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Dynamics 365 Customer Insights Reviews & Product Details

Dynamics 365 Customer Insights is a powerful, real-time customer data platform (CDP) brings together transactional, behavioral, and demographic data to create multi‑dimensional profiles. Activate real‑time insights across the customer journey and on destinations including analytics, marketing, advertising, and customer engagement platforms through turnkey integrations with Microsoft and third‑party applications.

Seller

Microsoft

Discussions

Dynamics 365 Customer Insights Community

Overview by

Diana Hoffman

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Nirjal S.

Senior Technical Specialist

Enterprise (> 1000 emp.)

9/19/2023

Business partner of the seller or seller's competitor, not included in G2 scores.

"Microsoft"

5/5

What do you like best about Dynamics 365 Customer Insights?

Microsoft products is very reliable and easy to use for everyone. Also they available on everywhere. That product user friendly and also Microsoft products coming with complete setup so no need to use other products for any single task complete. Review collected by and hosted on G2.com.

What do you dislike about Dynamics 365 Customer Insights?

There is no any such things to dislike for Microsoft products. Because that are very useful in our day to day activities in office or daily use. Because everyone use that product. Review collected by and hosted on G2.com.

Nayan T.

Sales Manager

Mid-Market (51-1000 emp.)

8/15/2022

"Customer Insight - Tresure Hunt Made easy"

4.5/5

What do you like best about Dynamics 365 Customer Insights?

It's enable an organisation to build customer 360 and get deeper business insights by integration multiple systems and collate both structure and instructed data Review collected by and hosted on G2.com.

What do you dislike about Dynamics 365 Customer Insights?

Limited Custom Models that can used a card Review collected by and hosted on G2.com.

Verified User in Education Management

Mid-Market (51-1000 emp.)

9/12/2018

"Works well"

4.5/5

What do you like best about Dynamics 365 Customer Insights?

Good software that works well with a large company. It can service many different softwares. Review collected by and hosted on G2.com.

What do you dislike about Dynamics 365 Customer Insights?

Doesn’t offer as much as we had in the past. Review collected by and hosted on G2.com.

Salik Y.

Mid-Market (51-1000 emp.)

5/8/2020

"A good tool that helps organizations connect with their customers"

3.5/5

What do you like best about Dynamics 365 Customer Insights?

- Unify all customer data from multiple sources onto a single insight page.

- Powerful tools that uses the customer's data and profiles to perform quick and intuitive analytics processing.

- Ability to customize using Microsoft Power Platform. Review collected by and hosted on G2.com.

What do you dislike about Dynamics 365 Customer Insights?

- It requires a significant investment and commitment of time.

- Setting up the customer profiles are somewhat tricky. Although it is improving over the updates. Review collected by and hosted on G2.com.

Recommendations to others considering Dynamics 365 Customer Insights:

Customer Insights provide a growing businesses great overview of their customers but having the information spread across various sources and platform and the time needed to collect and organize them is revenue lost or losing your customer altogether. Tools such as Microsoft Dynamics 365 provides businesses the holistic information, which saves the business and help them understand their customer's need.

The Microsoft team also offers a demo of this system, which you can try for free to ensure that it works for you. It is tool that you might initially think would not do much for your business but when you use it for the first time and see its performance your opinion might change.Its free to try, so why not check it out and decide for your self. Review collected by and hosted on G2.com.

What problems is Dynamics 365 Customer Insights solving and how is that benefiting you?

- Provides a holistic view of customers which is beneficial for the Sales and account identifying high value customers.

- Combine data from multiple sources such a POS and online to generate insights for the customers (via which offers can be tailored to the customer's need which would result in brand loyal and additional revenue generation) Review collected by and hosted on G2.com.

Jose F.

Sales and Marketing

Small-Business (50 or fewer emp.)

1/22/2020

"User adoption, performance and really feel great factor has actually shown up after the launch"

4.5/5

What do you like best about Dynamics 365 Customer Insights?

Just how very easy it is to rotate up a Version Driven App and Release it to a set of particular users. No more is Dynamics a one fit Internet Client for all. We can release several Sales Apps for various sales functions. The Indigenous assimilations with Azure, Circulation, PowerApps and Power BI make expanding the OOB refines very easy and also we can achieve rapid advancement. Review collected by and hosted on G2.com.

What do you dislike about Dynamics 365 Customer Insights?

It has clearly had a lot of financial investment in the last couple of years specifically, and also its amazing where it is now vs a few years ago. Nonetheless, there are numerous new services and features it is challenging to continue top of points and likewise choose the right approach/ technique. The deprecation of solutions, since something better is changing it, might be much more clear. Review collected by and hosted on G2.com.

Recommendations to others considering Dynamics 365 Customer Insights:

Characteristics 365, or CDS, lacks uncertainty in my mind the platform for Business Line Apps, whether you take a component like Sales, Solution or Advertising the ecological community around the System makes advancement quick, simple, incorporated and manageable. If your organisation already utilizes Workplace 365 then Characteristics 365 is a no-brainer. Review collected by and hosted on G2.com.

What problems is Dynamics 365 Customer Insights solving and how is that benefiting you?

Characteristics 365 has actually completely altered the brand-new uci as well as the entire system (combined customer interface) has truly assisted with customer adoption, efficiency, and general feeling. The indigenous Assimilation with Circulation, Power BI, Teams and Azure really makes life very easy to quickly extend as well as team procedures. PowerApps have significantly raised rapid advancement and also even provided end customers the capability to create their Applications. Review collected by and hosted on G2.com.

Verified User in Chemicals

Mid-Market (51-1000 emp.)

5/2/2020

"An easy to use software"

4.5/5

What do you like best about Dynamics 365 Customer Insights?

You can get data from multiple sources and all of the data can,be combined and compared with. Easy to use with a good format and good visuals Review collected by and hosted on G2.com.

What do you dislike about Dynamics 365 Customer Insights?

Sometimes you need help to figure things out especially for more in depth analysis Review collected by and hosted on G2.com.

Recommendations to others considering Dynamics 365 Customer Insights:

It's best to get some training to fully take advantage of the software Review collected by and hosted on G2.com.

What problems is Dynamics 365 Customer Insights solving and how is that benefiting you?

You need to understand the software to use it to an advantage and that might take time unless you get training.

I like that visuals are there to support and help in tracking Review collected by and hosted on G2.com.

Breanna R.

Ops Mgr

Mid-Market (51-1000 emp.)

9/12/2018

"A helpful tool for data collection"

4/5

What do you like best about Dynamics 365 Customer Insights?

This is a really nice program to organize data from various endpoints and locations and then can create actionable insights for your team. Review collected by and hosted on G2.com.

What do you dislike about Dynamics 365 Customer Insights?

Setting up customer insights is not really straightforward as you'd think. It's not extremely difficult, but it does demand many steps that could drive you away. However, the program is new so hoping this improves over time. Review collected by and hosted on G2.com.

Recommendations to others considering Dynamics 365 Customer Insights:

Currently, the Customer Insights does not have many data sources that it supports out of the box. As of now, I believe it is just CSV files, Dynamics 365, and Hub Data APIs. This is a bit disappointing, but it still is worth it. Review collected by and hosted on G2.com.

What problems is Dynamics 365 Customer Insights solving and how is that benefiting you?

Tracking KPI's is one of our favorite features, and it is handled very well. We also can see the WHOLE customer journey on one dashboard. It helps us predict their needs and enhance future engagements. Review collected by and hosted on G2.com.

Young K.

CEO

Management Consulting

Mid-Market (51-1000 emp.)

8/16/2018

"Microsoft Dynamics 365 for Customer Insights operations for customer satisfaction"

5/5

What do you like best about Dynamics 365 Customer Insights?

Microsoft Dynamics 365 for Customer Insights allow gathering of information from different sources and consolidation for an actionable insight. this information can help an organization identify new needs and preferences for their customers. Review collected by and hosted on G2.com.

What do you dislike about Dynamics 365 Customer Insights?

The fact that you cannot use this software without an internet connection make it limited. Review collected by and hosted on G2.com.

Recommendations to others considering Dynamics 365 Customer Insights:

Microsoft Dynamics 365 for Customer Insights is the best software as far as good organizational customer service is concerned Review collected by and hosted on G2.com.

What problems is Dynamics 365 Customer Insights solving and how is that benefiting you?

I use this software in my online marketing business to ensure that i take action upon concerns of all my clients Review collected by and hosted on G2.com.

Amir G.

Account Executive Recruitmnet Advertising

Publishing

Enterprise (> 1000 emp.)

7/25/2018

Business partner of the seller or seller's competitor, not included in G2 scores.

"Microsoft Dynamics 365 fpr Customer Insights"

5/5

What do you like best about Dynamics 365 Customer Insights?

The programs allows customers to manage their accounts designated by the product they purchased allowing instant access to information that are crucial to the business. Review collected by and hosted on G2.com.

What do you dislike about Dynamics 365 Customer Insights?

The difficult process of filtering account and information. Searching for accounts and product could be a challenge when there are duplication in the system. Review collected by and hosted on G2.com.

Recommendations to others considering Dynamics 365 Customer Insights:

For all Microsoft Dynamics programs, It does take some time to get uses to it but that should not effect the learning curve for users. Review collected by and hosted on G2.com.

What problems is Dynamics 365 Customer Insights solving and how is that benefiting you?

The programs is used as a tool to access accounts and available products for clients that purchased recruitment solutions. Tracking the progress of every product and making changes to it. Review collected by and hosted on G2.com.

Verified User in Internet

Mid-Market (51-1000 emp.)

9/12/2018

"Great for sales teams"

4/5

What do you like best about Dynamics 365 Customer Insights?

Dynamics has a lot of functionality outside of just being a CRM - an internal chat system, a really solid calendar interface, and other apps that make it a fantastic all-in-one platform. Does have solid functionality for sales teams when it comes to being a CRM. Integrates with several vendors and applications. Review collected by and hosted on G2.com.

What do you dislike about Dynamics 365 Customer Insights?

Does not have much functionality of being a tool that other teams can use - IE, marketing, etc. Reporting is very flawed and not user-friendly. Review collected by and hosted on G2.com.