Customer Insights Finance: 1-Hr Assessment

Cloud 9 Infosystems, Inc.

Cloud 9 Infosystems will assess your finance related business needs and determine how Customer Insights can help you unify your customers disparate data to gain single view of customers.


Data tells a story and the story of a customer is crucial for any business. Start your Dynamics 365 Customer Insights journey with Cloud 9 Infosystems and learn how to leverage a self-service and extensible customer data platform. Dynamics 365 Customer Insights enables organizations of all sizes to bring together diverse data sets, generate knowledge & actionable insights to build a holistic 360° view of their customers.


  • Duplicate entries of customers
  • Incomplete customer profile
  • Lack of measures and segments
  • Inability to predict customer dropout
  • Inability to analyze customer feedback


We will have an interactive discussion to gain insight into your finance organization and understand the following:

  • Current consumer analytics environment
  • Current Business goals
  • Current Gaps/Pain Points


Capture your customers 360-degree view and predict future demands to make informed decisions and forecasting.

Proposal document details:

  • Current gaps and requirements
  • Deliver a high-level recommendation for optimized use of Customer Insights
  • 360-degree view of all customers
  • KPI, Measures & Segments
  • System architecture as per the current environment
  • Integration with different power platform apps, Dynamics 365 apps & Microsoft Teams
  • Best practices for security
  • AI and custom ML models

Restrictions may apply. Please contact Cloud 9 Infosystems to find out if your organization qualifies for this free assessment * Proposal will be provided 1-2 weeks after completing the assessment


Please come prepared with supporting information to aid in a mutually successful discussion about your business needs per the above agenda.

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