Know your customers... like actually know them
One platform to unify data, automate journeys, and supercharge your CX team with Copilot-powered personalization.
Why Dynamics 365 Customer Insights
Ditch the fragmented data chaos. Dynamics 365 Customer Insights unifies transactional, behavioral, and demographic data into one clear, AI-powered customer dashboard—and Copilot learns on the fly, so you never waste time guessing.
Unified Customer Profiles
Real-time 360° views from every data source.
Copilot-Powered Exploration
Use natural language to build segments, generate content, and uncover insight.
Real-time Journey Orchestration
Trigger-based or segment-based journeys with optimized timing (and A/B testing).
Journey Analytics & Dashboards
Built-in insights show what’s working, where friction lies, and how to improve.
"You Might Need Customer Insights If…"
- Your customer data lives in spreadsheets, ERP, CRM, and who-knows-where.
- You struggle to target customers with anything but spray-and-pray campaigns.
- Marketing, sales, and service operate in silos—no unified customer view.
- You want real-time customer journeys, not month-old weekly batches.
From Data Fog to Clear-Cut Decisions…
| The Pain | The Fix | The Win |
|---|---|---|
|
Your customer view is fragmented and outdated |
Unified profiles with real-time data across systems |
One view, zero confusion |
|
Building campaigns takes too long—or feels random |
Copilot builds segments, suggests copy and imagery |
Fast, tailored campaigns that convert |
|
Journeys are set-it-and-forget-it (or not even set) |
Real-time, AI-backed journeys with smart channel timing |
Higher engagement and timing that hits |
|
You can’t iterate because you can’t measure |
Deep dashboards on journey performance, engagement, drop-offs |
Smarter optimization, faster ROI |
Where the Magic (and ROI) Happens
“Trunorth’s Customer Insights rollout cut our campaign build time in half and boosted conversions by 22% - all within three months.”
Friends in All the Right Places
- Dynamics 365 Sales : Share segments, hand off leads, sync customer history.
- Power BI : Bring real-time customer insights into your reporting dashboards.
- Microsoft Copilot : Build journeys, segments, and content with just your words.
Why TruNorth
Anyone can “turn it on.” We wire Customer Insights into your ecosystem, teach Copilot new tricks, and fill your funnel with data that earns its keep fast.