{"id":22578,"date":"2026-08-25T16:55:49","date_gmt":"2026-08-25T14:55:49","guid":{"rendered":"https:\/\/inkubitstaging.wpenginepowered.com\/leitfaden\/using-dynamics-365-customer-insights-correctly\/"},"modified":"2026-08-25T16:55:54","modified_gmt":"2026-08-25T14:55:54","slug":"using-dynamics-365-customer-insights-correctly","status":"publish","type":"leitfaden","link":"https:\/\/www.inkubit.com\/en\/guides\/using-dynamics-365-customer-insights-correctly\/","title":{"rendered":"Get Dynamics 365 Customer Insights right"},"content":{"rendered":"<section class=\"l-section wpb_row height_auto\"><div class=\"l-section-h i-cf\"><div class=\"g-cols vc_row via_flex valign_top type_default stacking_default\"><div class=\"vc_col-sm-12 vc_col-lg-8 wpb_column vc_column_container\"><div class=\"vc_column-inner us_custom_46b4c13c\"><div class=\"wpb_wrapper\"><div class=\"g-cols wpb_row via_flex valign_top type_default stacking_default\"><div class=\"vc_col-sm-8 wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"535\" data-end=\"845\">Many companies collect customer data in CRM, marketing, service, web tracking, and other systems. However, this often does not create a clear customer picture. Information remains distributed, segments are created manually, and customer journeys do not respond reliably to the actual behavior of customers.  <\/p>\n<p data-start=\"847\" data-end=\"1023\">As a result, marketing efforts lose relevance, sales teams recognize potential too late, and budgets aren&#8217;t used where they have the greatest impact.<\/p>\n<p data-start=\"1025\" data-end=\"1317\"><a href=\"https:\/\/www.inkubit.com\/en\/dynamics-365-customer-insights\/\">Dynamics 365 Customer Insights<\/a> helps companies centralize customer data, segment target groups more precisely, and automate interactions. This creates a reliable basis for personalized communication, better decisions and measurable growth. <\/p>\n<h2 data-section-id=\"lfw2wl\" data-start=\"1319\" data-end=\"1357\">Why is it worth downloading?<\/h2>\n<p data-start=\"1359\" data-end=\"1527\">\u2705 <strong data-start=\"1361\" data-end=\"1399\">Centralize customer data<\/strong><br data-start=\"1399\" data-end=\"1402\"\/>Learn how data from CRM, marketing, service, and web interactions is bundled into a unified customer view.<\/p>\n<p data-start=\"1529\" data-end=\"1699\">\u2705 <strong data-start=\"1531\" data-end=\"1564\">Identify target groups more precisely<\/strong><br data-start=\"1564\" data-end=\"1567\"\/>The guide shows how to create dynamic segments based on behaviors, profiles, and events, rather than manual lists.<\/p>\n<p data-start=\"1701\" data-end=\"1906\">\u2705 <strong data-start=\"1703\" data-end=\"1746\">Automated management of customer journeys<\/strong><br data-start=\"1746\" data-end=\"1749\"\/>Learn how interactions are automatically triggered when relevant signals occur, such as downloads, website visits, or service requests.<\/p>\n<p data-start=\"1908\" data-end=\"2101\">\u2705 <strong data-start=\"1910\" data-end=\"1944\">Better measurement of marketing impact<\/strong><br data-start=\"1944\" data-end=\"1947\"\/>Real-time KPIs make engagement, conversions, and churn risks visible. This allows teams to continuously improve campaigns and set priorities more clearly. <\/p>\n<p data-start=\"2103\" data-end=\"2300\">\u2705 <strong data-start=\"2105\" data-end=\"2137\">Leverage AI-powered insights<\/strong><br data-start=\"2137\" data-end=\"2140\"\/>Customer Insights helps marketing and sales to identify patterns, trends and probabilities more quickly and to prioritize opportunities in a more targeted manner.<\/p>\n<p data-start=\"2302\" data-end=\"2534\">\u2705 <strong data-start=\"2304\" data-end=\"2346\">Practical example from a customer project<\/strong><br data-start=\"2346\" data-end=\"2349\"\/>The example of Survalyzer shows how centralized data, automation and personalized communication make marketing processes more efficient and increase campaign impact.<\/p>\n<p data-start=\"2561\" data-end=\"2661\"><strong>Want to learn how to leverage Dynamics 365 Customer Insights in your organization?<\/strong><\/p>\n<p data-start=\"1292\" data-end=\"1369\">\ud83d\udc49 Book an <a href=\"https:\/\/calendly.com\/inkubit\/first-consultation\">appointment<\/a>!<\/p>\n<\/div><\/div><\/div><\/div><\/div><div class=\"vc_col-sm-4 wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><div class=\"w-separator hide_on_default hide_on_laptops hide_on_tablets size_medium\"><\/div><div class=\"w-image us_custom_a1fdafb3 align_none\"><div class=\"w-image-h\"><img decoding=\"async\" width=\"1024\" height=\"768\" src=\"https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/09\/ChatGPT-Image-Sep-8-2026-04_38_25-PM-1-1024x768.png\" class=\"attachment-large size-large\" alt=\"Dynamics 365 Customer Insights nutzen | L\u00f6sungshandbuch f\u00fcr Marketing\" srcset=\"https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/09\/ChatGPT-Image-Sep-8-2026-04_38_25-PM-1-1024x768.png 1024w, https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/09\/ChatGPT-Image-Sep-8-2026-04_38_25-PM-1-300x225.png 300w, 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wpb_row us_custom_cc2dea1d rundkomplett hupfbox via_flex valign_top type_default stacking_default\"><div class=\"vc_col-sm-12 wpb_column vc_column_container\"><div class=\"vc_column-inner us_custom_57f5615c\"><div class=\"wpb_wrapper\"><div class=\"w-image rundoben has_ratio align_none\"><div class=\"w-image-h\"><div style=\"padding-bottom:42.8571%\"><\/div><img decoding=\"async\" width=\"1920\" height=\"1280\" src=\"https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/07\/AdobeStock_626560986.jpeg\" class=\"attachment-full size-full\" alt=\"Dynamics 365 Customer Insights nutzen | L\u00f6sungshandbuch f\u00fcr Marketing\" srcset=\"https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/07\/AdobeStock_626560986.jpeg 1920w, https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/07\/AdobeStock_626560986-300x200.jpeg 300w, https:\/\/www.inkubit.com\/wp-content\/uploads\/2026\/07\/AdobeStock_626560986-1024x683.jpeg 1024w, 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class=\"wpb_wrapper\"><p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"2958\" data-end=\"3017\">Your solution guide for marketing in PDF format<\/p>\n<\/div><\/div><div class=\"w-html formular blogpost\"><div data-form-id=\"2a76e4dd-5279-f111-ab0e-6045bd89bccb\" data-form-api-url=\"https:\/\/public-eur.mkt.dynamics.com\/api\/v1.0\/orgs\/acde7b7b-77a5-4e1c-8168-5b2bc4d8f8ed\/landingpageforms\" data-cached-form-url=\"https:\/\/assets-eur.mkt.dynamics.com\/acde7b7b-77a5-4e1c-8168-5b2bc4d8f8ed\/digitalassets\/forms\/2a76e4dd-5279-f111-ab0e-6045bd89bccb\"><\/div>\n        <script src=\"https:\/\/formui-usa1.mkt.dynamics.com\/eur\/FormLoader\/FormLoader.bundle.js\"><\/script><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/section><section class=\"l-section wpb_row height_auto\"><div class=\"l-section-h i-cf\"><div class=\"g-cols vc_row via_flex valign_top type_default stacking_default\"><div class=\"vc_col-sm-12 wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><\/div><\/div><\/div><\/div><\/div><\/section>\n","protected":false},"featured_media":22580,"template":"","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"tags":[213,274],"class_list":["post-22578","leitfaden","type-leitfaden","status-publish","has-post-thumbnail","hentry","tag-ai","tag-ai-2"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.4 (Yoast SEO v28.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Dynamics 365 Customer Insights | Marketing Solution Guide<\/title>\n<meta name=\"description\" content=\"Use Dynamics 365 Customer Insights to target audiences more precisely and automate customer journeys.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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