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 automotive scenario,
you’ll see how Ken Meyer,
the owner of several car dealerships,
uses Dynamics 365 Customer Insights
on a Power App on his phone to gain
a 360-degree view of his customers.
Ken can see a list of his customers and even get a breakdown by segment, such as “Top Customers.”
He drills down to take a closer look at one
of his best customers, Bailey Itzkovici.
Ken can see customer details such as
Bailey’s job title and location,
as well as his age and
most recent purchase.
Ken also gets important KPIs about Bailey,
such as the number of vehicles he’s purchased,
his average monthly maintenance and total net spend,
as well as the number of service appointments he’s had in the past year and how many he’s due for now.
Below that, Ken can see a list of recent interactions
Bailey has had with his dealerships,
including in-person meetings,
phone calls,  test drives, and more.
The timeline view gives Ken a closer look
at the information behind those KPIs.
He can see a breakdown of Bailey’s vehicle purchases as well as the history of those transactions.
Ken can also see what Bailey spends
for maintenance on his vehicles.
And he can review Bailey’s customer
satisfaction survey scores over time.
Most exciting of all, the app
recommends “next-best-actions”
based on AI-generated insights
pulled from disparate data sources.
In this case, the app recognizes that
Bailey is due for maintenance,
and recommends sending an email to let him know about seasonal service deals.
AI-driven insights extend
to all of Ken’s customers,
and he can use the Insights tab
to discover top recommendations.
Ken 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.
