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Dynamics 365 Customer Insights Data - Simply Explained
17 ago 2026 ·
19 min. 49 sec.
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Dynamics 365 Customer Insights Data - Simply Explained
Descrizione
When sales, service and marketing each see a different version of the same customer, people get the wrong offers and repeat themselves. This episode explains Dynamics 365 Customer Insights -...
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When sales, service and marketing each see a different version of the same customer, people get the wrong offers and repeat themselves. This episode explains Dynamics 365 Customer Insights - Data for CRM, marketing and data teams. You learn how one unified customer profile, measures and segments lead to better-informed customer conversations.
In this episode
Key takeaways
Worth quoting
“Each team still needs tools built for its job. What they need is one shared customer file that can connect the separate records.” – Mirko Peters (03:17)
“If sales calls someone a high value customer while marketing uses a different calculation, the customer experience splits again. A shared measure gives everyone one agreed way to look at the question.” – Mirko Peters (12:15)
Explore more on M365.FM
Follow and rate M365.FM in your podcast app, and join the free M365 community at m365con.net.
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In this episode
- 00:00 – One customer, three stories
- 00:33 – Why scattered customer data creates bad decisions
- 03:30 – What Customer Insights - Data actually is
- 06:47 – Building the unified customer profile
- 11:26 – Measures, enrichment and predictions
- 14:43 – Segments and activation
- 17:35 – Privacy, security and the CDP difference
- 19:30 – Conclusion
Key takeaways
- Dynamics 365 Customer Insights - Data is a customer data platform that maps, matches and de-duplicates records from many systems into one unified customer profile.
- Measures, enrichment and AI predictions such as churn turn profiles into answers, but predictions are signals that still need human review.
- Segments and destinations put the shared profile to work across sales, service and marketing, while consent, privacy and access control must be designed in from the start.
Worth quoting
“Each team still needs tools built for its job. What they need is one shared customer file that can connect the separate records.” – Mirko Peters (03:17)
“If sales calls someone a high value customer while marketing uses a different calculation, the customer experience splits again. A shared measure gives everyone one agreed way to look at the question.” – Mirko Peters (12:15)
Explore more on M365.FM
- Episode page: the full episode with chapters, key quotes and a short FAQ
- Dynamics 365 Customer Insights – the episode's subject: Customer Insights - Data as the CDP, Journeys for communications
- Dynamics 365 – the app family whose sales and service records feed the unified customer profile
- Dynamics 365 Sales – the CRM for deals and leads that Customer Insights - Data extends rather than replaces
- Dataverse – often supplies sales and service records as a data source for Customer Insights - Data
- Related episode: Dynamics 365 Customer Insights - Simply Explained
Follow and rate M365.FM in your podcast app, and join the free M365 community at m365con.net.
Become a supporter of this podcast: https://www.spreaker.com/podcast/m365-fm-microsoft-365-azure-cloud-power-platform-ai--6704921/support.
Informazioni
| Autore | Mirko Peters M365, Azure & AI |
| Organizzazione | m365 FM |
| Sito | www.m365.fm |
| Tag |
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