Dynamics 365 Customer Insights

Boost membership, non-dues revenue, and all your sales outreach

The Microsoft Dynamics 365 Customer Insights marketing automation platform meets many of the priorities for mid-sized associations and SMBs.

  • Forecast membership or sales opportunities and build marketing campaigns that capitalize on data-predicted trends
  • Integration with whatever AMS or CRM you’re using today
  • Promote the non-dues revenue offerings that will boost your association’s bottom line
  • Create segmented, highly personalized customer journeys and refine them over time with AI-powered insights
  • Deliver timely, relevant content and messaging with real-time marketing tools
  • Keep your team focused on direct outreach or member engagement with sophisticated, automated marketing campaigns that turn cold prospects into warm or hot leads

Our sales team at Cobalt has been using Dynamics 365 Customer Insights with Dynamics 365 for Sales and we increased qualified leads for our BDRs by 278% over a two-year period. Read about the value of Dynamics 365 Customer Insights (formerly Dynamics 365 Marketing) and then reach out for a quick introduction call or product showcase.

The image is a screenshot of the Customer Insights home page interface with different modules and buttons to help users get started creating and email, creating a customer journey, creating a text message for marketing outreach or any of the main navigational options inside the platform.

Impress Your Members and Prospects

Dynamics 365 Customer Insights is built to flex around your marketing preferences. Start with the customer data interface to find trends and insights that were hidden in your CRM data. Or, begin building the customer journeys that align best with your sales cycle and processes.

Wherever you begin, both halves of Microsoft’s solution work together to help provide the marketing support modern teams need.

  • Seamless sales and marketing alignment directly in your CRM
  • Effective marketing segmentation
  • Personalized, real-time messaging
  • Marketing best practices and cadences built into the system
  • Manage marketing across many channels from one source

An Intuitive Foundation + Endless Integrations

The out-of-the-box features, AI assistance, intuitive interface, and flexibility built into Dynamics 365 Customer Insights mean your team will be up and running with it immediately.

The overall value for your team multiplies with any of these seamless integrations.

AMS and CRM Platform Neutrality

Dynamics 365 Customer Insights has the flexibility for a tailored connection to whatever AMS or CRM your team is currently using.

The graphic includes the logos for Dynamics 365 Customer Insights and popular CRM systems like Dynamics 365 Sales and Salesforce, as well as AMS solutions like iMIS, Fonteva, and Cobalt's association management software, Engagement Dynamics.
A screenshot of the Microsoft Power Automate interface that Cobalt leverages to build association networking tools. The image depicts the "describe it to design it" feature where users enter text to AI and the system creates a flow template, as well as the different flow templates that can be used to connect and integrate to 3rd party platforms. These include Teams, OneNote, SharePoint, Outlook, Excel, and Office 365.

The Power Platform

Leverage hundreds of pre-built connectors in Power Automate (additional license required) or use a free Power BI license to create reporting for trends in your marketing efforts that help you pivot quickly.

Dynamics 365 Sales

Dynamics 365 Customer Insights (and its predecessor, D365 Marketing) were built for one another to give you unmatched sales and marketing alignment in one place.

CRM Excel

Office 365 & More

Get more from the familiar tools your team is already using. Excel, Outlook, Teams, SharePoint, and everything inside the Microsoft Ecosystem are native integrations with Dynamics 365 Customer Insights.

Dynamics 365 Customer Insights FAQs

What reporting features come with Dynamics 365 Customer Insights? 

Dynamics 365 Customer Insights comes with powerful reporting tools out-of-the-box. There’s an advanced find feature that’s helpful for creating lists using any data in the system. You’ll find all the critical marketing KPIs like opens, clicks, page visits, unsubscribes, ect. inside standard dashboards for:

  • Customer journeys
  • Lead generation 
  • Social posting
  • Email marketing

Power BI really expands the reporting capabilities for your team. The business intelligence for decision making it generates makes it one of the most popular applications for interpreting data in — and beyond — your CRM. It compiles advanced cross-database analytics from virtually any data source to help you see what you never could before about your members, prospects, or customers.

We’re not a huge organization. Do we need all the options in Dynamics 365 Customer Insights? 

Dynamics 365 Customer Insights is often a great choice (at an ideal price point) for small-but-growing or mid-sized associations or businesses. It’s easy to pick and choose the tools and functionality that make the most sense for your team.

As a small company, we primarily use:

Segments (to define audience segments and ensure our customers get relevant messages)

Customer Journeys (to plan and execute multi-step, multichannel, segment-activated journeys)

Emails (to build beautiful, personalized emails to engage and respond to your customers) 

This is another area where our team at Cobalt can help. Lean on us for the expertise about what the marketing platform can do. We’ll configure Dynamics 365 Customer Insights so it’s tailored to your needs and business processes.

How long does it take to implement Dynamics 365 Customer Insights? 

We can have your team up and running with Dynamics 365 Customer Insights in 4-12 weeks. The implementation timeline depends on significant factors like how many marketing contacts you are bringing into the system, and the number and complexity of your business processes.

Can we get Dynamics 365 Sales and Dynamics 365 Customer Insights as a package? 

Yes! And that’s an ideal combination for most of the teams we talk to for an AMS or CRM. We’ve done the heavy lifting to compare features and bottom line costs of the most popular systems on the market. The value of Dynamics 365 is clear: Pipedrive vs HubSpot vs Microsoft Dynamics 365.  

What training and support does Cobalt offer? 

We are so proud of our in-house support team at Cobalt. They are a huge part of how we help associations and all our partners get the most out of their AMS or CRM. We’re highly responsive, proactive, and use a support process that has proved itself over the years.

  • Our median first response: 47 minutes
  • Our median support resolution time: 2.2 hours
  • Our current customer satisfaction rating: 95:4%

Our team will coordinate with yours to create a tailored agenda for staff training as a part of your implementation. Those sessions will be recorded and available for your team after your implementation project is complete. That also includes any documentation or handouts we’ve created for your organization. Read more about Cobalt’s Dynamics 365 support and managed services.

Connect with a Dynamics 365 Customer Insights Expert

Let’s save time for a quick introduction call or product showcase soon. We can help your association or business understand exactly how Dynamics 365 Customer Insights can help your marketing presence, sales efforts, non-dues revenue, and more.

Save Time for a Quick Call With Us