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Dynamics 365

Dynamics 365 Customer Insights

Unified customer profiles, segmentation and journey orchestration built on data you can defend.

Technologies

  • Dynamics 365 Customer Insights
  • Microsoft Fabric
  • Dataverse
  • Power BI

A unified profile is only as good as the matching rules beneath it. We agree identity resolution with the business before building segments on top of it.

Business outcomes

One customer view

Identity resolution agreed and documented, not assumed.

Segments that hold

Definitions with named owners and a change process.

Relevant journeys

Orchestration driven by behaviour rather than broadcast schedules.

Capabilities

Identity resolution

Matching rules designed and validated with the business.

Profile unification

Source prioritisation, conflict handling and enrichment.

Segmentation

Reusable definitions with ownership and documentation.

Journey orchestration

Triggered journeys with measurement and suppression rules.

How we deliver it

  1. Discover

    Process mapping with the people who use the system, separating genuine requirements from inherited habit.

  2. Design

    Data model, process stages, security model and integration approach, with decisions recorded.

  3. Configure

    Configuration-first build in reviewable increments.

  4. Migrate

    Data cleansing with the business, then staged migration with validation at each wave.

  5. Adopt

    Role-based enablement, hypercare and usage review.

Next step

Considering Dynamics 365 Customer Insights?

We will give you an honest view of the effort involved, the prerequisites and the risks, before anyone signs anything.

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