Microsoft Dynamics 365 Customer Insights

Leverage your data using Dynamics 365 Customer Insights

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

Microsoft Dynamics 365 Customer Insights Consultancy

SI ICT’s team of specialist Microsoft Dynamics 365 Consultants have a proven track record of tailoring and implementing Microsoft Dynamics 365 Customer Insights across many different verticals.

Benefits of Microsoft Dynamics 365 Customer Insights

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

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.

Data and Dynamics 365 for Customer Insights

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.

Dynamics 365 Customer Insights in Action

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 Customer Insights 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.

How SI ICT implement Dynamics 365 Customer Insights ?

 

As Microsoft Dynamics 365 Consultants, SI ICT use our expertise and product knowledge coupled with our extensive experience to discover, analyse validate, build, deploy and launch a tailored Microsoft Dynamics 365 Customer Insights solution along with user enablement whilst providing ongoing support.

Using our extensive knowledge of workflows, efficient business processes and an innovative use of new technologies such as Microsoft Flow, our Dynamics 365 Customer Insights solutions are specifically designed to automate the Sales and Marketing processes to cut down on tedious admin tasks and fast track the growth of your business.

Transformation Journey

 

Understand

During our initial meeting, we’ll understand in some detail how your organisation operates and apply that knowledge to propose a Dynamics 365 Customer Insights solution to accommodates future business aspirations and resolve the main pain points. We will also discuss the licensing options.

Build

We will produce a functional specification document alongside a project plan and technical specification that clearly defines the solution’s deliverables. Working in close collaboration with your internal team from the start, we’ll then build your tailored Dynamics 365 Customer Insights solution.

Transform

Once live, your fully customised Dynamics 365 Customer Insights platform will digitally transform your business

Dynamics 365 Application Stack

The complete solution to manage customer relationships, close deals and boost sales revenue.

A powerful business application that uses in built intelligence to enable businesses deliver faster, personalised support to their customers

Move beyond basic marketing activity and maximise your return on investment with data driven decision making and marketing automation.

The complete management solution for your field sales and service teams enabling you to drastically improve performance levels by using intelligent scheduling, enhanced transparency, remote asset monitoring and billing management

Data driven insight to improve your financials and operations with Dynamics 365 Finance and Operations.

Deliver profitable projects on time and within budget whilst building strong customer relationships

Attract the right people, and retain and grow them. Track performance, optimise workforce costs and take care of employees

Microsoft Dynamics 365 Customer Insights applications

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

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