Microsoft Dynamics 365 Customer Insights
Microsoft Dynamics 365 Customer Insights is a robust customer data platform designed to help organizations deliver seamless, personalized customer experiences across sales, marketing, and service teams.
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Microsoft Dynamics 365 Customer Insights
Globility Inc, a Microsoft Partner Company
Microsoft Dynamics 365 Customer Insights: Transforming Customer Experience with Unified Data
Deliver personalized, customer-centric experiences with a platform that empowers data-driven decisions and seamless collaboration across sales, marketing, and service teams.
Microsoft Dynamics 365 Customer Insights is a robust customer data platform designed to help organizations deliver seamless, personalized customer experiences across sales, marketing, and service teams. This solution unifies customer data, breaking down information silos and enabling a comprehensive view of each customer journey. With real-time journey orchestration, Dynamics 365 Customer Insights eliminates the need for manual content creation and fragmented data management, enabling organizations to deliver a more consistent and tailored experience.
Data analysts and marketers alike benefit from the powerful capabilities of Dynamics 365 Customer Insights. Data analysts can create enriched, holistic views of customers, leveraging deep insights to make data-driven decisions, while marketers enjoy a streamlined content creation process and collaborative features that improve engagement and operational efficiency. The platform’s seamless integration with other Microsoft tools ensures smooth workflows and a cohesive user experience.
Globility Inc’s expertise with Microsoft Dynamics 365 Customer Insights empowers businesses to harness the full potential of their customer data. Through data unification and enriched analytics, organizations can drive meaningful customer interactions, optimize their marketing efforts, and ultimately foster stronger, customer-centric relationships.
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Why Choose Us
Why Choose Globility Inc: Your Trusted Digital Transformation Partner
Globility Inc is a Certified Microsoft Partner with deep expertise in Microsoft Dynamics 365 and a proven track record in guiding businesses through successful digital transformations. Our experienced team of cloud and analytics professionals is dedicated to helping companies implement tailored solutions that drive measurable business outcomes.
Here’s why Globility Inc is the right choice:
Certified Microsoft Partner
We are recognized for our expertise and strong partnership with Microsoft, ensuring we provide the highest level of service for Dynamics 365 and related solutions.
Proven Track Record
We have successfully led numerous businesses through digital transformation, enhancing operational efficiency and improving overall performance.
Experienced Team
Our professionals specialize in cloud migrations, real-time streaming, and advanced analytics, ensuring you get the best support in modernizing your systems.
Comprehensive Services
From initial consultation and implementation to ongoing support and maintenance, we offer a full range of services to meet your business needs.
Local Presence
Based in the greater Philadelphia region, we provide personalized service with a deep understanding of local business challenges.
Custom Solutions
We excel at designing and implementing custom solutions that fit your unique business requirements, ensuring optimal results.
How Microsoft Dynamics 365 Customer Insights Can Benefit Your Organization
Microsoft Dynamics 365 Customer Insights is a robust platform designed to enhance customer experiences and empower teams responsible for delivering them. Here’s how it can support your business:
Identify Anonymous Customers
Leverage AI-driven identity tools to turn previously anonymous customers into recognizable profiles, providing insights to deepen engagement.
Enhance Customer Engagement
Create personalized, memorable experiences by sending timely, relevant messages to customers, guided by AI-driven channel recommendations.
Generate Leads and Develop Accounts
Drive sales-ready leads and nurture key accounts through tailored communications that resonate with your audience.
Engage on Preferred Channels
Connect with customers on their chosen digital platforms, from SMS (using partners like Infobip, LINK Mobility, Telesign, Twilio) to push notifications and email.
Increase Marketing and Sales Efficiency
Align marketing and sales goals to boost pipeline speed, using pre-built analytics dashboards to monitor lead generation and qualification metrics.
Balance Customer Consent and Privacy
Incorporate consent data into your unified view, with automatic updates ensuring compliance with privacy and security regulations.
Accelerate Insights
Spot customer trends faster by using machine learning templates that can predict customer lifetime value and suggest the next best actions.
Streamline Content Creation
Create branded emails and forms quickly by referencing your website’s URL. Copilot will provide brand-aligned suggestions, easily tailored to your content needs.
Unlock the Potential of Unified Customer Data with Dynamics 365 Customer Insights
With Dynamics 365 Customer Insights, gain a deeper understanding of your customers, create personalized, real-time journeys, and predict future opportunities seamlessly. Copilot within Customer Insights streamlines workflows and provides faster access to valuable insights through advanced AI. Key features include:
Comprehensive Customer Profiles
Build complete profiles by integrating transactional, demographic, and behavioral data for a well-rounded view of each customer.
Enhanced Customer Data
Enrich profiles with first-party and third-party signals, leveraging Microsoft’s audience intelligence and predefined third-party sources to reveal specific customer preferences.
Customer Segment Creation and Management
Identify new audience segments with AI-powered recommendations and strengthen personalization through real-time segmentation that adapts based on the latest data.
Dynamic Customer Journeys
Design relevant journeys using a visual builder, responding to customer-triggered events in real-time to drive engagement and conversions.
A/B Testing
Maximize engagement by running A/B tests, identifying the best-performing content or journey branches, and measuring results to support your business goals.
Customer Insights
Use natural language queries to derive actionable insights on customer lifetime value, preferences, and average spending behaviors.
Content Creation
Boost content creation with Copilot, which offers fresh, tailored content recommendations for specific audience segments.
Customer Journey Design
Simplify journey creation with Copilot, which suggests strategies based on your goals, target audience, and desired flow. Approve or adjust these recommendations as needed to fit your objectives.
Our Amazing Clients
We’ve supported 1,000+ clients including:
Dynamics 365 Customer Insights frequently asked questions
Dynamics 365 CE is a suite of CRM applications aimed at managing and improving direct customer interactions across sales, service, and marketing. Dynamics 365 Customer Insights is a customer data platform, within the Dynamics 365 CE suite, designed to unify and analyze customer data from various sources to create a comprehensive view of each customer.
Dynamics 365 Marketing and Dynamics 365 Customer Insights are now available for purchase as a unified product known as Dynamics 365 Customer Insights. The separate applications will be rebranded as Dynamics 365 Customer Insights – Journeys and Dynamics 365 Customer Insights – Data.
Implementation time varies depending on the complexity and size of your organization as well as the customization, data migration, training, and testing needed.
Costs vary depending on your needs as well as licensing fees, implementation services, training, and ongoing support.
Dynamics 365 seamlessly integrates with other Microsoft products like Office 365, Power BI, and Azure, as well as various third-party applications. This ensures a unified platform for all your business operations.
We’re here to help! Our portfolio includes a wide range of Microsoft solutions and services, tailored to accelerate your business’s growth. Whether it’s deploying new solutions, upgrading existing ones, or providing support for current systems, we’re committed to finding the right fit for your business needs.
Dynamics 365 Customer Insights offers extensive data integration capabilities, supporting various data sources such as CRM, ERP, web, mobile, and social media platforms. Its user-friendly interface and powerful data connectors make the integration process smoother compared to many other CDPs on the market.
Yes, Microsoft prioritizes data security and compliance. Dynamics 365 employs robust security measures, including encryption, multi-factor authentication, and regular security updates to protect your data.
