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.

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.

Make customer service effortless by providing a unified experience with seamless end-to-end service.

Capabilities:

• Case management
• Knowledge base
• Self-service support portal
• Complete customer view​
• Surveys, forms & social listening
• No-code visual tools
• Sophisticated case routing

Project Service Automation – optimize project resources to ensure maximum profitability.

Capabilities:

• Robust project planning capabilities
• Intuitive dashboards
• Streamlined scheduling
• Opportunity management
• Resource management
• Team collaboration
• Customer billing
• Office 365 integrations
• KPIs
• Time and expenses​

Increase field service efficiencies with smart onsite care and real-time data indicators.

Capabilities:

• Automated scheduling
• Automated dispatching
• Streamlined inventory management
• 360-degree view of customer preferences
• Mobile access
• Automatic work orders
• Predictive maintenance
• IoT intelligence
• Customer portal

• Gamification – Turn work into play with fun and engaging in competitions to increase employee motivation and performance.
• ​Social Listening – Discover and act on powerful social insights with automated social analytics ​​and response management.
• ​Organization ​Insights – Monitor your CRM usage and identify training needs and ​process improvements.
• Portal Add-Ons – Make interactions among partners and customers easier with turnkey and ​interactive portals.
• Voice of the ​Customer – Create and send surveys to gain valuable feedback from ​your customers.

Getting started

Benefits of working with LBMC Technology Solutions