Microsoft Corporation

Dynamics 365 Customer Insights

Composite Score

7.6 /10

CX Score

8.0 /10

10 Reviews Write a Review

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What is Dynamics 365 Customer Insights?

Use an intuitive and flexible customer data platform (CDP) to unlock insights and power personalized customer experiences. Unify all your customer data across the full range of sources to get a single view of customers in real time. Deliver personalized, responsive, and connected customer journeys using built-in AI and analytics.

Company Details

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Dynamics 365 Customer Insights Ratings

Real user data aggregated to summarize the product performance and customer experience.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

92 Likeliness to Recommend

100 Plan to Renew

79 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+94 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Dynamics 365 Customer Insights?

0% Negative

0% Neutral

100% Positive

Pros

Reliable
Performance Enhancing
Enables Productivity
Trustworthy

Feature Ratings

Average 79

Dashboard

Collaboration

Data Ingestion and Interoperability

Visual Pipeline Monitoring

Intelligent Alerts and Notifications

Artificial Intelligence-Based Insights

Scenario Analysis

Predictive Time-Series Reporting & Analytics

Pipeline Planning

Predictive Sales Forecasting

Territory Analytics and Management

Vendor Capability Ratings

Average 82

Usability and Intuitiveness

Ease of Data Integration

Product Strategy and Rate of Improvement

Business Value Created

Quality of Features

Ease of Implementation

Ease of Customization

Vendor Support

Ease of IT Administration

Breadth of Features

Availability and Quality of Training

Also Featured in...

Marketing Platforms - Enterprise

Score 8.1

View Dynamics 365 Customer Insights in this category (opens in a new tab)

Customer Intelligence

Score 7.5

View Dynamics 365 Customer Insights in this category (opens in a new tab)

Dynamics 365 Customer Insights Reviews

Aurpa F.

Role: Information Technology
Industry: Technology
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted Mar 2022

Innovative, Enchanting Marketing/Sales Solution.

Likeliness to Recommend

8 /10

What differentiates Dynamics 365 Customer Insights from other similar products?

Dynamics 365 Customer Insights work like a business; it creates charts for management. It provides precise data for thorough analysis, and filters help find the data you need. The best part is the Office 360 and SharePoint integration. With it, we get a complete picture of our clients. Account identification and sales are both aided by this feature’s use. It’s vital to know how to use the software. In the absence of instruction, Dynamics 365 Customer Insights may be a challenge to succeed. But we enjoyed tracking KPIs and did a good job. It allows us to expect their needs and improve future interactions.

What is your favorite aspect of this product?

Microsoft Dynamics 365 Customer Insights collects data from multiple sources and turns it into actionable insights. Customer service is outstanding. This was something I’d never seen before from any other ERP/CRM team, and it was awe-inspiring. Mobile phones, computers, and web browsers are all acceptable methods of accessing it. It becomes more straightforward and more effective. Many CRM, including service, can use several same tools. Field Service now has better scheduling capabilities. It’s ideal for managing sales and marketing. It also allows us to better track lead management and create a customer relations program.

What do you dislike most about this product?

Microsoft Dynamics 365 Customer Insights requires a significant time and financial investment. Creating customer profiles is a time-consuming process. It can be challenging to determine the specifics, especially when conducting a more in-depth analysis. The situation, however, is getting better.

What recommendations would you give to someone considering this product?

Microsoft Dynamics 365 Customer Insights, an excellent tool anyone can use to ensure it works for them, is impressive. It doesn't have many data sources it can support out of the box, which is disappointing. Yet, it is worth getting some training to utilize the software entirely. Microsoft also offers a demo version of the software, which you can access.

Pros

Reliable
Performance Enhancing
Enables Productivity
Trustworthy

Dynamics 365 Customer Insights

What is Dynamics 365 Customer Insights?

Company Details

Need Assistance?

Dynamics 365 Customer Insights Ratings

92 Likeliness to Recommend

100 Plan to Renew

79 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+94 Net Emotional Footprint

How much do users love Dynamics 365 Customer Insights?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Dashboard Generate presentation ready QBRs, reports and dashboards. Includes progress to goal, growth forecasts, average sales cycle and ACV, and lead source analysis.

Collaboration Includes ability to view, share and direct work between co-workers in real or near real-time.

Data Ingestion and Interoperability Includes bidirectional connections with external sources of data i.e. CRM Systems and Marketing Automation Tools, to improve the breadth of contact information.

Visual Pipeline Monitoring Includes customizable visualizations of the sales pipeline for monitoring pipeline health, risk, quality and goal progression.

Intelligent Alerts and Notifications Includes notifications across a range of channels including in-platform (tray notification), SMS and email customized to trigger in specific circumstances.

Artificial Intelligence-Based Insights Includes predictive insights and forecasted on artificial intelligence rather than purely historical data.

Scenario Analysis The solution provides the ability to create and model different projected revenue and growth scenarios based on multivariate, user-defined conditions.

Predictive Time-Series Reporting & Analytics Includes time-series analytics on critical sales metrics, including forecasts, pipeline, activity, and quota attainment.

Pipeline Planning Determine how much pipeline is necessary to meet revenue targets, specifically, understand if there is sufficient pipeline coverage for a given quarter.

Predictive Sales Forecasting Includes the ability to project sales/revenue over a specified period of time, using a combination of historical performance and/or external signals.

Territory Analytics and Management Includes the ability to analyze capacity and allocate resources for targeting key segments in a given territory or market.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Also Featured in...

Marketing Platforms - Enterprise

Customer Intelligence

Dynamics 365 Customer Insights Reviews

Aurpa F.

Innovative, Enchanting Marketing/Sales Solution.

Likeliness to Recommend

Pros

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Feature Ratings

Dashboard

Collaboration

Data Ingestion and Interoperability

Visual Pipeline Monitoring

Intelligent Alerts and Notifications

Artificial Intelligence-Based Insights

Scenario Analysis

Predictive Time-Series Reporting & Analytics

Pipeline Planning

Predictive Sales Forecasting

Territory Analytics and Management

Vendor Capability Ratings

Usability and Intuitiveness

Ease of Data Integration

Product Strategy and Rate of Improvement

Business Value Created

Quality of Features

Ease of Implementation

Ease of Customization

Vendor Support

Ease of IT Administration

Breadth of Features

Availability and Quality of Training