Microsoft Dynamics 365
Customer Insights

Unlock Data-Driven Growth with
AI-Powered Customer Insights

Intro

Microsoft Dynamics 365 Customer Insights unifies customer data, applies AI-driven analytics, and orchestrates personalised marketing journeys, ensuring your business can engage customers with precision, automate interactions, and drive long-term growth.

Whether you’re looking to gain a 360-degree customer view or create intelligent customer journeys, Customer Insights gives you the power to turn data into decisions, and decisions into revenue.

Customer Insights – Data

Customer Insights – Data enables businesses to consolidate, clean, and enrich customer data from multiple sources, creating a unified profile that fuels smarter decision-making.

With AI-powered segmentation and predictive analytics, you can anticipate customer needs, personalise interactions, and improve engagement at every stage of the journey.

Key Features

  • Unified Customer Profiles – Combine data from CRM, website, social media, and third-party sources.
  • AI-Powered Segmentation – Identify high-value customers and engagement trends.
  • Predictive Analytics & Insights – Forecast churn, customer lifetime value, and purchase behaviour.
  • Real-Time Data Enrichment – Integrate Microsoft Copilot AI for enhanced recommendations.
  • Customisable Dashboards & Reports – Gain deep visibility into customer trends and interactions.

Benefits

  • Improve Customer Retention – Identify at-risk customers and take proactive action.
  • Drive Data-Backed Decisions – Move beyond guesswork with predictive analytics.
  • Optimise Customer Journeys – Understand preferences and personalise experiences.
  • Enhance Sales & Marketing Alignment – Deliver the right message to the right audience.

Customer Insights – Journeys

Customer Insights – Journeys empowers businesses to create intelligent, automated marketing workflows, ensuring customers receive the right message at the right time, on their preferred channel.

With AI-driven personalisation, real-time event triggers, and multi-channel automation, this module helps businesses convert more leads, boost customer loyalty, and drive revenue.

Key Features

  • AI-Powered Personalisation – Tailor campaigns based on real-time customer behaviour. 
  • Multi-Channel Orchestration – Automate engagement across email, SMS, social media, and more.
  • Lead Scoring & Nurturing – Identify high-intent leads and move them through the funnel efficiently.
  • Event-Triggered Journeys – Deliver personalised messages based on customer actions.
  • Integration with Dynamics 365 Sales & Customer Service – Align marketing, sales, and service for seamless customer engagement.

Benefits

  • Increase Engagement & Conversions – Deliver the right message at the perfect moment.
  • Reduce Manual Work – Automate marketing workflows and customer interactions.
  • Improve Lead Quality – Nurture high-value prospects with data-driven targeting.
  • Maximise Marketing ROI – Track and optimise campaign performance with AI analytics.

QGate Helps You Get the Most from Customer Insights

We help businesses transform how they engage with customers using AI, automation, and data-driven strategies.

  • Tailored Implementation – We align Customer Insights with your unique business needs.
  • Expert-Led Training – Ensure your team fully leverages AI-powered customer intelligence.
  • Ongoing Optimisation – Continuous support and enhancements to drive long-term success.

Whether you need advanced customer segmentation, AI-powered journey orchestration, or real-time predictive analytics, we’ll ensure Customer Insights delivers measurable business impact.