Microsoft Dynamics 365 Customer Insights Updates – July 2017

June 28, 2017

Dynamics 365 for Customer Insights updates for July 2017

What is Microsoft Dynamics 365 for Customer Insights?

Leveraging Microsoft Azure, Customer Insights is a SaaS service which brings together your businesses data from several sources. This helps generate 360-degree customer insights and knowledge which you can analyse and act on.

When connected to Microsoft Dynamics 365 apps, Customer Insights enables you to model interactions with customers based on transactions, events and activities and define KPIs to measure business success. There’s no more having to keep spreadsheets up to date – Customer Insights manages the data ingestion, modelling, analytics and keeps the KPIs and insights up-to-date, recalculating them every 15 minutes so you and your team are always kept up-to-date.

The Customer Insights application can generate detailed and powerful visualisations that can be customised for a target audience. Businesses can create multiple views based on specific profiles, these can deliver information and insight into business processes. For instance, a bank can create a customer-specific view for tellers in their front-offices, and aggregated views for managers or analysts in the back-office.

Customer Insights also offers tools that leverage insights about customers to empower Marketing, Sales and Servicing teams with better targeting, productivity and conversions, which allow them to offer a more personalised service.

Microsoft Dynamics 365 Customer Insights updates for July 2017

Microsoft has released some key Customer Insights updates in their July 2017 release, these are:

  • Introducing Office 365 connector or exchange online (Email and Calendar)
  • Analytics based on context and confidence by matching records from diverse sources.
  • Leverage PowerBI for data visualisations and PowerApps for composition.

If you would like more information about Microsoft Dynamics 365 for Customer Insights or would like to book a free trial or demonstration, please contact us online, by phone 01296 328 689 or email