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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. It analyses behavior, preferences, and trends in real-time, so you can anticipate their needs before they do, preferences, and trends in real-time, so you can anticipate their needs before they do.
Say goodbye to hours spent manually sorting through customer data. Copilot automates segmentation and trend analysis, surfacing predictive insights—like which customers are about to churn or who’s ready to buy—so you can take action fast.
Need to craft the perfect email or campaign? Copilot generates AI-powered content tailored to each customer’s history and preferences. It even suggests the next best action to maximize engagement.
Integrated seamlessly with Microsoft 365, Teams, and Dynamics 365 Sales & Marketing, Copilot automates CRM updates, logs meetings, and summarizes interactions - freeing up your team to focus on what really matters: building relationships.
No more guesswork. Copilot provides interactive dashboards with real-time insights and even lets you ask natural language questions—so you instantly get the answers you need.
Copilot doesn’t just react—it predicts. Using AI-driven models helps you spot buying signals, engagement patterns, and revenue opportunities so you can reach customers at the right time with the right message.
Microsoft Dynamics 365 Customer Insights equips businesses with powerful tools to understand their customers better and improve engagement, marketing, and sales performance.
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 Dynamics 365 Sales 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.
