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Dynamics 365 Customer Insights

Next-Generation Customer Acquisition Solutions Using Artificial Intelligence
  • Artificial Intelligence
  • Omni-Channel Targeting
  • Intelligent Funnels

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Dynamics 365 Customer Insights: Transforming Customer Journeys with AI-Driven Precision

In an era where personalized experiences drive customer loyalty, Dynamics 365 Customer Insights (formerly Dynamics 365 Marketing) enables organizations to build meaningful connections, foster engagement, and deliver impactful campaigns. By integrating data, AI, and automation, this solution empowers marketers to design omnichannel campaigns, measure their effectiveness, and nurture leads with precision.

Why Dynamics 365 Customer Insights?

Gain a comprehensive view of your customers by consolidating data across sales, marketing, and service.

Tailor campaigns with AI-driven insights for personalized customer engagement.

Automate repetitive tasks and optimize marketing spend with data-driven decision-making.

Seamlessly integrate with Dynamics 365 Sales for a unified approach to lead management.

Marketing-1

Total Economic Impact (TEI) Study of Adopting D365 Customer Insights

324% Return on Investment (ROI) over three years

75% Time savings on customer journey development

15% Improvement to conversion rate per customer journey

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“Any company can build Business Central and its modules to function for a business. What made Alletec exceptional is the clearly outlined project execution plan, the curiosity to understand our business, the creative ideas, and their flexibility throughout the process. I very highly recommend Alletec for any development projects as their guidance, expertise, and care are rare in the world of technology.”

Varti Pomakian - Director of Operations, New York Cosmetics

Read Full Case Study

Alletec: Your Preferred Partner for Dynamics 365 Customer Insights Implementation

Expertise in Marketing Automation

Extensive experience in deploying marketing solutions tailored to diverse industries.

In-depth knowledge of integrating Dynamics 365 Customer Insights with other business applications.

Comprehensive Services

End-to-end services including consulting, customization, and training.

Ongoing support to ensure you maximize your investment in Dynamics 365 Customer Insights.

Alletec’s Promise:
AGILE | AFFORDABLE | ACCOUNTABLE

Agile project delivery ensuring minimal disruption.

Affordable pricing models to suit varying budgets.

Transparent and accountable partnerships focused on achieving results.

Marketing-2

How Dynamics 365 Customer Insights Transforms Campaign Management

Enable sales and marketing teams to work together seamlessly on shared goals.

Execute campaigns of any size with ease, from small businesses to global enterprises.

Use AI to predict churn and deploy targeted re-engagement campaigns.

Save time with automated processes for email marketing, event planning, and follow-ups.

What’s New in Dynamics 365 Customer Insights?

Advanced AI Capabilities

Copilot features for creative content generation and campaign optimization.

Real-Time Personalization

Instant updates to customer journeys based on live interactions.

Integrated Event Analytics

Comprehensive insights into event performance and attendee engagement.

Enhanced SMS Marketing

Create and manage SMS campaigns with ease, expanding your outreach channels.

Empower Your Marketing Team with AI-Powered Tools

AI-Driven Campaign Orchestration
  • Design customer journeys across email, social, and web with AI-powered recommendations.
  • Predict customer behavior to optimize campaign timing and content.
Copilot for Marketing
  • Generate engaging email content, social media posts, and campaign strategies with minimal effort.
  • Automate customer journey creation and suggest actions to improve campaign outcomes.
Real-Time Customer Insights
  • Leverage Customer Insights to understand customer preferences and predict future needs.
  • Segment audiences dynamically based on behavior, demographics, and engagement.
Event Management
  • Plan, execute, and track both in-person and virtual events with integrated tools.
  • Simplify registration, attendee tracking, and post-event follow-ups.
Lead Scoring and Nurturing
  • Prioritize leads with AI-driven scoring models.
  • Automate lead nurturing campaigns for improved conversion rates.
Omnichannel Outreach
  • Deliver seamless experiences across email, SMS, social media, and more.
  • Track engagement metrics to refine strategies in real-time.
Performance Analytics
  • Use embedded Power BI dashboards to analyze campaign performance and ROI.
  • Access insights to optimize future campaigns.

Success Stories

Discover how Alletec empowers businesses to deliver personalized customer experiences with Dynamics 365 Customer Insights. Create targeted campaigns, analyze customer behavior, and drive conversions with AI-powered insights.

Financial Services
 Financial Services
Alletec enables leading African Bank to strengthen its customer loyalty with Dynamics 365 and BAFINS-CX
Read More
Retail
Retail
From canvas to client: World’s largest repository of modern Indian art achieved success with Alletec’s dynamics 365 expertise in streamlining inventory and boosting sales
Read More
Manufacturing
Manufacturing
Alletec enhances efficiency and customer satisfaction for a leading Canadian chicken processor with Dynamics 365 Customer Engagement and SharePoint
Read More

Transform Customer Engagement with Alletec

Ready to revolutionize your marketing efforts? With Dynamics 365 Customer Insights, you can deliver personalized, data-driven campaigns that connect with your audience and drive results.

Customer Insights | Marketing
Contact Form

Got questions about D365 Customer Insights? Check out our FAQs for best answers

Dynamics 365 Customer Insights stands out from other marketing automation tools primarily due to its:

  • Deep integration with the Microsoft ecosystem: Seamlessly connects with Dynamics 365 Sales, Microsoft 365, and Power Platform.
  • Focus on customer journeys: Offers robust tools for designing and automating complex, personalized customer experiences.
  • Strong event management capabilities: Provides comprehensive features for planning, promoting, and managing events.

In Dynamics 365 Customer Insights, lead scoring automatically assigns points to leads based on their demographics, behavior, and engagement with your marketing efforts. 1 This helps prioritize the most promising leads for sales follow-up.

Dynamics 365 Customer Insights prioritizes data privacy and security through:

  • Data encryption: Both in transit and at rest.
  • Access control: Role-based permissions and authentication via Azure Active Directory.
  • Compliance certifications: Adherence to industry standards and regulations (e.g., GDPR).  
  • Data governance tools: To manage data usage and consent.
  • Customer Lockbox: For controlled access to data by Microsoft support.
It leverages the security infrastructure of the Microsoft Azure cloud.

Copilot in Dynamics 365 Customer Insights uses AI to help you:  

  • Create targeted customer segments: By describing the segment in natural language, Copilot generates the necessary queries.  
  • Generate email content: By providing key points and desired tone, Copilot suggests email content variations.  
  • Build customer journeys: By describing the journey's goal, Copilot suggests touchpoints, transitions, and milestones.  
  • Data governance tools: To manage data usage and consent.
  • Enhance email content with images: By analyzing the email's context, Copilot recommends relevant images.
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