Dynamics 365 Customer Insights — Customer Data & Marketing
Unified customer data and realtime
marketing, built into your
Microsoft stack.
Whether customer data is scattered across your CRM, ERP,
spreadsheets, and email tools, Dynamics Synergy implements
Dynamics 365 Customer Insights so your teams work from one
customer profile — and marketing responds to what customers
actually do.
Overview
What is Dynamics 365
Customer Insights?
Dynamics 365 Customer Insights is Microsoft's customer data and marketing platform. It unifies information from different sources into a single customer profile and automates personalized email campaigns and customer journeys based on customer behavior, with consent management.
It replaces manual processes with automated segments and journeys, while supporting migrations from existing platforms. Integrated with Dynamics 365 Sales, Customer Service, Finance, and Supply Chain, it improves communication and alignment across teams. Dynamics Synergy implements the solution for companies adopting marketing automation or migrating from another platform.
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Who this is for
Built for marketing and
revenue teams working from
partial customer data
One customer profile
across CRM, ERP,
web, and email — not
five partial ones
Marketing that reacts to what customers do, instead of waiting for the next scheduled send
Segments built from
live data, without
exporting lists from
the CRM
Why teams make the move
What changes once Customer Insights is live
Same customers, less guesswork. This is what we hear from marketing and sales teams before and after.
Before
Customer data split across CRM, ERP, and email tools
Audience lists exported by hand, already out of date
Campaigns sent on a schedule, not on behavior
Sales and marketing disagree on who a lead is
After
One unified customer profile across your systems
Segments that update as customer data changes
Journeys that start when a customer acts
Sales sees marketing activity and gets tasks
How we work
From first conversation to go-live
1
Assessment & scoping
We review your current customer data sources, audiences, email tools, and
consent practices before proposing anything.
2
Migration & implementation
Structured rollout — data sources connected and matched into unified
profiles, with segments, journeys, and email templates built to a defined go-live plan.
3
Stabilization
Post-go-live support to tune segments and journeys during the adjustment
period before shifting to steady-state.
4
Managed Services
Ongoing support, monitoring, and optimization — so Customer Insights
keeps running without your team owning every fix.
Frequently asked questions
GET IN TOUCH
Let’s turn your Microsoft Dynamics roadmap into real results.
To learn more about our services or to schedule a consultation, please fill in your contact details and we will get back to you as soon as possible.