

Use AI-driven recommendations, or define your own audience segments.

Track business performance

Use an intuitive experience for building measures to define and track key performance indicators (KPIs).

Extend and customize for advanced insights

Drive meaningful actions using AI-powered insights

Activate real-time insights with turnkey integrations

Export insights to destinations including marketing automation, advertising, and customer engagement platforms from Microsoft and other providers.

Embed customer profile cards in your business applications

Embed Customer Insights cards into your everyday applications for contextual insights to drive informed action.

Automate customer-centric experiences

Trigger workflows and processes using Microsoft Power Automate.

Build custom applications with embedded insights

Easily create intelligent custom apps without code using Microsoft Power Apps.

Enable real-time decision making

Build customer trust on a platform with simply unmatched security

Maintain control over your customer data

Help safeguard customer data by taking full control of the use, distribution, and removal of data.

Help secure sensitive data

Use data classification labels and permissions from Azure Information Protection to help secure sensitive data.

Exceed industry standards

Count on an enterprise-grade solution that has achieved certifications including SOC, HIPAA, ISO, and FedRAMP.

Support GDPR and CCPA compliance
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