Microsoft Dynamics 365 Customer Insights is an intuitive and flexible Customer Data Platform (or CDP)
that unlocks insights and powers
personalized customer experiences.
Unify all your customer data across the full range
of sources to get a single view of customers.
In this brief restaurant scenario,
you’ll see how Samuel Perkins,
the manager of a quick-service restaurant,
uses Dynamics 365 Customer Insights
on a Power App on his phone to gain
a 360-degree view of his customers.
Samuel can see a list of his customers
and even get a breakdown by segment,
such as “Top Engaged Customers.”
He opens the profile for one of
his most engaged customers.
Arnaud Leathes, to take a closer look.
He can see customer details such as
food allergies, reward points,
and member status, as well
as Arnaud’s preferred store.
Samuel also gets important KPIs about Arnaud,
such as his net promoter score,
his annual spend and average spend per order,
and his total orders for the current year.
And he can see a history of Arnaud’s recent interactions, including web visits, online chats, and visits to the store.
The timeline view gives Samuel a closer look
at the information behind those KPIs.
He can see a breakdown of Arnaud’s most purchased products as well as a detailed history of past orders.
Samuel can also review Arnaud’s
satisfaction survey score over time.
The app even recommends “next-best-actions”
based on insights pulled from disparate data sources.
In this case, seeing that Arnaud
is active on social media,
it recommends that Samuel offer him a discount on
his next order for tagging the store in a social mention.
AI-driven insights extend to
all of Samuel’s customers,
and he can use the Insights tab
to discover top recommendations.
Samuel can quickly check the Resources tab
to find news and information about
the industry to help him stay informed.
And he can do all this right on his phone in about
two minutes with the Customer Insights Power App.
For more information about what’s possible
with Dynamics 365 Customer Insights,
contact your Microsoft representative,
or visit our website.
