For over 15 years, we’ve been helping businesses drive demand for their products & achieve greater sales by helping them orchestrate customer journeys and improve satisfaction through our deep functional expertise and a commitment to measurable results.
We offer a wide range of support services for Dynamics 365 Customer Insights to help you make the most of it.
Dynamics 365 Customer Insights is a powerful solution to build customer journeys, create customer segments, and target them accordingly for greater sales from a unified platform. Folio3 helps you use the platform to its maximum capabilities, to gain maximum ROI. We follow a standard and yet a highly personalized approach, recognizing that each organization has distinct needs and aspirations.
We help your team every step of the way from configuring customer profiles, connecting data sources, and building predictive insights, to integrating D365 Customer Insights with Marketing, Sales, or ERP systems. Folio3 smart D365 Customer Insights support services ensure you deliver personalization and insights that scale.
Folio3 helps you customize Microsoft Dynamics 365 Customer Insights to fit your business model. From creating tailored customer profiles and custom measures to advanced segmentation rules and personalized KPIs, our team ensures your system reflects your unique customer journey.
You’re in safe hands with our consultants who provide in-depth functional support across all core D365 Customer Insights capabilities: data ingestion, profile unification, segmentation, measures, predictions, and enrichment. We ensure your system delivers actionable insights to marketing, sales, and service teams.
We’re here to help you use the product effectively. We offer role-based, hands-on training for your marketing, sales, and analytics teams – from onboarding to advanced AI-driven personalization strategies.
Unlock the full potential of your D365 Customer Insights by integrating it with Dynamics 365 Marketing, Sales, Customer Service, ERP, and third-party platforms like Power BI or data lakes. Our integration solution ensures seamless flow of insights into all your business-critical systems.
We don’t just support; we work as your strategic advisors, helping you align your D365 Customer Insights implementation with your business goals. From improving customer lifetime value and retention to enabling hyper-personalization and predictive analytics, we’re your go-to partners.
Book an Assessment call with our Dynamics 365 certified experts to get personalized support for your business requirements
Get expert Dynamics 365 Customer Insights support precisely when you need it with our Ad-Hoc model. Ideal for one-off tasks or urgent, short-term requirements, we provide immediate assistance without tying you into lengthy contracts. As your dedicated D365 Customer Insights support partner, let us analyze your unique needs and deliver tailored, top-notch solutions.
Best For
Organizations facing a one-off issue & need urgent support.
Our SLA-Based Support model offers you guaranteed, priority access to our expert Dynamics 365 Customer Insights support, ensuring your customer data operations remain consistently smooth and accurate. This plan is specifically designed to provide ongoing, proactive support with clearly defined Service Level Agreements (SLAs) that meet your critical business demands.
Best For
Businesses needing continued support for critical customer insights functions.
Our Managed Services Plan offers end-to-end support for your Dynamics 365 Customer Insights environment. From routine maintenance and issue resolution to strategic guidance and system enhancements, we act as an extension of your internal team.
Best For
Enterprises with complex customer data environments needing end-to-end support & maintenance.
Your Problem
How We Solve them
Complex Data Integration from Multiple sources
Many organizations struggle to connect and unify customer data from CRMs, ERPs, websites, e-commerce platforms, and third-party applications. Ensuring compatibility, data cleanliness, and real-time sync is a frequent roadblock.
Data Privacy & Compliance Concerns
With GDPR, CCPA, and other regulations, businesses face challenges around handling customer data ethically and compliantly. Configuring Customer Insights to maintain consent, opt-outs, and secure data storage is not straightforward.
Data Integrity and Accuracy
Specialized support for maintaining robust data integrity across critical Project operations areas, ensuring clean, reliable data for contracts, resources, timesheets, and billing so reporting and decision-making are always accurate.
Comprehensive Reporting and Analytics
We are here to build custom reports and dashboards in Power BI to track KPIs like project profitability, utilization, and forecast accuracy.
End-User Training & Adoption
Even after implementation, marketing, sales, and service teams may fail to use Customer Insights effectively. Lack of role-based training and unclear workflows can hinder adoption.
Customization
We help tailor your Dynamics 365 Customer Insights modules and workflows to your industry and business-specific needs, ensuring data strategies that align with customer expectations and compliance requirements.
Scaling Predictions & AI Models
Customer Insights provides AI-powered predictions (e.g., churn probability, next best action), but many companies struggle to configure, train, and tune these models for meaningful results.
Building Orchestrated Journeys
Orchestrating personalized journeys with Customer Insights (especially when connected to Dynamics 365 Marketing) often fails without proper configuration, leading to inconsistent experiences across channels.
Difficulty Measuring ROI
Organizations often lack visibility into how Customer Insights directly drives business outcomes like retention, upsell, or reduced churn. Without clear reporting, ROI justification becomes difficult.
Proactive Monitoring & Optimization
24/7 monitoring of data ingestion pipelines, profile unification, and segmentation performance to ensure clean, reliable insights.
Folio3 Dynamics is specialized division of Folio3 that specializes in broad spectrum services around Microsoft Dynamics ERP stack.
160 Bovet Road, Suite # 101
San Mateo, CA 94402 USA
Ph: +1 408 365-4638
Email: [email protected]
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