Connect Deeper with Microsoft Dynamics 365 Customer Insights

A journey to create lasting relationships

Orchestrate personalized journeys across all touchpoints to strengthen relationships and earn loyalty.

Engage Customers in Real Time

Design, predict, and deliver content through the right channels in the moment of interaction for personalized customer journeys.

Design customer-led experiences Engage one-on-one using personalized journeys triggered by customer interactions. Take advantage of built-in event triggers or build custom ones. Deliver one-on-one experiences Create personalized experiences through digital channels and interactions across marketing, sales, and service. Engage with customers when they want and on their preferred channel using AI-driven recommendations. Take advantage of real time customer data changes design comprehensive campaigns in an intuitive environment

Build meaningful experiences through collaboration

Use built-in features across departments to collaborate and engage across the entire customer journey.

Stay in the flow of work Collaborate and engage across the entire customer journey using built-in Microsoft Teams chat. Organize chats throughout distinct phases of the journey and connect with teammates for immediate feedback. Unify and share customer data more securely Align teams across your company by sharing a single, real-time view of customer context across all your Dynamics 365 applications. Help protect customer data by using the trusted Microsoft Cloud. Respect customer preferences and comply with regulations Apply customer consent preferences using subscription centers and built-in features to support compliance with the General Data Protection Regulation (GDPR), HIPAA regulations, and accessibility guidelines. Customize and Extend applications Connect to a wide range of business systems, automate processes, and easily customize end-to-end journeys with the flexibility of Microsoft Power Automate.

Dynamics 365 Customer Insights unified environment

Extend Marketing Applications with Power Automate

Win customers and earn loyalty faster

Use built-in features across departments to collaborate and engage across the entire customer journey.

Design end-to-end journeys that increase engagement Create personalized journeys using demographics and behaviours to orchestrate experiences across marketing, commerce, sales, and service. Act on feedback using Dynamics 365 Customer Voice. Target the right audience Easily create segments for contacts and leads, no matter how complex the targeting criteria, using a refreshed segment builder and natural language. Bring cohesiveness across customer journeys Enable service, sales, marketing, or other customer experience–focused teams to drive impactful interactions. Search, filter, and view all real-time marketing activities from a unified timeline. Nurture leads and accounts Send periodic newsletters, transactional emails, and timely personalized notifications. Score individual leads or run account-based marketing campaigns to align with sales.

Personalize customer experiences with AI

Turn insights into relevant action using AI-driven recommendations for content, channels, customer segmentation, and analytics.

Copilot for Marketing

Need a New Microsoft CRM Partner?

With change in mind, we suggest you consider hitting the proverbial “RESET BUTTON” and re-evaluate ‘where you are now’; and ‘where you want to be‘.

Need a new partner

Steve Ewing, Vice President

Phone: +1-888-257-3577 x 213

Email: sewing@purelycrm.com

CRM Industry Accelerators

CRM Industry Accelerators

A journey to create lasting relationships

Engage Customers in Real Time

Build meaningful experiences through collaboration

Win customers and earn loyalty faster

Personalize customer experiences with AI

Need a New Microsoft CRM Partner?

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