Dynamics 365 Customer Insights
Unify customer data and deliver personalized, real-time experiences with AI-driven insights and journey orchestration
Unreliable Customer Data
Inconsistent data across systems reduces trust in customer insights and reporting.
Poor Segment Accuracy
Broad or outdated segments lead to irrelevant campaigns and lower conversions.
Delayed Customer Engagement
Insights are not activated in time, missing key moments in the customer journey.
Why Microsoft Dynamics 365 Customer Insights
Dynamics 365 Customer Insights is a customer data platform that unifies customer data, segmentation, and journey orchestration in a single solution. According to Gartner,customers are 3.7x more likely to purchase more than intended when they feel their experience is personalized. Customer Insights delivers this through AI-powered segmentation and journey orchestration capabilities.
A well-executed implementation enables organizations to create unified customer profiles, improve targeting, and activate insights across channels. It connects data, AI-driven analytics, and engagement workflows across marketing, sales, and service.
Who This Is For
This solution is best suited for organizations that:
Manage customer data across multiple systems
Need better segmentation and personalization
Want to enable real-time engagement across channels
Are looking to operationalize customer data for business teams
How LevelShift Delivers Customer Insights
We focus on making customer data usable across your business, not just implementing the platform.
From Customer Data to Business Impact:
DATA
UNIFY
ANALYZE
ACTIVATE
OUTCOMES
DATA
UNIFY
ANALYZE
ACTIVATE
OUTCOMES
Customer Insights delivers value when data moves seamlessly from unification to activation.
Where Customer Insights Drives Business Value
| Function | What It Enables |
|---|---|
🎯Marketing | Personalized campaigns and dynamic audience targeting |
📅Sales | Better visibility into customer behavior and intent |
🔧Customer Service | Context-driven interactions and faster resolution |
📱Leadership | Clear insights into customer trends and performance |
Capabilities
| Capability Area | What the Platform Offers | How LevelShift Extends It |
|---|---|---|
| Unified Customer Profiles | Built-in 360 degree profiles | Data readiness audit for accuracy and consistency |
| AI Driven Segmentation | Predictive models | Copilot-led segmentation aligned to business scenarios |
| Copilot and AI | Embedded generative AI | Use cases tied to workflows and outcomes |
| Personalized Journeys | Real-time orchestration | Journeys aligned to behavior and timing |
| Privacy and Consent | Native compliance | Governance-first approach |
| Performance and ROI | Built-in analytics | KPI-driven measurement framework |
| Implementation Approach | Flexible deployment | Phased, risk-managed rollout |
| Industry Alignment | Broad applicability | Tailored scenarios based on business model |
Microsoft Copilot in Dynamics 365 Customer Insights
Copilot enhances how teams work with customer data and insights.
Profile Summaries
Understand customer attributes and behaviors instantly
Segment Creation
Create audience segments using natural language
Journey Recommendations
Optimize journeys with AI-driven suggestions
Insight Generation
Identify trends and actionable insights faster
Our Implementation Approach
A structured implementation ensures accurate data modeling, segmentation, and activation.
Data Assessment and Strategy
Identify data sources, quality, and unification requirements
Data Unification and Configuration
Configure identity resolution, unified profiles, and segmentation
Integration and Activation
Enable integration with CRM, marketing platforms, Power Platform, and external systems
Testing and Go-Live
Validate data, segmentation, and journey execution before rollout
Our Services
| Service Area | Description |
|---|---|
| Consulting Services | Define customer data strategy and roadmap |
| Implementation Services | Deploy Customer Insights aligned to business goals |
| Data Integration | Connect CRM, marketing, and external systems |
| Data Modeling | Configure identity resolution and profiles |
| Journey Enablement | Set up segmentation and real-time journeys |
| Support & Managed Services | Continuous optimization and performance tuning |
Dynamics 365 Customer Insights Licensing
Includes unified customer data, AI-driven insights, and journey orchestration.
Customer Insights Base
per-user/month
Attach License
per-user/month
Note: Pricing is indicative and subject to Microsoft updates.
Modernizing CRM for an Engineering Firm: A Real-World Success Story
An Ohio-based engineering firm outgrew its legacy CRM. We migrated their data to Dynamics 365 Sales Cloud and built them a unified, connected, and reliable platform their teams could count on.
Read the full storyClean, Consolidated Data
A phased CRM migration removed data clutter while preserving every record, such as consultant profiles, contact demographics, and profile codes, all structured and accessible in one place.
Documents and Records, Connected
A two-way SharePoint integration bridged the gap between locally stored engineering documents and CRM records, eliminating manual cross-referencing and version confusion.
Configured to Fit Their Business
Custom entities were designed to match the firm's exact business model, linked to out-of-the-box D365 entities for a solution that fits their processes.
Why LevelShift
Business-first approach aligned with customer data strategy
Strong expertise across Dynamics 365, data, and integrations
Flexible engagement across consulting, implementation, and support
Focused on segmentation, personalization, and activation
FAQs
Turn Customer Data into Actionable Insights
LevelShift helps you implement and optimize Customer Insights to deliver personalized, data-driven experiences at scale.