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Microsoft Dynamics 365 Customer Insights

An intuitive and flexible customer data platform (CDP)

Microsoft Dynamics 365 Customer Insights

Microsoft Dynamics 365 Customer Insights is an intuitive and flexible customer data platform (CDP) that enables organizations to unlock insights and provide personalized client experiences. The platform integrates all the client data from different sources and leverages AI and machine learning to give a 360-degree real-time view of your client data as well as insights and recommendations to provide the highest levels of service.

Microsoft Dynamics 365 Customer Insights: Benefits

With Microsoft Dynamics 365 Customer Insights, you can build a deep understanding of your clients by linking client data from multiple sources to create a 360-degree view. The integrated data allows you to provide personalized insights and increase client loyalty. Microsoft Dynamics 365 Customer Insights also empowers the sales, marketing, and customer service teams with the data they need for enhanced customer engagement, boosting up client satisfaction.

  • Unify client data (transactional and behavioral) for updated information on your client’s profile.
  • Use AI and machine learning to get recommendations based on the unified data.
  • Enrich client profiles with first and third-party signals such as audience intelligence from Microsoft Graph, product usage, market trends, and client feedback.
  • Enhance client engagement by providing relevant recommendations and directions for the next best-suited actions/steps using machine learning templates.
  • Define your audience segments or identify new ones using the AI-driven recommendations.
  • Enable turnkey integrations with Microsoft and third-party applications to activate real-time insights for email marketing, advertising, and other client engagement activities.
  • Use Microsoft Power Automate to trigger the response workflows based on the client’s behavior/journey.
  • Embed Customer Insights cards into your business applications for contextual insights and informed actions.
  • Build custom machine learning models by combining client data along with financial, operational, and unstructured IoT.
  • Extend Microsoft Dynamics 365 Customer Insights by adding Azure Synapse Analytics.
  • Use Microsoft Power BI to customize dashboards and reports.
  • Build custom apps with embedded customer insights by using Microsoft Power Apps.
  • Shorten time-to-value with a self-service CDP built on Azure.
  • Adhere to all the stringent compliance requirements of government agencies and General Data Protection Regulation (GDPR) with built-in privacy, security, and governance tools without compromising on the ownership of your data.
  • Serve your clients better with insights gained through Microsoft’s expertise in AI research, responsible AI, and cloud, data, and developer platforms.


Member of
Microsoft’s Inner Circle
for ten years.

11-time winner
of the Microsoft Dynamics Partner
of the Year Award.


Over 800,000 Microsoft Dynamics users supported worldwide


Implemented Microsoft Dynamics in over 80 countries


Over 30 years of experience in the Microsoft platform


Present in 25 countries across six continents