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Microsoft Dynamics 365 Customer Insights provides a 360-degree customer view, enabling businesses to personalize customer experiences and improve engagement. By unifying and analyzing data, companies can create meaningful interactions and drive productivity.
Microsoft Dynamics 365 Customer Insights helps businesses turn customer data into actionable insights. It allows companies to understand customer needs, predict behavior, and create personalized experiences—driving growth and satisfaction.
Copilot connects the dots between scattered data, giving you a 360-degree view of every customer. By analyzing behavior, preferences, and trends, it helps you anticipate needs and respond with greater precision—before customers even ask.
Copilot simplifies customer analysis by automating segmentation and trend detection. Instead of spending hours sorting through data, you get immediate, predictive insights—such as which customers are at risk of leaving or ready to make a purchase—so you can act quickly and confidently.
When it’s time to create tailored content, Copilot makes it simple. It generates AI-supported email and campaign copy based on each customer’s history and preferences, and it recommends the next best action to help increase engagement.
Copilot integrates smoothly with Microsoft 365, Teams, and Dynamics 365 Sales and Marketing. It automates CRM updates, logs meetings, and summarizes interactions—freeing up your team to focus on what matters most: building strong customer relationships.
Copilot removes the guesswork by providing interactive dashboards with real-time insights. You can ask questions in natural language and receive immediate, data-backed answers that support smarter decisions.
Copilot goes beyond reacting—it reveals what’s ahead. With AI-driven models, it identifies buying signals, engagement patterns, and revenue opportunities, helping you reach customers at the right moment with the right message.
At BE-terna, we help businesses unlock the full potential of Microsoft Dynamics 365 Customer Insights by unifying data, analyzing behaviors, and driving engagement across marketing, sales, and service teams.
Connect and manage your marketing efforts in one central platform
Manage your different marketing channels
Plan and coordinate everything from simple sessions to complex events
Intuitive data analysis and information at a glance
Dynamics 365 Sales
Dynamics 365 Customer Service
Dynamics 365 Field Service
Seamless implementation for immediate impact
We tailor marketing CRM to your business needs, optimizing processes and empowering your sales team with the right tools from day one.
Upgrade your existing solution and bring your business to the next level
Whether you’re upgrading from an older version or migrating from another CRM, we make the process seamless and stress-free.
Ongoing support for continuous success.
We will support you along your journey, whether you are looking for a new support partner or as a follow-up process after the implementation.
Valamar, in collaboration with BE-terna and PHOBS, has enhanced the guest experience by optimizing the booking process and introducing new features for Valamar Rewards members. This partnership has simplified and streamlined reservations while offering additional benefits for loyal guests—further strengthening Valamar’s leadership in the tourism industry.Through this transformation, guest interactions have improved, the loyalty program has been upgraded, and the number of direct bookings has increased.
Dynamics 365 Customer Insights is a customer data platform (CDP) that helps businesses unify, analyze, and act on customer data to create personalized experiences.
It is designed for businesses of all sizes that want to improve customer engagement, marketing, and sales through AI-driven insights and data unification.
It connects and integrates data from multiple sources (CRM, ERP, social media, websites, etc.), creating a 360-degree view of customers.
Yes, it offers AI-powered recommendations, customer segmentation, and predictive analytics to improve targeting and engagement.
Yes, it can process data in near real-time, ensuring businesses have the latest insights on customer behavior.
Yes, it integrates with Dynamics 365, Power BI, Azure, Microsoft Advertising, and third-party applications via APIs.
Yes, it supports integrations with platforms like Salesforce, Adobe Marketing Cloud, and various marketing automation tools.
It enables businesses to create highly personalized marketing campaigns, optimize customer journeys, and identify high-value customers.
Support teams can deliver better, more proactive service by providing a complete view of customer history, preferences, and interactions.
Yes, Microsoft ensures compliance with GDPR, CCPA, and other data privacy regulations with built-in security and governance features.
Microsoft provides enterprise-grade security, encryption, and role-based access control to protect customer data.
