Dynamics 365 Customer Insights

Get to know your customers better and offer personalised experiences with intelligent data.

Thanks to its AI- and machine learning-based approach, you can anticipate customer needs, improve segmentation, and personalise every interaction in real time, driving loyalty and growth for your business.

Dynamics 365 Customer Insights

Your solution

Offer personalised experiences with a comprehensive view of your customers.

The Microsoft solution that enables businesses to unify, analyse and activate their customer data from all channels, creating a complete 360º view.

Key Benefits

By incorporating Dynamics 365 Customer Insights into your organisation, you will achieve many benefits, including:

Unified view of the customer

Connect data from CRM, ERP, social media, forms, e-commerce, customer service, and more, in a single profile.

customer insights vision

Intelligent segmentation

Create dynamic, actionable segments based on behaviour, value, purchase history, or interaction.

customer insights segmentación

Improving the customer experience

Customise campaigns, offers, recommendations, and communications based on real insights.

customer insights experiencia de usuario

IA integración

How is Artificial Intelligence integrated?

Dynamics 365 Customer Insights leverages AI and machine learning to transform data into intelligent decisions:

Behaviour prediction: Probability of purchase, abandonment, conversion or response to campaigns.

Automated recommendations: Suggested actions for marketing, sales, or customer service based on profile and behaviour.

Microsoft Copilot: Query customer data in natural language ("Which customers are at high risk of churn this month?") and automatically generate segments.

Why implement Dynamics 365 Customer Insights with EQM?

We are experts in implementing Microsoft business solutions, which allows us to combine technological capabilities with in-depth knowledge of business processes.

We are specialists

Specialists in data integration and information architecture. Key to ensuring the quality and usefulness of insights.

Experience in B2B and B2C sectors

Such as distribution, automotive, industry and services, where personalisation makes all the difference.

Analytical skills and business acumen

To assist you in defining models for customer segmentation, loyalty and activation.

Complementary solutions

Other complementary solutions that will boost your business and optimise your processes.

Dynamics 365 Sales

To unify customer data and create personalised experiences based on actual behaviour.

Dynamics 365 Marketing

Customise campaigns and automated communications based on real data.

Power BI

Analyse KPIs and customer behaviour with powerful, interactive visualisations.

Frequently Asked Questions

The most common questions we receive from companies in your sector about this solution

How can I achieve a 360º view of the customer with data from all channels?

Customer Insights allows you to unify and activate data to obtain a complete overview. We highlight the connection of data from CRM, social media, forms, e-commerce, and customer service. By consolidating this into a single profile, you reduce guesswork and work with more precise, up-to-date information.

Why should I move to the cloud?

Cloud migration allows for cost optimisation, flexible scaling, and improved security and compliance. It also simplifies backup and recovery processes.

Why should I use Dynamics 365 Customer Insights?

Because it enables you to unify, analyse, and activate data, creating a 360º view of the customer. It improves segmentation and personalisation, driving loyalty and growth.

What role does AI play in Customer Insights?

It leverages AI and machine learning for predictive analysis and automated recommendations per profile. Additionally, Copilot allows you to query data using natural language for rapid action.

Why implement Customer Insights with EQM?

EQM stands out for its data integration and architecture, ensuring high-quality insights. It brings expertise in both B2B and B2C sectors, as well as support for activation models.

Take another step towards hyper personalisation

With EQM and Dynamics 365 Customer Insights, you can leave assumptions behind and start acting on accurate, up-to-date information. Connect with your customers like never before.

Request a free, no-obligation consultation and discover how to transform your data into real value for your business with the help of our experts.

Would you like to hear from other companies already using this solution? We can put you in touch with them so you can learn about their direct experience with EQM.

Everything you need

You can fill out the following form to request more information, a demonstration of our solutions, or to contact an expert.






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