Microsoft Dynamics 365 Customer Insights

Microsoft software for your marketing purposes! 

Offer your customer a personal experience

From first contact to loyal customer

As a marketer, do you want to stop guessing and start knowing? With Dynamics 365 Customer Insights, you have one central marketing software that brings all your customer data together, analyzes it, and makes it immediately deployable for targeted campaigns via email, SMS, events, and more.

The system is fully integrated into the Microsoft ecosystem. This means your marketing data seamlessly integrates with Dynamics 365 Sales, Business Central, Teams, and Outlook. Marketing, sales, and service finally speak the same language, from one shared customer profile.

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Are you also having trouble with...

Scattered customer data?

Thanks to Dynamics 365 Customer Insights bring all your data—from sales to marketing and events—together in one clear platform. This eliminates silos between departments, while everyone now works from the same customer view.

Marketing campaigns that aren't performing?

Generic campaigns yield generic results. With this marketing software, you segment your target audiences down to individual behavior and send the right message through the right channel at the right time. Built-in A/B testing shows you what works. The result: higher open rates, better click-through rates, and more revenue from your marketing budget.

Marketing and sales not working together

Customer Insights - Journeys automatically scores and qualifies leads and assigns them to sales at the moment they are ready to buy. Because marketing data and CRM data share the same database (Microsoft Dataverse), sales representatives see in real time which campaigns a prospect has already gone through. No duplicate work, no missed follow-up.

Too slow to respond to market signals?

Built-in AI and Microsoft Copilot continuously analyze customer behavior. A website visit, a form submission, a purchase – every signal automatically triggers a personalized marketing action. Your marketing team responds proactively instead of reactively, and Copilot helps write emails, build segments, and generate campaign ideas.

Marketing automation with Microsoft Copilot

Dynamics 365 Customer Insights is the first marketing software with a deeply integrated AI assistant: Microsoft Copilot. Specifically, this means that as a marketer, you can:

A segment can be described in plain language (‘customers who purchased a product over 500 euros in the last 3 months’) and Copilot builds the segment automatically

  • Generate personalized email copy and subject lines based on customer profiles and campaign goals
  • Through the Copilot chat, you can request insights into campaign performance without building reports yourself
  • Marketing journeys can be visualized based on behavioral patterns from your customer data

 

The result: one marketer can achieve the output of an entire marketing team thanks to AI — without in-depth technical knowledge.

LIOF's Success Story

How do you make marketing truly personal and efficient? At LIOF, they found the answer with Microsoft Dynamics 365 Customer Insights. By intelligently bundling customer data, they now have a complete customer profile. This means better targeting, smarter communication, and campaigns that align seamlessly from email to events.

Generate leads with Microsoft Dynamics 365 Customer Insights

FAQ

What is Microsoft Dynamics 365 Customer Insights?

Microsoft Dynamics 365 Customer Insights is Microsoft's marketing software for SMBs and mid-sized organizations. The platform consists of two modules: Customer Insights – Data (customer data platform for unified profiles and segmentation) and Customer Insights – Journeys (marketing automation for email, SMS, events, and real-time journeys). The solution is fully integrated with Microsoft 365, Dynamics 365 Sales, and Business Central.

What distinguishes Customer Insights from other marketing software?

Customer Insights brings all your customer data together in one place and immediately turns it into smart, personalized customer interactions in marketing, sales, and service. This gives you insight into who your customer is and what they need, at the right time. Because it works smoothly with trusted Microsoft tools like Teams, Power BI, and Microsoft 365, you'll be up and running quickly without complicated integrations. Built-in AI and Copilot automatically help you with content, segments, and the next best action, so your team has more time for what really matters: growth. Start small and grow big? You can. You only pay for what you use and easily scale up as your business demands.

Is Dynamics 365 Customer Insights suitable for my organization?

Yes. scapta implements Dynamics 365 Customer Insights specifically for SMEs and mid-sized organizations in Flanders and Belgium — in sectors such as manufacturing, food & beverage, IT services, and non-profit. The solution scales with your organization and is fully GDPR-compliant (EU data residency on Microsoft Azure).

Why would I partner with Scapta?

At Scapta, you're more than a client — you're a partner. This means we start from your business, not from the product. We take the time to understand your processes, goals, and challenges, so we can offer solutions that truly make a difference. With years of experience, proven approaches, and dozens of successful implementations in Flanders, we know what works in practice. And we'll assist you throughout the entire journey — from strategy and implementation to daily use and further growth.

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