Customer Relationship with D365 Customer Insights Self-Service

The development of your company depends on getting to know your clients. Microsoft Dynamics 365 Customer Insights Self Service enables companies to exploit the power of their data. Consequently, they may have a complete picture of consumer contacts and behaviours. This creative tool lets companies design tailored experiences, increase consumer involvement, and enable smart choices.

Dynamics 365 Customer Insights Self Service turns raw data into meaningful insights by means of sophisticated analytics and artificial intelligence features. This enables companies to remain ahead in the market competition.

This approach provides the adaptability and scalability required to fit your particular requirements and reach your customer-centric objectives whether you run a small company or a big corporation.

What is Dynamics 365 Customer Insights Self-service?

Dynamics 365 Customer Insights Self-service is a feature of Dynamics 365 Customer Insights. It lets companies activate self-service options for client activities. This enables agents to identify client problems and offer tailored support.

Dynamics 365 Customer Insights is a strong customer data platform (CDP) that enables companies to provide outstanding customer experiences by combining transactional, demographic, and behavioural data to provide a complete picture of consumers. Across sales, marketing, and service teams, it enables connected, responsive, and tailored consumer experiences.

Statistical Impact of Self-service Approach in Customer Service

According to the research conducted by Sparrow Survey self-service option in customer service plays a key role in driving customer satisfaction and retention. Here are some stats that highlight the impact of self-service approach in customer service: 

• 81% of customers are willing to pay more for better customer service.
• 95% of customers who had a bad experience with a company will tell others about it.
• Customer retention rates increase by 5% for every 1% increase in customer satisfaction.
• 64% of customers expect companies to respond and interact with them in real-time.
• Companies with higher customer satisfaction ratings see a 12% increase in stock prices.
• 40% of customers will stop doing business with a company if they receive poor customer service.

Key features of Dynamics 365 Customer Insights

Dynamics 365 Customer Insights offers a range of powerful features designed to help organizations deliver personalized and connected customer experiences. Here are some of the key features:

Unified Customer Profiles

Combines information from several sources to produce a thorough 360-degree perspective of every consumer.

AI and Machine Learning

Generates insights, forecasts consumer behaviour, and suggests actions using artificial intelligence and machine learning.

Segmentation

It lets you build dynamic consumer categories depending on several factors, hence guaranteeing focused and pertinent marketing initiatives.

Customer Journey Orchestration

Allows the creation and automation of tailored consumer journeys across several channels.

Integration with Other Dynamics 365 Apps

Offers unified experience with smooth integration with other Dynamics 365 applications as Sales, Marketing, and Service.

Real-time Insights

Offers real-time data and insights to enable fast, and informed decision-making.

Compliance and Security

Built-in compliance management and strong security measures to guarantee data privacy and protection.

Copilot Integration

Enhances productivity with AI-driven recommendations for content creation, customer segmentation, and journey optimization.

Also Read: Dynamics 365 Business Central integration with Customer Engagement

These features collectively help organizations understand their customers better, deliver personalized experiences, and drive business growth.

Benefits of Dynamics 365 Customer Insights Self-service

Dynamics 365 Customer Insights Self-service offers several benefits that can significantly enhance customer interactions and streamline operations. Here are some key advantages:

Empowered Consumers

Customers may manage their own data, preferences, and service requests, thereby accessing them and fostering more pleasure and involvement.

Reduced Workload for Agents

Self-service choices help customer service representatives to concentrate on more difficult problems, hence increasing general efficiency and output.

Personalized Experiences

Self-service tools let consumers get customized recommendations and solutions depending on their own profiles and behaviours.

Real-time Insights

By collecting real-time data on consumer interactions and preferences, companies may enable smart decisions and service delivery optimization.

Cost Savings

Reducing the requirement for direct agent intervention can help the company save considerable money.

Enhanced Data Accuracy

Customers maintaining their own information guarantees the data is more accurate and current.

Also Read: Improve Customer Experience

These benefits collectively help organizations deliver better customer experiences, improve operational efficiency, and drive business growth.

What are dynamics 365 Customer Insights – Journeys?

Customer Insights - Journeys is a feature within Dynamics 365 Customer Insights that helps you visualize and automate the journey your customers take as they engage with your products or services. Here are some key aspects:

1. Journey Types

Trigger-based Journeys: These respond to customer actions, such as filling out a form or registering for an event.

Segment-based Journeys: These target consumers who have particular qualities, such loyalty club members.

2. Journey Templates

You can design templates to reflect typical consumer journey patterns for your company. Starting with a pre-existing journey becomes simpler.

3. Journey Life Cycle

From invention (Draft) to Publishing, Live, and Completed, journeys pass through many states. Every state has particular actions and transitions.

4. Personalized Experiences

Customer Insights - experiences lets you design real-time, contextually pertinent consumer experiences across several channels, hence optimizing them with A/B testing and AI-driven channel selection.

5. Integration with Copilot

Defining business objectives and target audiences lets you utilize Copilot to rapidly construct, evaluate, and change customer groups, produce customized content, and streamline journey design.

This feature helps you deliver tailored experiences with the right message at the right time, enhancing customer engagement and satisfaction.

Dynamics 365 Customer Insights with Dynamics Square

Dynamics Square, a trustworthy Dynamics 365 implementation partner in Canada, with more than fourteen years of experience.

Our team of highly knowledgeable consultants knows all the know-how of the customer-centric strategy in data-driven environments.

Should you need any help, please don't hesitate to contact us directly at +1 289 807 0740 or just send an email to info@dynamicssquare.ca.

People Also Ask:

What is the difference between Dynamics Customer Insights and Customer Service?

Dynamics 365 Customer Insights emphasizes knowing your consumers by combining data from several sources to produce a thorough picture of every customer. It drives marketing tactics and customizes client experiences using artificial intelligence-driven insights.

Conversely, Dynamics 365 Customer Service is meant to enhance customer assistance and fulfilment. Its self-service tools, predictive models, queue management, and case management help to improve customer service activities.

How do I access Customer Insights in Dynamics 365?

To access Customer Insights in Dynamics 365:

1. Create an Environment: Set up an environment in the Power Platform Admin Centre.

2. Import Data: Add data sources such as Azure Data Lake, Microsoft Dataverse, or Power Query connectors.

3. Unify Data: Run the data unification process to create unified customer profiles.

4. Enhance Profiles: Use enrichment features and predictive models to add information to the profiles.

5. Create Segments: Segment your customer base and activate data through various export options.

Which features are available in Dynamics 365 Customer Insights - Journeys?

Customer Insights - Journeys offers several features:

1. Journey Types: Trigger-based and segment-based journeys.

2. Journey Templates: Create templates for common customer journey patterns.

3. Journey Life Cycle: Manage journeys through states like Draft, Publishing, Live, and Completed.

4. Personalized Messages: Tailor messages based on web interactions.

5. Form Prefill: Streamline form filling and event registration.

How much does Dynamics 365 Customer Insights License cost?

Dynamics 365 Customer Insights pricing starts at CAD $2,306.60 per tenant per month for the base plan. If you're adding it to an existing Dynamics 365 application, the cost is CAD $1,356.80 per tenant per month. Additional capacity for customer profiles or interactions can be purchased separately.