Microsoft Dynamics 365 Customer Insights_

Forecast future business plans using Power BI and Data Analysis with Microsoft Dynamics 365 Customer Insights

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Make your ‘big data’ small and insightful using Dynamics 365 Customer Insights_

Our experienced team of specialist Microsoft Dynamics Consultants have a proven track record of implementing and tailoring the full stack of Microsoft Dynamics 365 applications including Customer Insights.

Microsoft Dynamics 365 Customer Insights is an innovative Customer Data Platform (CDP) designed to provide users with the information and advice they need to provide personalised, effective customer service.

The service draws on data across multiple channels including campaign responses, in-store and online visits and purchases, loyalty redemptions, social interactions and other previous customer service interactions. All of this data is presented in cohesive customer profiles to provide real-time data driven insight and next steps.

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Benefits of Microsoft Dynamics 365_


Real time data
Manage individual customer data across each touchpoint in real time

Data Analysis
Gain a 360 degree view across any device, channel or application

Predictive analysis
Easily identify cross-sell and up-sell opportunities in an instant

Visualise Data
A variety of easy to use dashboards simplifies data

Dynamics 365 for Customer Insights Benefits_

Customer Insights presents a 360-degree view of a customer, combining their transactional, observational and behavioural data in real time. The data is kept up to date with pre-built connectors ensuring that all of a customer’s relevant data, accounts and contacts are presented in their profile.

Each individual’s data profile is enriched with general audience data, market trends and other customer feedback to give the agent a sense of where the customer is in the big picture.

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Dynamics 365 Customer Insights Action Plans_

Once Insights has presented a customer’s data, it will also provide recommendations for actions. These recommendations are based on AI and machine learning templates. The advice will take the form of suggested next best action, replies, conversation points or product recommendations.

The advice can also remind agents when it is time to reply and what form their reply should take. Insights’ AI will divide customers into segments based on their demographic or behaviour patterns. It will then provide segment-specific action suggestions to enable targeted campaigns and service provision.

Dynamics 365 Sales reimagines the seller experience with accurate sales forecasts, details of emerging customer needs and highlighted at risk deals. It also provides salespeople with actionable suggestions to help them prioritise deals, analyse pipeline changes and sell effectively.

Data related benefits_

Enhance Customer Experience: The 360-degree customer profile means that agents will be able to personalise their service to each customer. A customer’s needs can be specifically targeted and handled by the most appropriate agent. They will never be kept waiting and every interaction will add value to the relationship.

Better Business Decisions: The information and action suggestions provided by Insights allow for forecasting of the market monitoring of trends and as a result, smarter business decisions. Agents will never miss a call and with the help of Insights they will provide a unified, professional service.

Improved Products and Services: The personal customer insights, segment insights and the general market trends mean that you will know what is working well and what isn’t. You will be aware of any changing needs in the market and how to target and design products to meet those needs.

Streamlined Data Provision: The straightforward programming and high-quality user experience means that agents can quickly find the information they need. App design is easy and quick with Power Automate and much of the manual data entry is automated.

Licensing Costs for Dynamics 365 Customer Insights_

Dynamics 365 Customer Insights is part of Microsoft’s customer data platform (CDP), alongside Microsoft Customer Voice. The platform allows to gain insight into who customers are and how they engage by unifying customer data into one single view.

Licence Description Cost per tenant/month
Dynamics 365 Customer Insights Licensed per tenant/month and enables organisations to unify their customer data and understand it better through intelligent insights and actions. Customer Insights is a data platform that eliminates silos by enabling customers to bring data from any source and view it in one place. This subscription includes up to 100,000 customer profiles. £1,131.20
Dynamics 365 Customer Insights Attach  Customers with at least 20 Sales Enterprise, 20 Customer Service Enterprise, or 1 Marketing application can qualify for this discounted licence. £754.10

What other Dynamics 365 related services do we specialise in?_


Microsoft Dynamics 365

The complete business solution bringing data, people and operations together. We are a specialist Dynamics partner.

Business Central

A leading business financials solution that provides an end-to-end view of the business for smart decisions.

Microsoft SharePoint

Store your business documents within a single business solution. Collaborate on documents and set permissions.

Microsoft Power BI

Turn data into opportunities with Microsoft Power BI and drive better business decisions by using the insight.

We first approached Infinity Group to help us transition from our old CRM to Dynamics 365. The scoping and implementation was run very professionally and all ongoing customisations and support issues are handled efficiently by the friendly support team.

We would love
to hear from you_

Our specialist team of consultants look forward to discussing your requirements in more detail and we have three easy ways to get in touch.

Call us: 03454504600
Complete our contact form
Live chat now: Via the pop up

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