Microsoft Dynamics 365 Customer Insights – A View of Tomorrow’s Customer
All your customer data in one place: turn segmentation into actionable insights and contacts into compelling customer experiences. COSMO CONSULT supports you with industry expertise, AI know-how, and proven best practices.
What is Microsoft Dynamics 365 Customer Insights?
Customer data is often scattered, incomplete, and difficult to use. That’s exactly where Microsoft Dynamics 365 Customer Insights comes in.
With Customer Insights Data, data from multiple sources is unified and transformed into a complete 360-degree customer view. Customer Insights Journeys builds on this foundation to orchestrate personalized, automated campaigns across every channel.
Reach the right customers at the right time with the right message—driven by data, not guesswork.
The result: higher relevance, better customer experiences, and measurable marketing impact.
Thousands of active installations worldwide
Organizations around the world use Customer Insights to unify data, orchestrate journeys, and deliver personalized experiences.
AI-powered segmentation and analytics
Copilot and built-in AI help you target audiences precisely, automate content, and continuously optimize campaign performance.
GDPR-compliant and certified
Your data is securely processed in European Microsoft data centers, meeting the highest privacy and compliance standards.
Microsoft Dynamics 365 Customer Insights features
Comprehensive capabilities for data integration, segmentation, journey orchestration, AI analytics, and reporting. With Microsoft Dynamics 365 Customer Insights, you run data-driven marketing and CRM efficiently, flexibly, and securely.
Central data platform (Customer Insights Data)
All customer data sources are unified in a single platform to create complete, consistent customer profiles.
Real-time synchronization
Data is continuously updated and immediately available for analytics and campaigns.
Open APIs & connectors
Flexibly connect ERP, CRM, web, e-commerce, and third-party applications.
Benefits of Microsoft Dynamics 365 Customer Insights
- 360-degree customer view: Unify all data sources for a complete, reliable view of every customer.
- AI-powered segmentation: Automatically identify audiences and personalize engagement at scale.
- Real-time analytics: Dashboards and KPIs show impact and optimization potential instantly.
- Seamless integration: Connect Dynamics 365, Microsoft 365, Power Platform, and ERP systems.
- Scalability: Modular growth, international rollouts, and multi-entity support included.
- Compliance & security: GDPR-compliant data management and certified processes.
When does Microsoft Dynamics 365 Customer Insights make sense?
Microsoft Dynamics 365 Customer Insights is ideal for organizations that want to:
- Orchestrate campaigns in real time: Launch dynamic journeys and measure impact instantly.
- Increase personalization: Target audiences precisely and deliver relevant content.
- Break down data silos: Centralize customer data from sales, service, web, and ERP systems.
- Connect marketing, sales & service: Enable seamless lead handoffs and a shared data foundation.
- Improve ROI and data quality: Use clear KPIs, dashboards, and clean opt-ins for full transparency.
Customer Insights for every company size
Customer Insights for small businesses
Small businesses benefit from fast onboarding and low entry costs with Microsoft Dynamics 365 Customer Insights. Standardized processes and AI-driven analytics create transparency and efficiency.
The platform scales with your needs—for deeper personalization and sustainable growth.
Customer Insights for mid-sized organizations
Mid-sized organizations manage data, segments, and campaigns centrally with Microsoft Dynamics 365 Customer Insights. Dashboards and analytics provide full visibility.
Integration with ERP and Microsoft 365 eliminates data silos and boosts team productivity.
Customer Insights for enterprises
Enterprises benefit from multi-site and multi-country capabilities. The platform supports complex processes, global teams, and advanced security requirements.
Cloud SLAs, monitoring, and open APIs enable scalability and continuous innovation.
How does Microsoft Dynamics 365 Customer Insights work?
Microsoft Dynamics 365 Customer Insights brings all relevant customer data together in a central cloud platform. Transactional, behavioral, and demographic data is unified in real time and transformed into consistent customer profiles.
AI-powered segmentation, journey orchestration, and dashboards enable targeted engagement and immediate performance tracking.
The solution is modular and integrates seamlessly with Microsoft Dynamics 365 Business Central, Microsoft 365, and the Microsoft Power Platform—creating end-to-end processes, reliable insights, and a solid foundation for confident decisions.
Seamless integration into your system landscape
Dynamics 365 Customer Insights integrates seamlessly into existing IT environments. Open APIs and standard connectors let you connect ERP systems, Microsoft 365, Power Platform, CRM, and web data.
Customer data flows automatically between marketing, sales, and service—ensuring consistent information and end-to-end processes.
Customer Insights also supports third-party integrations such as e-commerce platforms, survey tools, and analytics solutions. The result: a unified data foundation, fewer handoffs, and lasting efficiency gains.
Intelligent, data-driven processes with Microsoft Dynamics 365 Customer Insights
AI-powered segmentation, real-time analytics, and automated workflows create efficient, insight-driven marketing processes and a reliable decision foundation. Data is analyzed faster, patterns are identified earlier, and actions are executed with precision.
Interactive dashboards and analytics with Microsoft Power BI deliver up-to-date KPIs at any time. AI capabilities like Microsoft Copilot provide additional insights and recommendations—helping you improve service quality, accelerate decisions, and build a future-ready organization.
Use Microsoft Dynamics 365 Customer Insights in the cloud, on-premises, or hybrid
Microsoft Dynamics 365 Customer Insights supports flexible deployment models: cloud, on-premises, or hybrid. In the cloud, you benefit from fast implementation, automatic updates, and high availability.
On-premises deployments offer maximum control over your data, while hybrid models combine both approaches. All options meet the highest security and compliance standards—so you stay flexible, reduce maintenance effort, and rely on a future-proof platform.
Microsoft funding programs: Move to the cloud with confidence
Microsoft supports organizations with attractive funding programs and discounts when moving to the cloud. Use these programs to modernize your data platform cost-effectively and with confidence.
Free orientation workshops – Microsoft Incentives
Benefit from an initial consultation with certified experts. In workshops, we analyze your system landscape and identify cloud opportunities.
Bridge to Cloud (BTC3)
Microsoft offers existing on-premises customers a 30% discount when switching to the cloud version, including technical consulting and migration support.
Migration made easy
Together with the Customer Insights Migration Team, we guide your move to the cloud—securely, efficiently, and without business disruption.
COSMO CONSULT – your partner for successful marketing module adoption
With COSMO CONSULT, the implementation of Microsoft Dynamics 365 Customer Insights is structured, efficient, and hands-on. Our experts support you from initial analysis through implementation to ongoing operations—bringing industry expertise, proven best practices, and a holistic full-service approach.
We reduce project risk and build a solid foundation for long-term success in your data-driven strategy. SLA-based support, role-specific training, and continuous optimization ensure your Customer Insights environment stays powerful and up to date.
3,000+
successful data platform implementations
30+
years of expertise
2,000+
customers worldwide
Current awards
6x Microsoft Solutions Partner
Awarded Microsoft's highest seal of quality in all categories. Microsoft Dynamics
Microsoft Dynamics Inner Circle
Among the top 1% of partners worldwide every year since 2014.
Top employer
Among the top 0.4% of all employers in Germany.
Frequently asked questions
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