Customer Insights In a Day Workshop


A private, virtual workshop powered by Microsoft Teams.

Our virtual Dynamics365 Customer Insights Workshop will help you understand how to unify transactional, operational and experience data from 1st and 3rd party sources to achieve a holistic view of your customers that enables data-driven decisions to drive your business forward.

If you have customer data residing in silos around your organization, and want to realize the full potential of that data, this is the workshop for you.

Agenda:

  • Import and unify multiple data sources—including data from Dynamics CRM—into Customer Insights
  • Automate a customer-facing process with Power Automate
  • Personalize an experience with PowerApps
  • Add visualizations and a dashboard to tell a customer story

What is Dynamics 365 Customer Insights?

Dynamics 365 Customer Insights is the newest addition to Microsoft’s Dynamics 365 AI offerings. An analytics and customer data platform (CDP) that offers advanced mapping, matching, and enriching capabilities for a 360° view of your customers. With this insight, your data becomes a true strategic asset that can increase business sales, grow topline revenue, and enhance customer service. This access to timely and relevant information about your customers and customer lifecycle, enables you to:

  • Extract maximum value from your data
  • Personalize the customer experience
  • Make smart decisions across the entire customer journey

Centralize your data, connect with your customers, grow your business and optimize operations with intelligent and flexible insights. Register for our free learning workshop to experience the power of this new tool for yourself!


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