Dynamics 365

Customer Insights

Speak to an RSM Microsoft advisor today!

George Casey


Personalize your communications by deeply understanding your customers. Dynamics 365 Customer Insights weaves enterprise system data into meaningful customer profiles with behavioral, 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.

Proven partner and technology leader

As a trusted advisor to more than 2,000 clients across the country, 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.

Gold-certified Microsoft enterprise partner

RSM’s Microsoft Certified Professionals have met the highest standards in technological expertise. They combine their deep knowledge of Microsoft Dynamics 365 and Microsoft 365 applications with industry expertise to create client specific customized solutions.