AI-Powered Dynamics 365 Customer Insights

As a trusted Microsoft partner, we help you turn customer insights into personalized, high-quality experiences across every channel to drive higher ROI.

Why does your business need Dynamics 365 Customer Insights?

Drive High Intent Leads

Disconnected customer data and generic messaging make lead generation ineffective. Dynamics 365 Customer Insights helps you understand who your customers are, what they care about, and where to engage with them, so your campaigns attract the right prospects and spark meaningful conversations that lead to faster conversions.

Convert Leads into Customers Faster

Leads often drop off due to poor segmentation and inconsistent follow-ups. By unifying data from sales, marketing and service, Customer Insights enables accurate customer profiles and segments, helping you run targeted campaigns that move smoothly toward conversion.

Gain a Unified View of Your Customers

Connect with customers on multiple channels and touchpoints to gather data on their shopping behavior, patterns, and preferences. Use machine learning templates and AI functionalities to analyze these data points and generate insights on them.

Build Long-Term Customer Loyalty

Enable collaboration among marketing, sales, and service teams to enhance customer satisfaction and minimize complaints. With up-to-date profiles and personalized communication, enrich customers’ end-to-end journey, strengthening your relationship and converting all your customers into loyalists, advocates, and fans.

Deliver Timely and Relevant Messaging

Generic messaging fails to engage modern customers. With unified customer profiles and real-time insights, you can deliver timely, relevant messages aligned with customer expectations, increasing engagement and strengthening brand relationships.

Copilot in Dynamics 365 Customer Insights

Customer profiling

Marketing, sales, and customer service departments gather data from multiple sources to create a single database on customers. Copilot helps summarize and categorize this data into demographic, transactional, and behavioral insights, and helps develop holistic profiles for a better understanding of customers.

Business intelligence

You can develop AI-powered business intelligence reports on customer patterns by monitoring their spending, store visits, preferences, average order value, and reviews. Based on these insights, you can segment them, personalize experiences, and deliver their favorites, every single time.

Customer journey management

Each customer has a unique journey with you and your product. Develop tailored campaigns for customer segments using Copilot, endorse preferred products, and provide proactive services to convert leads into sales.

Customer loyalty and retention

Based on AI-driven insights and business intelligence on customers, you can uncover behavioral and engagement patterns to identify at-risk customers. Copilot also supports customer retention by flagging churn indicators, summarizing customer sentiment, and addressing them immediately. Target satisfied customers separately with customized content and engagement across preferred channels to drive loyalty and retention.

Channel management

Develop detailed customer profiles with data from your interactions via emails, custom apps, messaging platforms, and social media. Using Copilot, generates and refine engagement content for these channels and summarizes interaction history, enabling consistent and coordinated communication.

Our Services

Partner with Intech to improve your business outcomes and customer experiences with AI-enabled transformation services. Dynamics 365 Customer Insights, along with machine learning and Power BI, enables the creation of a holistic view of your customers and tailored experiences, increasing customer lifetime value.

Implementation

We enable you to have a unified view of your customers by configuring, customizing, and deploying the Dynamics 365 Customer Insights solution in your business ecosystem, improving productivity, revenues, and customer targeting decisions.

Training

We help you utilize the solution’s features and functionalities better to align with your business goals. We cover all aspects of the solution through our instructor-led training and virtual classes for better alignment with your business goals.

Migration

Your siloed and fragmented data needs a complete overhaul to present a unified view, which is possible with the Customer Insights solution. We facilitate this migration to help you achieve a higher customer lifetime value.

Support

Our engagement with you doesn’t stop at the solution implementation stage. Post-deployment, we provide ongoing support and services for optimization, upgrade, and maintenance to ensure tangible business improvements.

Flexible Licensing Options for Dynamics 365 Customer Insights

In the base plan for Dynamics 365 Customer Insights, you get all modules for four environments, 100,000 unified people, and 10,000 interacted people.

Unified people packs comprise three tiers that provide additional capacity at a fixed price per month

Tier 1 is for 100,000 to 500,000 unified people
Tier 2 is for 500,000 to 2 million unified people
Tier 3 is for more than 2 million unified people

Interacted people packs comprise three different tiers, providing additional capacity at a fixed price per month

Tier 1 is for 10,000 to 50,000 interacted people
Tier 2 is for 50,000 to 250,000 interacted people
Tier 3 is for more than 250,000 interacted people

Successful customer stories

Read about our customers’ appreciation of how Dynamics 365 Customer Insights generated higher business ROI

Lead Your Industry. Lead with Intech

Improve your customer acquisition, retention, and service with Dynamics 365 Customer Insights.
With AI-powered capabilities that enable smarter, faster, and better decisions in Sales, Marketing, Customer Service, and Operations.

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Frequently Asked Questions

Any business question, answered with precision.

What is the implementation time for Dynamics 365 Customer Insights?

The implementation time is not fixed. It depends on the license you buy, the complexity of your business, data migration, employee training, customization, and testing needed to fine-tune the final solution to meet your needs.

How does Dynamics 365 Customer Insights ensure compliance and trust with customers?

With Microsoft Azure as the base platform, you get guaranteed data privacy and security. It uses the following:

Advanced encryption techniques
Controlled user access, with the administrator controlling the permissions
Customer Lockbox for controlled access requests
Compliance with GDPR and other data protection laws
Hierarchical consent model for data access
Customers’ control over consent preferences, giving them control over data use
An in-built privacy aspect in AI features used in the solution

These allow businesses to collect customer data while respecting user privacy preferences.

What type of customer data does this solution collect?

It collects transactional, behavioral, and demographic data.

Demographic: Age, income, location, gender, etc.
Behavioral: Website, app, campaign, email, and in-store engagement and interactions
Transactional: Purchase history, amounts, order details, payment mode used, etc.

How does selecting Intech as the implementation partner for Dynamics 365 Customer Insights benefit us?

We have successful completed multiple implementations of this solution for clients in diverse industries. With experienced experts having relevant skills, we ensure the end-to-end implementation without any hassle. We help you with configuration, deployment, customization, employee training, optimization, and maintenance, so you can use it to benefit your business outcomes. Moreover, we tailor the services to your needs, whether you have multiple global offices or require only a few modules.

What are the two main features of Dynamics 365 Customer Insights?

Its two main features are:
Customer Insights – Data
It collects data, unifies it on a single platform, and analyzes it for insights into customer behavior, purchase patterns, and interactions. Based on this, you can make decisions on product placement, pricing, and other aspects to meet customer expectations.
Customer Insights – Journeys
This feature enables customer engagement on various channels and touchpoints to attract and retain them, and develop longer-term relationships. It facilitates personalized communications at all stages of a customer journey to enhance their experience.