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Microsoft Corporation

Dynamics 365 Customer Insights

Composite Score

8.0 /10

CX Score

8.2 /10

72 Reviews Write a Review

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.
Download the entire Product Scorecard to access more information on Dynamics 365 Customer Insights.

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.

84 Likeliness to Recommend

1
Since last award

95 Plan to Renew

1
Since last award

86 Satisfaction of Cost Relative to Value

2
Since last award

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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.

+85 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?

1% Negative

11% Neutral

88% Positive

Pros

Respectful
Security Protects
Client Friendly Policies
Fair

Feature Ratings

Average 84

Advanced Campaign Management

Marketing Operations Management

Marketing Workflow Management

Marketing Analytics

Email Marketing Automation

Marketing Asset Management

Advanced Data Segmentation

Community Marketing Management

Multi Channel Integration

Social Media Marketing Management

Mobile Marketing Management

Vendor Capability Ratings

Average 81

Business Value Created

Ease of Implementation

Usability and Intuitiveness

Product Strategy and Rate of Improvement

Ease of Data Integration

Ease of Customization

Quality of Features

Breadth of Features

Availability and Quality of Training

Ease of IT Administration

Vendor Support

Also Featured in...

Customer Intelligence

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Dynamics 365 Customer Insights Reviews

Jose B.

Role: Sales Marketing
Industry: Transportation
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted Mar 2023

A very versatile tool

Likeliness to Recommend

9 /10

What differentiates Dynamics 365 Customer Insights from other similar products?

We can say that this tool is different from others because it provides excellent information about the crm and how it works perfectly, in addition to the fact that its user interface is very good and that you can also use various channels such as email push notifications among others.

What is your favorite aspect of this product?

What I like most about this tool is that it can be perfectly integrated with other Microsoft applications, such as Microsoft Teams, Dynamics 365 Sales, among others, and another aspect that I like is that dashboards can be customized more efficiently, as well that your dropdown menu is well organized.

What do you dislike most about this product?

In my personal opinion, we have not found fault with this tool, rather we can say that it is an excellent product because up to now we have not found fault with it and it works perfectly for us.

What recommendations would you give to someone considering this product?

One of the reasons why we can recommend this tool is because it allows you to manage business functions efficiently.

Pros

Continually Improving Product
Performance Enhancing
Enables Productivity
Efficient Service

Sakshi S.

Role: Human Resources
Industry: Technology
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted Feb 2023

Improve employee and customer exp with automation

Likeliness to Recommend

10 /10

What differentiates Dynamics 365 Customer Insights from other similar products?

The efficiency has been increased with minimal costs

What is your favorite aspect of this product?

The consistency of sale process is very easily created and we can serve our customers in a better way

What do you dislike most about this product?

Nothing,this is the great product and I personally have great user experience

What recommendations would you give to someone considering this product?

Always recommend others to satisfy the customer requirements to the Fullest

Pros

Helps Innovate
Continually Improving Product
Reliable
Enables Productivity

Oliver H.

Role: Information Technology
Industry: Technology
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Dec 2022

Trusted software after full try and test

Likeliness to Recommend

10 /10

What differentiates Dynamics 365 Customer Insights from other similar products?

We integrate our own legacy enterprise resource planning solution using Microsoft Dynamic 365. We discovered that Microsoft Dynamic 365 can be easily customized to meet our unique demands in the finance sector. The solution is used for project management, business intelligence reporting, and operations in sales and service.

What is your favorite aspect of this product?

Our weekly planning meetings benefit greatly from reporting in the platform because everyone can contribute and ensure that everyone is informed. It assists us in streamlining our processes and makes sure that all departments are aware of the overall picture of business operations. It has excellent reporting and a great ability to delve further into an entry.

What do you dislike most about this product?

Out of the box, it doesn't function. To make it function, advisors and specialists are needed. As a result, it is significantly more expensive to set up and operate than was initially planned. It is also quite challenging to import data from outdated systems into NAV.

What recommendations would you give to someone considering this product?

We can work with various currencies and convert any currency to local currency with ease. We can simply track resource expenditures and consumption thanks to NAV. All accounting processes are easily automated using NAV, which aids in month-end and year-end procedures. Additionally, it enables efficient management of inventories and bookkeeping without too many difficulties.

Pros

Helps Innovate
Continually Improving Product
Performance Enhancing
Enables Productivity

How We Deliver

Dynamics 365 Customer Insights

What is Dynamics 365 Customer Insights?

Company Details

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Awards & Recognition

Dynamics 365 Customer Insights Ratings

84 Likeliness to Recommend

1 Since last award

95 Plan to Renew

1 Since last award

86 Satisfaction of Cost Relative to Value

2 Since last award

Emotional Footprint Overview

+85 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

Advanced Campaign Management End-to-end marketing campaign management; customer journey mapping, campaign initiation, monitoring, and dynamic reporting and adjustment

Marketing Operations Management Project management tools for marketers (timelines, performance indicators, budgeting/resourcing tools, etc.).

Marketing Workflow Management Ability to visually edit workflows and create business rules for them.

Marketing Analytics Predictive analytics, machine learning, data ingestion and visualization; data segmentation; assign attributes to unstructured data; work from segmented data.

Email Marketing Automation End-to-end management of email marketing: email templates, email previews, spam testing, A/B tracking, multivariate testing, and email metrics tracking.

Marketing Asset Management Content repository functionality (or tight ECM integration) for marketing assets and campaign collateral (static, multimedia, e-commerce related, etc.).

Advanced Data Segmentation Categorization, static and real-time list building, addition of custom configurable attributes to leads, contacts and accounts.

Community Marketing Management Branded customer communities

Multi Channel Integration End-to-end marketing campaign management functions such as customer journey mapping, campaign initiation, monitoring, and adjustment for multiple channels.

Social Media Marketing Management Ability to push content and pull leads from popular social media networks and manage social properties; aggregate and analyze social data for trend reporting.

Mobile Marketing Management Includes ability to manage SMS, mobile application marketing, and push notifications on a variety of end user devices.

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

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.

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.

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.

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.

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

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.

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.

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.

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

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.

Also Featured in...

Customer Intelligence

Dynamics 365 Customer Insights Reviews

Jose B.

A very versatile tool

Likeliness to Recommend

Pros

Sakshi S.

Improve employee and customer exp with automation

Likeliness to Recommend

Pros

Oliver H.

Trusted software after full try and test

Likeliness to Recommend

Pros

Title

1
Since last award

1
Since last award

2
Since last award

Feature Ratings

Advanced Campaign Management

Marketing Operations Management

Marketing Workflow Management

Marketing Analytics

Email Marketing Automation

Marketing Asset Management

Advanced Data Segmentation

Community Marketing Management

Multi Channel Integration

Social Media Marketing Management

Mobile Marketing Management

Vendor Capability Ratings

Business Value Created

Ease of Implementation

Usability and Intuitiveness

Product Strategy and Rate of Improvement

Ease of Data Integration

Ease of Customization

Quality of Features

Breadth of Features

Availability and Quality of Training

Ease of IT Administration

Vendor Support