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Dynamics 365 Customer Insights

AI-driven customer insights empower businesses to better understand their audience, personalize experiences, and drive data-informed decision-making.

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Modernize Your Marketing Efforts

Revolutionize your Customers Journey with AI-Powered Customer Insights

Today’s buyers expect a consistently personalized sales experience when considering vendors, and small and medium-sized businesses must invest in tools to help them stand out. One way to build a stronger relationship with your customers and transform how you engage with them is by leveraging an AI-powered CRM solution. CloudEvolv can help your business transform how you build customer relationships today with Copilot. Quickly identify where you can improve the customer journey, implement Dynamics 365 customer insight features to strengthen your position with prospects.

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Experience Customer Insights with an Interactive Guided Demo

See firsthand how our solutions can transform your business with an Interactive Guided Demo. Instead of reading about features, immerse yourself in a hands-on, real-world experience designed to showcase key functionalities tailored to your needs.

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Know Your Customer

Victor is a data analyst managing a large set of disparate customer data. He uses Dynamics 365 Customer Insights to consolidate and analyze that data so his teammates can better know their customers.

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Engage on Their Terms

Benjamin is a marketing manager and needs to create a campaign for one of the company’s newest products. He uses Dynamics 365 Customer Insights to develop a personalized journey that engages customers on their terms.

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Know Your Customer

Understand your customers and create truly personalized experiences.

Respect consent and privacy

Add consent data during the unification process using automatic data refresh to ensure that your organization meets privacy and security regulations.

Create customer segments

Build new segments or discover new audiences with AI recommendations that are continually updated with real-time data.

Enrich data and predict intent

Enhance profiles with diverse data sources, including proprietary intelligence, and unlock predictions with prebuilt AI models.

Get a richer view of customers

Unify transactional, demographic, and behavioral data with AI-powered identity management for a holistic view of customers.

Engage on Their Terms

Reach customers where they are

Engage customers using prebuilt digital channels including text, email, and push notifications, and then seamlessly add custom channels to the journey.

Nurture and share leads

Hand off scored, qualified leads to sellers automatically and measure pipeline success with prebuilt analytics dashboards.

Boost engagement with AI

Deliver tailored experiences with the right message at the right time using AI-driven channel selection.

Deliver real-time journeys:

Create real-time customer journeys across channels that are contextually relevant and can be optimized with A/B testing.

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Boost Your Productivity

Create journeys easily

Simplify journey creation with Copilot by defining your business goals, target audience, or desired flows.

Tailor content quickly

Generate tailored content and headlines, branded emails, and captivating images for any segment with Copilot.

Simplify audience targeting

Describe your target segments to Copilot and quickly build, review, and modify customer segments.

Get insights faster

Discover insights and quickly understand customer attributes with individual profile summaries using Microsoft Copilot.