Microsoft Dynamics 365 Customer Insights

Unify customer data and create personalised experiences

To drive growth in today’s highly challenging markets, organisations need to build meaningful, personal relationships with their customers. Doing this effectively requires a deep understanding of customer behaviour.

Microsoft Dynamics 365 Customer Insights is a powerful, innovative customer data platform designed to aggregate and analyse data from multiple sources to provide a 360-degree view of customers in real-time. This helps you create highly personalised, value-adding campaigns, targeting the right customer segments at the right time to deliver better experiences and generate greater revenue.

Edit’s Customer Insights solutions are designed to ensure you’re equipped with the right infrastructure, expertise and strategy to benefit to the fullest from the extensive capabilities the platform offers.

What makes Dynamics 365 Customer Insights unique?

As a fully functioning customer data platform, Customer Insights can connect customer data from hundreds of sales, marketing, customer service and business intelligence tools. Organisations are presented with a complete single customer view, combining transactional, observational and behavioural data in real-time.

What really makes the platform unique, however, is its native integration with Microsoft Azure and the Microsoft Power Platform. This cross-functional capability extends Customer Insights capability by unlocking powerful features and embedding its use into a variety of practical applications outside the role of a traditional customer data platform.

Leverage the power of AI & machine learning

Microsoft Azure’s AI and machine learning capabilities are some of the most advanced on the market today. Applied to Customer Insights, they allow users to discover new audience segments, predict churn, and ascertain lifetime customer value. They save time and provide suggestions for more meaningful customer engagement campaigns.

Automate workflows and processes

Skilled employees shouldn’t have to dedicate time to repetitive, low effort tasks. Customer Insights combined with Microsoft Power Automate allows you to make the most of customer actions and signals without having to dedicate significant resource. Send emails, notify salespeople, amend customer statuses, the possibilities are endless.

Create customisable dashboards and reports

Aggregated and enriched data in Customer Insights can be analysed in Power BI, Microsoft’s leading data visualisation tool. By combining the two you get the best of both worlds. The analytic and predictive power of Customer Insights with the data visualization and exploration capabilities of Power BI.

Simplify data convergence and analysis

Customer Insights brings data from different locations and applications together in an Azure Data Lake via its pre-built connectors. If your organisation already uses Azure Data Lake you can export and migrate this data to Customer Insights with ease and reduce pressure on legacy systems

Our credentials

For over 20 years, Edit have been helping businesses use data to deliver marketing and communications that matter: personalised customer experiences coupled with a better understanding of what activity works.

Organisations choose Edit because:

  • We are a Microsoft Gold Partner, meeting the highest standards of Microsoft’s widely recognised partnership programme.
  • We specialise in customer data platform deployment and data-driven marketing technology.
  • We advise organisations on how to utilise resource and deliver campaigns based on first-hand experience.
  • We deliver projects via an established delivery framework, ensuring solutions are delivered to spec, on budget and on time.




Our offering

Edit’s Dynamics 365 Customer Insights solutions help organisations build a deeper understanding of their customers and contacts.

Customer Insights Data Strategy – Understand your existing customer data and develop a bespoke implementation plan to meet your organisation’s goals.

Customer Insights Accelerator – This service provides a fast start to launching Customer Insights with integration to Power BI.

Customer Insights Analytics Enabler – Helping you use customer data to make better decisions about marketing performance.

Customer Insights Bespoke Solutions – Design and development of a tailored customer data solution, incorporating Customer Insights.

Looking for another service?

Data management

Ensure you have the most accurate and up to date information to maintain customer relationships.

CRM strategy

Using data, we can plan out the best strategy to offer personalised, effective customer journeys.

CRM campaigns

We create effective CRM campaigns that use data to uncover how to reach the right people at the right time.

Interested in speaking to us? Get in touch!