Microsoft Dynamics 365 Customer Insight Guide
Bring powerful campaigns and targeted content to life through Microsoft Dynamics 365 Customer Insights. Catch customers at exactly the right time, with the right message and view reporting metrics to optimize your marketing efforts. The customer buyer experience has evolved – your CRM should evolve too.
Through real-time journey orchestration and customer data unification, Dynamics 365 Customer Insights lets companies provide outstanding customer experiences. Across sales, marketing and service teams—this potent tool allows tailored, responsive, linked customer experiences. Combining several data sources and using advanced analytics would help companies to have a complete awareness of their consumers, therefore improving engagement and raising satisfaction rates.
Apps Available in Dynamics 365 Customer Insights
- Real Time Journeys (Sales & Marketing) – Convert relationships into revenue with cloud-based lead and opportunity management.
- Customer Service – Enhance satisfaction through effective case management and a knowledge base.
- Project Service Automation – Streamline project management with integrated scheduling, billing, and timekeeping.
- Field Service – Optimize service calls by tracking equipment, contracts, and field staff.
Ready To Stay Engaged With Customers & Drive Sales?
Essential Dynamics 365 Customer Insight Capabilities
Unify transactional, demographic and behavioral data to have a whole picture of your consumers. This capacity enables companies to combine data from several sources, therefore guaranteeing accurate and current client information. Having a single source of truth helps companies make better decisions and present consistent experiences at all points of contact.
- AI-Powered Insights: Discover fresh ideas and provide tailored client experiences by means of AI. Dynamics 365 Customer Insights‘ AI features enable the identification of trends and patterns perhaps not immediately clear-cut. By means of these realizations, marketing campaigns can be customized, customer service can be enhanced, and sales strategies may be optimized—so fostering greater business results.
Create and oversee real-time client journeys to guarantee a flawless experience at every touchpoint. This function gives companies timely and pertinent interactions so they may react to consumer actions and behaviors as they arise. Real-time trip planning raises the possibility of conversion and retention as well as helping to keep consumer involvement.
- Copilot Connection: Using natural language, investigate, evaluate, and grasp client data using Microsoft Copilot. Without sophisticated technical knowledge, this connection helps consumers to interact with their data, ask questions and obtain insights. Copilot may help create reports, spot important benchmarks and offer data-based recommendations.
- Improved Capacity: Simplify content development using text and picture ideas catered to your business and audience. This function guarantees that all communications are in line with the voice of the brand and appeal to the target audience, therefore enabling marketing teams to create excellent material more quickly.
- Predictive Maintenance: Use IoT data to drive proactive consumer service and predictive maintenance. Data from linked devices allows companies to forecast when maintenance is required and handle problems before they become ones. By being proactive, one lowers downtime and raises customer satisfaction.
- Customer Lifetime Value: Give service levels visibility into expected customer lifetime value top priority and personalizing ability. Knowing the possible long-term value of every client helps companies to distribute their resources more wisely and offer varying service quality that maximize profits.
Top 10 Must Know on the Next Gen Marketing Platform
Purchasing Dynamics 365: Customer Insights
Licensed per tenancy, Dynamics 365 Customer Insights offers businesses of all kinds flexibility. Purchasing extra capacity will help you to satisfy your particular requirements and guarantee that the solution can expand with your company. Starting here, register for a free trial to investigate important features and discover how Dynamics 365 Customer Insights could help your company. This trial time lets you see personally the features of the platform and decide how best to include them in your current procedures.
- Comprehensive Support: To maximize your CRM solution, on-site and remote consultation, phone support, and customized training courses are accessible to you. Our support staff is committed to making sure you have the tools and help required to realize Dynamics 365 Customer Insights’ value.
- Annual User Conference: Take advantage of activities to remain current with the most recent features and best practices. These events give chances to network with other attendees, pick knowledge from professionals, and get understanding of how to employ the features of the platform to propel corporate success.
At LBMC Technology Solutions, we appreciate the need to properly handling client contacts. Having almost thirty years of expertise using Microsoft Dynamics products, we are dedicated to assisting you meet corporate objectives. Our development staff will assist in maximizing your solution for top-of-the-line performance; our experts have industry-specific knowledge. We guarantee that you can fully use Dynamics 365 Customer Insights by means of year-round training for ongoing development and learning.
Ready To Find Out Which Level Is Best For You?
Dynamics 365 for Customer Service
Dynamics 365 for Project Service Automation
Project Service Automation
Optimize project resources for maximum profitability.
Capabilities:
- Robust project planning
- Intuitive dashboards
- Streamlined scheduling
- Opportunity management
- Resource management
- Team collaboration
- Customer billing
- Office 365 integrations
- KPI tracking
- Time and expenses management
Dynamics 365 for Field Service
Additional Capabilities (Included)
- Gamification – Boost employee motivation and performance through engaging competitions.
- Social Listening – Leverage automated social analytics to uncover and act on valuable insights.
- Organization Insights – Monitor CRM usage to identify training needs & process improvements.
- Portal Add-Ons – Enhance partner and customer interactions with interactive portals.
- Voice of the Customer – Gather valuable feedback by creating and sending customer surveys.
Find The Dynamics 365 Module That Suits Your Business
How to Buy Dynamics 365 Customer Insights
Getting started with Dynamics 365 CI
How to Get Started:
- Fill out the contact us form to speak with a solution specialist
- We’ll discuss your requirements and training needs.
- After the call, we will present a personalized price quote
- Once finalized, we’ll assist with a smooth implementation.
Why Choose LBMC Technology Solutions?
- Quick setup with minimal disruption
- Industry-specific expertise across various sectors
- Customized optimization for top results
- Year-round training for ongoing growth and learning
Dynamics 365 Customer Insights Support / Training
Support and Training Services Include:
- On-site and remote consulting
- Telephone support
- Annual user conference
- Tailored training sessions
Let us help you maximize your CRM solution!
Contact Us
We’re happy to answer any questions you may have. Please send us an email using the form and one of our professionals will get back to you promptly.
Headquarters – Microsoft Dynamics Customer Insights Nashville, TN:
201 Franklin Road
Brentwood, TN 37027
Phone: 615-377-4600
Office Hours: 8am-5pm, Monday-Friday
Microsoft Dynamics Customer Insights Charlotte, NC
3700 Arco Corporate Drive, Suite 175
Charlotte, NC 28273
704-846-6750
Microsoft Dynamics Customer Insights Knoxville, TN
2095 Lakeside Centre Way
Knoxville, TN 37922
865-691-9000
Microsoft Dynamics Customer Insights Chattanooga, TN
605 Chestnut Street, Suite 1100
Chattanooga, TN 37450
423-756-6585
Microsoft Dynamics Customer Insights Louisville, KY
325 West Main Street, Suite 1600
Louisville, KY 40202
502-585-1600
Inquiries
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