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 constituents.
In this brief nonprofit scenario,
you’ll see how Cara Coleman,
a donor relations manager for a nonprofit organization,
uses Dynamics 365 Customer Insights
on a Power App on her phone
to gain a 360-degree view of her constituents.
Cara can see a list of her constituents,
including donors and volunteers,
and even get a breakdown by segment,
such as “Top Constituents.”
She opens the profile for one of her top constituents, Ruth Paladini, to take a closer look.
Cara can see relevant constituent details
such as Ruth’s job title and location,
her age and donor type, as well as her most recent gift.
Cara also has access to Ruth’s LinkedIn
profile,
and she can see from the dollar-sign indicator
in the top right corner
that Ruth’s company has a corporate match program.
Cara also gets important KPIs about Ruth,
such as her lifetime gift total,
her largest gift given, and a proposed ask,
which is the suggested dollar amount for a donation request based on an AI-generated “propensity-to-give” score of “Excellent.”
Below that, Cara can see a list of suggested
touchpoints with Ruth,
including emailing an impact report, going to a virtual gala Ruth plans on attending,
and a making a thank you call.
The timeline view gives Cara a closer look at the information behind those KPIs and suggested touchpoints.
She can see a breakdown of Ruth’s donations by type
as well as a detailed history of past donations.
Cara can also review Ruth’s past engagement activities
and she can see past touchpoints as well.
Most exciting of all, the app recommends AI-generated
“next-best-actions”
based on insights pulled from disparate data sources.
In this case, because of Ruth’s high propensity to give,
the app recommends that Cara invite her
to the next fundraising event,
and that she schedule a one-on-one virtual meeting
to discuss Ruth’s funding interests.
AI-driven insights extend to all of Cara’s constituents,
and she can use the Insights tab
to discover the top recommendations.
Cara can quickly check the Resources tab to
find relevant news and information
that might be useful
in conversations with her constituents.
And she can do all this right on her 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.
