Power your business processes and personalized customer experiences

Note

These release notes describe functionality that may not have been released yet. To see when this functionality is planned to release, please review What's new and planned for Dynamics 365 Customer Insights. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy).

Customer segmentation

Business analysts can easily create static or dynamic customer segments based on a combination of common attributes and interactions associated with the unified customer profile. These segments can be used to better understand your customers based on common characteristics and help target each group appropriately through marketing campaigns.

Customer Insights Segmentation screen

Customer Insights Segmentation screen

Customer segments can be easily shared with Dynamics 365 or exported to be used in other marketing solutions.

Create and manage business KPIs using Measures

Business analysts can use the intuitive query builder wizard to easily create measures based on attributes and interactions from the unified customer profiles. Examples of different types of measures can be customer-related like customer lifetime spent, or business-related such as Monthly Active Users.

Use Measures to manage KPIs

Use Measures to manage KPIs

Pre-build experiences for Dynamics 365

Customer Insights provides pre-build experiences for Dynamics 365 to surface relevant and contextual unified customer information like customer timeline views, KPIs, and insights directly within the business application. The information from Customer Insights provides business users with contextual insights across the entire customer lifecycle, thereby helping business users increase the quality of engagement.

Customer Insights “card” embedded within Dynamics 365

Customer Insights “card” embedded within Dynamics 365