Introduction
Customer Insights simplifies your organization's ability to unify and understand your customer data across different data sources. Additionally, it can be extended into other applications to create a complete solution. This capability allows users in your organization to take advantage of Customer Insights data in the context of their role in the organization and in their interactions with the customer.
Highlights
- Dynamics 365 Customer Insights is Microsoft's customer data
platform (CDP) that helps deliver personalized customer experiences.
The application provides a holistic view of customers with unmatched
time to insight. Gain the most comprehensive view of your customers by
unifying customer data with operational and IoT data in real-time.
Enrich customer profiles with first and third-party data sources.
- Customer Insights helps you transform your business into a
customer-centric organization by empowering your marketing, sales, and
service professionals to tailor 1:1 interactions at-scale. Turnkey
integrations with Microsoft and third-party applications can be used to
activate real-time insights to drive meaningful actions.
- Connect data from transactional, behavioral, and
demographic data sources to create 360-degree customer views. Derive
out-of-the-box insights with prebuilt AI models or rapidly build, test,
and deploy custom AI/ML models using advanced analytics solutions at
limitless scale.
- Maintain full control over your customer data to ensure the
highest level of data governance and compliance with a self-service,
enterprise grade CDP built on Microsoft Azure. Support the General Data
Protection Regulation (GDPR) and other legislative requirements and
industry standards through built-in privacy, security, and governance
tools.
Details
After configuring the necessary components, you can use Customer
Insights to enhance the following applications:
- Model-driven
applications - Audience can ingest data from model-driven
applications such as Dynamics 365 Sales or Dynamics 365 Customer
Service. Additionally, insights that are captured in the application
can be surfaced directly on customer records in model-driven apps.
- Power Apps -
Apps that are created in Power Apps can be connected to Dynamics 365
Customer Insights as a data source. This capability lets you use data
from the unified customer profile and data from other applications
simultaneously.
- Power
Automate - With Power Automate, you can run actions in
other line-of-business applications based on data that is surfaced from
Customer Insights or on actions triggered in applications that are
connected to Customer Insights.
- Power BI
- The Customer Insights Power BI connector enables you to use the
unified customer profile within Microsoft Power BI to further analyze
and uncover insight.
