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 banking scenario, you'll see
how Debra Berger, a personal wealth manager
at a large bank, uses Dynamics 365 Customer
Insights on a Power App on her phone
to gain a 360-degree view of her customers.
Debra can see a list of her customers and even get a breakdown by segment, such as "top customers."
Today, she's gotten a call from one of her
best customers, Farah Basketter,
and Debra decides to do some quick research before calling her back.
She can see Farah's address, her occupation,
and how long she's been a customer.
Debra also gets important KPIs about Farah,
such as an AI-driven churn score, assets under
management, number of open accounts, and a
history of recent interactions.
The timeline view gives Debra a closer look
at the information behind those KPIs.
She can see a breakdown of accounts by type,
as well as the opening date and balance 
of those accounts.
Debra can also review a timeline of Farah's
transactions and her credit score over time,
to see if anything stands out that could help
inform her conversation with Farah.
Most exciting of all, the app leverages the
intelligence of Customer Insights to recommend
AI-driven "next-best-actions" to help Debra
target activities that will serve Farah's
needs and maximize her value as a customer.
These intelligent insights extend to all of
Debra's customers, and she can use the
Insights tab to discover top recommendations 
across her business.
Debra can quickly check the Resources tab
to find news and information that might be
useful to share with customers like Farah.
And she can do all of this in about two minutes
with Customer Insights right at her fingertips.
For more information about what's possible
with Dynamics 365 Customer Insights,
contact your Microsoft representative, 
or visit our website.
