Turning data into deals - with AI-supported marketing.

The demands on marketing teams today are higher than ever: target groups expect relevance, personalization and immediate responses. At the same time, many companies are struggling with disconnected data sources, opaque customer journeys and inefficient processes.
Microsoft Dynamics 365 Customer Insights is the answer to these challenges - and much more than a classic marketing tool:
It is your AI-powered platform for smart segmentation, automated journeys and true customer intelligence.

With Dynamics 365 Customer Insights, you can transform 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 take effect exactly when it counts.

  • 360° customer view through the integration of behavioral, transaction 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
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What can Dynamics 365 Customer Insights do for your company?

Efficient omnichannel marketing for an effective approach

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

Providing networked 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 customized interaction.

AI-supported customer interactions

Use Artificial Intelligence (AI) to promote customer interactions at the right time. The solution combines customer and prospect data, enables tailored marketing campaigns and increases the effectiveness of your customer communication.

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DIGITAL EXCELLENCE FOR SUSTAINABLE GROWTH

Microsoft Dynamics 365 Customer Insights
Solution overview

Dynamics 365 Customer Insights

Your advantages with Dynamics 365 Customer Insights

Personalized and connected contact histories

Dynamics 365 Customer Insights enables you to turn customer data into customized contact histories. By using 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 carry out targeted, customized marketing activities and strengthen customer loyalty.

Evaluate findings faster

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

Simply enrich customer data

The platform enables 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.

How to finally turn marketing into 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 transform it into specific recommendations for action - for precise segmentation, automated campaigns and a personalized approach in real time. Marketing and sales teams benefit from a shared database, clear target groups and reliable insights that enable well-founded decisions and focus on the measures that generate the most revenue.

Understanding customers

Understanding, networking and using customer data profitably - with AI and structure

Create a holistic basis for your marketing - by combining transaction, behavioral and demographic data in a central system. With AI-supported identity management, you can recognize your customers across channels and in real time - for maximum relevance at every touchpoint.

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Dynamics 365 Customer Insights

Cross-channel contact histories in real time - intelligent, scalable, measurable

In today's communication landscape, customers expect seamless and relevant experiences - regardless of channel or time. With Dynamics 365 Customer Insights, you can create contextual customer contact histories that adapt to behavior, segment affiliation or triggers in real time. Whether email, event, website or SMS: every action is automatically linked to the next meaningful step - personalized, data-based and cross-channel. Thanks to integrated A/B tests, you can continuously optimize journeys based on impact and conversion instead of assumptions.

This is how you turn loose touchpoints into structured experiences - and marketing measures into measurable business success.

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Dynamics 365 Customer Insights

Contact histories

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, evaluated and measurable. Based on behavior, scoring models and segment affiliation, qualified leads can be passed on exactly when they are ready for a sales dialogue. Seamless integration with Dynamics 365 Sales makes the transition smooth - without data loss or time delays. At the same time, preconfigured analysis dashboards allow you to keep track of the performance of your pipeline at all times: from the first interaction to the actual close.

This not only makes lead nurturing more efficient, but also demonstrably more effective - and the sales department 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 a critical factor in marketing - especially when content needs to be created in a segment-specific and brand-compliant way. With Dynamics 365 Customer Insights and Copilot, you can create compelling content that really works in just a few minutes. The AI automatically generates target group-specific subject lines, image suggestions and complete email texts - tailored to the tonality, segment and objective 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 for newsletters, product announcements or follow-ups - you deliver exactly the content your customers expect faster. And with 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 such as Dynamics 365 Customer Insights. This allows you to carry out personalized interactions in real time and use AI-supported tools to optimize your marketing strategy. 

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

No. Our experts ensure a seamless changeover so that your current campaigns continue to run undisturbed. 

Your data and campaigns are carefully analyzed, saved and integrated into the Real-Time Journeys-platform. We ensure that nothing is lost in the process.

Real-time journeys not only enable personalized real-time interactions and AI-supported 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 care of the entire technical implementation for you, or we enable your technical staff to carry out the migration independently through targeted coaching and support. So you can fully and completely concentrate fully on your day-to-day business.

We tailor our support to your needs: Whether complete support through the entire process - from the initial analysis to optimization after go-live - 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 requirements of different industries in the B2B and B2C sectors.  

Your data is 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 that you can continue to access them and make optimizations.