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Deliver AI-driven, personalized experiences

Empower your marketing teams to engage customers with data-driven insights, predictive analytics, and automated journeys.

Streamline Your Customer Experience with Real-Time Insight
Microsoft Dynamics 365 Customer Insights
Microsoft Dynamics 365 Customer Insights

Microsoft Dynamics 365 Customer Insights

Tired of fragmented data and disconnected marketing workflows? Dynamics 365 Customer Insights brings all your customer information—behavioral, transactional, and demographic—into a unified, actionable view.

Powered by AI, predictive analytics, and Copilot, your marketing teams can uncover high-value segments, anticipate customer behavior, and orchestrate real-time, personalized journeys across email, social, web, and mobile channels. Transform insights into data-driven actions that deliver relevant, timely, and highly engaging customer experiences at scale.


Guided tour

Explore Dynamics 365 Customer Insights through our demo. See how AI, predictive analytics, and Copilot can transform your marketing strategy with personalized, data-driven campaigns.

Capabilities

Capabilities of Microsoft Dynamics 365 Customer Insights

Discover how Dynamics 365 Customer Insights harnesses data to deliver personalized experiences and actionable insights for deeper customer engagement.

Unified customer profiles

Unified customer profiles

Integrate transactional, behavioral, and demographic data for a complete, 360° view of each customer.

AI-powered segmentation

AI-powered segmentation

Discover new audiences, create high-value segments, and target customers intelligently using AI insights.

Predictive insights & recommendations

Predictive insights & recommendations

Use AI models and Copilot to forecast customer intent, identify opportunities, and recommend next-best actions.

Customer journey orchestration

Customer journey orchestration

Design real-time, multichannel journeys to deliver personalized campaigns across email, web, mobile, and social channels.

Data enrichment & governance

Data enrichment & governance

Enhance profiles with third-party and internal data while ensuring privacy compliance and consent management.

Analytics & reporting

Analytics & reporting

Measure campaign performance, engagement, and ROI with dashboards powered by AI and Copilot-generated insights.

Integration across microsoft 365 & dynamics 365

Integration across microsoft 365 & dynamics 365

Connect insights with Sales, Marketing, and Customer Service for coordinated, data-driven engagement.

A complete marketing solution

A complete marketing solution
Data Wrangler

Data Wrangler

14%
of organizations have achieved a 360-degree view of their customers.
Marketer

Marketer

60%
are implementing customer journey orchestration
Seller

Seller

85%
believe understanding buyer intent is crucial to sales success
Service Agent

Service Agent

53%
don’t have proper visibility to understand the customer context

Discover the power of Dynamics 365 Customer Insights

Schedule a personalized demo with the experts at defacto infotech to see how Dynamics 365 Customer Insights can integrate with your existing systems, unify your customer data, and enable AI-driven marketing strategies tailored to your business goals.

Book a free demo
Benefits

Benefits of using Dynamics 365 Customer Insights

Gain a holistic understanding of customer behavior and preferences.Comprehensive insights
Enrich profiles with predictive AI models and external data sources.Enhanced data quality
Identify high-value customers and untapped audiences.Targeted segmentation
Ensure data privacy and consent management across all interactions.Privacy compliance
Comprehensive insights
Automate real-time campaigns with contextual relevance.Personalized journeys
Optimize channel selection and messaging for each customer.AI-driven engagement
Streamline lead scoring, transfers, and performance tracking.Efficient lead management
Reach audiences across email, social, web, and mobile seamlessly.Multi-channel marketing
Personalized journeys
Access customer attributes quickly with Copilot-assisted summaries.Rapid insights
Create, review, and adjust segments effortlessly.Streamlined targeting
Generate customized content and messaging with AI.Content personalization
Define goals and orchestrate campaigns easily with Copilot guidance.Simplified journey creation
Rapid insights
Why de facto

Why are businesses choosing defacto infotech over others?

When you partner with defacto infotech, you gain more than a technology provider. You gain a team that understands business, processes, and growth. We work alongside you to deliver practical solutions that create real impact and long-term value.

Process-centric approach

Process-centric approach

We align technology to your core business processes. By understanding how your organization operates, we implement solutions that enhance efficiency, strengthen collaboration, and support consistent performance.

Proven Microsoft expertise

Proven Microsoft expertise

As a certified Microsoft partner, we leverage established best practices and industry standards to deliver secure, scalable, and future-ready solutions across the Microsoft ecosystem.

Value-driven outcomes

Value-driven outcomes

Our focus is on measurable impact. We enable greater visibility, improved decision-making, and operational agility that help organizations respond to change and drive growth.

Continuous optimization and innovation

Continuous optimization and innovation

Digital transformation is a continuous journey. We provide ongoing support, performance optimization, and strategic guidance to ensure your Microsoft investments continue to deliver value over time.

Our services

Consulting services | FastTrack & packaged solutions

As a certified Microsoft partner, defacto infotech helps you maximize the value of Dynamics 365 Customer Insights through:

Planning

Planning

Conduct a thorough assessment of customer data, engagement touchpoints, and campaign requirements to design a strategic, AI-driven marketing roadmap.

Implementation

Implementation

Seamlessly integrate diverse data sources, unify customer profiles, and enable automated, real-time journey orchestration to engage customers at the right moment.

Customization

Customization

Adapt dashboards, workflows, and AI-powered reporting to align with specific business objectives, ensuring your marketing team has actionable insights at their fingertips.

Optimization

Optimization

Leverage predictive analytics, segmentation recommendations, and Copilot guidance to refine campaigns, enhance engagement, and maximize ROI.

FastTrack

FastTrack

Accelerate deployment and adoption with expert guidance, proven frameworks, and best practices, ensuring a smooth, rapid rollout that delivers measurable impact.

Customer stories

See how organizations have enhanced engagement, personalized campaigns, and improved ROI with Dynamics 365 Customer Insights.

Interrelate customer story
Interrelate
“With a comprehensive view of each client’s journey, we were able to provide more consistent and personalized support, reinforcing our commitment to their well-being.”

Products

Sales Sales Customer Insights Customer Insights Customer Service Customer Service Customer Voice Customer Voice Field Service Field Service
Read the story →
Pricing

Pricing

Flexible plans designed to suit businesses of all sizes, goals, and budgets.

Dynamics 365 Customer Insights

Deliver connected customer journeys and campaigns with unified customer data.

$1850 $1700 Our price, per user/month Contact us

Dynamics 365 Customer Insights Attach

Add connected customer journeys and campaigns with unified customer data to your qualified Microsoft stack.

$1150 $1000 Our price, per user/month Contact us
Latest updates

What’s new?

AI-driven insights and actionable recommendations improve segmentation, journey orchestration, and campaign outcomes.

Copilot Enhancements

AI-driven insights and actionable recommendations improve segmentation, journey orchestration, and campaign outcomes.

Forrester TEI Study

Organizations report up to 315% ROI when modernizing marketing operations with Dynamics 365 Customer Insights.

Client stories

What our clients say about us

Hear directly from businesses we’ve helped transform

★★★★★ 5.0

Defacto infotech didn’t just implement Dynamics 365; they re-engineered our entire sales workflow. Their team understood our unique challenges and delivered a solution that exceeded expectations. We saw ROI within the first 4 months.

JM
John mitchellCTO, Global manufacturing firm
★★★★★ 5.0

HIPAA compliance was our biggest concern. Defacto not only made it simple but also strengthened our patient data security. The implementation was smooth, and their ongoing support has been exceptional.

SK
Sarah kimCFO, Healthcare provider
★★★★★ 5.0

The team unified our online and offline channels seamlessly with Dynamics 365 Commerce. Customer satisfaction increased by 40%, and our inventory management is now real-time across all locations.

MR
Michael rodriguezOperations director, retail chain
FAQ

Frequently asked questions

Get answers to common questions about customer insights solutions, consulting services, and Dynamics 365 Customer Insights implementation.

A customer insights solution helps organizations collect, unify, and analyze customer data from multiple sources to create a complete view of each customer. Platforms like Microsoft Dynamics 365 Customer Insights enable businesses to combine behavioral, transactional, and demographic data to generate actionable insights, improve segmentation, and deliver personalized experiences across marketing and engagement channels.

Enterprises rely on a top customer insights solution for enterprises to break down data silos and gain a unified understanding of customer behavior. With AI-driven analytics and predictive insights, organizations can identify high-value audiences, personalize engagement, improve marketing ROI, and deliver consistent experiences across digital and offline touchpoints.

Customer insights consultants help organizations design, implement, and optimize data-driven customer engagement strategies. Through customer insights consulting, experts analyze existing data sources, recommend the right technology architecture, implement platforms like Dynamics 365 Customer Insights, and help teams turn data into actionable marketing and business intelligence.

A Dynamics 365 Customer Insights implementation partner helps businesses successfully deploy and integrate the platform within their existing technology ecosystem. As a Microsoft Dynamics 365 Customer Insights implementation partner, firms like defacto infotech provide services such as data integration, configuration, customization, journey orchestration setup, and ongoing optimization to ensure organizations maximize the value of their customer data.

Dynamics 365 Customer Insights licensing is typically based on the number of unified customer profiles and the capabilities required for data and journey orchestration. Organizations can choose the appropriate license depending on their data volume, engagement needs, and marketing automation requirements.

In many cases, organizations may integrate Dynamics 365 Customer Insights with other Microsoft solutions such as Dynamics 365 Sales, Marketing, or Power BI. While the core Dynamics 365 Customer Insights license provides customer data and analytics capabilities, additional Microsoft services may require separate licensing depending on the specific features and integrations used.

Ready to transform?

Get a free assessment of your current systems and processes

Partner with defacto to identify opportunities and implement the right Microsoft solutions to support your business priorities.

In this complimentary session, we will:

  • Discuss your current challenges, priorities, and business objectives
  • Explore how Microsoft solutions can support your goals and operations
  • Share practical recommendations aligned with Microsoft best practices
  • Outline potential next steps based on your requirements and priorities
  • Answer your questions with guidance from experienced Microsoft specialists

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