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What is D365 Customer Insights?
What is D365 Customer Insights?
THE BACKSTORY
My Mission to Spread the D365 Customer Insights Word
Last week, I found myself immersed in the vibrant atmosphere of UG Summit 2024. As I navigated the bustling conference halls, I couldn’t resist the opportunity to strike up conversations with fellow attendees. From casual chats over coffee to deeper discussions during sessions, I was curious to learn more about their experiences and challenges. One question kept popping into my mind: How many of them knew about Dynamics 365 Customer Insights? As it turned out, not many. While most were familiar with marketing automation tools like HubSpot, the power of D365 Customer Insights seemed to be a well-kept secret. This realization sparked my interest and inspired me to delve deeper into this powerful tool.
What is D365 Customer Insights?
Key Take-aways
1 license, 2 applications: Journeys (Marketing) and Data (Unification)
No tiered licensing, complete access to all features
75% discount for registered non-profits ($250 - $425 / month)
No integration required for use with other Dynamics 365 applications
Many out-of-box connectors for use with other 3rd party applications
Connect to external data sources without impacting CRM data
Highly competitive with products like HubSpot, Marketo, and Salesforce Marketing Cloud
Microsoft Dynamics 365 Customer Insights (CI) combines two powerful solutions into a single product license:
1. Marketing automation called Customer Insights – Journeys (CI-J) and
2. Data unification called Customer Insights – Data (CI-D)
On top of that, there’s no tiered licensing! The price includes complete access to all its features.
PRICING
There are no tiered licenses or feature limitations with Microsoft Dynamics 365 Customer Insights.
Every license provides complete access to ALL features.
For up-to-date pricing, check Microsoft’s official website.
ADD-ON
Add Customer Insights to a qualifying Dynamics 365 application that has at least 10 users4.
- $1,000/month
- Registered non-profits: $250/month (75% discount)
STANDARD
If you do not have a qualifying Dynamics 365 application with at least 10 users:
- $1,700/month
- Registered non-profits: $425/month (75% discount)
D365 CUSTOMER INSIGHTS – JOURNEYS
Microsoft’s marketing automation platform is comparable to higher-end HubSpot marketing tiers, Marketo, and Salesforce Marketing Cloud. It can be used by itself, with other D365 applications, or even 3rd party platforms. Here’s what makes it stand out among its competitors:
- No tiered licensing, complete access to all features (and there’s a lot of features)
- Unlimited users & installations
- Advanced personalization & conditional content
- Real-time analytics (avoid waiting 24 hours)
- No 3rd party software needed for standard features such as SMS, automations, or events
- When used with Dynamics 365 CRM (Customer Engagement), no integration needed
- Can be used with external data sources and has out-of-box data connectors to systems like Salesforce, Excel, Google Sheets, and more.
- The base license supports 10K interacted people1
feature list
There are no tiered licenses or feature limitations with Microsoft Dynamics 365 Customer Insights.
Every license provides complete access to ALL marketing functionalities:
- Unlimited users
- Unlimited installs
- 10K interacted people1
- Custom security roles
- Real-time analytics: dashboards and reports
- Email (with many helpful features)
- SMS / text (no 3rd party software required)
- Push notifications
- Advanced personalization and conditional content
- AI / Copilot2
- Journeys / (no 3rd party software required)
- Triggers (actions / behaviors to control journeys)
- Analytics / reports / dashboards
- Google UTM integration
- Forms
- Surveys3
- Lead scoring and qualification
- Event management
1For the exact definition of Interacted People, please refer to Microsoft’s official documentation. An Interacted Person refers to a Contact, Lead or Account that marketing (D365 Customer Insights – Journeys) interacts with. Additional packs of Interacted People can be purchased.
2Current AI features include 1) write or rewrite content, 2) suggest images, 3) style your emails, 4) create a journey, 5) write a segment, 6) analyze a segment
3Microsoft’s survey solution, called Customer Voice Surveys, is included with any Dynamics 365 product. D365 Customer Insights – Journeys allows you to link to those surveys in your communications which enables tracking. Once tracking is enabled, you can reference survey interactions through journeys to personalize the customer experience.
D365 CUSTOMER INSIGHTS – DATA
Gain a deep understanding of your customers with 360-degree profiles created by connecting, mapping, and measuring all your data sources. Easily connect your data sources with built-in connectors from Microsoft, like Google Analytics, Excel, SharePoint, and Salesforce or create your own. And there’s no need to worry about impacting your CRM records, this data is stored separately yet can be used for marketing in Customer Insights – Journeys.
feature list
There are no tiered licenses or feature limitations with Microsoft Dynamics 365 Customer Insights.
Every license provides complete access to ALL data unification features:
- 100K unified people4
- 360-Degree Customer View: Combines data from various sources (transactional, behavioral, and observational) to create a holistic customer profile.
- Real-Time Data Integration: Ingests and processes data in real-time, enabling timely insights and actions.
- Enrichment with Partner Data: Enhances customer profiles by adding relevant data from Microsoft and partner sources.
- Natural Language Exploration: Allows users to query data using natural language, simplifying data analysis.
- Data Unification and Matching: Merges and harmonizes customer data from different sources, ensuring data accuracy and consistency.
- Data Quality and Governance: Provides tools to maintain data quality, including data cleansing, deduplication, and standardization.
- Customizable Dashboards and Reports: Offers flexible dashboard and report creation capabilities to visualize key metrics and trends.
- Predictive Analytics: Leverages machine learning to predict customer behavior and identify opportunities.
- Integration with Other Microsoft Products: Seamlessly integrates with other Microsoft products, such as Dynamics 365 and Power BI, for a unified customer experience.
- Scalability and Performance: Handles large datasets and complex data processing tasks efficiently.
- Security and Compliance: Ensures data security and privacy with robust security measures and compliance certifications.
4Unified People refers to a uniquely identified individual that is created through a collection of defined data source sets from multiple systems, represented by a profile. Additional packs of Unified People are available for purchase if needed.
IN CONCLUSION
D365 Customer Insights is a comprehensive solution that streamlines your marketing efforts and provides a deeper understanding of your customers. With its powerful marketing automation and data unification capabilities, you can:
Key Benefits of D365 Customer Insights:
- Personalized Marketing: Deliver targeted campaigns and content to the right audience at the right time.
- Enhanced Customer Experience: Create seamless customer journeys across multiple channels.
- Data-Driven Decisions: Gain valuable insights from unified customer data to inform your marketing strategies.
- Increased Efficiency: Automate repetitive tasks and streamline workflows.
- Improved ROI: Optimize your marketing spend and measure the impact of your campaigns.
- Scalability: Easily adapt to changing business needs and growing customer bases.
information
Key Take-aways
1 license, 2 applications: Journeys (Marketing) and Data (Unification)
No tiered licensing, complete access to all features
75% discount for registered non-profits ($250 - $425 / month)
No integration required for use with other Dynamics 365 applications
Many out-of-box connectors for use with other 3rd party applications
Connect to external data sources without impacting CRM data
Highly competitive with products like HubSpot, Marketo, and Salesforce Marketing Cloud
Microsoft Dynamics 365 Customer Insights (CI) combines two powerful solutions into a single product license:
1. Marketing automation called Customer Insights – Journeys (CI-J) and
2. Data unification called Customer Insights – Data (CI-D)
On top of that, there’s no tiered licensing! The price includes complete access to all its features.
PRICING
There are no tiered licenses or feature limitations with Microsoft Dynamics 365 Customer Insights.
Every license provides complete access to ALL features.
For up-to-date pricing, check Microsoft’s official website.
ADD-ON
Add Customer Insights to a qualifying Dynamics 365 application that has at least 10 users4.
- $1,000/month
- Registered non-profits: $250/month (75% discount)
STANDARD
If you do not have a qualifying Dynamics 365 application with at least 10 users:
- $1,700/month
- Registered non-profits: $425/month (75% discount)
D365 CUSTOMER INSIGHTS – JOURNEYS
Microsoft’s marketing automation platform is comparable to higher-end HubSpot marketing tiers, Marketo, and Salesforce Marketing Cloud. It can be used by itself, with other D365 applications, or even 3rd party platforms. Here’s what makes it stand out among its competitors:
- No tiered licensing, complete access to all features (and there’s a lot of features)
- Unlimited users & installations
- Advanced personalization & conditional content
- Real-time analytics (avoid waiting 24 hours)
- No 3rd party software needed for standard features such as SMS, automations, or events
- When used with Dynamics 365 CRM (Customer Engagement), no integration needed
- Can be used with external data sources and has out-of-box data connectors to systems like Salesforce, Excel, Google Sheets, and more.
- The base license supports 10K interacted people1
feature list
There are no tiered licenses or feature limitations with Microsoft Dynamics 365 Customer Insights.
Every license provides complete access to ALL marketing functionalities:
- Unlimited users
- Unlimited installs
- 10K interacted people1
- Custom security roles
- Real-time analytics: dashboards and reports
- Email (with many helpful features)
- SMS / text (no 3rd party software required)
- Push notifications
- Advanced personalization and conditional content
- AI / Copilot2
- Journeys / (no 3rd party software required)
- Triggers (actions / behaviors to control journeys)
- Analytics / reports / dashboards
- Google UTM integration
- Forms
- Surveys3
- Lead scoring and qualification
- Event management
1For the exact definition of Interacted People, please refer to Microsoft’s official documentation. An Interacted Person refers to a Contact, Lead or Account that marketing (D365 Customer Insights – Journeys) interacts with. Additional packs of Interacted People can be purchased.
2Current AI features include 1) write or rewrite content, 2) suggest images, 3) style your emails, 4) create a journey, 5) write a segment, 6) analyze a segment
3Microsoft’s survey solution, called Customer Voice Surveys, is included with any Dynamics 365 product. D365 Customer Insights – Journeys allows you to link to those surveys in your communications which enables tracking. Once tracking is enabled, you can reference survey interactions through journeys to personalize the customer experience.
D365 CUSTOMER INSIGHTS – DATA
Gain a deep understanding of your customers with 360-degree profiles created by connecting, mapping, and measuring all your data sources. Easily connect your data sources with built-in connectors from Microsoft, like Google Analytics, Excel, SharePoint, and Salesforce or create your own. And there’s no need to worry about impacting your CRM records, this data is stored separately yet can be used for marketing in Customer Insights – Journeys.
feature list
There are no tiered licenses or feature limitations with Microsoft Dynamics 365 Customer Insights.
Every license provides complete access to ALL data unification features:
- 100K unified people4
- 360-Degree Customer View: Combines data from various sources (transactional, behavioral, and observational) to create a holistic customer profile.
- Real-Time Data Integration: Ingests and processes data in real-time, enabling timely insights and actions.
- Enrichment with Partner Data: Enhances customer profiles by adding relevant data from Microsoft and partner sources.
- Natural Language Exploration: Allows users to query data using natural language, simplifying data analysis.
- Data Unification and Matching: Merges and harmonizes customer data from different sources, ensuring data accuracy and consistency.
- Data Quality and Governance: Provides tools to maintain data quality, including data cleansing, deduplication, and standardization.
- Customizable Dashboards and Reports: Offers flexible dashboard and report creation capabilities to visualize key metrics and trends.
- Predictive Analytics: Leverages machine learning to predict customer behavior and identify opportunities.
- Integration with Other Microsoft Products: Seamlessly integrates with other Microsoft products, such as Dynamics 365 and Power BI, for a unified customer experience.
- Scalability and Performance: Handles large datasets and complex data processing tasks efficiently.
- Security and Compliance: Ensures data security and privacy with robust security measures and compliance certifications.
4Unified People refers to a uniquely identified individual that is created through a collection of defined data source sets from multiple systems, represented by a profile. Additional packs of Unified People are available for purchase if needed.
IN CONCLUSION
D365 Customer Insights is a comprehensive solution that streamlines your marketing efforts and provides a deeper understanding of your customers. With its powerful marketing automation and data unification capabilities, you can:
Key Benefits of D365 Customer Insights:
- Personalized Marketing: Deliver targeted campaigns and content to the right audience at the right time.
- Enhanced Customer Experience: Create seamless customer journeys across multiple channels.
- Data-Driven Decisions: Gain valuable insights from unified customer data to inform your marketing strategies.
- Increased Efficiency: Automate repetitive tasks and streamline workflows.
- Improved ROI: Optimize your marketing spend and measure the impact of your campaigns.
- Scalability: Easily adapt to changing business needs and growing customer bases.