Dynamics 365 Customer Insights

Personalize your communications by deeply understanding your customers.

Dynamics 365 Customer Insights weaves enterprise system data into meaningful customer profiles with behavioural, transactional and demographic dimensions. These insights can be used for omnichannel digital marketing, advertising, reporting and trendspotting.

Organizations choose Dynamics 365 Customer Insights to:

  • Increase customer loyalty
  • Create targeted omnichannel advertising campaigns 
  • Analyze cohort audiences for predictions
  • Create a 360-degree view of customer activity across the enterprise

Dynamics 365 Customer Insights is a fit for companies that:

  • Have customer data spread across multiple systems, including ERP, CRM, e-commerce, loyalty, POS and marketing 
  • Want to spend their marketing budget more efficiently
  • Are trying to understand customer patterns, and find more ideal customers 
  • Are looking to personalize marketing at scale

D365 Customer Insights Quick Start

Start leveraging your customer data to provide exceptional customer experiences and achieve revenue retention and growth—in three weeks. This rapid proof of concept will activate Customer Insights and Azure storage, stage customer data for use in Customer Insights, and create customer profiles and segmentation for analytics and exporting. View the CI Quick Start PDF

RSM: A proven partner and technology leader

As a trusted advisor to more than 2,000 clients across North America, we pride ourselves on our ability to identify and accelerate the right technology solutions to create rapid time-to-value and drive immediate business performance for our clients.


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RSM is both a Microsoft Cloud Solution Provider and a Microsoft Gold Certified Partner—meaning we can help you manage the entire life cycle of your application. Whether you seek general support or guidance on bespoke development, system customization, ISV integration, training, on-site consultancy, or change management, RSM has the team and the experience to help.

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