Customer data unification and governance.
CRM · Customer Engagement · Customer Insights
Turn Customer Data into Actionable Engagement
Dynamics 365 Customer Insights includes customer data and engagement capabilities. DG helps assess data readiness, segmentation, customer journeys and relevant integration requirements.
Why it matters
Built around the way your business works
The right solution should improve specific business processes while remaining maintainable, secure and aligned with organizational goals.
Capabilities & scope
What Customer Insights can cover
Segmentation and engagement scenarios.
Reporting and integration with CRM systems.
Our approach
How Dynamics Generation helps
Start with data quality, consent, customer definitions and use cases; validate licensing and available product features.
- 01
Discover
Understand business priorities, current systems and the people involved.
- 02
Assess
Determine where standard product capabilities fit and where gaps exist.
- 03
Design
Define the solution architecture, integrations and a phased roadmap.
- 04
Build
Configure, extend, integrate and migrate according to the agreed scope.
- 05
Validate
Test processes, data and integrations, and prepare users for go-live.
- 06
Support
Stabilize, support adoption and continue improving after go-live.
FAQ
Customer Insights — questions answered
Can we combine customer data from multiple sources? +
Possible approaches depend on source accessibility, consent and product configuration.
What services does DG provide? +
DG can support discovery, design, implementation, integration, training and post-go-live optimization according to the agreed scope.
Explore more
Explore related pages
Next step
Request a Solution Consultation
Tell us about your business priorities, current systems and intended outcomes. Our team can discuss a suitable next step.