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.
Features of Dynamics 365 Customer Insights – Journeys
Real-Time Marketing
Real-time marketing allows organisations to respond to customers’ actions in real-time, based on triggers, ensuring messages reach users at the right time in their journey.
- Deliver one-to-one experiences by triggering journeys at critical moments. For example, when Dynamics fields are updated, such as marking an opportunity as inactive, or when a prospect interacts with your emails
- Develop meaningful connections with your audience across email, SMS, push notifications, and even custom channels including WhatsApp
- Encourage customer action by sending timely reminders and recurring messages until they complete a certain action
Artificial Intelligence / Copilot
Leverage Copilot to assist you with everyday tasks, such as:
- Segmentation: Use Copilot to target the right audience and build segments, by simply describing what you want to create using normal language
- Writing marketing emails: Use AI to edit and rewrite text, change the tone of voice, shorten and extend content, and more
- Image selection: Choosing images to accompany your messages can be time-consuming. Use Copilot to choose images from your library without having to spend time searching for them
- Create a journey: Simply describe in everyday words the customer journey you’d like to create, and Copilot will build the journey for you. For example, to build a journey based around an event, you could say “When a contact registers for a marketing event, send them reminder emails until they check into the event”
Personalised Communications
By leveraging your understanding of your audience from Dynamics 365 Customer Insights – Data, you can deliver personalised customer experiences and nurture your prospects in the best way possible.
- Maximise engagement using highly personalised communications, without writing code
- Use dynamic and conditional content to enhance personalisation
- Easily tailor messages to reflect your recipient’s interests, demographic or geographic information by adding different images, buttons and links
- Experiment and refine your messages using A/B testing to see what content truly resonates with customers
- Use Copilot to help craft emails by describing what you need in simple language
Take a look at Customer Insights in action...
Build lead generation forms
With Dynamics 365 Customer Insights – Journeys, you can easily create and embed web forms to capture customer data from your landing pages.
- Quickly create and publish forms that allow customers to create a call-back request, schedule a demo or sign up for newsletters on your website
- Use intuitive drag-and-drop controls to add fields to your forms
- Manage your audience’s preferences for marketing communications with built-in consent management
Event Management
Seamlessly manage any type of event – online, on-site, or hybrid using Dynamics 365 Customer Insights – Journeys.
- Handle everything from the registrations and attendees, to speakers and sponsors, from a single system
- Automatically send registration confirmation, payment info, event reminders or any other messages to participants
- Promote your events to maximise attendance and send follow up messages to engage and nurture participants after the event
- Integration with Microsoft Teams to host and manage online events
Measure your success
Evaluate the effectiveness of your marketing with built-in marketing dashboards and reports.
- View milestone analytics for your KPIs such as; MQLs, SQLs, number of registrants, most effective marketing channel, etc.
- Use this insight to understand what is performing well and what might need more attention
- Gain insights into your audience’s behaviour and interests and tailor future marketing efforts to their needs
