Customer Insights
Dynamics 365 Customer Insights — Product Overview
Dynamics 365 Customer Insights is Microsoft's customer data platform, helping organizations unify scattered customer information into a single, accurate profile and use that data to power connected, personalized customer journeys and campaigns. It is available as a standalone product or as an add-on for organizations already using a qualifying Dynamics 365 application. Below is an overview of what it includes and the value it delivers.
Dynamics 365 Customer Insights
Designed for: Organizations that want a unified view of every customer and the ability to deliver connected, personalized journeys and campaigns from that data.
What's Included
- Unification of customer data from transactions, interactions, demographics, and other sources into a single customer profile
- Customer segmentation for organizing audiences based on specific criteria
- Orchestration of connected customer journeys and campaigns across channels such as email, SMS, landing pages, and web forms
- Predictive analytics and AI-powered insights into customer behavior and preferences
- Real-time analytics and reporting
- Data integration from a wide range of business systems and data sources
- Unlimited users
Why It Matters for Your Business
Customer Insights solves one of the most common problems growing businesses face: customer information scattered across separate sales, marketing, service, and finance systems, with no single, complete picture of who the customer is. By unifying this data into one profile per customer and using it to power connected journeys and campaigns, organizations can reach customers with more relevant, timely communication while every team works from the same accurate, up-to-date view — improving both the customer experience and the effectiveness of marketing and engagement efforts.
Dynamics 365 Customer Insights Attach
Designed for: Organizations that already use a qualifying Dynamics 365 application and want to add unified customer data and journey capabilities to their existing investment.
What's Included
- All the same capabilities as Dynamics 365 Customer Insights
- Unlimited users
- Available at a reduced cost for organizations with a qualifying Dynamics 365 application already in place
Why It Matters for Your Business
For organizations already invested in the Dynamics 365 ecosystem, the Attach option provides the full value of Customer Insights — unified customer data and connected journey orchestration — without the cost of a fully standalone subscription. This makes it an efficient way for existing Dynamics 365 customers to extend their platform with stronger customer data and engagement capabilities, building on the investment they've already made.
Summary
- Dynamics 365 Customer Insights — a standalone subscription delivering unified customer data and connected customer journeys and campaigns.
- Dynamics 365 Customer Insights Attach — the same capabilities, available at a reduced cost for organizations with a qualifying Dynamics 365 application.
Both options provide unlimited users and the same core capabilities, allowing organizations to choose the path that best fits their existing Microsoft investment.
Have Questions? We're Here to Help.
Our team can help you identify the plan that best matches your organization's needs and guide you through setup.