Aprile 10, 2021

Dynamics 365 Customer Insights

Dynamics 365 Customer Insights: A Review

Establishing a way to manage and integrate the crucial parts of your business can help you to succeed as a business person. You will need an ERP (enterprise resource planning) program to integrate your business activities. Your business can grow once you learn to manage its interaction with customers using a CRM (customer relationship management) system. Customer Insights comes combined with ERP and CRM tools for your advantage.

What is Dynamics 365 Customer Insights?

Dynamics 365 serves as Microsoft’s product line of customer relationship management and enterprise resource planning apps. Microsoft announced the release of the product line in July 2016 and released the first version on November 1, 2016. Dynamics 365 comes in two versions, which include the Enterprise Edition and Business Edition. The Enterprise Edition targets medium to large ventures while the Business one targets small and medium-sized ventures.

Customer Insights is part of the Dynamics 365 product line. The program is ideal for businesses looking to deliver personalized customer experiences. Customer Insights is a productive platform for customer relationship management and enterprise resource planning. Discussed below are its various benefits:

Mapping, Matching, Merging and Enriching Data from Different Sources

Customer Insights comes with tools for mapping, matching, merging and enriching external data. The data can be customer-based. For instance, the program can enable you to merge external data for further data analysis and reporting.

Your business can spend less money on combining external data manually. Customer Insights can help you create a predefined set of mapped external data. Your report designers can focus more on generating reports rather than establishing relationships in the data. You will notice a significant decrease in development time and individual mistakes.

Customer Insights Targeting Tech-Savvy Users

Microsoft targets departmental users including marketers and sales experts with Dynamics 365 products. However, Customer Insights is one of the few products targeted to tech-savvy individuals. Users with a deep understanding of databases, data sources, field and tables will find the program useful.

You can get the most of the program if you understand how Microsoft’s data connectors work. Such a skill can help you conduct the initial setup of the software and maintain its changes. You may hire someone with this skill to set the program up and conduct routine maintenance checks.

AI Benefits

As artificial intelligence is changing the business realm, Dynamics 365 Customer Insights is a must-have tool. The program brings the benefits of AI to businesses. AI and data from Customer Insights can help you build loyalty and retain customers. You can infuse the data into your business apps and processes for productivity.

With the AI benefits, your business can deliver memorable one-on-one interactions. The program gives your service, marketing and sales professionals tools they need for success. All of these benefits can translate into profits when using Dynamics 365 Customer Insights.

A Holistic (360-Degree) View of Customers

Part of your success in retaining customers lies in how you understand their buying habits. Customer Insights offers a 360-degree view of customers. The program makes it easier to extract behavioral, observational and transactional data from other data sources. It comes with prebuilt connectors to carry out this exercise.

Unifying data on Dynamics 365 Customer Insights is made easy using recommendations that rely on machine learning and AI. The recommendations help you resolve customer identities as you unify your data. You can even incorporate Microsoft Graph’s audience intelligence when building rich customer profiles.

Ability to Extend Customer Insights for Your Specific Needs

Dynamics 365 Customer Insights serves as a solution for your customer relationship management needs. The program allows you to connect customer data to Microsoft Power BI. With this benefit, you can customize reports and dashboards.

You can create custom applications embedded with your customer insights using Microsoft PowerApps. Extending the benefits of Customer Insights is possible using Azure tools and services. You can even use pre-designed machine learning models when working with the program.

GDPR Compliance

Data privacy is among the major concerns addressed by Customer insights when dealing with customer data. The program complies with the General Data Protection Regulation (GDPR). It comes built with governance and security tools. The program allows you to retain full ownership of your data without compromising on security.

Dynamic 365 Customer Insights: In a Nut Shell

Customer Insights is a must-have program for a business with customer-oriented goals. Dynamic 365 Customer Insights offers a unique way to unify data across different sources. The program allows you to obtain a single view of your customers and optimize the engagement. You can also use it to discover insights for driving personalized customer experiences.

About The Author

Founder & CEO of Logol AG www.logol.com Microsoft MVP Business Solutions Active member of Scrum Alliance with the certifications CSM and CSP I got Microsoft MCP, MCPD, MCTS certifications as well.Logol, pioneering specialist in the field of cloud-enabled digital transformation, is the first operator specifically created to implement modular programs designed to unleash breakthrough innovation and rationalize business processes. Founded and directed by an award-winning expert tapping directly into the vision of leading IT companies and spearheading forward-thinking digitalization projects, Logol addresses the needs of enterprises in all sectors as they embrace new technologies and organizational change in the era big data and artificial intelligence. Logol helps organizations leverage the power of the most advanced cloud technologies, offering end-to-end consultancy for total digital transformation and business process automation, employing agile methodologies and change management techniques for smooth transitions towards new business paradigms. Digital transformation programs are a milestone in a company’s business evolution and can be the basis of their success. Accompanying clients as they transform their business processes, Logol assists them in rethinking not only the scope of their technologies, but also the strategy, mindset and company culture that make digital transformation viable and effective. As digital transformation programs are successful only if approached with the highest professional competence, Logol selects and employs brilliant professionals who demonstrate outstanding technical expertise in the most advanced information technologies, in depth strategic knowledge of business processes and innovation, and refined soft skills to better support people and organizations facing change. Logol is headquartered in Switzerland and addresses the needs of both public and private sector players by promoting a comprehensive and proactive approach to digital transformation as a necessary step for inclusion and competitiveness in today’s digital economy.

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