Microsoft Dynamics 365 Customer Insights – Data

Gain in-depth insights into customer engagement, trends, actions and much more.

Woman looking at Dynamics 365 Customer Insights – Data on her Ipad

What is Microsoft Dynamics 365 Customer Insights – Data?

In today’s customer-first world, knowing your audience is key to driving growth. Microsoft Dynamics 365 Customer Insights – Data unifies data from multiple sources, giving you a complete view of your customers. With these insights, you can anticipate behaviours, deliver personalised experiences, and make smarter, data-driven decisions.

Are you facing these data challenges...

Struggling to bring together data from multiple systems and channels?

Limited visibility into customer behaviour and preferences?

Marketing and service teams working in silos with incomplete information?

Difficulty turning raw data into actionable insights?

Lack of confidence in data quality and reliability?

Speak to an expert

Benefits of Dynamics 365 Customer Insights - Data

360-degree customer view

Gain a unified profile of each customer, helping you understand their behaviour, preferences, and interactions across channels.

Personalised engagement

Use insights to deliver experiences that feel relevant and timely, improving customer satisfaction and loyalty.

Smarter decision-making

Back up your strategy with real-time data and AI-driven insights, reducing guesswork and identifying new opportunities.

Improved efficiency

The Data Preparation Report provides insights into the quality, what insights can be gained based on your current data, and any issues and recommendations.

Scalable to your needs

Whether you’re starting small or managing complex data across multiple systems, Customer Insights – Data grows with your organisation.

Hear from our customers...

“We were recommended Pragmatiq by our IT company and one of our trustees. From our very first call, it was clear that they understood our business and what we were trying to achieve. We ultimately chose Pragmatiq to build our system, and the entire process was highly professional. They took the time to understand our needs, provided space for questions, and allowed for refinements throughout.”

Vanessa Bedford Director, Care & Support at Alabare

“We would not be able to function as we currently do without the system Pragmatiq put in place and it provides a platform to continue our growth, rather than be constricted by operational difficulties.”

Richard Haigh Managing Director at Brand Finance

“It is an amazing tool that streamlines all our processes and we are honestly over the moon with what Pragmatiq have created for us!”

Emma Walker Director at iOTA Office Furniture

“We undertook an extensive procurement process to find the right provider. It was clear that Pragmatiq understood our organisation and needs in a way that other providers didn’t. We have been working with them now for a few months and have been delighted with their approach and commitment to getting things right. The whole team is professional, engaged, and reliable and I look forward to working with them again on future developments.”

Kerry Evans CEO at Brighton Therapy Centre

“As a company, we often talk about collaboration and partnership working. This project was most definitely a real partnership to achieve a system that will help us to change the way in which we communicate with schools and delegates, supporting customer segmentation, targeted marketing and future engagement with our work.”

Sophie Hayes-Watson Operations Manager at L.E.A.D. Teaching School Hub

Key features of Dynamics 365 Customer Insights – Data

Unified customer profiles: Bring together transactional, behavioural, and demographic data into a single, 360-degree view of each customer.
Advanced AI capabilities: Use Copilot to analyse customer data, build segments, and uncover insights instantly with natural language prompts.
Reliable, high-quality data: Leverage data preparation reports to understand data quality, identify gaps, and gain actionable recommendations.
Seamless integrations: Connect with the wider Microsoft ecosystem, including Dynamics 365 solutions, Power Platform, Microsoft 365, and third-party applications.
Personalisation at scale: Turn insights into action by powering personalised experiences across touchpoints, from marketing to service.

Need help implementing Dynamics 365 Customer Insights – Data? As a Microsoft Solutions Partner, Pragmatiq provides expert guidance from initial setup to ongoing optimisation. Get in touch.

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Why choose Pragmatiq as your Dynamics 365 Customer Insights partner?

At Pragmatiq, we help organisations unlock the full potential of their data by tailoring Dynamics 365 Customer Insights – Data to your specific needs. From data strategy to implementation, we ensure you have the tools and insights to drive meaningful outcomes.

Consultative & strategic: We take the time to understand your goals and challenges before shaping a solution.
Microsoft expertise: As an accredited Microsoft Solutions Partner, Pragmatiq has in-depth experience implementing Dynamics 365 and the Power Platform across a wide range of industries.
End-to-end support: From initial consultancy to ongoing optimisation, we’re with you at every step.
Sector knowledge: Experience across charities, membership organisations, professional services, and more.

Start your journey today