How Do Dynamics 365 Customer Insights Enhance Marketing with AI?

Customer experience is as crucial as a product or service for the buyer. According to a recent survey, 86% of buyers are ready to pay more for better customer service. Among the customers, only 1% are satisfied with the service. 

This presents a massive gap in the market. Many businesses struggle to bridge the gap because they are using traditional marketing solutions, which don’t offer a connected experience to buyers. 

Therefore, Microsoft Dynamics 365 Customer Insights can be an ideal solution to bridge the gap. It allows you to derive actionable insight, connect all touchpoints (physical and digital), anticipate customer leads, and grab potential opportunities. 

This blog will explore Customer Insights’ robust features and how it leverages AI to enhance marketing. 

What Is Dynamics 365 Customer Insights?

Dynamics 365 Customer Insights, formerly known as Dynamics 365 Marketing, is a powerful customer data platform (CDP) designed to unify disparate data sources and provide a holistic view of customer interactions. By integrating AI and machine learning, it helps businesses: 

• Predict customer behaviour
• Personalise marketing efforts
• Optimise campaigns

With features like predictive analytics, audience segmentation, and customer journey mapping, marketers can make smarter, data-driven decisions without requiring exhaustive manual processes. 

Exploring Powerful Features: A Journey into AI-Driven Customer Insights 

Microsoft has consistently infused generative AI capabilities into Dynamics 365 Customer Insights, introducing over ten groundbreaking features in the past two years. Here are some key features: 

Dialogue with Data 

Data is the first step to understanding your customers. Marketers can communicate with data through the "Dialogue with Data" function. You can ask queries and get immediate insights from a variety of data sources using common language. This function, which is available in 23 languages, democratises data exploration so that both analysts and marketers can use it. 

Real-Time Interaction with Customers 

Because consumer behaviour is ever-changing, a campaign's success or failure depends on its ability to capture these subtleties in real time. Dynamics 365 Customer Insights' real-time features enable marketers to react quickly to customer signals like trial sign-ups and basket abandonment. Businesses can provide tailored offers, content, or experiences at the most advantageous times by fusing real-time interactions with segment data and consumer profiles. 

Journey Orchestration with Copilot 

Designing complex customer journeys has never been easier, thanks to the AI-powered Journey Creator, a feature of Copilot. By simply describing a journey in natural language, marketers can: 

• Automate segment selection
• Define triggers and branching options
• Set communication timing
• Edit journeys effortlessly

Query Assist for Smarter Segmentation 

Building accurate customer segments is a breeze with Query Assist. This AI-powered tool allows marketers to create complex segments using simple descriptions. Enhanced by intelligent segment summaries, it fosters collaboration and ensures alignment across teams. Recommendations for optimising segments further improve precision and effectiveness. 

How Does Dynamics 365 Customer Insights Enhance Marketing Through AI? 

In this section, we will explore how Dynamics 365 Customer Insights leverage AI for better marketing. 

Capturing Attention with Data-Driven Insights 

To improve your marketing, you must first identify your target audience. A 360-degree perspective of customers is provided by Dynamics 365 Customer Insights, which aggregates data from multiple sources. Fundamentally based on AI, the platform assists marketers in: 

• Find Behavioural Trends: Through the analysis of client interactions across channels, AI finds patterns that disclose preferences and pain spots. 
• Enhance Data Accuracy: Features like deduplication and data enrichment ensure clean, actionable insights. 
• Predict Future Actions: Metrics such as lifetime value, churn risk, and buying propensity allow marketers to focus on high-value opportunities. 

Delivering Real-Time Personalisation 

Today’s consumers expect brands to know their needs and act on them immediately. Dynamics 365 empowers marketers to: 

• Leverage Live Data: Businesses can instantly tailor messages and offers by analysing signals in real time, such as browsing activity or app interactions. 
• Personalise Every Touchpoint: AI combines demographic, behavioural, and transactional data to create hyper-relevant experiences. 
• Enhance Online Engagement: Tracking web behaviours helps marketers respond with targeted offers or content precisely when it matters most. 

Simplifying Customer Journey Creation 

Mapping the customer’s journey has traditionally been complex and resource intensive. AI in Dynamics 365 simplifies this process with tools like: 

• Copilot Journey Creator: Describe the desired journey in natural language, and AI generates detailed workflows, complete with triggers and branching options. 
• AI-Powered Segmentation: Query Assist allows marketers to create precise audience segments effortlessly by describing their target group. 
• Journey Analytics: Marketers can track customer entry and exit points at each journey step, gaining clarity on campaign performance and areas for optimisation. 

Elevating Marketing Content with AI 

Developing engaging content that appeals to a wide range of consumers has never been easy. Dynamics 365 facilitates this by: 

• Developing Content Ideas: AI generates email templates and recommends tone and language that are suitable for a brand. 
• Improving Visual Consistency: Copilot saves you time and maintains your professionalism by suggesting images that go well with your content. 
• Design Automation: By using consistent styling throughout campaigns, AI guarantees a constant brand identity without the need for human adjustments. 

Enhancing the Management of Leads 

Managing leads effectively is essential to coordinating sales and marketing initiatives. Dynamics 365 tackles this by: 

• Improved Scoring Models: Sales teams may rank the most promising leads by using AI to assess leads according to complex criteria. 
• Real-Time Forms: Forms that link new leads to current contacts in real-time prevent duplication and preserve data. 
• Unified Dashboards: Marketers and sales teams can access a shared pipeline view, fostering collaboration and accountability. 

Safeguarding Data and Streamlining Operations

Operational effectiveness and data security are crucial for business. Features of Dynamics 365 are designed to meet these needs: 

• reCAPTCHA Integration: Protect forms against bots, ensuring only genuine leads are captured. 
• Live Segment Management: Marketers can pause or adjust live segments without losing configurations, streamlining campaign workflows. 

Building Engagement with Actionable Insights

Marketing is as much about refining strategies as executing them. Dynamics 365 Customer Insights empowers businesses to: 

• Monitor Customer Journeys: In-depth data can be used to pinpoint problems and areas for development. 
• Leverage Custom Reports: By integrating Power BI dashboards with Microsoft Fabric, marketers can create customised dashboards that provide deeper insights. 
• Refine Campaigns: AI-driven suggestions can optimise every element, including audience segmentation and email scheduling. 

Implement Dynamics 365 Customer Insights with Dynamics Square 

Dynamics Square is a leading Microsoft Solutions Partner in UK with 14+ years of experience. We are a team of 150+ consultants who work closely with you and help you implement and personalise the solution. 

Our consultants are well-versed in Dynamics 365 Customer Insights, helping you to enhance your marketing and improve customer experience. 

Call our expert at 0207 193 2502 or write us an email at info@dynamicssquare.co.uk to take the first step towards smarter marketing.