Creating social posts in Dynamics 365 Customer Insights 

Understanding your audience is one thing; reaching them in the right place, at the right time, with the right message is another. That’s where Dynamics 365 Customer Insights helps marketers turn data into action across multiple channels — including social media. 

While email marketing often takes centre stage, Customer Insights also empowers users to create targeted social media campaigns as part of a broader customer journey — even though direct posting is no longer supported in the latest versions. 

Why use Customer Insights data for social media?

Social media remains a vital channel for building awareness, driving engagement, and supporting marketing goals. By leveraging customer segments created in Dynamics 365 Customer Insights, marketers can enhance targeting, personalise messaging, and align social efforts with broader campaigns. 

With the help of Copilot in Dynamics 365 Customer Insights, you can also generate tailored content suggestions and gain AI-driven insights to optimise your social media messaging. 

It’s all about simplifying the process and delivering consistent messaging across every touchpoint — powered by unified customer data. 

Can you create social posts directly in Customer Insights?

Not anymore. While earlier versions of Dynamics 365 Marketing (Outbound Marketing) allowed direct social posting, this feature has been deprecated. The current Customer Insights – Journeys module focuses on real-time, data-driven engagement — but does not support direct social media publishing. 

Instead, marketers can: 

• Export segments to platforms like LinkedIn Ads or Meta Ads Manager 

• Use Power Automate to trigger social actions 

• Integrate with third-party tools like Hootsuite, Sprinklr, or Buffer 

How to use Customer Insights data for social campaigns

Here’s how you can still use Customer Insights to power your social strategy: 

1. Create segments
   Use demographic, behavioural, or transactional data to define high-value audiences. 

1. Export or sync data
   Use Power Automate, Azure Synapse, or Dataverse to move segments to your preferred social platform or ad tool. 

1. Build campaigns in external tools
   Use the exported segments to create custom audiences and tailor your messaging. 

1. Track & optimise
   Feed performance data back into Customer Insights to refine future campaigns. 

Best practices to keep in mind

• Stay consistent with your brand voice across all channels. 

• Use dynamic segments to personalise content. 

• Regularly review analytics to understand what’s working. 

• Align social posts with automated journeys for timely, relevant messaging. 

A more connected approach to marketing

Social media is just one piece of the marketing puzzle — but when it’s integrated with your customer data and campaign tools, it becomes far more powerful. 

While you can’t create social posts directly in Dynamics 365 Customer Insights, you can use its rich data to drive smarter, more effective campaigns across your favourite platforms. 

Ready to explore what Customer Insights can do for your marketing?

At Pragmatiq, we help organisations design and implement Dynamics 365 solutions that fit their unique goals, from email campaigns and event management to social media and personalised journeys. 

If you’d like to learn more, get in touch at info@pragmatiq.co.uk or give us a call on 01908 038110.