Dynamics 365 Customer Insights: 6 week implementation

Edit Agency Ltd

Accelerator implementation of Dynamics 365 Customer Insights - Data, to rapidly unify customer data from multiple sources to create a 360 view of customer with enrichment and AI predictions

Edit bring decades of customer data domain experience to make your customer data unification or customer data platform project a business success not just a technical success.

Dynamics 365 Customer Insights unifies customer data and provides the insights to enable organizations to deliver personalized customer experiences and processes. With this solution you can realize the full potential of your customer data, with a complete view of customers whether B2C or B2B.

Easily create and understand segments, including look-alikes. AI insights are provided out-of-the-box, and the solution scales to support the most demanding data workloads.

The solution integrates with Dynamics 365 Customer Insights Journeys and Dynamics 365 Sales as well as 3rd party systems to ensure that insights become actions.

And it’s all built on a trusted platform with unmatched security and privacy.

Edit's "Start" accelerator package includes: • Platform licensing advice & provision (optional) • Configuration scoping workshop • Integration using built-in connectors to cloud data sources e.g. Azure • 3 customer data related entities, 5 reference data entities • Probabilistic matching rule configuration • Semantic type mapping for customer activities • Scheduling configuration • Configuration of 1 built-in AI model • Export of unified profiles to Azure Synapse (Synapse resource provision not included) • Implementation playback session and walkthrough session • Testing, quality assurance and implementation handover documentation

Actual scope will be agreed before we start work. We can also provide scenario based user training on request.

At a glance