Microsoft Dynamics 365 for Customer Insights

A more complete and actionable view of every

customerMicrosoft Dynamics 365 for Customer Insights Video

Do you sometimes have to look in two or three different places to understand a customer’s needs? Is prioritizing leads and nurturing prospects a daily challenge for you and your team? Are you finding your customer information to be incomplete at best?

Microsoft Dynamics 365 Customer Insight will capture and consolidate every detail. From your ERP and CRM systems... from Office, Outlook, and LinkedIn… from social and 3rd party platforms: all available information on all active customers in one platform.

And Arbela Technologies will build and deploy D365 Customer Insights so that it supports the strategic goals you want that data to drive, such as...

  • Improving conversion rates on lead nurture programs

  • Increasing overall lifetime value via targeted customer service 

  • Optimizing lead scoring, as well as upselling/upgrading opportunities

  • ...and so much more

Are you ready for a 360-degree view of everyone in your ecosystem?

Moving from reactive to predictive customer insights via AI

Predicting your customers exact needs isn’t guesswork: it’s a science. And it’s a science fueled by AI.

It begins with pulling and merging all available customer data — behavioral, transactional, observational — and applying AI and machine learning to segment your audience, build personae, and create an informed course of action for each persona built. 

Arbela’s teams of technologists and business consultants will help you build customer journeys and environments specific to your business needs and system, identify the data that engages and inspires your customers, and integrate complete customer profiles into your CRM and ERP system.

Acting on insights

Our goal is not to simply present the data, but to help you and your team use it to optimal effect.

By integrating Customer Insights data streams into marketing automation platforms, your emails solutions, website, and sales systems, insight is transformed into actions, interest becomes decisions, and prospects become customers.

Power Insights with Artificial Intelligence

Predictive Scoring

Enable business users to apply artificial intelligence (AI) to predict a range of business outcomes such as: which of my leads should I focus on, which cases should I escalate, which opportunities will convert this period and which of my accounts are at risk of churn?

Utilizing predictive scoring can benefit by;

  • Business users can predict any business outcome
  • Automatically discover best predictive signals
  • Continuous scoring of incoming data
  • Determine interpretable predictive factor


As your customers and prospects move through their lifecycle, segmenting them into the right buying stage, determining the right messaging and timing becomes important.  Leverage the AI capabilities of Customer Insights to drive the right segmentation for your customers and prospects.



Predictive Matching

Data from multiple sources often leverages different fields to unique identify records, what your eCommerce solution calls a customer and what your CRM system calls a customer can often be different.  Utilize advanced algorithms to match data from multiple data fields into a single profile, providing a matching percentage or confidence interval for each match.  Gaining a stronger 360 degree view of your customer data.

Big Data made easy with Customer Insights