CRMs give you insights and your customer a personalize experience

CRMs give you insights and your customer a personalize experience

Deliver personalized experiences with a 360-degree view of your customers.

How well do you know your customer? How many systems do you use to track customer data? How do you gather insights with the data you already have? With Microsoft Dynamics Customer Insights and Root16, we bring all your customer data together, in a single location, providing a unification of your customer data with data-driven insights and analytics.

Get a holistic view of customers

Bring together all your transactional, observational, and behavioral data in real-time with prebuilt connectors to create persistently up-to-date profiles for contacts and accounts. Unify your data by resolving customer identities with recommendations based on AI and machine learning. Enrich customer profiles with an array of first- and third-party signals such as audience intelligence from Microsoft Graph, product usage, market trends, and customer feedback.

Discover insights and take action

Employ out-of-the-box machine learning templates to predict churn, next best action, and product recommendations. Discover new audience segments with AI-driven recommendations, or define your own. Activate real-time insights on destinations including analytics, email marketing, advertising, and customer engagement platforms through turnkey integrations with Microsoft and third-party applications. Embed Customer Insights cards into your business applications for contextual insights and informed action. Trigger workflows in response to customer signals by using Power Automate.

Rely on a productive and trusted platform

Shorten time to value with a self-service CDP built on Azure, with the flexibility to bring your own Azure data lake. Support stringent compliance requirements of US government agencies and the General Data Protection Regulation (GDPR) with built-in privacy, security, and governance tools while retaining full ownership of your data. Rely on Microsoft expertise in AI research, responsible AI, and cloud, data, and developer platforms to surface insights that help you serve your customers better.

Adapt and extend the solution for your needs

Get started quickly with intuitive, guided experiences. Extend Customer Insights using Azure Synapse Analytics to combine customer data with financial, operational, and unstructured IoT data to build custom machine learning models. Connect your customer data with Microsoft Power BI to customize dashboards and reports. Build custom apps with embedded customer insights by using Microsoft Power Apps.