Microsoft Dynamics 365 Customer Insights – Journeys

Marketing automation to personalize customer experience and increase demand

75% of organizations show that customer satisfaction leads to revenue growth through increased retention or lifetime value (Gartner).

What is Microsoft Dynamics 365 Customer Insights – Journeys?

Microsoft Dynamics 365 Customer Insights – Journeys (replacing Microsoft Dynamics 365 Marketing) is a comprehensive marketing automation platform that helps businesses visualize and automate customer journeys.

Create seamless experiences that increase lead generation, strengthen your real-time marketing capabilities, and expand your sales opportunities with Dynamics 365 Customer Insights -Journeys. Easily orchestrate personalized multi-channel campaigns that deliver the right message at the right time in the right channel to engage customers effectively.

The platform leverages AI and Copilot and integrates seamlessly with other Dynamics 365 applications for a unified view of customer data, collaboration and analytics.

BENEFITS – Microsoft Dynamics 365 Customer Insights – Journeys

Personalize Customer Journeys

Generate and nurture more sales-ready leads by running targeted, multi-channel campaigns. Create customer journeys based on buyer preferences and their past interactions for a more tailored experience.

Align Sales and Marketing

Marketing automation, shared data, and business processes are connected to Dynamics 365 Sales to increase lead generation and productively nurture leads.

Make Informed Decisions

Improve automated marketing performance with AI-driven insights, lead scoring, and custom dashboards, plus gain a 360-degree customer view.

CAPABILITIES – Microsoft Dynamics 365 Customer Insights – Journeys

Understand Your Customers

Deepen 1:1 personalization and delight customers at every engagement by gaining a competitive edge with 360° view of your customers.
Precisely identify the right audience for campaigns and predict customer intent by leveraging segmentation with AI based on attributes such as recency, frequency and monetization.
Experiment with A/B tests with the same message across different channels, different messages altogether, or any next action, to confidently deliver the most engaging messages through the best channels and increase the ROI of every journey.
Gain a deep understanding of journey, channel and content performance using built-in dashboards that focus on engagement goals, so you can fine tune the effectiveness of your journeys, channels, and content.

Real-time Customer Journey Orchestration

Use dynamic, real-time journeys to target leads and opportunities (in addition to contacts) for deeper personalization.
Leverage built-in AI recommendations for optimal message and channel selection for each customer that goes through a customer journey, without marketing needing to make a design-time choice or define a complex set of conditions. By continuously learning from the way customers engage with marketing campaigns, brands can optimize the journey to maximize the number of customers that reach the intended goal.
Serve deeply personalized content: with easy dynamic content creation through a new point-and-click interface for emails and web content. Use AI-driven recommendations to select and deliver the best image, video, document, or fragment for your messages.

Engage at Every Touchpoint

Orchestrate omnichannel experiences that go across digital and human channels to deepen the level of engagement with your customers. For example, you can trigger a customer journey when a high-value customer is on your website, you already know them, understand and anticipate their interests, needs and preferences to be able to recommend the best offer to drive sales and further increase their lifetime value.
When the same customer has an issue with the purchase and contacts a customer service representative for support, they automatically prioritize the case and accelerate resolution by leveraging the full 360-degree view of all transaction and complaint history.
Once the case is resolved, they can follow this up with Customer Satisfaction Surveys (CSAT) and thank your customer – providing them with a seamless E2E experience with the brand.

FEATURES – Microsoft Dynamics 365 Customer Insights – Journeys


Customer Journeys

Use easy drag and drop, templates or create journeys with Copilot using simple descriptions on goals, targets, or desired flow.

Customer Journeys


Campaign Testing

Implement A/B tests to identify the highest performing content or journey branch.

Campaign Testing


Lead Conversion

Trigger-based journeys respond to customer actions and convert interest to sales.

Lead Conversion


Unified Customer Data

Thanks to Microsoft Dataverse, Sales, Marketing and Service teams share the same data and insights – to seamlessly hand-off leads, collaborate and influence campaigns.

Unified Customer Data


Marketing Analytics and KPIs

Deeply understand journey, channel and content performance with built-in dashboards, covering both prospect acquisition and customer retention strategies.

Marketing Analytics and KPIs


Email Marketing Optimization

Kickstart email creation with tailored content suggestions based on key messaging points and AI generated images..

Email Marketing Optimization


Audience Segmentation

Create real-time customer segments using Copilot with natural language functionality. Generate rules for the segments with simple, conversational prompts for audience targeting.

Audience Segmentation


Lead Generation and Nurturing

Deliver experiences and push notifications based off behaviors or customer attributes and set frequency controls in real-time. Use AI-powered channel optimization based on customer’s historical data

Lead Generation and Nurturing


Targeted SMS Notifications

Reach your customers directly on their mobile devices with relevant text messages, as part of your omnichannel experience strategy.

Targeted SMS Notifications


Event Management

End to end features include planning, budgeting, promotion, registration, venue management, guest, sponsor and speaker logistics, webinar integration and analytics.

Event Management

Copilot for Microsoft Dynamics 365 Customer Insights – Journeys

From creating and optimizing journeys, to content suggestions and providing customer insight, Copilot supports optimal experiences across all customer touchpoints efficiently.

DISCOVER MORE

Faster Journey Creation

Anybody can create journeys in minutes, even if they’ve never done it before. Simply describe in everyday words what you want to create and Generative AI builds the journey for you.

Smarter Content Generation

Start your email creation with Copilot by generating content ideas based on a few key points you provide. Select a tone of voice, and AI offers a range of content suggestions to use or modify.

Personalized Experiences

Copilot leverages AI to provide real-time personalized recommendations and promotions to customer profiles based on historical data, enhancing customer interactions.

PRODWARE ACCELERATORS & SERVICES

CEM GDPR accelerator

The GDPR accelerator enables organizations’ CRM to be compliant with GDPR regulations. The accelerator simplifies compliance with consent and privacy requests from data subjects, with an easy to use interface for CRM operators, and logs all operations to comply with record-keeping requirements. This GDPR compliance for marketing accelerator includes consents management for your database and search functionality to help your team quickly perform users’ rights.

CRM User Adoption service

Our CRM User Adoption service helps in a key element of any CRM implementation, for the long-term success and value from your business investment.
Critically, we support your organization before, during and after CRM implementation to ensure you get the true value of the latest technology.

What’s inside…

Lead nurturing journeys in Dynamics 365 Customer Insights

Customer view for data and journey analytics

Microsoft Copilot provides answers about customers in natural language

Use AI-driven predictions for forecasting such as customer churn

Copilot for Marketing teams helps with automatic journey creation from a prompt

Customer testimonials

Heliox opted for Microsoft Dynamics 365 with Prodware to optimize their ERP and Customer Engagement processes.
Vitaldent connects patients and healthcare providers in the cloud to achieve more personalized care with Prodware and Dynamics 365 Customer Insights

Why choose Prodware for Microsoft Dynamics 365 Customer Insights – Journeys?

As a Microsoft partner, Prodware has developed and implemented hundreds of Dynamics CRM and Dynamics 365 Customer Engagement projects across Europe.
Our experienced R&D team work closely with our clients to develop solutions that suit their own client engagement needs.

Have a project? Let’s talk!

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