Dynamics 365 Customer Insights is a module in the subscription service that provides companies with a database. But that database is a Dynamics 365 customer service tool that can collate, integrate, and analyze data from a variety of sources and marketing channels. Ultimately, the goal of Dynamics 365 Customer Insights is to give your organization a 360-degree view of your entire customer and end-user experience.
Most companies have their data siloed and dispersed among a variety of systems. This could include:
Each of these tools may be managed by a different software vendor and may not integrate well, creating a lot of redundant tasks and extrapolated insights between disparate systems. It’s a scattershot approach this lacks consistency, oversight, and efficiency.
But what if you could consolidate all of these unwieldy platforms under a single source of marketing truth? That’s exactly why Dynamics 365 Customer Insights was created.
Let’s be clear; Dynamics 365 Customer Insights wasn’t meant to take the place of your CRM. Instead, this tool integrates with your existing marketing channels, parsing data from all your transactional systems, and then links the data to a specific individual customer profile. Literally, any data source can link with Dynamics 365 Customer Insights. To accomplish this, Microsoft had to:
The end result of this phenomenal effort is a customer database that has reviewed all behaviors, all data, and created a 360-degree view of your customers.
Can you start to imagine how this understanding of your existing customers could be used to retain them? The functionality of the Customer Insights tool could be the fuel for your Dynamics 365 customer service efforts. Dynamics 365 Customer Insights makes use of customer analytics, key performance metrics, and purchasing statistics to help you understand exactly what your clients want and need.
Some of the customer retention insights offered by this software include:
Dynamics 365 Customer Insights is the mediator between all of the data your customers are leaving out there every time they interact with your company brand. Microsoft designed this tool to map and analyze all of the data from every channel you’re impacting and then meld into real-time insight for each customer that buys your products.
One of the biggest benefits for your marketing team is that Dynamics 365 Customer Insights eliminates many of the manual processes that you used to use to combine data from the multitude of source channels out there. Instead, you can create defined data mapping sets for each source, and then automate reporting so that your team spends more time getting to the data that will help you retain each client long-term.
Dynamics 365 Customer Insights is a very sophisticated platform designed for data engineers. The tool can unify all of your data under one consolidate umbrella, analyze the data, and map it to the individual customer. To get started with this platform, we recommend a consultation with a Microsoft Certified consulting team like IES. Our experienced team of developers can help you set up, configure, and maintain Dynamics 365 Customer Insights so the tool lives up to its promise of customer retention. Talk to our team today to find out how we can help.