{"id":101016,"date":"2025-05-14T11:40:24","date_gmt":"2025-05-14T10:40:24","guid":{"rendered":"https:\/\/arquiconsult.com\/?page_id=101016"},"modified":"2025-12-09T10:39:57","modified_gmt":"2025-12-09T10:39:57","slug":"dynamics-365-customer-insights","status":"publish","type":"page","link":"https:\/\/arquiconsult.com\/en\/dynamics-365-customer-insights\/","title":{"rendered":"Dynamics 365 Customer Insights"},"content":{"rendered":"\n
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Dynamics 365 Customer Insights<\/strong><\/h4> <\/div>\n<\/div>\n\n
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Create engaging experiences by uniting customer data with real-time journeys and Microsoft Copilot in Customer Insights.<\/p> <\/div>\n<\/div>\n\n

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Create engaging experiences by uniting customer data with real-time journeys and Microsoft Copilot in Customer Insights.<\/h1> <\/div>\n<\/div>\n\n
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Enhancing<\/b> Customer<\/b> Insights <\/b><\/h2> <\/div>\n<\/div>\n\n
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Dynamics 365 Customer Insights allows you to create and execute personalized customer journeys across multiple channels, including emails, SMS, push notifications, and more. Additionally, the Customer Data Platform (CDP) unifies and enriches customer data, providing deep insights into customer behavior, preferences, and interactions.<\/p> <\/div>\n<\/div>\n\n

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Highlights of Dynamics 365 Customer Insights<\/b><\/h2> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t <\/div>\n\t \n\t<\/div>\n\t\n\t\t\n\t
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1.
<\/strong>Engage customers in real time. <\/b><\/b>\u00a0
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Trigger real-time customer journeys, choose the right channel, and respond to customer actions instantly.<\/p>

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2.
<\/strong>Win customers and earn loyalty faster. <\/b><\/h3>

Working across all customer touchpoints, real-time customer journeys are truly an end-to-end experience.<\/p>

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3.
<\/strong>Personalize customer experiences with AI.<\/b><\/h3>

Turn insights into action with AI-driven recommendations for content, channels, and analytics. Seamlessly leverage customer understanding with segment and profile integration.<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t <\/div>\n\t \n\t<\/div>\n\t\n\t\t\n\t

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4.
<\/strong>Grow with a unified, adaptable platform.<\/b><\/h3>

Easily customize and connect with tools you already use. Efficiently manage compliance requirements and accessibility guidelines.<\/p>

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5.
<\/strong>Customer 360\u00b0 view.\u00a0<\/b><\/h3>

Integrate transactional, behavioral, and demographic data sources. Gain insights with prebuilt AI models or quickly build and deploy custom AI\/ML models using advanced analytics at scale.<\/p>

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6.
<\/strong>Governance and Compliance.<\/b><\/h3>

Maintain data governance and compliance with an enterprise-grade CDP on Microsoft Azure. Support privacy laws and industry standards with built-in privacy, security, and governance tools.<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t <\/div>\n\t \n\t<\/div>\n\t\n\t\t\n\t

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Dynamics 365 Sales<\/h2>\n <\/div>\n<\/div>\n\n
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Know your customers<\/b><\/h2> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t <\/div>\n\t<\/div>\n\t\t <\/div>\n\t \t<\/div>\n\t\t <\/div>\n\t \n\t<\/div>\n\t\n\t\t\n\t
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Get a rich view of your customer<\/b><\/p> <\/div>\n<\/div>\n\n

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Unify transactional, demographic, and behavioral data with AI-powered identity management for a holistic view of customers.<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t

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Enrich data and predict intent<\/b><\/p> <\/div>\n<\/div>\n\n

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Enhance profiles with diverse data sources, including proprietary intelligence, and unlock predictions with prebuilt AI models.<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t

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Create customer segments<\/b><\/p> <\/div>\n<\/div>\n\n

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Build new segments or discover new audiences with AI recommendations that are continually updated with real-time data.<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t

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Respect consent and privacy<\/b><\/p> <\/div>\n<\/div>\n\n

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Add consent data during the unification process using automatic data refresh to ensure that your organization meets privacy and security regulations.<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t <\/div>\n\t<\/div>\n\t\t <\/div>\n\t \t<\/div>\n\t\t <\/div>\n\t \n\t<\/div>\n\t\n\t\t\n\t

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Engage customers on their terms and Boost your productivity<\/b><\/h2> <\/div>\n<\/div>\n\t
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Deliver real-time journeys easily<\/b><\/p> <\/div>\n<\/div>\n\n

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Create relevant, real-time customer journeys across channels, optimized with A\/B testing. Simplify journey creation with Copilot by setting goals, audience, or flows.<\/h2> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t
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Boost engagement with AI and create tailor content quickly<\/b><\/p> <\/div>\n<\/div>\n\n

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Use AI to deliver the right message at the right time. Generate tailored content, branded emails, and captivating images for any segment with Copilot.<\/h2> <\/div>\n<\/div>\n\n
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Get insights faster<\/b><\/p> <\/div>\n<\/div>\n\n

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Discover insights and quickly understand customer attributes with individual profile summaries using Microsoft Copilot.<\/h2> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t <\/div>\n\t<\/div>\n\t\t <\/div>\n\t \t<\/div>\n\t\t <\/div>\n\t \n\t<\/div>\n\t\n\t\t\n\t
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MICROSOFT 365 COPILOT FOR CUSTOMER INSIGHTS
<\/b>Elevate your marketing with AI<\/h2> <\/div>\n<\/div>\n\n
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Gain real-time insights to deliver personalized customer experiences with AI. Microsoft 365 Copilot for Customer Insights <\/b>assists in creating and managing marketing campaigns using natural language prompts. Easily create customer segments, emails, and journeys, and tailor interactions at every touchpoint.<\/p>

\u00a0Copilot simplifies the process, empowering you to reach customers more effectively<\/b>. It allows you to edit, modify, and refine at each step, providing a user-friendly way to connect with customers. Additionally, Copilot helps you learn and accomplish tasks effortlessly by providing direct answers from all your documentation.<\/p>

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MICROSOFT COPILOT IN CUSTOMER INSIGHTS \u2013 DATA
<\/b>Copilot use and protect your customer data<\/h2> <\/div>\n<\/div>\n\n
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Dialog with data:<\/b> Understanding your customers\u2019 profiles and preferences is essential for driving personalized experiences. Customer Insights \u2013 Data uses generative AI capabilities to let you ask questions in natural language to quickly generate insights about your customers.\u00a0<\/p>

Data prep report<\/b> helps you understand the overall data quality and the readiness of your data to produce insights. It helps you improve your data to unlock more and better insights for whatever sales or marketing strategy you have in mind.<\/p>

Create segments with Copilot: <\/b>Create segments using everyday words in Dynamics 365 Customer Insights – Data without detailed knowledge about the data schema. Improve the AI model and get more accurate answers by providing feedback about prompts and results.<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t

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MICROSOFT COPILOT IN CUSTOMER INSIGHTS \u2013 JOURNEYS
<\/b>Copilot helps you learn and do more<\/h2> <\/div>\n<\/div>\n\n
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Target the right customers with query assist: <\/b>Describe your criteria in natural language, and Copilot creates segments for your journeys.<\/p>

Create journeys with AI assistance: <\/b>Write your goals and objectives, and Copilot generates real-time journeys, offering suggestions for touchpoints, transitions, and milestones.<\/p>

Kickstart email creation with AI: <\/b>Provide key points or select a topic and tone, and Copilot generates email content, suggesting fully fleshed-out drafts from your ideas.<\/p>

Smart image recommendations: <\/b>Copilot interprets the context of your messages, ensuring recommended images enhance communication.<\/p>

Refresh and perfect your message: <\/b>Copilot improves and polishes your content, correcting grammar, enhancing sentence structure, and boosting overall writing quality.<\/p> <\/div>\n<\/div>\n\t <\/div>\n\t \t<\/div>\n\t\t

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