Home Dynamics 365 Customer Insights

Certified Microsoft Solution Partner · AI + Data

Customer data that
thinks and acts.

Unify data from every touchpoint into a single 360° customer profile. Deliver high-impact AI-powered marketing automation, personalized journeys, and real-time engagement with Microsoft's unified Customer Insights platform. SchwettmannTech implements in 8–14 weeks.

Explore Platform

Microsoft Solution Partner

12–16 Week Delivery

GDPR · CCPA · SOC 2

500+ Connectors

360°

Unified customer view

Average ROI realised

Lower TCO vs. competitors

12 wks

Live in as few as 12 weeks

Customer Insights — Live Demo

Live

Sarah Mitchell

Enterprise · Since Jan 2022 · 14 touchpoints today

Health Score

CLV Tier

🥇 Platinum — $84K

Churn Risk

▼ Low — 4%

Propensity

↑ Upsell 78%

Segment

Power User

Recent Signals

Viewed pricing page × 32m ago

📧Opened renewal campaign email1h ago

📞Support ticket resolved (CSAT: 5★)2d ago

Purchased Add-on Module B5d ago

AI Audience Builder✦ Copilot-Powered

"Show me enterprise customers with high CLV who haven't engaged in 30 days and have upsell propensity above 65%"

EnterpriseCLV: HighInactive 30dPropensity >65%+ Add filter

🎯 High-Value Re-Engagement2,847 profiles

📈 Upsell Propensity Top Tier1,203 profiles

Lookalike — Converts in 14d644 profiles

Re-Engagement Journey — Live

🔔

Trigger: Profile inactive 30 days

Fires in real-time from profile event

● Live

📧

Send personalised re-engagement email

AI-optimised subject line + send time

● Live

🔀

Branch: Did they open within 48h?

Yes → upgrade CTA · No → SMS nudge

⏳ Wait

✅

Goal: Demo booked or upsell confirmed

Notify sales rep via Teams

● Live

4,821

In journey

38.4%

Open rate

$124K

Pipeline gen.

360°

Unified customer profile across all touchpoints

Average ROI for Customer Insights deployments

Lower TCO vs. Segment, Salesforce CDP & Adobe

Reduction in integration complexity vs. multi-vendor stacks

Works with your stack

Salesforce

SAP

Shopify

Google Analytics

Adobe

HubSpot

Azure

Power BI

360° Unified Customer Profiles500+ Pre-built data connectorsReal-time journey triggers in <1 second40% lower TCO vs. Segment & Salesforce CDPAI segmentation with Copilot NL queries12–16 weeks to go liveGDPR · CCPA · GDPR compliantMicrosoft Solution Partner · AI + Data Certified360° Unified Customer Profiles500+ Pre-built data connectorsReal-time journey triggers in <1 second40% lower TCO vs. Segment & Salesforce CDPAI segmentation with Copilot NL queries12–16 weeks to go liveGDPR · CCPA · GDPR compliantMicrosoft Solution Partner · AI + Data Certified

Platform Capabilities

Everything you need to know and activate every customer.

A complete suite of CDP and marketing automation capabilities built into a single Microsoft-native platform — no bolt-ons, no data silos.

🔗Unified Profiles

360° customer view — from any source, in real time

Aggregate data from Dynamics 365, Microsoft 365, Azure, Salesforce, Shopify, IoT, and offline channels using AI-powered identity resolution into a single persistent profile.

AI identity resolution across anonymous & known users
500+ pre-built connectors — Salesforce, SAP, Shopify
Custom attributes, multi-entity relationships
Real-time profile updates on every signal

🧠AI Segmentation

Build audiences in natural language with Copilot

Predictive AI models surface churn risk, CLV, and purchase propensity. Segments update automatically as profiles evolve.

Natural language segment creation
Churn, CLV & propensity models
Lookalike audiences & RFM scoring

Real-Time Journeys

Trigger journeys in <1 second

Not batch. Real-time trigger-based journeys across email, SMS, push, web, and WhatsApp — activated by customer events the moment they occur.

Lead Scoring & Nurture

MQLs that sellers actually trust

Automated lead scoring based on cross-channel behavior. Nurture prospects with personalized content until they are sales-ready, then route automatically to sellers.

Event Management

End-to-end webinars & trade shows

Native management of webinars, conferences, and virtual events with Microsoft Teams integration. Automate registration, check-in, and follow-up journeys.

Analytics & Dashboards

Native Power BI — one pane of glass

Journey performance, campaign ROI, customer health scores, and revenue attribution — all in native Power BI dashboards without data exports.

🧩Extensibility

Extend with Power Platform & Azure — no limits

Power Apps, Power Automate, Azure Synapse, and REST APIs mean every business process can be connected.

Power Apps & Power Automate low-code automation
Azure Synapse & Data Lake export
Teams & Outlook native integration

Email Excellence

Hyper-personalized email at scale

Drag-and-drop designer, A/B testing, and AI-powered send-time optimization for maximum engagement.

🔒Compliance

GDPR & CCPA Native

Consent management and double opt-in built-in for zero-risk marketing operations.

💰Cost Advantage

40–60% lower TCO than separate CDP + MAP stacks

Microsoft's unified license includes both CDP and marketing automation, delivering massive cost savings compared to Twilio Segment + HubSpot/Marketo.

Salesforce Data Cloud: ~$500KAdobe RT-CDP: ~$480KD365 CI: ~$303K ✓

Business Impact

ROI you can measure within 6–9 months.

Typical outcomes from SchwettmannTech Customer Insights implementations — across marketing efficiency, revenue growth, and customer retention.

360°

Unified customer profile across all touchpoints and channels

Average ROI reported by Dynamics 365 Customer Insights customers

Lower total cost of ownership vs. Segment, Salesforce CDP & Adobe

Reduction in integration complexity vs. multi-vendor MarTech stacks

Implementation

From kickoff to live in 12 weeks.

Our proven 5-phase delivery framework minimises risk, accelerates time-to-value, and ensures sustainable adoption across marketing, sales, and service teams.

Phase 1

Discovery & Strategy

2–3 weeks

Data maturity assessment, use-case prioritisation workshops, integration requirements, and KPI framework definition aligned with business objectives.

Data auditUse-case mappingKPI framework

Phase 2

Data Foundation & Unification

3–4 weeks

Environment setup, data ingestion pipelines, identity resolution rules, custom attribute creation, and data quality validation.

Ingestion pipelinesIdentity resolutionData quality

Phase 3

AI Models & Advanced Insights

3–4 weeks

Deploy predictive models (CLV, churn, propensity), data enrichment integrations, custom KPIs, and Power BI analytics dashboards.

CLV modelChurn predictionPower BI

Phase 4

Journey Orchestration & Activation

3–4 weeks

Channel setup (email, SMS, push, WhatsApp), workflow automation, dynamic content rules, and consent & preference centre implementation.

Channel setupAutomationConsent management

Phase 5

Training, Launch & Optimisation

2–3 weeks

User and admin training, pilot campaign launch, KPI tracking dashboard, user feedback collection, and continuous optimisation cadence.

TrainingPilot launchOptimisation

Pricing

Transparent pricing. No hidden fees.

Profile-based licensing with clear overage rates. Fixed monthly costs that scale with your data volume — from first-party unification to full omnichannel orchestration.

Small Business

^$40,800

per year · billed annually

✓50K unified profiles
✓5K interacted profiles
✓Data + Journeys combined
✓Core AI segmentation
✓Email & SMS channels
✓Standard support

Get Started

8 reasons enterprises choose Customer Insights.

🔗

Unified Microsoft Ecosystem

Seamless integration with Dynamics 365, Microsoft 365, Azure, Teams, and Power Platform eliminates data silos.

60%

reduction in integration complexity vs. multi-vendor stacks

🧠

Enterprise-Grade AI at Scale

Pre-built Copilot capabilities, Azure OpenAI, and custom ML models — without needing a data science team.

average ROI for Customer Insights deployments

Real-Time, Not Batch Processing

Journey triggers fire within milliseconds of a customer event. No overnight batch runs, no stale segments.

<1s

trigger latency from event to activated journey step

All-in-One CDP + Marketing

Data unification and journey orchestration in one license — eliminates the need for separate MAP and CDP vendors.

40%

lower total cost of ownership vs. point-solution stacks

🔒

Privacy & Compliance Built-In

GDPR, CCPA native. Azure data residency for EU, US, UK, and APAC sovereignty requirements.

Fastest Time to Value

SchwettmannTech accelerators and industry templates cut delivery to 12–16 weeks vs. 6–12 months average.

weeks from kickoff to live production environment

Low-Code Power Platform

Extend with Power Apps and Power Automate — no specialist developers needed for most business customisations.

☁️

Azure Cloud Foundation

Built on Azure infrastructure — enterprise-grade security, global availability, and 99.9% uptime SLA.

Industry Solutions

Built for your industry, out of the box.

Pre-configured data models, AI segments, and journey templates tailored to your vertical.

Retail & E-Commerce

Cart recovery, product recs & loyalty

Financial Services

CLV modelling & consent management

Healthcare & Life Sciences

Patient engagement & HIPAA compliance

Manufacturing

Dealer insights & B2B account scoring

Higher Education

Student lifecycle & alumni engagement

Telecommunications

Churn prediction & retention journeys

Travel & Hospitality

Guest recognition & loyalty automation

Energy & Utilities

Consumption analytics & green upsell

Customer Stories

What our customers say.

"SchwettmannTech delivered our Customer Insights implementation in 14 weeks. We now have a single view of 2.3M customers and our email revenue attribution improved by 38% in the first quarter."

Sarah M.

VP Marketing, Retail Enterprise

"The AI churn prediction model identified 12,000 at-risk accounts in our first month. We retained 68% of them with automated journeys. ROI was visible within 90 days of go-live."

James K.

Chief Digital Officer, Financial Services

"We replaced three separate MarTech tools with Customer Insights. Our team now builds segments in natural language — the Copilot integration alone saved 20 hours per week for our data team."

Priya L.

Head of CRM, SaaS Scale-up

FAQ

Common questions.

Everything you need to know about Dynamics 365 Customer Insights — implementation, capabilities, compliance, and ROI.

Talk to a specialist

Microsoft Dynamics 365 Customer Insights is an enterprise-grade CDP that unifies data from every customer touchpoint into persistent AI-enriched profiles, then activates them with real-time journey orchestration. Two layers: Customer Insights – Data (CDP) and Customer Insights – Journeys (activation).

SchwettmannTech's standard implementation runs 12–16 weeks — significantly faster than the 6–12 month industry average. Our accelerators and industry templates compress delivery by 40–60%, with measurable ROI within 6–9 months.

Yes — 500+ pre-built connectors cover Salesforce, SAP (via Azure Data Factory), Shopify, Google Analytics, Adobe Analytics, and any REST API source. We handle custom connector development for bespoke systems.

Yes. GDPR, CCPA, and LGPD controls are native — consent capture, double opt-in, preference centres, DSR automation, audit trails, and data retention policies. Azure data residency satisfies EU, US, UK, and APAC requirements.

Dynamics 365 Customer Insights delivers 40–60% lower 3-year TCO vs. Segment ($420–520K), Salesforce Data Cloud ($450–600K), and Adobe RT-CDP ($480–650K) at mid-market scale — and includes native journey orchestration competitors charge separately for.

Absolutely. Customer Insights supports bring-your-own-model via Azure Machine Learning. Deploy Python or R models and surface predictions as profile enrichment attributes — no platform-specific code required.

Ready to start?

Transform your customer intelligence in 12 weeks.

Get a free CDP assessment from SchwettmannTech. We'll audit your data maturity, map your use cases, and show you exactly what ROI Customer Insights will deliver.

Get Free CDP Assessment Schedule a Demo

Capability	D365 Customer Insights	Segment (Twilio)	Salesforce Data Cloud	Adobe RT-CDP
Native Dynamics 365 integration	✓ Zero-code, native	✗ Connector needed	⚬ Salesforce CRM only	✗ API only
Built-in journey orchestration	✓ Included	⚬ Add-on required	⚬ Separate license	⚬ Extra module
Custom ML models	✓ Azure ML, bring-your-own	⚬ Pre-built only	⚬ Einstein (extra cost)	⚬ Sensei (extra cost)
Implementation time	12–16 weeks	16–24 weeks	20–36 weeks	24–40 weeks
3-year TCO (mid-market)	$283–323K	~$420–520K	~$450–600K	~$480–650K

Customer data thatthinks and acts.

Everything you need to know and activate every customer.

360° customer view — from any source, in real time

Build audiences in natural language with Copilot

Trigger journeys in <1 second

MQLs that sellers actually trust

End-to-end webinars & trade shows

Native Power BI — one pane of glass

Extend with Power Platform & Azure — no limits

Hyper-personalized email at scale

GDPR & CCPA Native

40–60% lower TCO than separate CDP + MAP stacks

ROI you can measure within 6–9 months.

From kickoff to live in 12 weeks.

Transparent pricing. No hidden fees.

8 reasons enterprises choose Customer Insights.

Unified Microsoft Ecosystem

Enterprise-Grade AI at Scale

Real-Time, Not Batch Processing

All-in-One CDP + Marketing

Privacy & Compliance Built-In

Fastest Time to Value

Low-Code Power Platform

Azure Cloud Foundation

Built for your industry, out of the box.

What our customers say.

Common questions.

Transform your customer intelligence in 12 weeks.

Customer data that
thinks and acts.