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Dynamics 365 Customer Insights

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

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.
    A screenshot of the Microsoft business intelligence dashboard.
  • Enrich profiles with diverse data sources, including proprietary intelligence, and unlock predictions with prebuilt AI models.
    a window showing various tabs for enrichment in consumer insights.
  • Build new segments or discover new audiences with AI recommendations that are continually updated with real-time data.
    A window showing various tabs.
  • Add consent data during the unification process using automatic data refresh to ensure that your organization meets privacy and security regulations.
    A window showing consumer insights with a user information.
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The Total Economic Impact™ of Microsoft Dynamics 365 Customer Insights

Explore the advantages of Dynamics 365 Customer Insights in this commissioned study conducted by Forrester Consulting.
324%
ROI over three years1
75%
Time savings on customer journey development1
<6
Months to payback1
15%
Improvement to conversion rate per customer journey1
Pricing

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
tenant/month
Partners

Discover Microsoft partners

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Get started with consulting services

Get help with solution assessment, architecture planning, implementation, and training.
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Explore Dynamics 365 partner apps

Extend and enhance your solution with prebuilt apps tailored to your industry or needs.
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FastTrack for Dynamics 365

Go live confidently with onboarding and training led by Microsoft experts and partners.
Use cases

Connected customer experiences across teams

Marketing

Tailor real-time customer journeys and use Copilot to find new insights, create audience segments, and produce personalized content.

Sales

Empower sellers with real-time leads, enabling personalized interactions through AI-generated predictions and product recommendations.

Service

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

Young Asian woman using tablet computer in office stock photo.
Next Steps

Try Dynamics 365 Customer Insights

Deliver personalized, responsive, and connected customer journeys using built-in AI and analytics.

Chat with a Dynamics 365 expert

Available M-F 6 AM to 3 PM PT. 

Request a call back

Have a Dynamics 365 expert contact you.

Call a Dynamics 365 expert

Available M-F 6 AM to 3 PM PT.

[1] Results are over three years for a composite organization based on customers interviewed for a commissioned study delivered by Forrester Consulting, The Total Economic Impact™ of Microsoft Dynamics 365 Customer Insights, April 2024.

 

[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).

 

[4]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.

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