Dynamics 365 Customer Insights – Microsoft’s Customer Data Platform (CDP)

Dynamics 365 Customer Insights and Overview

  • In today’s highly competitive business landscape, customer data has become one of the most valuable assets for companies looking to enhance their customer experience. However, with the vast amounts of data generated every day, it can be a challenge for businesses to centralize and analyze their customer data effectively. This is where Dynamics 365 Customer Insights comes into play.
  • Dynamics 365 Customer Insights is a product in the Dynamics 365 suite that provides insights into customer profiles and tracks engagement activities. It can potentially increase customer retention and enhance customer experiences.
  • Dynamics 365 Customer Insights is a powerful customer data platform that can help businesses consolidate their customer data from various data silos, providing a single view of the customer. This platform allows businesses to create a comprehensive understanding of their customers and their needs, enabling them to personalize their offerings and create unique customer experiences.

Data Ingestion and Unification

  • To get started with Dynamics 365 Customer Insights, businesses need to identify their audience, which can be either B2B or B2C. Once this is done, the next step is data ingestion, which can be achieved through Microsoft’s Data verse direct connection or Power Query.
  • Data unification is the next crucial step, and it involves mapping, matching, and merging the customer data across various sources. The platform’s capabilities to unify customer data from different sources is an essential aspect of the Dynamics 365 Customer Insights platform.
  • Customer Insights ingests data from all your different data sources and unifies them into a single customer profile. From within the customer profile, you can track data across different demographics, and identify trends based on key data you want to track.

Activities, relationships, measures, segments

  • Activities, relationships, measures, and segments are other critical features of Dynamics 365 Customer Insights. Activities refer to the actions or events that customers perform, such as transactions or purchases, which are recorded across data sources. Relationships are used to connect entities and create a data graph. Measures help businesses understand customer behavior and performance by examining essential values in unified profiles. Segments let businesses group customers based on demographic, transactional, or behavioral attributes.
  • We can now see a unified 360-degree digital customer view. Functionality for searching and drilling-down to get more details into specific customers is shown in the fake data below.

Intelligence in Customer Insight

  • One of the significant benefits of Dynamics 365 Customer Insights is its ability to provide personalized customer experiences. By centralizing customer data and analyzing it in real-time, businesses can get deeper insights into customer trends and behavior, enabling them to deliver personalized customer experiences.
  • Additionally, the platform’s capabilities to streamline data analysis and drive productivity across multiple departments such as sales and marketing make it an essential tool for businesses.
  • Dynamics 365 Customer Insights is a flexible and scalable platform that can cater to the needs of small businesses as well as large enterprises. It provides pre-built connectors to popular data sources, allowing businesses to connect their data sources quickly and easily to the platform. The platform also offers powerful AI and machine learning capabilities, allowing businesses to analyze their data quickly and efficiently.

Export Data

  • External applications can access specific data such as customer profiles, segments, entities, schemas, and mapping details through the Exports feature. Each export requires a connection setting up that manages authentication and access to the application being exported to.
  • Dynamics 365 Marketing and Dynamics 365 Sales are examples of applications where Customer Insights data can be exported to take further actions on the generated insights.
  • There are many target applications for exporting Customer Insights, including Azure Data Lake Gen 2, Synapse, LinkedIn Ads, Dynamics 365 Marketing, Dynamics 365 Sales, Google Ads or Microsoft Advertising.


  • Dynamics 365 Customer Insights is a powerful tool that can help businesses centralize their customer data and provide deeper insights into customer trends and behavior. By leveraging its capabilities, businesses can enhance their customer experience, drive productivity across multiple departments, and gain a competitive edge in today’s digital landscape.
  • With its flexible and scalable architecture, Dynamics 365 Customer Insights is the perfect platform for businesses looking to gain a deeper understanding of their customers and provide personalized experiences.

***Image Credits and Reference:

Related Posts

Copilot Studio

June 1, 2024

Microsoft Build 2024: A Look at the Important Announcements

Let’s dive deeper and explore the key takeaways from Microsoft Build 2024! We’ll cover the key updates to Microsoft Copilot Studio and Power Platform in this blog.

Microsoft Snowflake Partnership

May 31, 2024

Microsoft and Snowflake: New Partnerships For Seamless Data Experience!

Microsoft announced its expansion to their partnership with Snowflake during the Build Conference 2024. This collaboration promises to revolutionize data management by offering seamless bi-directional data access and a commitment to open standards. OneLake, the cornerstone of Fabric, shines even brighter with this partnership. As a single, unified, Software-as-a-Service (SaaS) open data foundation, OneLake empowers