Dynamics 365 Customer Insights
Create connected, data-driven customer experiences.
Turn scattered customer data into one clear, self-service profile your teams can act on. Aegis Softtech is your trusted Dynamics 365 Customer Insights partner for implementation, journey consulting, segmentation enablement, and support services. We help you unify customer data across systems, launch real-time, AI-powered journeys, and maximize the value of your Customer Insights investment.
- 12+ Years Delivering Microsoft Business Applications
- 90+ Customer Insights Journeys Designed & Launched
- 15+ Customer Insights Certified Experts
- Supporting Clients Across Multiple Time Zones
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Why Do You Need Dynamics 365 Customer Insights?
Customer information and data are scattered across multiple areas, starting from CRM, ERP, and more. Dynamics 365 Customer Insights, which was formerly known as Dynamics 365 Marketing, bridges that gap by bringing all the data under one roof.
Aegis Softtech helps you solve these business challenges:
Data trapped across disconnected systems
Since customer information is isolated across multiple business systems, it often leads to duplication and inconsistency. Now, without one source of record, your teams keep struggling with incomplete or unreliable customer details.
Broad, one-size-fits-all segmentation
Age or geography alone doesn't explain what actually drives behavior. Campaigns built on shallow segments land generic and get ignored.
Slow, manual reactions to customer behavior
A cart abandonment, a form fill—by the time someone notices and follows up, the moment's gone. Customers expect a response now, not three days later.
Marketing, sales, and service working from different data
When each team pulls from its own system, customers get an inconsistent experience depending on who they're talking to. Misalignment shows up as repeated questions and mixed messaging.
Little visibility into what's actually working
No centralized analytics, no clear read on which campaigns, segments, or channels are actually driving results. Decisions end up based on instinct rather than real engagement data, with teams often spending 25% more time on outreach and reporting.
Manual, time-consuming campaign work
Building segments, writing content, and assembling journeys by hand takes time away from strategy. More effort is spent on execution instead of upgrading the customer journey without proper AI assistance. Now that same effort, which is left unattended, can take up to 75% more time in comparison to an automated method.
Features of Dynamics 365 Customer Insights
Your customer data is scattered across multiple business tools that are not unified. Dynamics Customer Insights fetches all this data together to build a uniform and thorough customer portfolio.
Unified customer profiles
CRM, ERP, web, and service data together into one 360° view per customer. No more siloed records, no more guessing which system has the real answer.
Dynamic segmentation
Build audiences from behavior, purchase history, and preferences. Segments update themselves as the data changes; no manual refresh, no stale lists.
Omnichannel journeys
Email, SMS, push, event invites — one canvas, one journey, no switching between tools to keep the story consistent across channels.
Real-time triggers
A website visit, a cart abandonment, a form fill: respond the moment it happens, not on the next campaign cycle.
Analytics & Power BI
Engagement, conversion, and journey performance in built-in dashboards. Or push it straight into Power BI if that's where your team already lives.
A/B testing
Run different content, messages, and journey paths against each other. Keep what converts, cut what doesn't.
Enterprise security & scale
Role-based access, encryption, auditing built on Microsoft's cloud, sized for teams of any scale.
Copilot & AI Capabilities in Dynamics 365 Customer Insights
Building a campaign from scratch takes time most marketers don't have; Copilot does the first draft. Targeted campaigns, journey structure, content, results analysis: describe what you need, and it builds a starting point.
The Dynamics 365 Customer Insights capabilities include:
| Capability | What it does |
|---|---|
| AI-assisted journey creation | Describe a goal, get a ready-made journey structure. |
| AI-generated content | Drafts subject lines and email copy for you to edit. |
| Intelligent segmentation | Build segments with prompts, not manual filters. |
| AI-powered personalization | Recommends content and channel per customer automatically. |
| Real-time insights & recommendations | Flags dropping engagement so teams can act early. |
| Natural language business questions | Ask what's working, get a direct answer. |
Our Dynamics 365 Customer Insights Services
As a Microsoft Dynamics 365 Customer Insights partner, Aegis Softtech handles the full arc—CRM consulting, implementation, optimization, ongoing support. Built around your actual customer data and journeys, not a generic rollout.
Dynamics 365 Customer Insights Consulting
Before any configuration and customisation work starts, we sit down with your team to map out how customer data currently moves through your systems — where it's fragmented, where engagement is manual, and where Customer Insights can close the gaps. You come away with a concrete plan, not a sales pitch.
Dynamics 365 Customer Insights Implementation
We configure Customer Insights against the systems and processes you already run, not a standard template applied to every client. Data models and customer journeys are built around your actual setup. By launch, customer profiles are unified, and journeys are live and functioning.
Dynamics 365 Customer Insights Journey Consulting
Segmentation logic, journey flows, and trigger design — this is where our Dynamics CRM consultants spend most of their time. The goal isn't just unified data; it's engagement that converts, and that means revisiting the logic as customer behavior shifts, not setting it once and walking away.
Dynamics 365 Customer Insights Managed Support
Once you're live, someone needs to keep watching the environment and provide ongoing managed support. That's health checks, troubleshooting, and tuning as your data volume, channel mix, and Copilot usage expand over time.
Marketing Lifecycle at a Glance
Aegis Softtech's Phased Rollout Approach
We follow a defined implementation methodology, moving from disconnected customer data to a single, working engagement platform. Each phase is scoped to limit disruption to your existing operations.
1-2 Weeks
Discovery & Environment Setup
Provision the Customer Insights environment. Map where customer data actually lives—CRM, ERP, e-commerce, service tools. Align with stakeholders on unified profile goals and journey priorities, then size licensing to your actual customer volumes.
2-5 Weeks
Data Unification & Configuration
Connect your data sources into a single customer profile model and configure segmentation frameworks and initial journey templates based on your organization's actual marketing and engagement processes.
2-4 Weeks
Enablement & Testing
Train your marketing and business teams on self-service segmentation, real-time journey building, and Copilot usage. Then test triggers and journeys end-to-end; the platform gets validated before go-live, not after.
1 Week
Go-Live & Handover
Segments and journeys get finalized, then we cut over to production and move into ongoing managed support. Day one runs on a system your team already knows how to use.
Why partner with Aegis Softtech for Dynamics 365 Customer Insights?
The platform is rarely the hard part. Getting the data right, building journeys that actually work, and keeping the system running afterward — that's what Aegis Softtech does as a Microsoft Dynamics 365 Customer Insights partner.
Dynamics 365 Customer Insights Implementation
We configure Dynamics 365 Customer Insights around your existing business processes, customer data, and technology landscape, not a generic template. Teams start using it faster because it already matches how they work.
Journey Automation & Optimisation
Our work doesn't stop once journeys are live. We keep refining how segments, automation, and triggers respond, so the experience keeps pace with shifting customer behaviour.
Self-Service Enablement For Your Teams
Marketers shouldn't need a developer to build a segment or launch a journey. We configure Customer Insights so they can do it themselves. It can create audiences, manage journeys, and run campaigns without waiting on IT.
Ongoing Dynamics 365 Customer Insights Support
Post-go-live, we stay on for health checks, platform optimization, and upgrades as your customer data and channels grow.
Certified Microsoft Ecosystem Expertise
It's rare that Customer Insights runs in isolation. Our consultants also know Dynamics 365 Sales, Customer Service, Power Platform, and Azure, so the whole connected system actually holds together.
Our Dedicated Dynamics 365 Customer Insights Expert
Behind your implementation sits a team most companies can't hire on their own: certified consultants, solution architects, CRM developers, integration specialists, Power Platform experts, and project managers. You can hand us the whole implementation, or bring in just the specific skills your in-house team is missing.
Business Use Cases for Dynamics 365 Customer Insights
B2B Lead Nurturing
Prospects don't move at the same pace, so we build journeys around behavior — webinar attendance, demo requests, consultation bookings and let the system qualify leads and hand off the hot ones to sales automatically.
Event & Webinar Management
Registrations, reminders, attendance, follow-ups — running all of it from one Customer Insights journey instead of four disconnected tools.
Personalized Customer Engagement
We pull customer data together from wherever it lives and build segments that actually reflect behavior. That's what makes offers, recommendations, and messages feel relevant instead of generic, across whatever channel the customer's on.
Customer Retention & Re-engagement
We create AI-driven retention journeys that identify disengaged customers, trigger re-engagement campaigns, and encourage repeat business.
Dynamics 365 Customer Insights Success Stories
68% Faster Customer Segmentation
Customer data sat scattered across Dynamics 365 Sales, ERP, and the e-commerce system, so building an audience list meant pulling from three places by hand — slow, and often inconsistent from one campaign to the next. Aegis Softtech unified the profiles and set up dynamic segmentation in Customer Insights. Audience creation is now 68% faster, and campaigns target the right people more consistently.
Read Detailed Case Study
52% Reduction in Campaign Launch Time
Every journey, trigger, and campaign used to go through IT first, which meant marketing was always waiting in line. We set up marketing with self-service journey management, Copilot-assisted content creation, and reusable templates, so launches no longer have to wait in line. Campaign launch time dropped 52%, with no added operational load.
Read Detailed Case Study41% Increase in Customer Engagement
Same campaign, same message, every customer — engagement stayed flat because nothing was actually personalized. Aegis Softtech rebuilt the journeys around behavioral segmentation, real-time triggers, and AI-personalization in Dynamics 365 Customer Insights. Email engagement rose 41%, and customers started seeing content that was actually relevant to them.
Read Detailed Case Study
What Our Clients Say?
"We didn't just need the platform set up — we needed help figuring out the journeys and segmentation behind it. Aegis covered both. Their team actually understood what we were trying to do and got us to personalized campaigns faster than we expected."
- CRM Manager
SaaS Company
"Aegis brought our customer data together and automated the engagement journeys. Three months in, campaign setup time dropped almost 40%, and our marketing team can now launch and manage journeys without leaning on IT for every change."
- Marketing Operations Manager
B2B Manufacturing
"A lot of vendors disappear after go-live. Aegis didn't. They kept refining our segments, kept tuning the journeys, and stuck around long enough that we actually got more value out of Customer Insights over time."
- Digital Transformation Lead
Financial Services
How is Dynamics 365 Customer Insights licensed and priced?
| Dynamics 365 Customer Insights (Base) | Dynamics 365 Customer Insights (Attach) | Unified People Capacity Pack | Interacted People Capacity Pack | |
|---|---|---|---|---|
| Microsoft list price | $1,700/tenant/mo | $1,000/tenant/mo | From $1,000–$2,000 per 100,000-person pack/mo | $250 per 5,000-person pack/mo |
| Best for | New Customer Insights deployments | Existing Dynamics 365 customers | Growing customer profile volumes | Higher customer engagement volumes |
| Users | Unlimited internal users | Unlimited internal users | N/A | N/A |
| Unified People included | 100,000 | 100,000 | +100,000 per pack | N/A |
| Interacted People included | 10,000 | 10,000 | N/A | +5,000 per pack |
| Key capabilities For | ||||
| Dynamics 365 Customer Insights (Base) |
| |||
| Dynamics 365 Customer Insights (Attach) | Same capabilities as the Base licence at a reduced price for eligible Dynamics 365 customers | |||
| Unified People Capacity Pack | Expands Unified People capacity as customer data grows | |||
| Interacted People Capacity Pack | Expands monthly engagement capacity across email, SMS, push notifications, forms, and events | |||
Leadership Behind Your Project Success
FAQs
Microsoft Dynamics 365 Customer Insights is a customer data and journey orchestration platform that unifies customer information from multiple sources, creates a 360-degree customer profile, and enables personalized marketing experiences.
Dynamics CRM Customer Insights Implementation includes business assessment, data integration, customer profile unification, segmentation, journey configuration, AI capabilities, testing, user training, and post-launch support.
Dynamics 365 Customer Insights helps businesses unify customer data, build a 360-degree customer view, create personalized customer journeys, automate engagement across channels, and gain AI-driven insights to improve customer acquisition, retention, and marketing performance.
Yes. Dynamics 365 Customer Insights integrates natively with Dynamics 365 applications, Microsoft 365, Power Platform, Microsoft Fabric, Azure, and can also connect with third-party CRM, ERP, e-commerce, and customer service platforms to create a unified customer profile.
Yes. Dynamics 365 Customer Insights is designed to support organizations of all sizes. Its tenant-based licensing, scalable capacity packs, and flexible deployment options allow businesses to expand as their customer data and engagement requirements grow.
Dynamics 365 Customer Insights Implementation timelines depend on data complexity, integrations, and customization requirements. Most projects range from a few weeks to several months.
Dynamics 365 Customer Insights uses Microsoft Copilot and built-in AI to analyse customer data, build intelligent audience segments, generate marketing content, and automate customer journeys. It also delivers predictive insights, such as churn risk, purchase likelihood, and customer lifetime value, helping businesses personalise engagement and make data-driven decisions.
Yes. With the right implementation and training, marketers can use self-service capabilities to create audience segments, build customer journeys, and manage campaigns with minimal IT involvement.