Create personalized contact histories

Deliver content for personalized customer contact journeys via the right channels right moment

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Benefits of Dynamics 365 Customer Insights

Intelligent marketing: efficient, data-driven, integrated

Connect data, creativity, and AI to target customers and measurably optimize marketing processes.

Contact sales in real time

Nurture customer contacts based on their interactions across email, mobile, social media, custom channels, and in-person touchpoints.

Win customers

Effortlessly create segments for contacts and prospects, no matter how complex the targeting criteria, using the segment generator and natural language.

Improve marketing effectiveness

Use real-time KPIs and dashboards to track business goals, contact history performance, and content effectiveness.

Flexibility

Be flexible to support campaigns at the corporate, departmental, or product level. Manage brand consistency and encourage the repurposing of content.

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Dynamics 365 Customer Insights

Functions in detail

Customer interaction in real time

With an in-depth understanding of the customer, you can initiate personalized contact progressions that are triggered by customer interactions. Take advantage of built-in event triggers, or create your own triggers. Reach customers through digital channels and face-to-face interactions in marketing, sales, and service. Reach out to them on their preferred channels with AI-driven recommendations.
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Attract customers and gain loyalty

Create customized contact trajectories based on customer triggered demographics and behaviors, and orchestrate marketing, commerce, sales, and service experiences. Empower customer experience, customer service, sales, marketing, or any other team that wants to deepen relationships with customers to plan contact trajectories that span your entire organization. Send regular newsletters, transactional emails, and on-time customized notifications. Score individual leads, or run company-based marketing campaigns to align with sales.
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Improve customer experience with AI

Create emails easily and efficiently with the AI-powered email editor. AI recommends content ideas, including images, offers, and dynamic content to maximize engagement. Conduct A/B testing to confirm content that resonates. Customize channels for each customer based on their past activities and preferences.
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Build customer trust

Align team activities across your organization by sharing a single, real-time view of customer context across all your Dynamics 365 applications. Protect customer data in the trusted Microsoft Cloud. Use built-in capabilities to request, capture, and store content so you comply with the General Data Protection Regulation (GDPR), HIPAA regulations, and accessibility guidelines.
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FAQ

Frequently asked questions
about Microsoft Dynamics 365 Customer Insights

It all comes down to how you become more flexible to impress your customers. With Dynamics 365, you have the only portfolio of intelligent business applications that can help any user achieve operational excellence and create a more engaging customer experience.

Yes, all Dynamics 365 apps are based on the same data model (Dataverse).

Yes, all Dynamics 365 apps can be linked to the cloud ERP Dynamics 365 Business Central. Synchronization of ERP data in Dataverse is possible without any problems.

Business Central

Business Central is an all-in-one ERP solution that unifies finance, sales, purchasing, inventory, and operations—providing a flexible, scalable platform to streamline and grow your business.

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Microsoft Copilot Studio

Copilot Studio enables the creation of customized AI assistants that automatically process information, answer inquiries, and intelligently support workflows.

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Microsoft Customer Service

UnterstĂ¼tzen Sie Ihren Kundensupport und begeistern Sie Ihre Kunden. Stellen Sie nahtlose End-to-End-Kundenserviceerfahrungen in nur einer Lösung bereit

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Microsoft Dynamics 365

Microsoft Dynamics 365 are modern business solutions from Microsoft. As a Microsoft partner, we support you in the selection and integration of the products

Microsoft Dynamics 365 Sales

Align with your customers - connect sales teams with customers' preferred channels. Increase your sales with a collaborative, insights-based sales solution.

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Microsoft Office 365

more than just Word, Excel and PowerPoint. With Microsoft 365, you get technologies that make your business more productive, mobile, secure and agile.

Microsoft Power Agents

Power Agents enable the creation of intelligent chatbots and AI-powered assistants that answer customer inquiries, automate internal processes, and significantly relieve support teams.

Microsoft Power Apps

With Power Apps, you can quickly develop custom business applications, optimize processes, and digitize manual processes—without complex programming.

Microsoft Power Automate

With Power Automate, you can automate recurring tasks, connect systems, and sustainably enhance the efficiency of your business processes.

Microsoft Power BI

Power BI transforms your data into clear, interactive dashboards and reports, enabling you to make better decisions and keep track of key business metrics at all times.

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NAS conception
supports you with:

From the appropriate licensing model to the right interaction of the individual technologies – we support you in ensuring that your processes are reflected in the Microsoft Technologies that are right for you.

We know what matters – that’s why we have learned from numerous projects and put together suitable service packages for you to ensure a fast start with Microsoft Technologies.

We focus on your processes — the training courses for the ready-made Microsoft Technologies are compiled on the basis of your processes, coordinated with you and carried out.

Local infrastructures such as mail or file servers, ERP and CRM systems are analyzed, the migration is designed and smartly transferred to the cloud world of Microsoft Technologies.

We implement Microsoft Technologies together with you and accompany you as a reliable partner into the cloud. Afterwards, we accompany you as a reliable partner for support requests or new ideas.

Do you have new ideas, or should a process be adapted in the standard Microsoft technology? Do other systems such as online stores, service providers or trading partners need to be connected to Microsoft Technologies. With our strong team of Microsoft certified technical consultants, we can make customizations for you within Microsoft Technologies that seamlessly integrate with standard solutions.

Would you like to know more?

Consulting as equals

Would you like to professionally implement your processes in the cloud?

We advise you personally – pragmatically, solution-oriented, and with a genuine understanding of business.

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