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Turn customer intelligence into meaningful connections
with Dynamics 365 Customer Insights

Unify customer data, uncover actionable insights, and deliver personalized journeys with Microsoft Dynamics 365 Customer Insights. Gain a connected view of every customer to enable sales, marketing, and service teams to engage more effectively, strengthen relationships, and drive business growth.

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What is Microsoft Dynamics 365 Customer Insights?

Microsoft Dynamics 365 Customer Insights is a customer data and engagement platform that unifies information from multiple sources to create comprehensive customer profiles and deliver personalized, real-time experiences.

Combining Customer Insights – Data and Customer Insights – Journeys, it enables enterprises to uncover AI-driven insights, segment audiences and orchestrate customer journeys across channels, strengthening engagement, customer loyalty and revenue growth.

Microsoft Strategic Alliance

Make every customer interaction count

The benefits of Microsoft Dynamics 365 Customer Insights go beyond unified data, enabling enterprises
to personalize engagement, anticipate customer needs, and build stronger relationships.
Bring customer data from multiple sources into comprehensive profiles to gain a clearer understanding of behaviors, preferences, and interactions.
Deliver relevant, contextual experiences across channels by tailoring engagement to individual customer needs, preferences and behaviors.
Anticipate customer needs, identify churn risks and uncover growth opportunities with AI-driven insights and predictive analytics.
Respond to customer actions and changing behaviors with timely, automated journeys that keep interactions relevant throughout the customer lifecycle.
Build lasting relationships through consistent, personalized engagement that improves customer satisfaction, retention, and lifetime value.
Improve audience targeting, optimize campaigns and measure engagement effectiveness to maximize marketing impact and drive better business outcomes.

Go beyond data with the features of
Dynamics 365 Customer Insights

Bring together advanced data management, AI-assisted capabilities and journey orchestration to execute more targeted, responsive customer engagement strategies.

Azure Modernization

Customer identity
resolution

Consolidate customer records across CRM, ERP and digital sources using identity matching, deduplication and data enrichment to establish reliable customer profiles.

Azure Modernization

AI-powered audience
segmentation

Build and refine customer segments using behavioral attributes, dynamic rules and Copilot-assisted queries to target audiences with greater precision.

Azure Modernization

Real-time journey
orchestration

Design multichannel journeys with event-based triggers, conditional branching, and automated actions that respond to customer interactions in real time.

Azure Modernization

Intelligent lead
scoring

Configure lead scoring models based on customer attributes and engagement signals to identify sales-ready prospects and support timely handoffs to sales teams.

Azure Modernization

Copilot-assisted
campaign creation

Use generative AI capabilities to draft marketing content, build audience segments, and accelerate campaign setup through natural-language assistance.

Azure Modernization

Customer journey
analytics

Monitor engagement, conversion metrics and journey performance through analytics and reporting tools to identify bottlenecks and optimize campaign execution.

Make every journey smarter with AI agents

Accelerate journey creation, optimize outreach and deliver more relevant customer engagement with AI agents in Microsoft Dynamics 365 Customer Insights.

Azure Modernization

Journey creation
agent

Transform marketing objectives into multichannel customer journeys using natural-language prompts, with AI-generated triggers, flows, and branching logic.

Azure Modernization

Outreach optimization
agent

Optimize message timing and follow-ups based on customer engagement patterns to deliver more relevant interactions and improve campaign effectiveness.

The expertise behind every customer connection

Drive customer engagement transformation with Systems Limited’s expertise in Dynamics 365 Customer Insights, connecting data, technology and business priorities to deliver measurable value and long-term impact.

  • Consulting and advisory
  • Implementation and deployment
  • Upgrade and migration
  • Support and managed services

Microsoft Dynamics 365
sales pricing

Discuss your needs

Microsoft Dynamics 365 Sales offers flexible licensing options to match your sales processes, team requirements and business goals. Compare plans to find the right balance of functionality, intelligence and investment.

Systems Limited helps enterprises evaluate licensing options, implementation requirements and ongoing support needs to select the right Dynamics 365 Sales plan.

Plan Includes Price (USD)
Dynamics 365
Customer Insights Standard subscription
  • Unlimited
  • 100,000 included
  • 10,000 included
$1,700/month Per tenant, paid yearly
Dynamics 365
Customer Insights attach Requires a qualifying Dynamics 365 application
  • Unlimited
  • 100,000 included
  • 10,000 included
$1,000/month Per tenant, paid yearly
Plan Tier Price (USD)
Dynamics 365
Customer Insights
Tier 1: 100,000–500,000 Unified People $2,000.00 pack/month, paid yearly
Dynamics 365
Customer Insights
Tier 2: 500,000–2 million Unified People $1,500.00 pack/month, paid yearly
Dynamics 365
Customer Insights
Tier 3: More than 2 million Unified People $1,000.00 pack/month, paid yearly

Capacity tier eligibility and licensing terms apply.

Plan Tier Price (USD)
Dynamics 365
Customer Insights
Tier 1: 10,000–50,000 Interacted People $250.00 pack/month, paid yearly
Dynamics 365
Customer Insights
Tier 2: 50,000–250,000 Interacted People $300.00 pack/month, paid yearly
Dynamics 365
Customer Insights
Tier 3: More than 250,000 Interacted People $500.00 pack/month, paid yearly

Capacity tier eligibility and licensing terms apply.

Why partner with Systems Limited?

As your Dynamics 365 Customer Insights implementation partner, Systems Limited combines Microsoft expertise, industry knowledge and integration capabilities to accelerate adoption, maximize investments and drive measurable business value.

Industry-led transformation

Leverage our cross-industry experience to address complex customer engagement challenges, accelerate time to value and build personalized experiences aligned with your business objectives.

End-to-end Microsoft expertise

Benefit from our expertise across Dynamics 365, Power Platform, Azure and enterprise data technologies to maximize existing Microsoft investments, reduce technology silos, and enable connected business operations.

Enterprise integration excellence

Overcome fragmented data and disconnected systems with scalable integration architectures that improve data reliability, establish a consistent customer view, and support more effective engagement.

Continuous value realization

Sustain the value of your investment through proactive support, performance optimization, and ongoing enhancements that improve platform adoption, strengthen customer engagement, and respond to evolving business needs.

Success beyond the customer journey

Discover how Systems Limited helps enterprises transform customer engagement through connected technologies, intelligent automation, and seamless digital experiences.

Case Study

Transforming customer engagement through AI-powered omnichannel innovation at Parkin

Systems Limited helped Parkin, Dubai’s leading paid public parking provider, modernize its contact center with an AI-powered omnichannel platform. By connecting WhatsApp, SMS, voice, chat and social channels, the solution enables faster responses, more personalized support, and seamless customer interactions.

The transformation strengthened Parkin’s ability to meet evolving citizen expectations while delivering scalable, efficient and connected service experiences across Dubai’s growing mobility ecosystem.

Read full story
Team collaborating on digital transformation

Frequently Asked Questions

Microsoft Dynamics 365 Customer Insights helps enterprises unify customer data, develop comprehensive customer profiles, and deliver personalized engagement across channels. It combines customer data management with real-time journey orchestration to improve marketing effectiveness, customer retention and business growth.

Customer Insights – Data consolidates information from multiple sources to create unified customer profiles, build audience segments, and generate actionable insights. Customer Insights – Journeys uses customer data and behavioral triggers to automate personalized communications and orchestrate engagement across channels.

Yes. Dynamics 365 Customer Insights integrates with Dynamics 365 applications, Microsoft Dataverse and supported third-party data sources. Enterprises can connect customer information across CRM, ERP and other business systems without necessarily replacing their existing technology investments.

AI capabilities support predictive analytics, audience segmentation, content creation, and customer journey optimization. Microsoft Copilot helps streamline selected marketing tasks, while AI agents introduce additional capabilities for journey creation and outreach optimization, subject to availability and licensing.

Unified People refers to unique customer profiles created through data unification in Customer Insights – Data. Interacted People measures the unique individuals engaged through Customer Insights – Journeys within the applicable usage period. Both are capacity-based licensing metrics, with additional packs available when included limits are exceeded.

Yes. Dynamics 365 Marketing has evolved into Customer Insights – Journeys, with real-time journeys replacing the legacy outbound marketing approach. Enterprises transitioning from outbound marketing should assess existing journeys, segments, forms and integrations to plan migration and minimize disruption.

Implementation timelines depend on data quality, integration complexity, the number of connected systems, and journey requirements. A focused deployment may take several weeks, while enterprise-wide implementations involving extensive data preparation and complex integrations typically require a phased approach.

Dynamics 365 Customer Insights uses tenant-based licensing rather than per-user pricing. Standard and qualifying Attach subscriptions include capacity for 100,000 Unified People and 10,000 Interacted People. Additional capacity packs can be purchased as customer data volumes and engagement requirements grow.

Featured insights

Blog

A pack of 6 distinct techniques to deliver personalized customer experiences

Blog

Explore six techniques, including predictive scoring, segmentation and data consolidation, to deliver more personalized customer experiences.

Read more
Blog

Customer engagement analytics: Unlocking the secrets to delightful customer experiences

Blog

Discover how customer analytics reveal behavioral insights, improve personalization, and enhance engagement across touchpoints.

Read more
Whitepaper

Endowing personalized customer experiences

Whitepaper

Explore how intelligent customer service enables personalized omnichannel support and stronger customer relationships.

Read more

Make customer intelligence
your competitive edge

Partner with Systems Limited to translate customer insights into smarter engagement strategies, more relevant experiences, and lasting business value.

Let’s talk