Dynamics 365 Customer Insights Partner

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

Personalised Marketing Experiences

Your Dynamics 365 system already holds what you know about every relationship. Customer Insights turns that into personalised emails and journeys that deliver messages at key moments. Our consultants help you build customer profiles, audience segments and trigger-based journeys that meet your campaign goals.

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Why marketing teams choose ServerSys

Few UK partners truly specialise in Customer Insights. Our consultants implement and support it for marketing teams, and you speak to a product expert from your first call.

  • CRM is all we do. We work only with Dynamics 365 CRM apps and the Power Platform, so your marketing runs on the same data as your sales team.
  • Same people, start to finish. The consultant who scopes your set-up stays with you through launch and support.
  • Adoption before features. We get your first journeys live and your team confident, then add more as you need it.
  • Clients who stay. Many clients work with us across multiple Dynamics 365 projects, several for over a decade.
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What our clients say

“Thanks to ServerSys, we were able to successfully migrate from HubSpot to Customer Insights. We also created better newsletters and improved overall personalisation for our lead care. Recommend working with them, 100%.”

Marketing Manager, Harland & Poston LDA – an international real estate and investment consultancy

“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

“We have recently worked with ServerSys for our Customer Insights project. Daniel Norris was extremely helpful throughout the process and was very proactive, very easy to contact and happy to get on the phone to discuss issues/ideas.”

Head of Marketing, Stellar Asset Management – investment and estate planning specialist

“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

Watch our Customer Insights demos

Our Customer Insights Journeys Services

Strategic Implementation Planning
We review your current marketing, data sources and goals, then plan a setup that launches your first campaigns early and scales from there.

Marketing Automation Expertise
Our consultants have deep experience in email marketing, journey design and segmentation. We build your journeys with you and bring ideas that lift engagement.

Training and Knowledge Transfer
We train your team to build campaigns, create segments and read the analytics, so you can run Customer Insights yourselves.

Managed Services & Support
If your partner doesn’t support Customer Insights, we’ll address your requirements, fix any issues and support you from there. Many of our clients use our managed services for ad-hoc campaign support and advice.

Dynamics 365 Customer Insights - Real-time homepage

How Dynamics 365 Customer Insights Journeys Benefits You

Send messages across channels the moment a customer acts, such as opening an email or visiting a web page.

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

Copilot drafts email copy and suggests ideas, so your team spends less time on first drafts.

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

Describe the audience or journey you want in plain words. Copilot builds a first version for you to check.

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

Bring relationship, behaviour and purchase data into one profile, so each message matches what you know about that person.

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

Score leads and pass the ready ones straight to sellers. Shared dashboards show both teams how leads move from first click to qualified.

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.

Run all your events from one branded Power Pages site linked to Customer Insights. Attendees register in a few clicks.

Power Pages Customer Insights Events Template Register Landing Page

Real-time journeys

Send messages across channels the moment a customer acts, such as opening an email or visiting a web page.

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

AI-assisted content

Copilot drafts email copy and suggests ideas, so your team spends less time on first drafts.

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

Faster campaign creation

Describe the audience or journey you want in plain words. Copilot builds a first version for you to check.

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

Unified client data

Bring relationship, behaviour and purchase data into one profile, so each message matches what you know about that person.

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 and pass the ready ones straight to sellers. Shared dashboards show both teams how leads move from first click to qualified.

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.

Customer Insights Journeys capabilities

Customer journeys

Create Customer journeys with Dynamics 365

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

Trigger-based messages

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

Including AI suggestions to draft campaign content faster.

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.

We are proud to work with...

HSS Hire Logo ODPA LogoCifas Logo Toyota Logo Hill Dickinson Logo British Marine LogoHealthcare rm logoStellar Logo

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 licensed?

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.

Let’s talk

Tell us where your marketing stands today and what you want Customer Insights to do. We’ll give you an honest view of what’s realistic. Call us now on 0203 884 3804, email hello@serversys.com or complete the contact form below.