Dynamics 365 Customer Insights Data Overview

Dynamics 365 Customer Insights - Data (formerly Dynamics 365 Marketing) brings together essential tools for tailoring 1:1 interactions at scale. In this overview video, Kate covers some of the basic functionality and possibilities.
Connect with Cobalt to take a deeper look at sales and marketing software for your association, certification organization, or SMB:
cobalt.net/dyn...
Read more about Dynamics 365 Customer Insights:
www.cobalt.net...
Video Highlights
00:58 Customer Insights Data interface
1:12 Data unification process in Customer Insights Data
2:14 Mapping tables and source fields in Customer Insights Data
2:30 Removing duplicate customer records
2:42 Match customer records between tables
2:58 Customizing unified customer profiles in Customer Insights Data
3:27 What’s included in unified customer profiles
4:10 Segmentation functionality in Customer Insights Data
5:02 Using quick segments in Customer Insights Data
Transcript Highlights:
Welcome back to Cobalt’s channel where we stay focused on the latest AMS and CRM news for mid-sized associations and SMBs!
Today, we’ll quickly look at Microsoft Dynamics 365 Customer Insights - Data.
Together with Dynamics 365 Customer Insights - Journeys, it has replaced the D365 Marketing package.
Dynamics 365 Customer Insights empowers marketing, sales, and service professionals to tailor 1:1 interactions at scale.
Seamless integrations with Microsoft and third-party applications yield real-time insights that have been transforming our raw data into actionable strategies for our team.
Let me show you how Customer Insights - Data, Microsoft's innovative customer data platform (CDP) is designed to usher associations and businesses into a new era of member and customer-centric operations.
If you’re familiar with D365 Marketing, the Customer Insights - Data interface will look a little different than what you’re used to.
Using a sleek and simple design, we have everything we need to set up data connections and unify third-party data into customer profiles: “Customers”, “Data”, and “Insights”.
What I love about this design is how intuitive it is to use.
You won’t be overwhelmed when you experience it for the first time, which will make it easier to adopt this new, powerful tool.
A huge benefit of the merge between D365 Marketing and Customer Insights is the ability to easily connect data from multiple platforms in one place, without code!
[Dynamics 365 Customer Insights Data Walkthrough]j
Dynamics 365 Customer Insights - Data will become a cornerstone for associations and organizations pushing to elevate member and customer engagement, refine their marketing strategies, or mine their AMS and CRM data for hidden trends and actionable insights.
Your staff members don’t need to be reporting or coding wizards.
Customer Insights - Data makes it easy to ingest and unify data sources, run predictive models, create customer segments, and establish connections and exports to streamline data processing across applications.
This enables businesses to make informed decisions, refine customer segmentation, drive targeted campaigns, and enhance overall business strategies.
Thanks for watching my high-level overview of Customer Insights - Data.
I’d love the chance to dig into the tools and possibilities for your team one day soon.
Let me know if you have any questions in the comments below, and reach through the link in the description to get in touch with our team of experts for a quick introduction call or an initial product showcase for your team.

[@blackfincloudservices2844]

Excellent job - thanks!

[@gayasuddin9843]

this is a very decent video 👌