Dynamics 365 Customer Insights: 4-Week Assessment

RSM Product Sales LLC

Target personalized messages for improved response using Customer Insights and Azure storage. Explore customer data, design, build and activate it for use in selling, customer service and digital camp

Customer Insights can unify customer data into rich profiles that support analysis, personalized messaging, and preparation for direct sales and support interaction.

RSM’s Dynamics 365 Customer Insights Assessment focuses on design of customer segmentation, automated triggers and builds out Customer Insights using data exports from your source systems. Customer segments are defined and ready to export to destination systems. Results are demonstrated with real-time data connectivity, AI, and third-party data enrichment.

Engagement Objectives

  1. Deploy the Dynamics 365 Customer Insights solution with customer data and business-process scenarios
  2. Establish customer profile completeness
  3. Create customer groupings based on order history, interactions, needs and preferences
  4. Guide organizations to focus on most profitable products and customers


    • Visualize – envision future state of business
    • Identify – outline areas for investment
    • Align – demonstrate technology
    • Plan – layout roadmap

RSM’s insights and portfolio of services reflect more than 30 years of technology consulting, implementation and monitoring experience. We work hard to understand your specific technology needs and provide the services to help you develop a customized, cost-effective solution.

*Pricing will vary based on scope and available Microsoft funding.

*Duration will vary based on scope.

Click here to learn more