Microsoft Dynamics 365 Customer Insights | CRM solution module

Turn data into meaningful experiences!

Unleash your marketing team’s potential to craft data-driven, automated campaigns that convert leads into lasting customer relationships.

Our Core Technologies

What is D365 Customer Insights?

Dynamics 365 Customer Insights (formerly Marketing) is a comprehensive solution that transforms your marketing efforts by providing a unified view of your customers. It integrates data from various sources, allowing you to create detailed customer profiles and segment audiences effectively. With AI-driven insights, it helps you predict customer behaviors, personalize campaigns, and optimize engagement at every touchpoint. Unleash your marketing team’s potential to create more impactful, timely, and personalized campaigns!

When you need
D365 Customer Insights

Challenges and Solutions

Low
Personalization

Struggling to create personalized experiences for your customers?

Dynamics 365 uses advanced analytics to deliver tailored content and messaging at every touchpoint.

Inefficient Campaign
Management

Overwhelmed by managing multiple marketing channels?

Dynamics 365 streamlines campaign execution, tracking, and optimization across all channels in one place.

Limited
ROI Visibility

Unclear on the effectiveness of your marketing efforts?

With Dynamics 365 you get a clear view of ROI with data-driven reports that measure the success of your campaigns and inform future strategies. 

Let the numbers do the talking!

Businesses just like yours have transformed their marketing performance with Microsoft Dynamics 365 Customer Insights, experiencing

0 %

ROI over three years

0 %

Time savings on customer journey development

0 %

Improvement to conversion rate per customer journey

< 0 Months

Payback on investment

D365 Customer Insights in Action

Discover the game-changing features

1

Unified Customer Profile

Combine all customer data, such as transactions, interactions, and behavior, into a single, unified customer profile for a 360-degree view.

3

Real-Time Data Integration

Integrate real-time data from external sources, such as web analytics, CRMs, and marketing platforms, to keep customer profiles current.

2

Data Unification with AI

Use AI to automatically match customer data from diverse sources, ensuring an accurate customer profile without manual intervention.

4

Customer Segmentation

Create dynamic segments based on demographics, behavior, or engagement and target specific groups with personalized messaging.

1

Customer Journey Automation

Track your customer’s journey from initial prospecting to final acquisition, and seamlessly automate actions based on their behavior.

3

Event-Driven Engagement

Set up events such as purchases, clicks, or website visits that trigger automated campaigns or follow-up actions based on the customer’s history.

2

Personalized Customer Experience

Use configurable templates and advanced tools specially designed to customize customer experience based on specific interactions.

4

Real-Time Customization

Adjust customer journeys in real-time based on the latest behavioral data, providing more relevant interactions and recommendations.

1

Surveys and Feedback Forms

Create and send surveys to collect customer feedback, using this data to adjust customer strategies and personalize future interactions.

3

Voice of the Customer (VoC)

Integrate feedback from various channels, such as surveys, support interactions, and reviews, into customer profiles.

2

Sentiment Analysis

Use AI-powered sentiment analysis on customer feedback, surveys, and social media mentions to gauge customer satisfaction.

4

Social Media Integration

Easily connect, engage, and network with people and companies on social media to generate high-quality leads.

1

Event Tracking

Track customer interactions during specific events, such as product launches or promotions and adjust marketing efforts in real-time.

3

Automated Workflows

Design workflows that automatically trigger campaigns based on customer actions, such as follow-up emails or personalized recommendations.

2

Omni-Channel Campaigns

Set up and manage complex, multi-step campaigns and monitor leads from email marketing, landing pages, webinars, phone or events.

4

A/B Testing for Campaigns

Run A/B tests to compare different versions of emails, offers, or landing pages, ensuring an effective approach.

1

Predictive Analytics

Use AI-driven models to predict future customer behavior, such as likelihood to churn, future purchases, or customer lifetime value (CLV).

3

Behavioral Insights

Gain deep insights into how customers engage with your brand, allowing you to optimize strategies

2

Customer Lifetime Value (CLV)

Analyze customer data to forecast CLV, helping to identify and nurture high-value customers.

4

Real-Time Analytics Dashboards:

Create custom dashboards to visualize key performance indicators (KPIs) across campaigns, customer segments, and interactions.

Customer Voice

In synergy with Customer Voice

Integrate Customer Voice (formerly Forms Pro), a robust feedback management platform that enables you to design surveys, monitor responses, and gather valuable customer insights to drive informed business decisions.

Maximize your marketing efforts!

Pause and Resume Surveys

Respondents can save their progress and return to complete surveys at their convenience, boosting completion rates and reducing abandonment.

Survey Reminders & Follow-ups

Automated reminders and follow-up emails increase response rates, providing more comprehensive data and better business insights

Auto Prefill and Personalization

Auto-fill fields with data from Dynamics 365 or Azure AD and personalize surveys using contact details to increase engagement and response rates.

Survey Integration with Customer Insights

Connect survey results with Dynamics 365 Customer Insights – Journeys for tailored marketing follow-ups, improving campaign effectiveness.

Customization & Branding

Custom email addresses, headers, and cascading questions align surveys with your brand and make them more engaging and relevant for respondents

Survey Management & Automation

Manage survey frequency to avoid fatigue and use Power Automate to trigger workflows based on survey responses, streamlining your business processes

Turning Complexity into Simplicity

 With our expert services, your challenges become opportunities, and your business powers up to the next level.

Linksoft's Core

Where standards meet excellence

Image 1
Image 2
Image 3
Image 4
Image 5
Your trusted Microsoft Partner

As a strategic Microsoft Partner in Eastern Europe, LINKSOFT has been certified since 2017. Over the years, we’ve earned 8 certifications, including 6 Gold and 2 Silver. In 2022, our dedication to professionalism garnered recognition and we were named Best Business Application Partner of the Year by Microsoft Romania.

Today, as a Solutions Partner for Business Applications, we continue to push boundaries, constantly evolving to deliver even more innovative and high-impact solutions.

At LINKSOFT, our team’s expertise is backed by over 300 Microsoft certifications, demonstrating our mastery of cutting-edge technologies. We are committed to best practices and continuous growth, ensuring we stay updated with the latest innovations and tools.

With over a decade of expertise, LINKSOFT has helped businesses transform their operations. We’ve delivered more than 2,500 training hours to empower teams worldwide and currently support over 40,000 active users across various industries.

We know the difference between treating a patient, granting a loan, or providing gas, which is why we deliver industry-specific solutions. From utilities and healthcare to financial services, automotive, real estate, retail, and distribution, we’ve got it covered.

We don’t just do our job, we do it with care and excellence. When low personalization limits client relationships or growth, our consultants provide tailored solutions. We go beyond CRM implementation by offering customization at every stage of the process.

Today, worldwide
Tomorrow -  in your company.

Let's Link!

Your CRM & ERP journey starts here and now!

Schedule an appointment

Businesses everywhere are embracing digital transformation, and Microsoft Dynamics 365 solutions are leading the way.

LINKSOFT has successfully deployed CRM, ERP, and RPA solutions across the globe, implementing Microsoft Dynamics 365 in over 30 countries, for 40,000 + users and counting.

countries
0 +
users worldwide
0 +

Testimonials

Words that matter

Sub Heading Icon Let's Link

We’ll craft the software solution your business needs!