Discover
Process workshops, data audit, and a fit-gap against the standard product.
Phase 2 · Evaluate
CRM · Data
Dynamics 365 Customer Insights
Unify customer data for a 360-degree view and deliver personalised experiences from real behaviour.
Overview
Unify customer data for a 360-degree view and deliver personalised experiences from real behaviour.
Capabilities
Unified customer profiles
Segments and journeys
Real-time marketing
Power BI and Azure Synapse connectors
Our approach
01
02
03
04
Design
Solution blueprint, integration map, and the extensions we will actually need.
Deploy
Configuration, migration rehearsal, role-based training, UAT and phased cutover.
Support
Hypercare, managed services, client portal, scheduled optimisation reviews.
What you get
Customer Insights brings customer data from several systems into one profile, so segmentation, journeys and personalisation work from the same facts.
Unified customer profiles from CRM, ERP, web and support systems
Segments and measures built on the unified profile
Real-time journeys across email, SMS and other channels
Insights that feed Sales and Customer Service
Governance and consent managed alongside the data
Where it fits best
Retail, financial services, FMCG and membership organisations with several customer-facing systems and a need to act on customer behaviour consistently.
How we deliver it
A data inventory first: which systems hold customer data, who owns it and what consent applies. Then the unified profile, the first segments and one journey in production, before the second journey is started.
What drives the cost
Costs follow data volume, number of sources and the journeys in scope. The number depends on users, entities and currencies, integrations, data migration and the gaps found against the standard product. The pricing page sets out the model, and a discovery workshop turns it into a scoped quote.
Frequently asked questions
Do we need Dynamics 365 Sales to use Customer Insights?
No. Customer Insights works with the data sources you have. It is most useful when it also feeds a sales or service application.
How is customer consent handled?
Consent and data governance are designed with you at the start and recorded against the profile, in line with the data-protection law that applies to you.
What drives the cost?
Users, legal entities and currencies, integrations, data migration and the gaps found in the fit-gap. We publish the model on the pricing page and turn it into a scoped quote after discovery.
How do we start?
With a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed.