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How to maximise your use of Dynamics 365 Customer Insights

Before we delve into how your business can maximise your use of Dynamics 365 Customer Insights, for those that don’t know already, Dynamics 365 Customer Insights is a package of analytical tools designed to provide businesses with a high-level view of their clients without involving a whole host of different and complex integrations.  

For most businesses, customer data comes from a wide variety of platforms and different sources which means that data is well and truly segmented. This is often the case in businesses that grow quickly or have unhelpful structures. The reason that Dynamics 365 Customer Insights has been created is to solve the above problems when it comes to data.  

In our latest blog article, we will provide you with all the details of how Customer Insights can convert broken data into useful customer views. 

Make use of Map, Match & Merge to get an overall view of your customers 

Step 1: Map 

Customer Insights brings together all your data in one place. This solution makes it easier for businesses to bring all forms of data from Microsoft as well as any other third-party sources through connectors. 

Step 2: Match 

To make sure that this process is seamless, Customer Insights goes through the information to remove duplicates and streamlines it as well conforming data to the Microsoft Common Data Model. This will help to guarantee that external data entities will be the same and match with those entities used inside the Common Data Model. 

Step 3: Merge 

After all this data has been mapped and matched in Customer Insights, businesses will be able to use this data to build a much more informed picture of all their customers.  

Review your data, gain insights and take actionable steps 

After you have completed the above steps, businesses will then be in a position to start unlocking key insights from the dataset. Through the use of unified data, businesses will be able to group customers together and ascertain customer groups which could deliver the best value or potential areas for growth.  

From this data, businesses will be able to easily identify upcoming trends and from this gain actionable insights with configurable metrics as well as KPIs. By making use of the AI and customer machine learning algorithms, you are then able to use prediction models to gain more insights which includes predicting customer intent as well as actionable steps to stop customer churn. 

Take your customer data insights one step further 

Did you know that businesses can use this data along with the analytical tools provided to personalise engagement through contextualised customer insights that plug directly in Dynamics 365 solutions such as Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Marketing or any other application that uses APIs? 

If your business starts using the dashboards from Customer Insights and requires something a little more tailored for your business requirements then Advantage can help you to use Microsoft Power BI to get your dashboards looking how you want them to be. 

What are the biggest advantages of using Customer Insights? 

Fast implementation 

Customer Insights can be implemented fast by your designated Microsoft partner such as ourselves. Customer Insights is truly a SaaS application built on Azure which means that our team here at Advantage can get you up and running quickly. 

Low running costs 

You will find that Customer Insights is a much cheaper way of controlling data without the need for costly migrations or integrations. 

Fully GDPR Compliant 

Customer Insights is able to fully support data privacy as well as GDPR compliance with enterprise ready security as well as built-in governance tools. 

Next Steps? 

If you are a business that is looking to implement Dynamics 365 Customer Insights then please talk to our team of Dynamics 365 experts today to start your journey

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