The customer data platform built for modern marketers
Dynamics 365 Customer Insights brings Customer Insights – Data (your CDP) and Customer Insights – Journeys (real-time marketing) together in a single licence — sharing unified profiles, AI predictions and engagement signals across your entire organisation.
At MS Dynamics Consulting we implement and configure Customer Insights for UK businesses of all sizes — from starter Journeys deployments to full CDP programmes with multiple source integrations and AI models.
- UK-based certified Dynamics 365 consultants
- Outbound Marketing to real-time journeys migration specialists
- SMB and nonprofit specialists
Two modules. One unified customer platform.
A single Dynamics 365 Customer Insights licence gives you the data unification and the real-time engagement layer.
Customer Data Platform (CDP)
Ingest data from CRM, ERP, web, social and offline sources. Apply identity resolution and deduplication to create a single, consent-compliant customer profile — then enrich it with AI predictions for churn, CLV and propensity.
- 500+ data source connectors
- Prebuilt AI models: churn, CLV & propensity
- Real-time AI-recommended segments
- UK GDPR consent framework built in
Real-Time Marketing Orchestration
Use unified profiles to trigger and orchestrate personalised journeys across email, SMS, push, voice and custom channels — with A/B testing and Copilot-powered optimisation at every step.
- Real-time trigger-based & segment journeys
- Email, SMS, push, voice & custom channels
- Lead scoring, event management & forms
- A/B testing & Copilot journey optimisation
What Dynamics 365 Customer Insights can do
A complete, AI-powered customer data and marketing platform — configured for your business by our UK team.
Unified Customer Profiles
Combine CRM, ERP, web analytics, loyalty, and offline data into a single consent-compliant profile — the source of truth for every AI agent and marketing action.
AI Predictions & Scoring
Deploy prebuilt models for churn prediction, customer lifetime value, product recommendations and next best action — enriching profiles with forward-looking intelligence.
Segmentation & Audiences
Build static, dynamic and AI-recommended segments from unified profile data. Use Copilot natural language to create complex audience definitions in seconds.
Real-Time Customer Journeys
Trigger personalised journeys from live customer events — form fill, purchase, service case, website visit — and deliver the right message at exactly the right moment.
Email & Multi-Channel Delivery
Design and send personalised email, SMS, push notifications and voice messages — with A/B testing, send-time optimisation and DKIM/DMARC deliverability best practices.
Lead Scoring & Qualification
Configure rule-based and AI-assisted lead scoring models. Route qualified leads to Dynamics 365 Sales at the right moment with full engagement context.
Event Management
Manage in-person events, webinars and virtual conferences — with registration, check-in, session management, speaker portals and post-event nurture journeys.
Forms, Pages & Preference Centre
Create branded forms and landing pages that capture consent, preferences and profile data — integrated with journeys, lead scoring and the unified profile in real time.
Consent & UK GDPR Compliance
Configure the consent centre, double opt-in flows, purpose-based consent tracking and suppression lists — ensuring every communication is compliant with UK GDPR and PECR.
Agentic marketing — powered by Microsoft AI
Dynamics 365 Customer Insights embeds Copilot and autonomous AI agents throughout the marketing workflow — dramatically accelerating time to campaign and improving audience precision.
We configure and activate these AI capabilities as part of every Customer Insights implementation — ensuring your marketing team can build, optimise and scale independently from day one.
Talk to a ConsultantSegment Copilot
Describe your target audience in plain English and Copilot builds the segment query — reducing hours of filter configuration to seconds.
Journey Copilot
Specify your business goal and audience, and Copilot generates the full journey structure — triggers, branches, channels and timing.
Content Ideas
Generate on-brand email subject lines, body copy and CTAs using Copilot — with brand voice, audience context and tone controls.
AI-Optimised Sending
AI selects the optimal send time per recipient based on historical engagement — increasing open rates and reducing unsubscribes automatically.
Query Assist
Use natural language to explore unified customer data — ask Copilot for segment sizes, engagement trends and profile insights without writing queries.
Churn & CLV Agents
Prebuilt AI models score customers for churn risk and lifetime value — triggering automated retention journeys before customers leave.
Outbound Marketing is retiring — migrate now
Microsoft has ended new feature development for Outbound Marketing and has set a retirement date. All Dynamics 365 Marketing customers must migrate to real-time journeys in Customer Insights – Journeys.
Real-time journeys are a superset of Outbound Marketing — they support all existing scenarios plus trigger-based real-time activation, Copilot assistance and improved analytics. Early migration customers report faster campaign delivery and significantly better engagement metrics.
- We migrate segments, email templates & lead scoring models
- Event management, forms & landing pages migrated
- Historical engagement data preserved
- Team training on real-time journeys & Copilot included
How we deliver your Customer Insights project
Discovery & Data Audit
Map all data sources, marketing channels, existing segments, consent records and business objectives — agreeing a clear scope and delivery plan.
Data Architecture & Integration
Design the unified profile schema, data ingestion pipelines, identity resolution rules and consent framework. Connect all data sources and validate unified profiles.
Configure & Build
Configure segmentation, real-time journeys, email templates and channel settings. Integrate with Dynamics 365 Sales and Customer Service via Dataverse.
Training & Go-Live
Train marketing and data teams on Copilot-assisted segment, content and journey creation. Supported go-live with our UK team on hand for the hypercare period.
Ongoing Support
Post go-live managed support retainer — covering enhancements, release wave updates, A/B test reviews and AI model monitoring as your programme evolves.
Dynamics 365 Customer Insights licensing
A single per-tenant licence includes both Customer Insights – Data and Customer Insights – Journeys. Add capacity as your database grows.
Dynamics 365 Customer Insights
£1,307.20/tenant/mo
Prices shown are indicative and subject to change. Excludes VAT. Paid annually.
- Customer Insights – Data (CDP) included
- Customer Insights – Journeys (real-time marketing) included
- Up to 4 environments
- 100,000 Unified People included
- 10,000 Interacted People included
- Copilot across Data & Journeys
Capacity Add-Ons
Flexible per block
Scale your people capacity and environments as your database and team grow.
- Additional Unified People blocks
- Additional Interacted People blocks
- Additional environments (sandbox, UAT)
- Azure Data Lake bring-your-own-storage
- SMS sending credits
Frequently asked questions
Everything you need to know about Dynamics 365 Customer Insights and our implementation service.
Explore other Dynamics 365 apps
Customer Insights works best as part of the connected Dynamics 365 ecosystem.
Scroll each panel to explore our Dynamics 365 Customer Insights expertise in depth.
What is Dynamics 365 Customer Insights?
Customer Data Platform & Real-Time Marketing
Dynamics 365 Customer Insights is Microsoft's enterprise customer data platform (CDP) and real-time marketing orchestration application. It combines two core capabilities in a single licence: Customer Insights – Data and Customer Insights – Journeys.
Customer Insights – Data
Ingests data from CRM systems (Dynamics 365, Salesforce), ERP systems (Business Central, Finance, SAP), web analytics, loyalty platforms, and offline sources — unifying them into a single, consent-compliant customer profile using identity resolution and deduplication. AI models enrich profiles with churn probability, customer lifetime value, and product propensity scores.
Customer Insights – Journeys
Uses those unified profiles to trigger and orchestrate real-time personalised journeys across email, SMS, push notifications, voice, and custom channels. Copilot helps marketers build segments, create content, and design journeys using natural language — dramatically reducing time to campaign.
Outbound Marketing Retirement
Microsoft has retired Outbound Marketing in favour of real-time journeys. All Dynamics 365 Marketing customers must migrate to real-time journeys to access the latest Copilot and trigger-based capabilities. Customer Insights integrates natively with Dynamics 365 Sales and Customer Service via Dataverse.
Customer Data Platform CDP UK Real-Time Journeys Dynamics 365 Marketing Outbound Migration Unified Customer Profile AI Segmentation Copilot MarketingCapabilities & Technical Architecture
Data Ingestion & Unification
Customer Insights – Data connects to over 500 data sources via Power Query connectors, Azure Data Factory, and native Dataverse integration. Configurable match and merge rules resolve customer identities across sources to create a single, deduplicated profile per person or account.
AI Models & Predictions
Prebuilt machine learning models include churn prediction (configurable churn window and definition), customer lifetime value prediction, and product recommendation models. Custom models trained in Azure Machine Learning can be integrated via the extensible AI model framework.
Segmentation & Real-Time Journeys
The segment builder supports attribute-based, behavioural, AI-recommended, and relationship-based segments updated in near real-time. Journey triggers include Dataverse record changes, custom events, segment membership changes, and interaction-based events — supporting if/else branching, A/B variants, exit conditions, and goal tracking.
Channel Delivery & Consent
Email delivery supports DKIM, SPF, DMARC, and custom sending domains. SMS via integrated providers. Push notifications via Azure Notification Hubs. The consent centre manages opt-in and opt-out at purpose, topic, and channel level — with automated suppression enforcement across all journey sends.
Power Query Connectors Identity Resolution Azure ML Integration Real-Time Triggers DKIM/DMARC Email Consent Management Custom ChannelsImplementation & Support
Outbound to Real-Time Migration
We have a proven migration methodology for Dynamics 365 Marketing Outbound customers moving to real-time journeys. Our process audits all existing assets (segments, email templates, lead scoring models, forms, events, customer journeys), maps them to real-time equivalents, migrates or rebuilds each asset, validates consent data, and trains the marketing team on Copilot-assisted tools.
UK GDPR & PECR Compliance
We configure all Customer Insights deployments with UK-compliant consent centres, purpose-based consent tracking, suppression list management, and preference centre pages — aligned to ICO guidance. For email marketing we implement DKIM, SPF, and DMARC authentication on custom sending domains.
CRM Integration
We connect Customer Insights with Dynamics 365 Sales to surface unified profile insights, AI scores, and journey engagement data inside seller records. Sales teams see a marketing timeline, lead score history, and Copilot-generated next best action recommendations without leaving their CRM.
Post Go-Live Support
Monthly managed support retainers covering enhancements, release wave updates, A/B test reviews, AI model monitoring, user access management and proactive performance monitoring. UK-based team, Mon–Fri 09:00–18:00 GMT.
UK Microsoft Partner Outbound Migration UK GDPR Compliance SMB CDP Nonprofit CRM Copilot Marketing Training Real-Time Journey Design Email DeliverabilityReady to unify your customer data?
Whether you're implementing Customer Insights for the first time, migrating from Outbound Marketing, or expanding an existing deployment — our UK team is ready to help.
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Whether you're starting fresh or improving an existing system — our Microsoft-certified consultants are here to help. No obligation, no hard sell.