Microsoft Dynamics 365 Customer Insights - Journeys
Drive engagement across every touchpoint with the advanced marketing capabilities available within Dynamics 365 Customer Insights – Journeys.
What is Microsoft Dynamics 365 Customer Insights – Journeys?
In recent years, marketing strategies have had to adapt to a changing market; moving away from traditional methods, ‘one-size-fits-all’ communications and linear buying journey. Previously known as Dynamics 365 Marketing, Dynamics 365 Customer Insights – Journeys provides organisations with a comprehensive marketing solution focused on personalised approaches, instant interactions, digital touchpoints, and much more.
Are you facing these marketing challenges?
Dynamics 365 Customer Insights – Journeys is ideal if you’re experiencing any of the following…
Customer data is stored across multiple platforms, making it difficult to create personalised and targeted marketing campaigns.
Marketing teams struggle to segment audiences effectively due to limited insights into customer behaviour and preferences.
Inconsistent customer experiences across email, social, SMS, and other channels due to a lack of unified journey management.
Difficulty nurturing leads and converting prospects into customers because campaigns are not tailored to individual customer needs.
Limited automation capabilities make it time-consuming to set up, manage, and optimise customer journeys.
A lack of reporting and analytics prevents you from measuring campaign effectiveness and improving marketing performance.
Key benefits of Dynamics 365 Customer Insights - Journeys
To help overcome the marketing and customer journey challenges you’re facing, Dynamics 365 Customer Insights – Journeys provides a range of benefits that can transform how you engage with your audience. To discover more, check out our Benefits of Dynamics 365 Customer Insights – Journeys blog post.
Key features of Dynamics 365 Customer Insights – Journeys
- Real-Time Marketing: Trigger personalised journeys at the right moment, whether that’s when a Dynamics record changes or a customer interacts with your emails. Engage across multiple channels including email, SMS, push notifications, WhatsApp, and more.
- AI & Copilot: Streamline campaign creation with Copilot. Use natural language prompts to build segments, write and refine email content, select images, or even generate complete customer journeys.
- Lead Generation Forms: Create and embed web forms to capture customer data directly from your website. Manage consent preferences, schedule call-backs, capture demo requests, and grow your marketing audience with ease.
- Personalised Communications: Deliver one-to-one experiences at scale by tailoring messages with conditional content, demographic or behavioural data, and A/B testing to optimise engagement.
- Event Management: Seamlessly manage in-person, online, or hybrid events. Handle registrations, speakers, sponsors, reminders, and follow-ups — with Microsoft Teams integration for hosting online events.
- Journey Orchestration: Automate multi-step, multi-channel customer journeys that adapt to user behaviour, helping you nurture relationships and drive action.
- Analytics & Reporting: Use built-in dashboards to measure key KPIs such as MQLs, SQLs, registrations, and channel performance. Gain audience insights to refine and improve future campaigns.
These are just some of the features within Dynamics 365 Customer Insights – Journeys, and this page provides only a snapshot. For more insights into the solution, please get in touch.
Why choose Pragmatiq as your Dynamics 365 Customer Insights – Journeys Partner?
At Pragmatiq, we help organisations make the most of Dynamics 365 Customer Insights – Journeys by simplifying marketing processes, enhancing customer engagement, and driving measurable results. We ensure the technology is tailored to your needs, empowering your team to deliver personalised experiences and generate greater impact from every campaign.
- Bespoke technology solutions: Designed around your organisation’s goals, audience, and marketing strategy.
- Consultative & strategic: We take the time to understand your challenges and objectives, ensuring every solution delivers real value.
- Microsoft expertise: As a recognised Microsoft Solutions Partner, we bring deep knowledge of Dynamics 365, Power Platform, and AI.
- Scalable and flexible: Your marketing evolves over time, and we ensure your solution grows with you.
- End-to-end partnership: From consultancy to implementation and ongoing support, we’re with you every step of the way.
Microsoft Dynamics 365 Customer Insights- Journeys FAQs
Dynamics 365 Customer Insights – Journeys is Microsoft’s marketing automation solution. It enables organisations to create personalised, multi-channel campaigns, nurture leads, manage events, and track performance, helping you build stronger relationships and improve marketing ROI.
Customer Insights – Journeys integrates with the wider Microsoft ecosystem, including Dynamics 365 solutions, Power Platform applications, Microsoft 365, and a range of third-party systems through connectors. This ensures you can build a unified marketing approach across your technology stack.
Yes. The platform is designed to support organisations of all sizes, from small businesses to large enterprises. It can be tailored to your specific needs and will scale with you as your marketing strategy evolves.
Copilot brings AI-powered assistance directly into Customer Insights – Journeys. You can use natural language prompts to create customer journeys, generate and refine marketing emails, and build audience segments. This reduces manual effort, speeds up campaign delivery, and helps your team stay focused on strategy and engagement.
