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Microsoft Dynamics 365 Customer Insights

Score8.3 out of 10

8 Reviews and Ratings

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What is Microsoft Dynamics 365 Customer Insights?

Microsoft Dynamics 365 Customer Insights is a customer journey analytics tool, providing audience insights to unify customer data to generate AI-powered insights in real time, and understand customer behavior using digital and cross-channel analytics.

Categories & Use Cases

Reviews

What users are saying about Microsoft Dynamics 365 Customer Insights.
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Powerful CRM and the Best Customer Engagement Microsoft Platform.

Incentivized
Cedeno AmandaView profile
.NET Software Engineer in Marketing at Ariadna Communications Group (201-500 employees employees)

Use Cases and Deployment Scope

Excellent CRM solution which has all easy features and effective tracking capability. Integration of other various marketing tools is amazing and even the reports are easily made through the platform. This Microsoft platform scalability is nice the documentation options are also very useful and the platform page layout are the best and reliable lead management system.

Pros

  • Reports preparation is amazing and faster.
  • Invoice creating tool.
  • Sales flow enhancement.

Cons

  • Only setting the interface for the new user.
  • Collecting insights across platforms for the beginner.
  • Integration with some packages.

Return on Investment

  • Great customer activities tracking.
  • Creating invoices is quick.
  • Profitable marketing reports creation has improved.

Other Software Used

Adobe Campaign, Oracle CX Marketing (formerly Oracle Marketing Cloud), Pantheon

Great customer data that saves you time and helps grow your business!

Incentivized
Verified User
Account Manager in Customer Service (51-200 employees employees)

Use Cases and Deployment Scope

Sometimes CRM systems aren't enough to house customer data. Between toggling through accounts and dashboards, it can be time-consuming to accurately view customer data. Well, this software does just this. It allows us to be efficient in viewing customer data, trends, and behavior. We can devote our time to other areas of business such as focusing on growing customer accounts and retaining them.

Pros

  • Centralize customer data
  • Help us understand client's behavior
  • Efficient and reliable information

Cons

  • More integration opportunities with different platforms.
  • Better notifications if a customer is trending towards the [churning] phase of the customer journey.
  • Ability to export reports. (Not sure if we had this feature).

Return on Investment

  • Overall customer awareness.
  • More efficient work schedule.
  • Ability to re-direct 10% of my day to growing and retaining accounts.
  • Using customer data as talking points to new and potential customers.

Other Software Used

HubSpot CRM, Slack, Zoom, Microsoft Teams, Zendesk Support Suite

Customer knowledge

Incentivized
Verified User
Analyst in Marketing (10,001+ employees employees)

Use Cases and Deployment Scope

Microsoft Dynamics helps the organization and the different temps [compile] all the data from [our] customers. Sometimes this data is difficult to share across the company with all the people interested. The tool organizes it and helps us [extract the most] relevant insights thanks to its dashboards. It would be very helpful for any team willing to have better knowledge of their customers.

Pros

  • Customer behaviour in apps
  • Compile and share customer data
  • Create summaries and dashboard to extract insights

Cons

  • Difficult to integrate with other microsoft tools

Return on Investment

  • Increase inowledge
  • Avoid lose of information

Other Software Used

Microsoft Power BI, Microsoft Excel, Microsoft Teams