Personalizing customer experiences isn’t just a nice-to-have; it’s the name of the game. To achieve this, you’ll need to meet customers where they’re at across all channels. Enter Dynamics 365 Customer Insights – Data (CI-Data), the customer data platform (CDP) that serves as a crystal ball for data analysts, sales, operations and marketing alike.

Like many Microsoft solutions, Customer Insights – Data also introduces new Copilot features (most in preview as of time of writing) that when used properly, can help teams better understand the customer data needed to deliver a truly connected experience. Here’s a breakdown of what to expect in Customer Insights – Data:

Get quick answers to big questions with the Discovery page

No more struggling with complicated SQL queries! With Copilot, you can ask questions in plain language and get the insights you need. For example, want to know, “How many customers live in Colorado and have spent at least $400 each year?” Copilot has you covered. It’s a potential game-changer for planning targeted marketing campaigns and strategies.

Built with marketers and service agents in mind, Copilot makes it easy to pull actionable insights without any technical know-how.

How it can help:

• • Makes data querying simple and accessible for users.
  • Boosts productivity and helps teams focus on what really matters: strategy and execution.

Anticipate customer behavior with Predictions

Your customers are one of your biggest assets and understanding them better can make all the difference. Predictions can help you create amazing customer experiences, streamline your business operations, and even drive revenue growth. But it’s important to strike the right balance, making sure your predictions are valuable while being mindful of their impact and avoiding any biases. Ethical handling is key!

CI-Data comes with ready-to-use models to help you make smarter decisions. These include:

• • Customer Lifetime Value: Estimate how much revenue a customer might bring over time.
  • Subscription Churn: Spot customers who might cancel their subscriptions.
  • Transactional Churn: Identify customers who may stop buying within a certain timeframe.
  • Product Recommendation: Suggest products based on purchase history and similar customer preferences.
  • Sentiment Analysis: Dive into customer feedback to uncover common sentiments and trends.

How it can help:

• • Helps you engage with customers proactively.
  • Makes marketing more personal by recommending the right products.
  • Boosts customer retention by predicting who might churn.

Build confidence in your data predictions with the Data prep report

Got a ton of data but not sure if it’s actually useful? The Data prep report in Customer Insights – Data gives you a clear picture, complete with data quality grades, insight readiness, and tips to make improvements.

How it can help:

• • Helps you trust that your data is accurate and reliable for insights.
  • Gives step-by-step recommendations to fix any data quality issues.

Segment your audience easily, no tech skills required

Creating customer segments doesn’t have to be complicated. With Copilot, you can use everyday language to define your segments. Whether it’s by location or purchase history, Copilot helps you create spot-on audience groups to level up your marketing.

How it can help:

• • Reach your customers more effectively.
  • Add a personal touch to your marketing campaigns.

There when you need it, the Copilot Help Pane

Exploring all the features of CI-Data can feel like a lot, but don’t worry, the Copilot Help Pane has your back! Powered by Bing Search, it gives you quick answers about the platform’s tools and connects you to official docs, troubleshooting tips, and blogs.

How it can help:

• • Get real-time help to level up your skills and make things easier.
  • Smooth onboarding for new users.
  • Unlock the full potential of the platform’s features.

Customer Insights – Data’s powerful features and built-in support make it easier to centralize customer data across sources so that you can connect with your customers in meaningful ways. Whether you’re segmenting audiences, resolving data issues, or exploring new capabilities, these Copilot features, once in GA, can help companies make better data-driven decisions with confidence.