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Brief
Microsoft Dynamics 365 Customer Insights

Microsoft Dynamics 365 Customer Insights

Customer Data Platform (CDP)Product· part of Microsoftdynamics.microsoft.com

Microsoft Dynamics 365 Customer Insights is a Microsoft-built platform that brings together customer data into unified profiles, enabling businesses to personalize engagement, anticipate customer needs, and act on AI-driven insights and real-time analytics.

Last updated Oct 5, 2026 by the ATDb Editorial Team

Founded
2019
HQ
Redmond, Washington, United States
Parent
Connections
30

AI-drafted from public sources6 sources cited

At a glance

Employees
10001+
Funding
Part of publicly-traded parent company (Microsoft Corporation)
Revenue
Part of Microsoft's $211B+ annual revenue (not separately disclosed)
Stock
MSFT
29integrations1corporate family

About

A leading enterprise CDP backed by Microsoft's cloud and AI infrastructure, competing directly with Salesforce Data Cloud and Adobe Real-Time CDP

Microsoft Dynamics 365 Customer Insights is a Microsoft-built platform that brings together customer data into unified profiles, enabling businesses to personalize engagement, anticipate customer needs, and act on AI-driven insights and real-time analytics. At its core, the platform draws from multiple data sources — including sales, marketing, service interactions, third-party applications, and IoT data — to build comprehensive, 360-degree customer profiles that deepen understanding of behaviors and preferences. Marketers can use the platform to design real-time customer journeys tailored to individual behaviors, with journey orchestration tools that automate delivery of relevant, timely communications across channels. A standout capability is its use of AI and machine learning to surface predictive insights, helping businesses identify patterns in customer behavior, forecast future actions, and determine the next best steps in engagement. The platform has also been integrated with Typeface's generative AI to reduce the complexity of end-to-end campaign management and improve marketer productivity and ROI. Research indicates that companies leveraging AI-driven customer insights through tools like Dynamics 365 can increase their marketing ROI by up to 40%. Source 1: compunnel.com — Microsoft Dynamics 365 Customer Insights: Boost Market ... Source 2: cepheo.com — Dynamics 365 Customer Insights: Transform your marketing Source 3: martechcube.com — Typeface integrates within Microsoft Dynamics 365 Customer ...

Business model

SaaS

Target market

Enterprise

What they offer

  • Customer Insights – Data

    Core CDP module that ingests, unifies, and enriches customer data from multiple sources into a single customer profile with real-time updates.

  • Customer Insights – Journeys

    Formerly Dynamics 365 Marketing; orchestrates real-time and batch customer journeys across email, SMS, push, and other channels.

  • AI-Powered Segmentation

    Machine learning-driven audience segmentation and predictive scoring for churn, lifetime value, and next-best-action recommendations.

  • Copilot in Customer Insights

    Generative AI assistant that allows marketers to query customer data, build segments, and generate content using natural language.

  • Consent and Compliance Management

    Built-in tools to manage customer consent, data residency, and regulatory compliance across GDPR, CCPA, and other frameworks.

  • Azure Synapse Integration

    Deep integration with Azure Synapse Analytics for advanced data engineering, big data processing, and custom analytics on customer data.

Key features

Real-time unified customer profilesAI-powered predictive insights and scoringAudience segmentation and activationCopilot generative AI for natural language queriesNative integration with Dynamics 365 and AzureConsent and privacy managementPre-built connectors to 500+ data sourcesJourney orchestration across digital and physical channels

Use cases

Unifying customer data from CRM, e-commerce, and offline sourcesBuilding and activating audience segments for targeted marketing campaignsPredicting customer churn and triggering retention journeysPersonalizing email, SMS, and web experiences using real-time profilesMeasuring and optimizing marketing ROI across channelsEnabling sales teams with AI-driven next-best-action recommendations

Customer segments

Enterprise retail and e-commerce brandsFinancial services and banking institutionsHealthcare and life sciences organizationsManufacturing and B2B enterprisesHospitality and travel companiesTelecommunications providers

Tech & specs

Technology stack

Microsoft AzureAzure Synapse AnalyticsAzure Machine LearningAzure OpenAI / CopilotMicrosoft DataversePower BIMicrosoft GraphREST APIs / OData

Security & compliance

GDPRCCPASOC 1SOC 2ISO 27001HIPAAFedRAMPWCAG 2.1

Deployment

Cloud

API

Yes

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