With Dynamics 365 Customer Insights, you gain a powerful marketing platform designed to help you create personalised customer journeys, optimise your channel strategy, and bring marketing and sales closer together. Microsoft’s Marketing platform provides a wide range of features such as event planning, email automation, behaviour triggers, real-time segmentation, engagement scoring and website tracking, all working together to help you deliver the right message, through the right channel, at the right moment. Segment smarter, react faster and deliver personalised experiences at scale.
Choosing the right solution should feel clear and confident. Our role is to help you decide whether this platform is genuinely the right fit for your organisation, your marketing strategy, and the channels you want to optimise, while also identifying any potential gaps and how they could be addressed from the outset.
We take the time to understand how your marketing team operates today, the capabilities and functions that your team take care of and the resultant dependencies.
From there, we explore the channels you use to engage customers, define what success looks like for your digital strategy, and take a closer look at your requirements and opportunities. This helps us understand how Dynamics 365 Customer Insights could support a more connected marketing ecosystem alongside tools such as your CRM system and Teams.
By the end of the process, you will have a clear view of whether this solution is right for you and how it could support a more effective, insight-driven marketing strategy.
Design and automate personalised journeys across email, SMS, web, events, and more, ensuring every interaction feels timely, relevant, and connected.
Bring together data from across your organisation to create a single, trusted customer view that helps marketers truly understand audiences and segments.
Use insights and AI to understand which channels perform best, when to engage, and how to reach customers with the right message at the right moment.
Move beyond reporting with AI-driven insights that help you identify opportunities, refine campaigns, and continuously improve engagement performance.
Bring marketing and sales closer together with shared data, lead scoring, and clear qualification stages from MQL to SQL. Streamline handovers, improve visibility across the pipeline, and ensure the right opportunities reach sales at the right time.
Track engagement across websites, campaigns, events, and webinars to understand what truly captures your audience’s attention. With engagement data connected across every interaction, targeting becomes smarter and far less reliant on guesswork.
| Duration | 2-4 months per phase | Dependent on recovery needs | |
| Scope | Variable | Variable | |
| Level of configuration | Unlimited | Unlimited | |
| Reporting | Tailored | Custom | |
| Data Migration | |||
| Suitable for companies with legacy CRM | |||
| Number of users | 10+ | 10+ | |
| Single view of business/function data | |||
| Secure and trusted Microsoft platform | |||
| Access anywhere on any device | |||
| Collaboration with existing Microsoft tools | |||
| Live reporting and insights to understand your data, trends and risks | |||
| Data import | |||
| Fully managed with break fix and unlimited adhoc training | Including ongoing optimisation, tailored training and ongoing adjustments. | Including ongoing optimisation, tailored training and ongoing adjustments. | |
| Self-Service portal | |||
| Advanced BI and reporting | |||
| Advanced marketing automation | |||
| Change management | |||
| Automation |
