Dynamics 365 Customer Insights - Journeys
Create positive customer experiences
What is Customer Insights - Journeys
Microsoft Dynamics 365 Customer Insights Journeys It is the software that transforms potential customers into business relationships. To do this, it connects the marketing and sales departments and automates processes. Thus, positive experiences are achieved by combining data with real-time journeys.
Artificial Intelligence in CRM: Copilot in Dynamics 365 Customer Insights Journeys
Dynamics 365 Customer Insights Journeys incorporates Copilot, Microsoft's intelligent assistant that transforms the way sales teams work with the CRM. Thanks to generative intelligence, Copilot helps draft personalized emails, summarize customer interactions, generate quick responses, and suggest next steps based on interaction history. All of this directly from Outlook, Teams, or the CRM itself.
With Copilot, the marketing team can focus on what truly matters: reaching the target audience and driving conversions. AI not only streamlines repetitive tasks, but also offers recommendations based on real data, detects behavioral patterns, and anticipates customer needs. It is like having a market analyst working in the background, available at all times to improve productivity and decision-making.
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Benefits
Multichannel campaigns
With Customer Insights – Journeys, you can create campaigns consisting of all communication channels to have total accessibility to your potential customers.
Lead nurturing
Lead nurturing is a marketing technique focused on lead maturation that allows you to personalize the user experience through design tools and various channels to guide buyers based on their level of loyalty.
AI and Copilot
Microsoft's virtual assistant will be your main ally to create campaigns and add new ideas to the action plan. Copilot will create a project plan, detailing the steps to follow to achieve your objective.
Event management
Easily organize events using webinar provider integration or the event portal. Create QR codes to control the number of attendees. All from a single platform.
Reporting
Track and improve marketing actions with dashboards. It is also possible to conduct surveys to better understand customers. Additionally, you can visualize all your data using Power BI.
Forms
Create forms and embed them on your website to capture your leads directly in the CRM and automate communication processes with your leads.
Main functionality features of
Customer Insights Journeys
Record your relationship with your potential customers
- Multichannel marketing campaigns
You will be able to do email marketing, landing pages, webinars, events, etc.
- Create AI-based customer segments
Create or discover new audience segments with Artificial Intelligence recommendations.
- Respect consent and privacy
Automatically add consent steps during lead capture processes so your company complies with privacy and security regulations.
Reach the customer omnichannel
- Offers real-time tours
Create real-time journeys across different channels where A/B testing can be optimized.
- Boost contact with AI
Through personalized experiences with the right message at the right time through AI-controlled channels
- Lead consolidation and sharing
Automatically deliver Marketing-Qualified Leads to sales and analyze the sales funnel.
- Reach customers wherever they are
Through all digital channels like email, SMS, and social media. Add personalized channels to each journey.
Present clear ideas and make real-time decisions
- Reach conclusions faster
Access individual customer profile summaries.
- Simplify audience segmentation
With Copilot, you will be able to quickly review and modify customer segments automatically.
- Customize the content
Generate custom headings and content, as well as engaging emails and images with Copilot.
- Create tours easily
Define the business goal, target audience, and desired flows, and let Copilot do the rest.
Integrations
It integrates natively with the tools of Power BI, Dynamics 365 Sales, and Copilot.
Power BI
To create interactive reports in Power BI, automate customer communication, or analyze KPIs.
CRM
The marketing module is natively integrated into the Microsoft CRM, Dynamics 365 Sales.
Copilot
Dynamics 365 Customer Insights Journeys already incorporates Copilot features
