DYNAMICS 365 CUSTOMER INSIGHTS - JOURNEYS FEATURES
Marketing Campaigns
Customer Journey Automation
Customer Journey Automation
Map out end-to-end marketing campaigns and run them across various platforms like email, SMS and social media. targeted campaigns by segmenting customers into specific groups. Use personalized content with dynamic fields to engage your audience effectively. Experiment with different versions of content such as subject lines, calls to action, or message to identify what resonates best with the target audience. Schedule communication to reach contacts at the most optimal time.
Customer Journey Automation
Customer Journey Automation
Customer Journey Automation
Track and manage customer journeys through a customer's entire lifecycle. Customize customer journeys with emails, SMS, events, and decision points, automating flows based on customer actions, like sending welcome messages, follow-ups, or reminders for incomplete quotes. Test journeys before launch to ensure smooth execution, and analyze metrics like open rates and conversions to improve future campaigns.
Event Management
Event Management
Event Management
Create and manage events like webinars, workshops, or product launches in Dynamics 365 Customer Insights. Customize additional information, agendas and branding. Host virtual events through Microsoft Teams, handle all aspects from planning and promotion to attendee registration and analytics, and use feedback tools to improve future events.
Lead Scoring
Event Management
Event Management
Use lead scoring in D365 to assess and prioritize leads by assigning numerical values based on their level of engagement or interactions. Customize the scoring criteria and set specific thresholds to determine the most qualified leads.
Marketing Pages
Create marketing pages with out-of-the box forms that can be customized without coding. Use drag-and-drop function to easily place text, images, forms, and calls-to-action. Enhance landing pages for various devices, gather lead information, and analyze visitor behavior to enhance content and design for improved engagement.
Email Marketing
Create personalized emails and workflows that are either segment-based or trigger-based. Schedule emails to be sent at optimal times and leverage A/B testing to refine messaging and increase engagement. Automation and segmentation features ensure that emails reach the right audience with the right content.
Marketing Analytics
CoPilot and AI Innovation
CoPilot and AI Innovation
Track and measure the performance of marketing campaigns. Analyze customer behavior, engagement, open rates, and click-through rates to gain actionable insights. The platform offers real-time reporting and customizable dashboards that allow teams to make data-driven decisions and adjust campaigns for better results.
CoPilot and AI Innovation
CoPilot and AI Innovation
CoPilot and AI Innovation
Microsoft Copilot AI enhances your marketing campaigns by providing real-time personalized recommendations and promotions based on historical customer data. Simply define your criteria, and let Copilot automatically create targeted customer segments for your journeys. Select the key points or topics and tone of voice that align with your message, and Copilot will generate customized email content tailored to your audience. Get image recommendations that perfectly complement your email content. Let CoPilot transform your ideas into on-brand email designs.
DYNAMICS 365 CUSTOMER INSIGHTS - DATA FEATURES
Data Sources Management
Data Sources Management
Data Sources Management
Add data sources through Power Query connectors, a Common Data Model folder, or from your own Microsoft Dataverse Lake. Review data sources and their statuses within the Entities page. Configure a schedule to automatically refresh data sources.
Data Unification
Data Sources Management
Data Sources Management
Consolidate customer data gathered from various data sources into a single dataset according to the following order: Map, Match, and Merge.
Enrichment Management
Create and edit enrichments. Run or deactivate enrichments in bulk by selecting them in the list. View and edit options aren't available as bulk action, they only work for one enrichment at a time. Configure several enrichments of the same type and reuse the same connection. Review your default enrichment preferences and update them as needed. Select the records you wish to enrich and map out the record details to the relevant field attributes. Ensure that the sections you have configured for your enrichment are correct. Name your enrichment and run the enrichment process. Analyze the total number of enriched customer profiles upon finishing the enrichment process.
Record Management
View the quality of the ingested records (also known as datasets) within the Entities page. Match records to merge two or more records into a single record. Define the logic for matching a pair of records using match rules. Add conditions to a rule. Reorder records for match rules to change the order in which they are being processed. Set deduplication rules on a match record to identify duplicate entries and merge them into one. Create multiple deduplication rules for a record.
Segment Management
Customer Activity Management
Customer Activity Management
Group your customers based on demographic, transactional, or behavioral attributes. Use segments to target promotional campaigns, sales activities, and customer support actions. Activate, deactivate, and duplicate segments. Export segments created in Dynamics 365 Customer Insights to other Microsoft solutions.
Customer Activity Management
Customer Activity Management
Customer Activity Management
Manage your saved activities. Combine transactional customer activities coming from multiple data sources to create a timeline that shows the list of activities chronologically. Select the activities you want to show on the customer’s timeline. Filter them by ActivityType and Date. Map activities according to their activity types: Feedback, Loyalty, SalesOrder, SalesOrderLine and Subscription. Create a custom activity type if an activity type is not relevant for the new activity.
Relationship Management
Relationship Management
Relationship Management
Manually create relationships for records. Set up account hierarchies to better manage accounts and their relationships with each other. View all relationships that have been created with the Relationship Visualizer. Export the network diagram of existing relationships shown within the visualizer as an image file. Customize your views according to your liking by dragging the relationship boxes on the canvas. Filter the type of relationships you want to show within the list. Determine which records to use for creating rules for measures or segments with the relationship path.
Business Measures
Relationship Management
Relationship Management
Create measures using the Measure Builder. Filter the data, group results, detect record relationship paths, and preview the output. Use the measure builder to plan business activities by querying customer data and extract insights. Utilize predefined templates of commonly used measures to create them. Manage your existing measures on the Measures page and export the list as a .CSV file. Refresh a measure based on the latest data collected. Activate or deactivate measures.
Prediction Management
Create predicted values that would serve as your guide to enhance your understanding of a customer. Manage and review your predictions within the Predictions page. Track the performance of your predictions. Create predictions within a customer record and a segment.
360-degree View of the Customer
Get a complete view of your customers across all social media channels and websites you have presence in such as Twitter, Facebook, and LinkedIn. Track your customers’ interactions with your business, from campaign responses, website visits, in-store visits and purchases, online purchases, loyalty redemptions, and customer service encounters.