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Target customers by what they bought and tie campaign results to ERP revenue. Folio3 Dynamics implements, integrates, and supports Microsoft Dynamics 365 Customer Insights as a Microsoft Solutions Partner.
Dynamics 365 Customer Insights brings Microsoft’s customer data platform and its marketing automation app under one license. Microsoft renamed Dynamics 365 Marketing to Customer Insights Journeys and bundled it with the former Customer Insights CDP, now Customer Insights Data. Both run on the same Dataverse platform as Dynamics 365 CRM, so marketing, sales and service work from the same customer record.
Customer Insights Data pulls records from your CRM, ERP, ecommerce, loyalty and support systems, merges duplicates through identity resolution, and builds a single profile for each customer, complete with measures such as lifetime value and churn risk.
Customer Insights Journeys uses those profiles to run email, SMS, push and event campaigns. Journeys start when a customer does something, such as placing an order or abandoning a cart, and branch on how each customer responds.
Both products come under one license, and you don’t have to deploy them together. Many teams start with Journeys to replace an existing email tool, then add Data once they want segments built on purchase history. We plan the order around your data and your campaign calendar.
If your marketing team still works from exports and spreadsheets, these problems will sound familiar.
Customer data sits in separate CRM, ERP, ecommerce and support systems, so marketing, sales and service each see a different version of the customer and can’t run connected journeys.
Without order and invoice history, segments rely on form fills and clicks, so personalization misses what customers actually bought.
Building segments and writing messages by hand for a large customer base takes time and invites errors. Copilot in Customer Insights builds a segment from a plain-language description.
Duplicate, outdated and inconsistent records from different sources skew your view of the customer journey and lead to wrong predictions of what customers will do next.
Sending personalized content by hand does not scale with a growing audience. Customer Insights Journeys triggers email, SMS and push messages from customer actions.
Can you relate to any of these? Let’s talk and get them fixed.
Here’s what your marketing team does once it works from the same customer record as sales and finance.
Merge records from your CRM, ERP, ecommerce and support systems into a single profile with Customer Insights Data, and stop guessing which “J. Smith” bought what.
Reach lapsed buyers, high-margin accounts and customers due a reorder by feeding order and invoice history from Business Central or Finance and Operations into your segments.
Send email, SMS and push messages the moment a customer places an order, abandons a cart or closes a support case, using Customer Insights Journeys.
Describe an audience in plain language to build the segment, draft your email copy, and answer customers over two-way SMS with Copilot.
Handle registrations, reminders, check-ins and follow-ups inside Journeys, and feed attendance straight back into each profile.
Move qualified contacts into Dynamics 365 Sales with lead scoring, full engagement history attached.
Report on every journey against ERP revenue, not just clicks, with built-in analytics and Power BI.
Want to see these features running on your own data?
Most Customer Insights projects stop at the CRM, so marketing never sees what customers actually bought. Folio3 is an ERP partner first. We feed order, invoice and product data from Business Central and Finance and Operations into every profile, alongside your Dynamics 365 CRM data.
Sync customers, sales orders, posted invoices and item history so you can segment on real purchases, not form fills.
Bring in order lines, customer groups, credit status and margins for B2B, distribution and manufacturing segments.
Add web orders, abandoned carts and browsing from your online store to the same profile as your ERP history.
Connect POS, loyalty, legacy and third-party systems through Burq iPaaS, our own integration platform.
Want to see what your ERP data could do for your campaigns?
Microsoft licenses Dynamics 365 Customer Insights per tenant, not per user, so adding marketers doesn’t add license cost. One license covers both Customer Insights Data and Customer Insights Journeys, and the price drops if you already run a qualifying Dynamics 365 app.
For businesses that do not utilize any other Dynamics 365 applications
Tenant/Month
Deliver connected customer journey and campaigns with unified customer data.
For companies that already own a qualifying Dynamics 365 app, such as Dynamics 365 Sales or Dynamics 365 Customer Service.
Tenant/Month
Add connected customer journeys and campaigns with unified customer data to your qualified Microsoft stack.
Prices are Microsoft list prices per tenant per month. For the rest of the lineup, see our Dynamics 365 pricing and licensing guide.
Copilot is built into both Customer Insights apps. Describe an audience in plain language, such as “customers in Texas who ordered twice last quarter,” and Copilot builds the segment. Give it a topic and it drafts your email copy. Turn on two-way SMS and Copilot helps answer customers as their replies come in.
From the first assessment to ongoing support, we help you get full value from Dynamics 365 Customer Insights. Our services include:
We roll out Customer Insights in phases, so your team gets results from the first phase instead of waiting for one big launch. It follows the same method as every Dynamics 365 implementation we deliver.
We review your current marketing tools, data sources, consent records and campaign calendar, then agree on what the first phase must deliver.
We connect your CRM, ERP, ecommerce and support systems to Customer Insights Data and map the fields your segments need.
We set match rules that merge duplicate records into one profile per customer and flag the records that need cleanup.
We build your first segments and measures, such as lapsed buyers, high-margin accounts and reorder windows.
We launch a few high-value journeys first, such as welcome, abandoned cart and reorder, then add more as results come in.
Planning a Customer Insights rollout? Let’s map out your first phase.
Folio3 is a Microsoft Solutions Partner with 4 Solution Partner designations and a firm commitment to smooth Dynamics 365 implementations. We’ve implemented Microsoft solutions for over 20 years across North America, Australia and the United Kingdom.
We believe in being not just an implementation service provider, but a true technology partner for our customers, offering a full spectrum of services including consulting, deployment, migration, training, and user support. Our teams work alongside you at every step of the way with 24/7 global support to help you navigate any challenges along the journey.
With over 2 decades of experience, our super-team of certified Microsoft experts are truly the gurus in the game. Their in-depth knowledge serves as an asset, so your rollout stays on plan.
We take pride in distinguishing ourselves from other partners by really being a one-stop shop for all your needs. Our deep subject-matter expertise in industry domains such as agriculture, manufacturing, and retail, has enabled us to build tailored solutions that serve your needs. Our ability to customize workflows, integrations, and modules is our forte.
Our strong portfolio of successful implementations during the past 20 years, is a testament to our reputation of delivering results and being your trusted partner for embracing digital transformation.
Browse implementation, mobility and integration work from our Dynamics 365 portfolio.
Dynamics 365 Customer Insights is Microsoft’s customer data and marketing platform, sold as one license that covers two apps. Customer Insights Data is a customer data platform (CDP) that unifies records from your CRM, ERP, ecommerce and support systems into one profile per customer. Customer Insights Journeys uses those profiles to run personalized email, SMS, push and event campaigns.
Customer Insights Data pulls records from your CRM, ERP, ecommerce, loyalty and support systems and builds one profile per customer. Customer Insights Journeys uses those profiles to run campaigns across email, SMS, push and events, triggered by what customers do. Both come under one license, and you can deploy Journeys first and add Data later.
Microsoft renamed Dynamics 365 Marketing to Customer Insights Journeys and bundled it with the former Customer Insights CDP, now Customer Insights Data. If you still run the old Marketing app or outbound marketing, we move your segments, templates and journeys across.
Microsoft licenses Customer Insights per tenant, not per user. A standalone license is available, and a lower-priced Attach license applies if you already own a qualifying app such as Dynamics 365 Sales or Dynamics 365 Customer Service. Implementation cost depends on how many data sources you connect and how many journeys you build. For the rest of the lineup, see our Dynamics 365 pricing and licensing guide.
Yes. We connect Customer Insights Data to Microsoft Dynamics 365 Business Central, Microsoft Dynamics 365 Finance and Operations and your ecommerce platform, so profiles include real orders, invoices and products bought. Systems outside Microsoft connect through Burq iPaaS.
Yes. Customer Insights Journeys automates multi-step campaigns that start from customer actions, such as a form fill, a purchase or a closed support case, and branch on how each customer responds. For work outside marketing, such as creating tasks, updating records or alerting sales, Customer Insights connects to Power Automate.
Yes. A named Customer Insights support team that knows your setup handles fixes and Microsoft wave updates, and helps you add journeys as marketing grows.
We roll out Customer Insights in phases. We start with an assessment of your marketing tools, data sources and consent records, then connect your data sources, set identity resolution rules, build your first segments and measures, and launch a few high-value journeys such as welcome, abandoned cart and reorder before adding more.
Yes. We move your contacts, segments, templates and journeys from the old Dynamics 365 Marketing app, outbound marketing, or tools such as HubSpot, Marketo or Mailchimp into Customer Insights.
