Logo of Microsoft Dynamics

Microsoft Dynamics 365 Customer Insights

Regions
Worldwide

Features

CRM
Contact Management, Sales Management, Marketing Automation, Reporting and Analytics, Workflow Automation, Integrations and Data Management, Contact center, Product, Digitalisation & Technology
Contact Management
Customer Profiles, Interaction History
Customer Profiles
Basic Information
Demographic data
Company information
Duplicate management
Duplicate automation
Auto-Formatting
Company data enrichment
Interaction History
Notes and comments on customer conversations
Past purchases and transactions
Communication channels
Sales Management
Lead Management, Opportunity Management
Lead Management
Lead generation and qualification
Lead scoring and prioritization
Lead assignment to sales teams
Automatic lead rotation
Opportunity Management
Target Account List
Playbooks
Marketing Automation
Email Marketing, Events, Campaign Management, Social Media Integration
Email Marketing
Creating and managing email campaigns
Automated follow-up emails
Email tracking and analytics
Events
Events
Participants
Venue Management
Logistics
Sponsorship Management
Campaign Management
Target audience segmentation and targeting (ABM)
Planning and executing marketing campaigns
ROI analysis and reporting
Ads
Retargeting
Ad conversion management
A/B Testing
Social Media Integration
Social media monitoring and engagement
Content planning and publication
Analysis of social media activities
Brand Monitoring
Social Media Optimization
Content Trend Scanner
Reporting and Analytics
Performance Reports, Data Analysis
Performance Reports
Sales performance and results
Marketing return on investment and effectiveness
Data Analysis
Customer segmentation and audience analysis
Trend analysis and predictive models
Data visualization and dashboards
Compliance
Workflow Automation
Task and Calendar Management, Process Automation
Task and Calendar Management
Task and Calendar Management
Calendar integration and scheduling
Automated notifications and reminders
Process Automation
Workflow design and automation
Automated actions and triggers (sequences)
Approval workflows and process streamlining
Integrations and Data Management
Email Integration, System Integrations & Addons, Customization
Email Integration
Email client synchronization
Email tracking and archiving
Email templates and personalization
System Integrations & Addons
Document Management
Customization
Customized properties
Labels, tags and categories
Team Management
Contact center
CCC-Tooling
CCC-Tooling
Coaching
Conversation Routing
Product
Product Management, Content creation
Product Management
Product Information
Product Trees
Content creation
Blogs
FAQ/ Helpcenter
Digitalisation & Technology
Technology - Basics
Technology - Basics
Hosted by the vendor

Ready to get started?

We therefore offer independent and honest advice. In doing so, we bring balance to the market so that you can confidently select the optimal software solution, knowing that your success is our top priority.