Customer Insights: 10-Day Proof of Concept

Intergen Limited

Customer Insights: 10-Day Proof of Concept

Dynamics 365 Customer Insights: Liberate your customer data to derive intelligent insights and actions based on unified data.

WHAT IS DYNAMICS 365 CUSTOMER INSIGHTS? Dynamics 365 Customer Insights is a customer data platform that helps organisations unify data from many different sources to gain a single view of a customer, derive insights, and take action to engage your customers on an individualised level. Empower your marketing, sales, and service professionals to deliver personalised experiences, at scale.

10-Day Engagement: What’s included The 10-day accelerator engagement extends upon the 5-Day engagement offering, and is delivered over a period of three to four weeks:

  • Day 1 a scoping workshop to identify your organisation’s goals for customer engagement, and your challenges relating to unifying customer data. This includes identification of key data sources and key metric definitions that will be the focus of the initiative.
  • Days 2-3 involve enablement of the Customer Insights environment, configuration of data ingestion and mapping data pipelines, as well as implementing key metrics and segments.
  • Days 4-5 involve the creation of Power BI dashboards to visualise your unified customer data, along with the key metrics and segments that have been implemented.
  • Days 6-7 involve the implementation of advanced analytics and may include the implementation of machine learning experiments such as predicting customer churn, and suggesting next best activity.
  • Days 7-8 involve further extension of the Power BI dashboards previously created in Days 4-5 by visualising the advanced analytics implemented in Days 6-7.
  • Day 9 involves initial extension and integration of Customer Insights into your Dynamics 365 Sales, Customer Service, Marketing or Common Data Service instance.
  • Day 10 involves showcasing the implementation of your Customer Insights, minor adjustments and release for pilot use across your business

At a glance