Microsoft Dynamics 365 Customer Insights Profiles Add-On
Microsoft Dynamics 365 Customer Insights Profiles Add-On provides advanced customer data unification and segmentation capabilities for enhanced business intelligence.
- Unified Customer Profiles: Consolidate data from disparate sources into single, comprehensive customer profiles.
- Advanced Segmentation: Create detailed customer segments based on behavior, demographics, and transaction history.
- Personalized Engagement: Drive targeted marketing campaigns and tailored customer experiences.
- Data-Driven Decisions: Empower teams with actionable insights to optimize business strategies and improve customer loyalty.
Product Overview
Product Overview
Microsoft Dynamics 365 Customer Insights Profiles Add-On is a powerful platform extension that centralizes and enriches customer data. It enables businesses to build a 360-degree view of their customers by integrating information from various touchpoints, creating unified profiles that drive deeper understanding and more effective engagement.
This solution is designed for Business Owners, IT Managers, and IT Professionals within SMB and mid-market organizations seeking to move beyond basic CRM functionality. It integrates with existing Dynamics 365 environments and other business systems, providing a foundational layer for advanced customer analytics and personalized outreach.
- Centralized Customer Data: Consolidate customer information from CRM, ERP, marketing automation, and other systems.
- AI-Powered Insights: Utilize machine learning to uncover patterns, predict behavior, and identify high-value customer segments.
- Enhanced Segmentation Tools: Build granular segments based on a wide array of attributes and activities.
- Improved Customer Experience: Deliver personalized communications and offers that resonate with individual customer needs.
- Streamlined Operations: Reduce data silos and manual data reconciliation efforts, freeing up IT resources.
Empower your business with a unified view of your customers, driving smarter decisions and more impactful interactions.
What This Enables
Enable Unified Customer Profiles
Enable teams to consolidate customer data from multiple sources into a single, accurate view. This ensures consistency across all customer interactions and marketing efforts.
cloud-based CRM, on-premises ERP, marketing automation platforms, e-commerce websites
Streamline Customer Segmentation
Streamline the process of creating sophisticated customer segments based on demographics, behavior, and purchase history. This allows for highly targeted marketing campaigns.
digital marketing operations, sales team enablement, customer service enhancement, business intelligence initiatives
Automate Personalized Engagement
Automate the delivery of personalized content and offers to specific customer segments. This enhances customer satisfaction and drives higher conversion rates.
customer journey mapping, loyalty program management, proactive customer support, omnichannel communication strategies
Key Features
Customer Data Unification
Create a single source of truth for all customer information, eliminating data silos and inconsistencies.
AI-Powered Segmentation
Leverage machine learning to identify nuanced customer segments and predict future behavior.
Profile Enrichment
Enhance existing customer profiles with additional data points for a more complete understanding.
Integration Capabilities
Connect seamlessly with other Dynamics 365 applications and third-party data sources.
Advanced Analytics
Gain deeper insights into customer behavior to optimize marketing, sales, and service efforts.
Industry Applications
Finance & Insurance
Financial institutions require robust customer data management for compliance, risk assessment, and personalized financial product offerings.
Retail & Hospitality
Retailers and hospitality businesses benefit from understanding customer preferences and purchase history to drive loyalty and personalized promotions.
Healthcare & Life Sciences
Healthcare providers need to manage patient data securely and understand patient journeys to improve care coordination and engagement, while adhering to strict regulations.
Manufacturing & Industrial
Manufacturers can use customer insights to understand buyer behavior, optimize sales channels, and improve post-sale support for complex products.
Frequently Asked Questions
What is Microsoft NCE?
NCE stands for New Commerce Experience. It is Microsoft's updated licensing and billing platform for cloud services, designed to offer more flexibility and transparency.
What is the commitment term for this add-on?
This specific add-on is on a monthly commitment basis, offering flexibility in subscription management.
Can this add-on be used with any Dynamics 365 license?
This add-on is designed to work with specific Dynamics 365 licenses, primarily those related to Customer Insights. Compatibility should be verified based on your existing Dynamics 365 environment.
Deployment & Support
Deployment Complexity
Medium — IT-assisted
Fulfillment
Digital Delivery
License keys / portal provisioning
Support Model
Zent Networks Managed
Renewal, add-license, and lifecycle management included
Subscription Terms
Cancellation
Cancel anytime — no charge on next cycle
You may cancel this subscription at any time. Cancellation takes effect at the end of the current billing period. You will not be charged for the following billing cycle. Access remains active through the end of the paid term.
Returns
Subscription licenses are non-refundable
Digital software licenses and SaaS subscriptions cannot be returned once activated or provisioned. Contact a Zent Networks account manager if you have questions before purchasing.