

Microsoft Dynamics 365 Customer Insights
Microsoft Dynamics 365 Customer InsightsUnlock the power of customer data with Microsoft Dynamics 365 Customer Insights
Understanding your customers is essential for business growth and success. Microsoft Dynamics 365 Customer Insights, formerly known as Microsoft Dynamics 365 Marketing, is a powerful tool that helps businesses gather, unify, and analyze customer data from multiple sources. With this software, you gain a 360-degree view of customer behavior, preferences, and needs.
By using AI-driven insights and predictive analytics, businesses can create personalized customer experiences, boost engagement, and drive revenue growth. Whether you’re in retail, finance, or B2B services, Microsoft Dynamics 365 Customer Insights empowers you to meet and exceed customer expectations. Stay ahead in today’s competitive market with this advanced customer data platform.
Key features of Microsoft Dynamics 365 Customer Insights

AI-driven insights with Copilot
Leverage artificial intelligence and machine learning to identify trends, segment customers, and predict future behaviors. Gain actionable insights to personalize marketing, sales, and service strategies.

Real-time customer segmentation
Automatically segment customers based on their behavior, demographics, and engagement history. Use dynamic customer profiles to target the right audience with the right message at the right time.

Predictive analytics & personalization
Use predictive modeling to anticipate customer needs, recommend relevant products or services, and tailor experiences to individual preferences.
Capabilities of Microsoft Dynamics 365 Customer Insights
Empower customer engagement and drive meaningful interactions with AI-powered customer insights. Gain a 360-degree view of your audience by unifying data from multiple sources, enabling your team to anticipate needs and deliver personalized experiences. With predictive analytics, automated segmentation, and intelligent recommendations, you can proactively enhance customer journeys and strengthen relationships.
Microsoft Dynamics 365 Customer Insights empowers businesses to turn raw data into actionable strategies. It integrates seamlessly with tools like Outlook, Teams, and Power BI, ensuring your team stays connected and data-driven. As a certified Microsoft Dynamics 365 partner, we help you implement and optimize these solutions to fit your business needs. Unlock the full potential of your customer data with Microsoft Dynamics 365 Customer Insights!

Make faster, smarter business decisions
Your customer data is everywhere—but are you using it effectively? With real-time insights and AI-powered analytics, you can stop guessing and start making informed decisions that drive growth.
Improve customer engagement
Your customers expect personalized experiences. Without a deep understanding of their behaviors and needs, you risk losing them to competitors. Customer Insights helps you anticipate their next move and act before they turn away.
Gain a competitive edge in your market
If you're not leveraging AI and predictive analytics, you’re already behind. Stay ahead by using real-time data to refine your marketing, sales, and service strategies, ensuring you reach the right customers at the right time.
Turn data into action, not just reports
Collecting customer data isn’t enough. To drive real results, you need to transform raw information into meaningful strategies. Customer Insights helps you identify trends, segment audiences, and optimize customer journeys—without drowning in data overload.
Optimize sales and marketing impact
Ineffective campaigns cost time and money. With deeper insights into customer behavior, you can fine-tune messaging, personalize outreach, and ensure every interaction moves your business forward.
Strengthen compliance and data security
In today’s digital landscape, data privacy is critical. Without the right tools, compliance becomes a risk. Microsoft Dynamics 365 Customer Insights helps you manage sensitive customer data securely while ensuring compliance with industry regulations.
Frequently asked questions about Dynamics 365 Customer Insights:
Previously known as Microsoft Dynamics 365 Marketing, this solution has evolved into Microsoft Dynamics 365 Customer Insights to provide businesses with a more unified and intelligent approach to customer data. This transformation brings together the power of customer analytics and marketing automation in a single, integrated platform.
Why the Change?
Unified customer profiles – The new Customer Insights platform consolidates marketing and customer data into one solution, allowing businesses to gain a complete view of their audience and deliver hyper-personalized experiences.
Stronger AI & automation – With advanced AI-driven insights and automation, businesses can predict customer behavior, refine marketing campaigns, and improve decision-making.
Deeper integration with Microsoft ecosystem – Customer Insights now seamlessly integrates with Microsoft Dynamics 365, Power BI, and other Microsoft tools, making it easier to align sales, marketing, and service strategies.
Real-time engagement – Businesses can leverage real-time data to personalize outreach, automate workflows, and optimize engagement across multiple channels.
Microsoft Dynamics 365 Customer Insights seamlessly integrates with other Microsoft products, such as the rest of the Dynamics 365 platform, Power BI, and Azure. This integration allows for a unified data ecosystem where customer data from various sources can be consolidated and analyzed.
With Power BI, users can create interactive dashboards and reports to visualize customer insights. Azure provides robust cloud infrastructure and advanced analytics capabilities, enhancing the overall functionality and scalability of Customer Insights. This interoperability ensures that businesses can leverage their existing Microsoft tools to gain deeper insights and drive more informed decisions.
- Microsoft Dynamics 365 Customer Insights helps optimize marketing campaigns by providing comprehensive customer profiles and actionable insights. By unifying data from multiple sources, it enables marketers to understand customer behaviors, preferences, and trends. The AI-driven analytics offer predictive insights, allowing marketers to anticipate customer needs and tailor campaigns accordingly. Personalized recommendations and segmentation capabilities help target the right audience with relevant content, increasing engagement and conversion rates. Additionally, real-time analytics and feedback loops enable continuous improvement of marketing strategies, ensuring that campaigns remain effective and responsive to customer dynamics.
Dynamics 365 Customer Insights offers a wide range of functionalities designed to enhance customer understanding and engagement.
Key features include:
- Segmentation: Enabling you to make intensive segmentation for your campaigns.
- E-mail marketing: Easily build and send out e-mails, incl. conditional content, making the e-mails unique for each receiver.
- Lead Management: Keep track of your leads with lead scoring, lead management etc.
- Forms: Collect sign-ups for events, etc.
- Event management: Keep track of event sign-ups, participants, sessions, host webinars and more.
Our experts would be happy to show you how these features could create value for your company.
One of the strengths of Microsoft Dynamics 365 customer engagement (D365CE) is that both the customer insights, customer service, field service, and sales solution leverage the same master data. That means that your employees will have access to the full overview of the customer, enabling your team to leverage that data and deliver the best possible customer experience to your customers and prospects.
Microsoft offers a variety of support and training resources to help users maximize the potential of Dynamics 365 Customer Insights. These include detailed online documentation that covers all aspects of the platform, from setup to advanced features. Tutorials and webinars provide step-by-step guidance and best practices for using the tool effectively. Users can also access a community of experts and peers through forums and user groups, where they can share experiences and solutions. You can already now have a look at Microsoft Learn.
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Pricing: What to expect for your business?
Our job is to simplify your journey to the summit, ensuring a smoother climb to new heights where you continuously feel safeguarded and in control. That's exactly why we've made it possible for you to obtain a high-level budget estimation already.
How? By completing this guiding questionnaire, we can estimate the project implementation investment and the monthly Microsoft license estimate, based on our experience in implementing many projects like the one you envision.

Why choose 9altitudes as your Microsoft Dynamics 365 Customer Insights partner?
At 9altitudes, we help businesses harness the full potential of their customer data. Our team of experts ensures seamless implementation, integration, and optimization of Microsoft Dynamics 365 Customer Insights to fit your business needs.
With a deep understanding of data-driven strategies, we empower you to turn insights into meaningful actions that drive business success.
Get in touch
Want to learn more about Microsoft Dynamics 365 Customer Insights? Our team is here to help. Get in touch today and let’s discuss how we can support your business.
