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Dynamics 365 Customer Insights: The “Matchmaker” in the Microsoft Stack

Still using business cards? Wouldn’t it be tremendous if every customer and prospect who visited your website, your booth, or interacted with you in any way/shape/form always gave you their card at the outset?

And wouldn’t it be even better if that card had more than just a name, job title, company name, and contact info, and also included demographic and psychographic info, as well? Every detail on the products and services that piqued that person’s interest, during every interaction they had with your business?

Finally, wouldn’t it be extraordinary if that card was always up-to-date? Always accurate contact information, always accurate business details, always accurate targeting of a person's areas of interest...

That’s what an implementation of Dynamics 365 Customer Insights by Arbela Technologies can deliver. You can read more about it here, or you can watch our recent webinar:

D365 Customer Insights: Map, Match, and Merge Technology

There’s  a fundamental change occurring across industries and organizations as customers have access to more content: every website visit, every use of a product, every touchpoint and interaction with an organization generates data that can be used to better understand a customer’s needs and, ideally, even anticipate them.

With Microsoft Dynamics 365 Customer Insights, you have a prepackaged solution that gives you the ability to do exactly this. By leveraging Microsoft A.I. tools, and data captured and collected across the Microsoft Stack, you can create a “from the ground up,” holistic view of your customers.

But it’s more than just a view. D365 Customer Insights also helps guide decision making and enables you to take meaningful actions that always put the customer first. And, as you’ll see, it’s all in “the cards.”

Microsoft has created a standardized data model that allows you to manually dictate the relationships between data sources ingested by Dynamics 365 for Customer Insights called Map, Match and Merge Technology .
Herein, unifying your data consists of three steps: 

  1. Map your ingested data
  2. Match data from one data source to another
  3. Merge your profiles

Once you have completed the Map, Match and Merge you can build your customer card

A customer card consists of enriching the profile by taking advantage of data from Microsoft’s Graph, which is basically hundreds of millions of data points that Microsoft has collected and categorized about consumer behavior.

The idea behind enriching your customer profile is to compare your existing customers with the interests and brand affinities of people who are similar to them, based on age, gender and location. For marketers, this is invaluable, but also very difficult and costly to do with just their own data. However, with D365 Customer Insight, enriched customer profiles are not merely a feature: they’re the very foundation.

Want to learn more about Map, Match, and Merge technology in D365 Customer Insights, and the building and business applications of customer cards? Watch the webinar, or contact Arbela for a free consultation.