Dynamics 365 Customer Insights Partner

We’re a UK specialist for Microsoft Dynamics 365 Customer Insights, supporting implementations that unify data and enable real-time marketing journeys.

Personalised Marketing Experiences

We will support you in maximising the value of Dynamics 365 Customer Insights – Journeys. Our consultants will help you develop unified customer profiles, create targeted audience segments, and set up trigger-based journeys to achieve your campaign goals.

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Choose ServerSys as your Partner

Few UK partners specialise specifically in Customer Insights. Our consultants bring focused expertise to organisations implementing and optimising this solution.

Our approach starts by investing time to understand your organisation, processes and current challenges. You can expect a candid conversation with a Customer Insights product expert from your first call.

We provide guidance and technical consultancy to configure Customer Insights, including helping you create journeys and deliver your first campaign within days.

We don’t overpromise. We’ll flexibly adapt to your evolving needs by delivering innovative solutions. Our partnerships stem from sincerity – listening first, with no exaggerated claims.

Let's talk

Our Customer Insights Partner Services

Strategic Implementation Planning
We assess your current marketing processes, data sources, and business goals to design a Customer Insights implementation focuses on early campaign execution and builds for long-term success.

Marketing Automation Expertise
Our consultants bring deep experience in email marketing, customer journey design, and segmentation strategy. We’ll help you build your journeys and provide ideas that drive engagement and conversions.

Training and Knowledge Transfer
Your team will receive training in campaign building, segment creation, and analytics, ensuring you can independently manage Customer Insights.

Managed Services & Support
Many of our clients use our managed services for ongoing consultancy, campaign support, and guidance as their marketing automation needs evolve.

Dynamics 365 Customer Insights - Real-time homepage

How Dynamics 365 Customer Insights Benefits You

Trigger contextual, event-based journeys across channels that react instantly to customer interactions.

Trigger contextual, event-based customer journeys across channels that react instantly to interactions.

Increase your team’s efficiency and focus with AI-assisted marketing tasks and recommendations enabling faster content creation.

Increase team efficiency and focus with AI-assisted marketing tasks and recommendations for faster content creation.

Quickly build audience segments and journeys and create content using conversational language prompts.

Quickly build audience segments and journeys and create content using natural language inputs.

Unify your relational, behaviour and transactional data to create complete customer profiles for real-time insights to engage people with personalised messages.

Unify relational, behaviour and transactional data to create complete profiles for real-time insights and engage customers with personalised interactions.

Score leads, seamlessly hand off and share analytics to align sales and marketing. Use prebuilt dashboards to track the key metrics for lead generation and qualification.

Score leads, seamlessly hand off and share analytics to align sales and marketing. Use prebuilt dashboards to track the key metrics for lead generation and qualification.

With a integrated Customer Insights website using Power Pages, you can bring all your events together in one central hub, simplifying registration for attendees while reinforcing your brand across every event.

Power Pages Customer Insights Events Template Register Landing Page

Real-time journeys

Trigger contextual, event-based journeys across channels that react instantly to customer interactions.

Trigger contextual, event-based customer journeys across channels that react instantly to interactions.

Enhanced productivity

Increase your team’s efficiency and focus with AI-assisted marketing tasks and recommendations enabling faster content creation.

Increase team efficiency and focus with AI-assisted marketing tasks and recommendations for faster content creation.

Faster campaign creation

Quickly build audience segments and journeys and create content using conversational language prompts.

Quickly build audience segments and journeys and create content using natural language inputs.

Unified client data

Unify your relational, behaviour and transactional data to create complete customer profiles for real-time insights to engage people with personalised messages.

Unify relational, behaviour and transactional data to create complete profiles for real-time insights and engage customers with personalised interactions.

Improve sales alignment

Score leads, seamlessly hand off and share analytics to align sales and marketing. Use prebuilt dashboards to track the key metrics for lead generation and qualification.

Score leads, seamlessly hand off and share analytics to align sales and marketing. Use prebuilt dashboards to track the key metrics for lead generation and qualification.

D365 Customer Insights Capabilities include:

Customer journeys

Create Customer journeys with Dynamics 365

Design journeys to improve engagement using email, SMS and custom channels.

Triggers-based comms

Send communications from triggers

Engage customers in real-time by responding to interactions and CRM updates.

Audience segments

Create complex audience lists with segments

Use connected data to target audience segments with personalised messages.

Copilot AI features

Boost productivity with Copilot AI features

Boost productivity with AI-powered suggestions for quick campaign content creation.

Lead scoring and routing

Route leads to sales teams with Customer Insights

Automatically share leads with sellers as prospects respond to your messages.

Event management

Host and organise events in Customer Insights

Minimise admin tasks and simplify registrations for online and in-person events.

Marketing analytics

Understand your data with Marketing Analytics in Dynamics 365 Customer Insights

Gain actionable insights to optimise your campaign performance.

Web Form Integration

Integrate Web Form with D365 Customer Insights

Collect lead and contact details for enquiries, subscriptions and registrations.

Watch our Customer Insights Demo

What Our Clients Say…

“ServerSys were very proactive during our migration from Outbound to Real-time journeys in Dynamics 365. They were leading the process with a planned and methodical approach to cover all necessary details.

They were also on-hand to share insight and provide solutions to issues that arose once the migration was successfully completed.”

Marketing Manager, Pool Reinsurance – the UK’s largest terrorism reinsurer

“Having ServerSys support across all aspects of Customer Insights, whether in implementations, support queries, or strategic advice, has consistently delivered high-quality outcomes.

Most importantly, their rapid response and resolution times for ongoing support issues are exactly what a business like ours requires.”

Project Manager, CIFAS – a non-profit working to prevent fraud and financial crime

We are proud to work with...

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Download Customer Insights Guide

Download our guide covering product features, AI capabilities, integration options, and how ServerSys can help you implement Customer Insights.

Get the Guide
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Frequently Asked Questions

How can ServerSys help me get started with Customer Insights?

Our team is here to help you quickly get started with Customer Insights – Journeys, allowing you to achieve early results.

We begin by taking a consultative approach to understand your marketing needs, goals, and challenges. From there, we handle the setup and configuration. We can also assist with migrating your data into Dynamics 365 or integrating other systems to access new data.

We work closely with you as you build your initial segments, journeys, and campaign content. Throughout your launch and beyond, our support is available to enhance the use of Customer Insights – Journeys.

Can you help migrate from other platforms?

Yes. Our consultants have deep expertise in migrating from other marketing automation platforms to Customer Insights, such as Mailchimp and Hubspot. We take a structured approach that includes:

  • Auditing your existing data structure, quality, and hygiene practices
  • Mapping data fields and tables to Dynamics 365 architecture
  • Recreating email templates and journey workflows within Customer Insights
  • Testing data integrity, compliance profiles and segmentation accuracy before go-live
  • Training your team on the new Dynamics 365 application while minimising disruption
How long does Customer Insights implementation take?

Each implementation is different and time scales vary depending on many factors. With an existing Dynamics 365 system and imported data, initial configuration can take 2-4 weeks. This includes carefully setting up preferences and compliance profiles, importing email templates and domain authentication.

Training your marketing team is another factor to consider and the time can vary depending on current experience with marketing automation and data platforms.

In what ways does Customer Insights - Journeys personalise experiences?

Customer Insights – Journeys lets marketers personalise message content and timing using dynamic content blocks and event-based triggers.

Dynamic content lets marketers tailor messages with personalised text and images based on customer attributes and actions, making each communication relevant and engaging. You can also use Event-based triggers to ensure these messages are sent at the right moment, such as after a cart abandonment, email click, or web page visit.

By combining dynamic content with real-time triggers, Customer Insights creates highly personalised experiences that drive engagement and results.

Why work with a UK-based Customer Insights partner?
Working with a UK partner means support in the same time zone and consultants who understand UK business practices. Our UK-based team is available during normal business hours.
How does Dynamics 365 Sales integrate with Customer Insights?

By using the same platform, Customer Insights – Journeys ensures seamless integration with Dynamics 365 Sales, which helps to align marketing and sales teams.

As marketing nurtures leads, sales-ready prospects can be automatically passed on to sales representatives at the right time. Lead scoring uses metrics such as engagement, profile attributes, and behaviours to determine sales readiness based on agreed-upon criteria.

A shared view of the pipeline offers visibility into the progression of lead stages. Sales representatives can also use unified customer profiles and insights to inform their interactions and sell more effectively.

How is Customer Insights - Journeys licenced?

Dynamics 365 Customer Insights is licensed per tenant and includes access to the Customer Insights – Journeys and Customer Insights – Data applications.

Refer to our article for detailed information, including application capacities.

How do Customer Insights - Journeys and Customer Insights - Data compare?

Dynamics 365 Customer Insights – Journeys and Customer Insights – Data are two applications now sold together under the same Customer Insights license.

Customer Insights – Journeys enables real-time, personalised marketing campaigns and journeys. It provides email, forms, audience segmentation, and journey orchestration capabilities.

Customer Insights – Data serves as a customer data platform (CDP) to unify data across your organisation into complete customer profiles. This provides a 360-degree customer view to generate insights.

While separate applications, Journeys and Data are designed to complement each other. Journeys uses the unified profiles and segments from Data to enable highly personalised campaigns. The license offers flexibility to use one or both applications based on individual needs.

Ready to transform your marketing?

Contact ServerSys to discuss your goals and explore how Customer Insights – Journeys can improve your marketing performance. Call us now on 0203 884 3804, email hello@serversys.com or complete the contact form below.