Dynamics 365 Customer Insights | Stadler & Partners

Microsoft Dynamics 365 Customer Insights

The ideal solution for creating a unique, personalized marketing experience for every customer of your organization.

What is Microsoft Dynamics 365 Customer Insights used for?

Microsoft Dynamics 365 Customer Insights (Data and Journeys) aggregates data from various organizational sources and generates consumer profiles, which can then be segmented based on behavioral, transactional, or demographic criteria. This information enables you to build a unique journey for every customer in their relationship with the organization and to manage effective communication using the ideal channels for each person.

Customer Insights - Data

A modern Customer Data platform that lets you aggregate customer data from multiple sources and identify behavioral patterns, trends, and correlations in consumer behavior. This information helps you better understand customer preferences and spot new opportunities to grow commercial relationships.

Customer Insights - Journeys

The operational module of the platform, which lets you automate and personalize marketing interactions and streamline each prospect's journey in order to maximize the likelihood of purchase. Journeys give you the ability to react in real time to customer interactions with marketing messages and to plan an engaging communication experience in detail.

Key benefits

A macro-level view

Get all customer information in a single place that becomes a reference point for every team involved in customer interactions. You can use artificial intelligence to enrich customer data and uncover correlations between transactional or demographic data and buying and consumption behavior.

Smart communication

Microsoft Dynamics 365 Customer Insights provides a wide range of communication channels for marketing interactions. Schedule every step of a modern communication campaign and make decisions based on how customers have interacted with the emails and SMS messages they received, building an effective experience for qualifying prospects and optimizing conversion rates.

Event management

You can manage physical events as well as online events such as Webinars or Teams Live Streams, directly from Microsoft Dynamics 365 Customer Insights. Organize all the activities associated with such an event — from attendee registration to sending digital materials to those who attended, arranging accommodations and event venues, and other logistical operations.

Contact data capture

You can generate marketing forms that integrate quickly and easily into websites and mobile apps and send the information directly to Microsoft Dynamics 365 Customer Insights. Contact form design uses a drag-and-drop module, so no advanced programming knowledge is needed to integrate your existing platforms with the Marketing solution.

End-to-end implementation services

From initial implementation to consulting and support for automating complex marketing processes, the Stadler & Partners team helps you adopt Dynamics 365 Customer Insights.

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Advanced features

Intuitive designer

Microsoft Dynamics 365 Customer Insights lets you design emails and web forms using a drag-and-drop engine, with no advanced programming knowledge required. The engine allows communications to be parameterized with system data, so every customer interaction can take on a truly personal touch.

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Channel optimization

Within the same campaign you can define multiple message types (SMS, email, etc.) for a specific stage, and Microsoft Dynamics 365 Customer Insights will determine the best-performing message and continue to use it in the campaign, ensuring optimal results.

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Complex integrations

Microsoft Dynamics 365 Customer Insights Data lets you bring in customer data from relational databases as well as from sources such as POS or your website. You get access to the history of payments made to the organization, the customer’s journey on the site, their favorite pages, and much more.

AI Copilot

Microsoft Dynamics 365 Customer Insights is complemented by a digital assistant, powered by artificial intelligence, that can generate segments or emails and carry on a conversation about your customers. At the same time, the assistant can help you discover correlations between the stored profiles.

Frequently asked questions

How much does the per-user license cost for Microsoft Dynamics 365 Customer Insights?

Unlike the other Dynamics 365 modules, Customer Insights does not use a per-user licensing model.

The starting cost for Customer Insights is $1,700 per month for 4 Marketing environments and lets you interact with up to 10,000 contacts.

You can find more details about the licensing scheme here.

Why are there two separate modules? Are they purchased separately?

In the past, the two platforms had a different licensing model (essentially they were treated as 2 distinct products). At the end of 2023, Microsoft unified the 2 systems to create a complete, competitive solution in the Marketing CRM market.

Although they are configured and operated separately, the price offer covers both products.

Can the module be integrated with Google's Marketing services?

There are several integration options with Google’s services, both for receiving and for sending data.

Microsoft Dynamics 365 Customer Insights – Data can export audience segments directly to Google Ads to make PPC campaigns more efficient, and both modules can import relevant data from Google Analytics to help with data analysis.

Do marketing emails come from a @microsoft.com address?

Customer Insights lets you register your own domains for sending emails and form hosting. Marketing emails will be sent to your audience from addresses that reflect the brand associated with the account. You are also not limited to a single domain. The same marketing module can send emails for multiple domains, letting you manage Email Marketing in a unified way for every brand you want to promote.