From data to deals – with AI-supported marketing.

Today’s demands on marketing teams are higher than ever: audiences expect relevance, personalization, and immediate responses. At the same time, many companies struggle with disconnected data sources, non-transparent customer journeys and inefficient processes.
Microsoft Dynamics 365 Customer Insights is the answer to these challenges – and much more than a traditional marketing tool:
it’s your AI-powered platform for smart segmentation, automated journeys, and true customer intelligence.

With Dynamics 365 Customer Insights, you can turn fragmented customer data into unified, actionable insights—in real time. The new platform combines Customer Data Platform (CDP) and journey orchestration to enable intelligent, automated campaigns that work exactly when it counts.

  • 360° customer view by integrating behavioral, transactional, and interaction data
  • Generative AI & Copilot features for faster segmentation, text suggestions, journey creation, and more
  • Predictive analytics and AI-based lead scoring for targeted resource management
  • Real-time personalization through AI models based on historical and current customer interactions

What can Dynamics 365 Customer Insights do for your business?

Efficient omnichannel marketing for an effective approach

Dynamics 365 Customer Insights enables seamless planning and execution of marketing campaigns across multiple channels such as email, web pages, events, and more.

Deliver connected customer experiences across teams

The platform enables marketing teams, sales teams, and service teams to seamlessly deliver connected customer experiences—from real-time lead generation to individual interactions.

AI-powered customer interactions

Use artificial intelligence (AI) to drive customer interactions at the right time. The solution combines customer and prospect data, enables tailor-made marketing campaigns and increases the effectiveness of your customer communication.

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Microsoft Dynamics 365 Customer Insights
Solution Overview

Dynamics 365 Customer Insights

Your benefits with Dynamics 365 Customer Insights

Personalized and Connected Journeys

Dynamics 365 Customer Insights enables you to turn customer data into personalized journeys. By leveraging next-generation AI, you can better understand and target your customers. The service combines transactional, demographic, and behavioral data to create a holistic picture of your customers.

Create more comprehensive customer profiles

Gain deeper insights into your customers. The platform unifies data across all channels, from transactions to behaviors. By creating comprehensive customer profiles, you can conduct more targeted, personalized marketing activities and strengthen customer loyalty.

Evaluate insights faster

Dynamics 365 Customer Insights accelerates the journey from unknown to known customers. Use quick insights to optimize your marketing and sales. By orchestrating intelligent, personalized journeys, you can proactively respond to customer insights.

Easily enrich customer data

The platform allows you to easily enrich customer data. Collect customer activity across all channels to create customized activities. With Dynamics 365 Customer Insights, you can engage customers on their terms and develop a customer-centric strategy.

This is how marketing finally becomes a growth driver with a plan

Dynamics 365 Customer Insights is the answer to the increasing complexity of modern marketing. The solution combines customer data from all relevant sources and uses artificial intelligence to turn it into concrete recommendations for action – for precise segmentation, automated campaigns and a personalized approach in real time. Marketing and sales teams benefit from a common database, clear target groups and reliable insights that enable informed decisions and focus on the highest-grossing measures.

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Understanding, networking, and profitable use of customer data – with AI and structure

Create a holistic foundation for your marketing by connecting transactional, behavioral and demographic data in a central system. With AI-powered identity management, you can recognize your customers across channels and in real time – for maximum relevance in every touchpoint.

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Dynamics 365 Customer Insights

Real-time cross-channel contact journeys – intelligent, scalable, measurable

In today’s communications landscape, customers expect seamless and relevant experiences—regardless of channel or timing. With Dynamics 365 Customer Insights, you can create contextual customer journeys that adapt in real time to behavior, segment membership, or triggers. Whether email, event, website or SMS: Every action is automatically linked to the next meaningful step – personalized, data-based and cross-channel. With built-in A/B testing, you can continuously optimize journeys for impact and conversion, rather than assumptions.

In this way, you can turn loose touchpoints into structured experiences – and marketing measures into measurable business success.

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Dynamics 365 Customer Insights

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Develop leads intelligently and hand them over to sales in a targeted manner

With Dynamics 365 Customer Insights, you can turn raw prospects into sales-ready leads—fully automated, scored, and measurable. Based on behavior, scoring models and segment membership, qualified leads can be passed on exactly when they are ready for the sales dialogue. Seamless integration with Dynamics 365 Sales makes the transition smooth—with no data loss or time delay. At the same time, pre-configured analytics dashboards allow you to keep track of your pipeline’s performance at all times, from the first interaction to the actual closing.

This makes lead nurturing not only more efficient, but demonstrably more effective – and sales gets exactly the contacts that have potential.

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Dynamics 365 Customer Insights

Content personalization in record time with AI and Copilot

Time is of the essence in marketing – especially when content needs to be created in a segment-specific and on-brand manner. With Dynamics 365 Customer Insights and Copilot, you can create compelling content that really works in minutes. The AI automatically generates target group-specific subject lines, image suggestions and complete email texts – tailored to the tonality, segment and goal of the campaign. Copilot adapts to your style and not only saves valuable time in content creation, but also increases the relevance of your messages.

Whether it’s for newsletters, product announcements, or follow-ups, you’ll deliver the content your customers expect, faster. And it does so at a new level of efficiency and precision.

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Dynamics 365 Customer Insights

Content Creation
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Frequently Asked Questions (FAQ)

The migration transfers your outbound campaigns and data to a real-time marketing platform like Dynamics 365 Customer Insights. This allows you to conduct personalized interactions in real-time and use AI-powered tools to optimize your marketing strategy.

The migration can be completed in a matter of weeks, depending on the complexity of your campaigns and data. We ensure that each phase is carefully planned and implemented efficiently to best meet your requirements.

No. Our experts ensure a seamless transition so that your ongoing campaigns continue uninterrupted.

Your data and campaigns are carefully analyzed, secured, and transferred to the Real-Time Journeys platform. In doing so, we make sure that nothing is lost.

Real-time journeys not only enable personalized, real-time interactions and AI-powered optimizations, but also significantly increase your marketing efficiency and customer satisfaction. Compared to traditional outbound strategies, you gain a clear competitive advantage by responding faster to customer needs, increasing your conversion rates, and sustainably improving the ROI of your campaigns.

Not necessarily. Either our experienced team takes over the entire technical implementation for you, or we enable your technical employees to carry out the migration independently through targeted coaching and support. This allows you to concentrate fully on your day-to-day business.

We tailor our support to your needs: whether it’s full support through the entire process – from initial analysis to post-go-live optimization – or targeted enablement and coaching. Our team will ensure that your migration runs smoothly and efficiently.

Yes. The platform is flexible and adapts to the needs of different industries in the B2B and B2C sectors.

Your data will be processed in accordance with the highest data protection standards. We ensure that they remain confidential and are transmitted securely.

Yes. All integrated campaigns remain accessible, so you can continue to access them and make optimizations.