CleverTap for Microsoft Dynamics 365 Customer Insights

CleverTap is an AI-powered, enterprise-grade Customer Engagement Platform that empowers businesses to deliver hyper-personalized experiences across every stage of the customer journey. This integration connects Microsoft Dynamics 365 Customer Insights – Data with CleverTap, allowing businesses to export unified customer segments and activate them instantly for real-time, multi-channel engagement.

With Customer Insights and CleverTap combined, organizations can leverage AI-driven segmentation and predictive analytics to deliver the right message to the right customer at the right moment — across Push Notifications, In-App Messaging, Email, SMS, WhatsApp, Web Push, and more. CleverTap’s advanced orchestration engine ensures consistent, cross-channel experiences that maximize conversions, retention, and customer lifetime value.

Key Capabilities:

• Real-time export of AI-enriched customer segments from Dynamics 365 to CleverTap

• Unified customer profiles combining historical data and real-time behaviors

• Omnichannel engagement across 15+ channels

• Predictive analytics and AI-powered recommendations

• Customer journey optimization and lifecycle marketing automation

• Enterprise-grade scalability, security, and compliance

Don’t have CleverTap?
You can purchase CleverTap directly from Microsoft AppSource: CleverTap SaaS Offer