What Customer Insights Does
Data ingest from BC, LS Central, D365 Sales, web, app, third-party CRM. Match-and-merge resolves duplicates; the result is a single unified customer record. Segments drive journeys.
1. Unified profile
One customer record across every source — transactions, web visits, support tickets.
2. AI-predicted attributes
Churn risk, lifetime value, next-best-product — predicted on the unified profile.
3. Journey orchestration
Multi-step journeys across email, SMS, push, ads — triggered by behaviour or attribute.
4. Copilot for marketers
Plain-English segment definition ("UAE customers who bought fragrance in the last 60 days") — Copilot writes the query.
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1
customer record across every source
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AI
churn + LTV + next-best-product
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Multi-Channel
email + SMS + push + ads
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Personalisation needs a CDP, not a list manager
Most "personalised" marketing emails are personalised on first name only. Real personalisation needs a customer data platform under the message — segment by recent behaviour, infer the next-best-product, send at the right hour.
Reference: Microsoft Learn — Customer Insights.
Why Implement with Novasoft?
Novasoft delivers Customer Insights as part of the Business Applications practice — integration with BC, LS Central, and external sources, plus segment and journey design. See also Dynamics 365 Marketing and microsoft.com.
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Unified
One profile across every system.
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Predictive
Churn, LTV, NBP out of the box.
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Orchestrated
Multi-channel journeys with Copilot help.
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Unify the Customer File
Bring your customer data sources. We will sketch a 60-day Customer Insights rollout in 30 minutes.
Book Free Assessment Customer InsightsSources
- Microsoft Learn — Customer Insights. learn.microsoft.com/dynamics365/customer-insights
- Microsoft — Customer Insights product. microsoft.com — Customer Insights
Last updated May 2026