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Dynamics 365 Customer Insights

Microsoft Dynamics 365 Customer Insights is a machine learning tool that allows your employees to precisely pinpoint trends with customers.  Make better business decisions with detailed insights on your clients to increase value.  With the power of artificial intelligence, you will be able to predict customer behavior and purchase patterns. You can unify all of your customer data and find matching records through all accounts that you choose to import into the system.

You will have superior customer segmentation that sales and marketing teams can use to prioritize the best leads.  With Dynamics 365 Customer Insights, you can generate specifics on demographics, behavioral, proprietary, and transactional data. Having unified data in silos is not conducive for the growth of a company.  A business can not improve something that it can not measure.

Microsoft Dynamics 365 Customer Insights allows organizations to combine all of the unified data and measure it.  Use your measured data to create customer segments for marketing and sales campaigns. Utilize the Power Platform with your Dynamics 365 Customer Insights segmentation lists.  With the Power Platform, you can automate the next actions to take.  This will decrease the workload of your employees and open up new opportunities for your business.  Power Automate allows a variety of automated actions throughout many of platforms.  New registrants in your segmentation lists can have automated events happen to them upon entry.

Dynamics 365 Customer Insights works seamlessly with Dynamics 365 Sales Professional.  Your Sales team can use the segmentation lists connected in Customer Insights for phone call campaigns.  Additional lead scoring models can be created for further segmentation of your customer lists.  This will allow your employees to target the hottest prospects first.

Dayton Children’s Hospital is currently using Microsoft Dynamics 365 Customer Insights to help run their operations.  The hospital had millions of data records to unify.  Once completed they created five different segmentation lists.  The segmentation lists included female patients with sports or orthopedic activities, patients with high inbound calls, patients with high outbound calls, patients with frequent encounters, and patients that live in Dayton.  With this segmentation data, the marketing team is able to reach out to these different groups of people with different messaging.  Before the implementation of Microsoft Dynamics 365 Customer Insights, the hospital could not split these different groups of people. For more info on Dayton Children’s Hospital’s implementation click here.

Microsoft Dynamics Customer Insights works in conjunction with your existing Office 365 product line.  You can use Customer Insights alone, or you can use it along with Dynamic 365 Sales Professional and Dynamics 365 Marketing. Microsoft Dynamics Customer Insights can also be used on the Microsoft Teams dashboard for remote work collaboration. Interested in learning more?  Let us help you.  Contact Grow My Office LLC for a demonstration today!