TTEC Digital Solution for Dynamics 365 Customer Insights for Healthcare: 4 Week Workshop

TTEC Digital

Create a complete view of your Healthcare customers using Dynamics 365 Customer Insights. At TTEC Digital, we build better customer experiences with Microsoft AI and machine learning.

Gather your data with ease

Demographic, transactional, medical, and provider data about your customers can be retrieved and stored securely in the Dynamics 365 Customer Insights platform. TTEC Digital draws on its Healthcare industry expertise to assess your datasets, identify the top priority sources that make the most impact, and include additional third-party datasets for enrichment of Healthcare customer profiles.

Patient Journey Mapping

For Healthcare, we exclusively offer the patient journey timeline configuration. Connecting to data that contain dates of specific events, we put a timeline together that provides insight to your workforce using the data and attach this to the Customer 360 profile within Dynamics 365 Customer Insights.

Create a better Customer Experience

To better understand customer motivations, we build segments using any available dimensions of the 360° profile and help drive growth within these by implementing a Flow connector, sending data to a system of engagement; Power Apps connectors, providing access to citizen developers; or a Power BI dashboard, using analytics and machine learning to discover segments and opportunities previously hidden.

Services Provided:

* Initial configuration of Sandbox and Production environment

* Connectivity to up to 4 data sources, natively through Dynamics 365 Customer Insights where available

* Unify (Map, Match, Merge) data sources into Customer 360 profiles

*Patient or provider segments created for your Healthcare objectives

* Measures created for customers describing their frequency of medical care

* Patient journey timelines designed in the Customer Insights tool

* Power BI connector to Customer 360 profiles set up

* Recommendation report on next steps for additional value


  • Week 1
    • Determine use cases for segmenting and personalized targeting
    • Review potential data sources for profiles and use cases, up to 3
    • Configure Sandbox and Production environments
  • Week 2
    • Import Customer and activity data sources into Dynamics 365 Customer Insights
  • Week 3
    • Unify data sources into a single, unified customer profile in Dynamics 365 Customer Insights
    • Create activities, relationships, search indexes and measures in Dynamics 365 Customer Insights 
  • Week 4
    • Analyze and model the data to identify three customer segmentations relevant to your goals
    • Connect to Power BI to unified customer profiles
    • Final executive playback
    • Recommendation report on next steps

*Est. dependent on profiles and complexity of measures, entities, workflows and dashboards.