AI Sales Insights & AI Customer Insights

Enhance each customer interaction, sales activity, and business
decision with Sales Insights & Customer Insights for Dynamics 365

Use an intuitive and flexible customer data platform (CDP) to unlock insights and power

personalized customer experiences. Unify all your customer data across the full range of

sources to get a single view of customers. Maximize customer lifetime value with AI-driven

insights based on unified customer profiles. Transform into a customer-centric organization

where marketing, sales, and service professionals have the insights they need to personalize

engagement. See results faster with a ready-to-go CDP designed to deliver insights that can

be acted upon with minimal training and IT assistance. Win more deals by enhancing each

customer interaction, sales activity, and business decision.


Make the Benefits of AI a Reality for your Business

Enable field sellers, inside sales, and managers to minimize routine tasks, build relationships

through personalized engagement, and lead sales teams proactively with AI-driven insights.

Identify what Is and Isn’t Working

Automatically transcribe and analyze customer emotion, sentiment, conversation content, and

speaking style. Discover what customers are responding well to so you can replicate successful

call strategies across your whole team.

Make Strategic Decisions

Easily pinpoint emerging customer needs that can help grow your business. Stay ahead of the market with insights that are derived from brand and competitor mentions. Get answers in real-time with natural language Q&A based on sales and conversation data.

Find the Best Opportunities

Increase conversion and win rates by using machine learning to prioritize leads and opportunities with the highest likelihood to convert and buy.

  • Secure warm introductions from colleagues who already have active relationships with prospects based on Microsoft Exchange data. Build trust with AI-guided selling, including talking points and next best actions.

  • Optimize email interactions and get contextual, real-time prompts that suggest new records to create as you enter notes. Monitor and nurture customer relationships with a relationship health score based on unified data from Dynamics 365, Office 365, and LinkedIn.

  • Customize AI-driven next best actions with an easy-to-use configuration tool—no code required. Adapt the prebuilt predictive models for lead and opportunity scoring with custom signals for your specific business needs.

  • Stay on top of key sales activities with an assistant that’s always working behind the scenes to streamline work and provide proactive suggestions.

  • Go into meetings prepared with a comprehensive meeting brief that includes key insights about the company and attendees. Find out who in your company knows the attendees, and see personalized talking points based on past conversations.

  • Eliminate manual data entry and speed up meeting wrap-up by using your phone’s camera to capture and convert notes and business cards into new records in Dynamics 365.

  • Count on a ready-to-go assistant that keeps learning. Customize the assistant with an easy-to-use configuration tool to make it even more helpful.

  • Bring together all your transactional, observational, and behavioral data for consumers and enterprises by using prebuilt connectors for popular data sources. Unify your data by resolving customer identities with recommendations based on AI and machine learning. Build rich customer profiles by incorporating audience intelligence from Microsoft Graph.

  • Employ quickstart machine learning templates to predict churn or the next best action. Discover new audience segments with AI-driven recommendations, or create your own. Embed Customer Insights cards into your Dynamics 365 business application or external applications to drive informed action. Trigger workflows in response to customer signals by using Microsoft Flow.

  • Get started quickly with intuitive, guided experiences. Extend the solution with familiar Azure services and tools, and use your own 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 PowerApps.

  • Shorten time to value with a self-service CDP built on Azure, with the flexibility to bring your own existing Azure data store. Help support data privacy and General Data Protection Regulation (GDPR) compliance with corporation-ready security and built-in governance tools while retaining full ownership of your data. Rely on Microsoft expertise in AI research and cloud, data, and developer platforms to surface insights that help you serve your customers better.

Call us at (855) 227-0700 for more information about Dynamics 365 Marketing pricing & implementation