Microsoft Dynamics 365 Customer Insights Partner

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

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.

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.

Customer Insights – Journeys allows marketers to concentrate their time on high-value strategy and personalisation, thereby increasing productivity.

Built-in Copilot features enable marketers to apply natural language to streamline repetitive tasks like creating journeys, building segments and generating email content. Copilot simplifies these processes by providing AI-powered drafts and recommendations. For example, marketers can describe their target audience, and Copilot will suggest segment rules.

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.

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.

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.