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Dynamics 365

Dynamics 365 Customer Insights

Create engaging experiences by uniting customer data with real-time journeys and Copilot in Customer Insights

Deliver connected customer journeys

Understand your customers and create truly personalized experiences.
  • Unify transactional, demographic, and behavioral data with AI-powered identity management for a holistic view of customers.
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  • Enrich profiles with diverse data sources, including proprietary intelligence, and unlock predictions with prebuilt AI models.
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  • Build new segments or discover new audiences with AI recommendations that are continually updated with real-time data.
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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.
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Gartner names Microsoft a Leader

Microsoft was named a Leader in the September 2023 Gartner® Magic Quadrant™ for B2B Marketing Automation Platforms.1

Start where you want, add what you need

Dynamics 365 Customer Insights

Unify customer data with personalized journeys. Includes up to 4 environments, 100,000 Unified People,2 and 10,000 Interacted People.3
Price does not include GST.

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Use cases

Connected customer experiences across teams

Tailor real-time customer journeys and use Copilot to find new insights, create audience segments, and produce personalized content.
Empower sellers with real-time leads, enabling personalized interactions through AI-generated predictions and product recommendations.
Identify customer issues proactively and provide agents with in-depth customer profiles that help route cases and resolve issues faster.
Customer stories

Real customers, real results

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Next Steps

Try Dynamics 365 Customer Insights

Deliver personalized, responsive, and connected customer journeys using built-in AI and analytics.
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[1] Gartner, Magic Quadrant for B2B Marketing Automation Platforms, Rick LaFond, Jeffrey L. Cohen, Matt Wakeman, Jeff Goldberg, Alan Antin, 20 September 2023.

Gartner is a registered trademark and service mark and Magic Quadrant is a registered trademark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and are used herein with permission. All rights reserved.

Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.


[2] Unified People refers to a uniquely identified individual that is created through a collection of defined data source sets from multiple systems, represented by a profile.


[3] Interacted People refers to any Dataverse entity (such as a contact, lead, account or an Insights profile) that is interacted with. A person is considered interacted when they are interacted with via either an outbound interaction or an inbound one such as filling out a form via a marketing website. The interaction can be sent through the channels available in Customer Insights (such as emails, text messages, or push notifications), other Microsoft channels (such as Azure Communication Services), or external systems (such as other text-messaging providers).

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