Deliver exceptional customer experiences with

Dynamics 365 Customer Insights

Unified Customer Intelligence for Personalized, Connected Experiences

Dynamics 365 Customer Insights unifies customer data and AI-driven insights to help organizations deliver personalized, connected experiences across marketing, sales, and service. With real-time journey orchestration and Copilot-powered automation, teams can uncover deeper insights, create targeted engagement, and act faster — driving stronger relationships, higher conversions, and improved customer loyalty.

Connected, Personalized Customer Journeys.

Gain deeper customer insights to deliver meaningful, personalized experiences.

Unified Customer Intelligence
Combine transactional, demographic, and behavioral data into a single trusted customer view that AI can act on.

Richer Profiles, Smarter Predictions
Enhance customer profiles with multiple data sources and activate built-in AI models to generate actionable insights.

Dynamic Segmentation at Scale
Discover new audiences and build smarter segments with AI recommendations powered by real-time data.

Privacy-First by Design
Incorporate consent data automatically to maintain compliance with privacy and security regulations.

Personalized Engagement Everywhere
Deliver the right message at the right time across sales, marketing, and service.

Real-Time, Optimized Journeys
Build contextual, cross-channel journeys and continuously improve them with A/B testing.

Smarter Sales Handoffs
Automatically route qualified, scored leads to sellers and track pipeline performance with built-in analytics.

Omnichannel by Design
Engage customers through email, SMS, push notifications, and custom channels — all from one journey.

AI-Powered Customer Insights
Quickly explore individual profiles and uncover key customer attributes using Microsoft Copilot.

Effortless Segmentation
Define target audiences in plain language and let Copilot build, review, and refine customer segments.

Tailored Content Creation
Generate personalized emails, headlines, and visuals for any segment with AI-assisted content.

Simplified Journey Design
Use Copilot to create customer journeys by describing goals, audiences, or desired flows — no manual setup needed.

Use Cases: Connected Experiences Across Teams

Marketing

Create real-time, personalized journeys while using Copilot to uncover insights, build audience segments, and generate tailored content.

Sales

Equip sellers with AI-driven leads, predictions, and product recommendations for highly personalized interactions.

Service

Proactively identify customer issues and give service teams detailed profiles to route cases and resolve problems faster.

Deliver smarter, AI-driven customer journeys that adapt to every interaction

Create fully connected, personalized, and adaptive customer journeys that intelligently respond to customer behavior, powered by AI-driven insights and advanced analytics for smarter engagement across every touchpoint.