Dynamics 365 Customer Insights
The right message, at the right time, to the right person
Real-time data for relevant audience communication
Dynamics 365 Customer Insights brings together data from multiple sources. This creates valuable customer insights that can be used for highly targeted audience communication.
Dynamics 365 Customer Insights consists of two applications: Data and Journeys. Data delivers in‑depth customer insights, while Journeys uses this data to easily personalize messaging at different moments along the customer journey. This increases conversion and engagement, ultimately making your social impact truly measurable.
The benefits and features of Dynamics 365 Customer Insights Data
Integrated and unified customer profiles
Based on data from multiple sources, Customer Insights creates a single, complete customer profile. This provides a full overview of each customer, enabling you to create personalized experiences and optimize interactions with your relationships.
AI‑driven insights and predictions
AI and machine learning analyze customer data to uncover trends, behavior, and opportunities. This allows you to anticipate needs and take more relevant actions. Data‑driven decisions strengthen strategy and increase your impact.
Realtime data and automation
Real-time insights enable immediate and personalized interactions. Automation streamlines processes and reduces manual tasks. This leads to faster actions, an improved customer experience, and higher conversion rates.
The benefits and features of Dynamics 365 Customer Insights Journeys
Triggers
Triggers activate personalized interactions based on customer behavior and data. This allows you to respond to customer needs at exactly the right moment. As a result, engagement increases and you achieve greater impact with your marketing campaigns.
Personal interaction
Customers are guided step by step through relevant and personalized interactions. This ensures that every message reaches them at the right moment. It strengthens the customer relationship, increases engagement, and drives conversions.
Forms
Forms collect valuable customer data and enrich customer profiles. Immediately after submission, they also trigger personalized follow‑up. This strengthens interaction, increases conversion opportunities, and boosts campaign success.
Omnichannel
Customer Insights Journeys combines channels such as email and SMS to reach customers at the right moment with relevant messages. This combination increases engagement, accelerates responses, and strengthens the customer relationship by aligning communication with individual preferences and behavior.
Event Management
Customer Insights Journeys streamlines the entire event process. Automated communication, such as registration confirmations and reminders, keeps participants engaged. This increases attendance and provides valuable insights into participants’ interests.
Analytics
Various analytics provide detailed insights into campaign performance and customer interactions. With Power BI, you can create interactive visualizations of behavior, conversions, and channel effectiveness. These analytics deliver detailed data that enables continuous campaign optimization.
Integration with Ifunds Engage 365
We offer a custom‑developed integration between Engage 365 and Customer Insights Journeys. This integration makes it easy to respond to new transactions, upgrades or downgrades of financial commitments, and to reactivate dormant contacts. For example, you can use personalized donation links for 100 percent matching of transactions and gain a 360‑degree view of donors, friends, sponsors, or members.
“Customer Insights is the solution for fast personalized communication”
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