Customer Insights FastStart 4-Wk Workshop


Harness your data sources and drive growth with Microsoft Customer Insights and Avtex Solutions! As a top Customer Insights partner, we build better customer experiences with AI & machine learning.

Behavioral, transactional, and demographic data about your customers is retrieved and stored securely in the Dynamics 365 Customer Insights platform. Wherever your data, and in whatever format, we'll assess its value and identify the sources that make the most impact to your enterprise.

Transform your data into Customer 360 Profiles First, all the data sources are mapped to the Common Data Model: a standardized, modular, extensible schema. We then use Microsoft’s proprietary built-in machine learning capabilities to match sources on a variety of critical dimensions and find the hidden links that uncover each unique customer. Ultimately the data is merged together resulting in a unified Customer 360 profile for each unique person in your datasets. We help you create a searchable, filterable index of all your customers and provide you with a Power BI dashboard that connects to this data for further exploration and discovery.

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; PowerApps connectors, providing access to citizen developers; or a Power BI dashboard, using analytics and machine learning to discover segments and opportunities previously hidden. Our Data & AI team then provides a brief roadmap for unlocking even more value, through machine learning and AI-powered insights.

Services Provided:

  • Initial configuration of Sandbox and Production environment
  • Connectivity to up to 3 data sources, natively through Customer Insights where available
  • Unify (Map, Match, Merge) all data sources into Customer 360 profiles
  • Flow, PowerApps, or Power BI connector to Customer 360 profiles set up
  • Segments created for your industry
  • Measures & Customer Attributes established for your Customer Profiles
  • Recommendation report on next steps for additional value