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Dynamics 365 Customer Insights
Unify customer data and deliver personalized experiences in real time.
About Dynamics 365 Customer Insights
Dynamics 365 Customer Insights is a real-time customer data platform (CDP) from Microsoft that unifies transactional, behavioral, and demographic data into multi-dimensional profiles. It enables businesses to gain a 360-degree view of their customers and activate insights across marketing, sales, and service. The platform uses AI to predict customer needs and orchestrate personalized journeys. With seamless integration into the Microsoft ecosystem, including Dynamics 365 and Power Platform, it helps organizations deliver consistent experiences. AiDOOS enhances deployment and adoption by providing AI-powered automation for data ingestion, profile unification, and campaign orchestration, reducing time-to-value and ensuring best practices are followed.
Challenges It Solves
- Fragmented customer data across multiple systems
- Inability to deliver personalized experiences in real time
- Lack of a single, unified view of customer interactions
- Manual and time-consuming data integration processes
Use Cases
Personalized Marketing Campaigns
Deliver tailored messages based on unified customer profiles and behavior.
Customer Retention
Predict churn risk and proactively engage at-risk customers with relevant offers.
Sales Intelligence
Provide sales teams with 360-degree customer views to prioritize leads and opportunities.
Pricing
Custom pricing — built for your team
Dynamics 365 Customer Insights pricing is tailored to your organisation's size, integrations, and requirements. AiDOOS generates your proposal instantly — scoped & ready in seconds.
Key Features
Combine data from multiple sources into a single, rich customer profile
Use AI to predict customer lifetime value, churn, and next best action
Create dynamic segments that update as customer behavior changes
Design and execute personalized customer journeys across channels
Ingest, transform, and unify data from any source using Power Query
Surface customer insights directly in Dynamics 365 and Power Platform apps
What Reviewers Say
What works well
- Seamless integration with Microsoft ecosystem (Dynamics 365, Power Platform, Azure)
- AI-powered insights for predictive analytics and personalization
- Real-time data ingestion and profile updates
Common concerns
- Pricing can be high for small businesses
- Steep learning curve for non-Microsoft users
Reviews
No reviews yet for Dynamics 365 Customer Insights
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Reviewer Demographics
Top Industries
Company Size
Enterprise Readiness
Identity & Access
Data Security
SLA & Availability
Compliance & Portability
Integrations
Dynamics 365 Sales
Integration with Dynamics 365 Sales to unify customer data for enhanced sales and marketing alignment.
Dynamics 365 Customer Service
Integration with Dynamics 365 Customer Service to provide a unified view of customer interactions and history.
Power BI
Integration with Power BI for advanced analytics and visualization of customer data.
Microsoft Dynamics 365 Finance
Integration with Dynamics 365 Finance to incorporate financial data into customer profiles.
Integration with LinkedIn to leverage professional network data for enriched customer insights.
Mailchimp
Integration with Mailchimp for email marketing campaigns and audience synchronization.
Governance & Compliance
EU AI Act
Classification: None
Data Processing Agreement
None DPA available
Sub-processors
Not disclosed
Right to Erasure
✗ Not supported
Change Notifications
None
NIST AI RMF
Not assessed
AiDOOS Managed Deployment
Deploy Dynamics 365 Customer Insights in 72 hours
AiDOOS handles setup, CRM integration, SSO config, and user provisioning. Your team goes live — not your IT department.
Prerequisites
- Microsoft Azure subscription
- Active Dynamics 365 environment
- Appropriate user licenses
Configuration Options
- Set up data ingestion sources
- Configure identity resolution rules
- Map data attributes to unified profile
How Dynamics 365 Customer Insights Compares
| Product | AI & Analytics | Ease of Use | Enterprise Features | Pricing | Integrations | Mobile Experience | Quick Setup | Customer Support | Rating | Price/mo |
|---|---|---|---|---|---|---|---|---|---|---|
|
D
Dynamics 365 Customer Insights This product
|
Excellent | Good | Excellent | Fair | Excellent | Fair | Fair | Good | — | $Custom/user |
|
SF
Salesforce CDP
|
Excellent | Good | Excellent | Fair | Excellent | Good | Fair | Good | ★ None | $None/user |
|
AR
Adobe Real-Time CDP
|
Excellent | Fair | Excellent | Poor | Excellent | Fair | Fair | Good | ★ None | $None/user |
|
SG
Segment
|
Good | Excellent | Good | Good | Excellent | Good | Excellent | Good | ★ None | $None/user |
A Virtual Delivery Center for Dynamics 365 Customer Insights
Pre-vetted experts and AI agents in the loop, assembled as a delivery pod. Pay in Delivery Units — universal pricing across roles, seniority, and tech stacks. No hiring, no contracting, no procurement cycle.
- Plans from $2,000 — Starter Pack, 10 Delivery Units, 90 days
- Refundable on unused Delivery Units, anytime — no questions asked
- Re-delivery guarantee on acceptance miss
- Pre-flight delivery sizing — you see the plan before you commit
How a Virtual Delivery Center delivers Dynamics 365 Customer Insights
Outcome-based delivery via AiDOOS’s VDC model. Why VDC vs traditional consulting? →
Outcome-Based
Pay for results, not hours
Milestone-Driven
Clear deliverables at each phase
Expert Network
Access to certified specialists