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Microsoft Corporation

Dynamics 365 Customer Insights

Composite Score

7.9 /10

CX Score

8.2 /10

35 Reviews Write a Review

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What is Dynamics 365 Customer Insights?

Use an intuitive and flexible customer data platform (CDP) to unlock insights and power personalized customer experiences. Unify all your customer data across the full range of sources to get a single view of customers in real time. Deliver personalized, responsive, and connected customer journeys using built-in AI and analytics.

Company Details

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Awards & Recognition

Dynamics 365 Customer Insights won the following awards in the Customer Intelligence category

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5 Top Rated Capabilities

4 Top Rated Features

Latest Award, 2025

0 Top Rated Capabilities

2 Top Rated Features

2024

Strategy and Innovation
Contract Negotiation
Conflict Resolution

2022

Dynamics 365 Customer Insights Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Dynamics 365 Customer Insights.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

84 Likeliness to Recommend

2
Since last award

96 Plan to Renew

1
Since last award

75 Satisfaction of Cost Relative to Value

2
Since last award

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+91 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Dynamics 365 Customer Insights?

2% Negative

2% Neutral

96% Positive

Pros

Security Protects
Helps Innovate
Reliable
Trustworthy

Feature Ratings

Average 80

Predictive Analytics

Audience Demographics

Real Time Workflow Automation

Audience Segmentation

Anomaly Detection

Data Visualization

API Framework

Customer Journey Modelling

Metadata Management

Cross Channel Attribution Analysis

Conversion Analysis

Vendor Capability Ratings

Average 80

Business Value Created

Ease of Customization

Product Strategy and Rate of Improvement

Ease of Data Integration

Vendor Support

Quality of Features

Usability and Intuitiveness

Ease of Implementation

Ease of IT Administration

Availability and Quality of Training

Breadth of Features

Also Featured in...

Marketing Platforms - Enterprise

Score 8.1

View Dynamics 365 Customer Insights in this category (opens in a new tab)

Customer Data Platform

Score 8.1

View Dynamics 365 Customer Insights in this category (opens in a new tab)

Sales Analytics

Score 7.4

View Dynamics 365 Customer Insights in this category (opens in a new tab)

Dynamics 365 Customer Insights Reviews

Thomas W.

Role: Sales Marketing
Industry: Consulting
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Apr 2024

Excellent tool for sales teams.

Likeliness to Recommend

8 /10

What differentiates Dynamics 365 Customer Insights from other similar products?

This tool stands out from the rest because of how intuitive it is. In most cases, new hires have little trouble navigating the UI. More and more people are able to write code and new features are added regularly.

What is your favorite aspect of this product?

Beyond its CRM capabilities, Dynamics offers a plethora of other features that make it an excellent all-in-one platform, such as an internal chat system and a very robust calendar interface. It does, however, provide useful features for sales teams as a customer relationship management system. Works with a wide variety of software and hardware providers.

What do you dislike most about this product?

Managing accounts and information may be a real pain. When there is duplication in the system, it could be difficult to search for accounts and products.

What recommendations would you give to someone considering this product?

Because of its intuitive design and extensive list of compatible add-on services, I have no hesitation in recommending this tool to anyone looking to work with Microsoft Dynamics.

Pros

Helps Innovate
Reliable
Enables Productivity
Trustworthy

Javed Q.

Role: Vendor Management
Industry: Banking
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Aug 2025

Unified, Intelligent, but Needs BFSI Focus

Likeliness to Recommend

7 /10

What differentiates Dynamics 365 Customer Insights from other similar products?

What sets Microsoft Dynamics 365 Customer Insights apart is its ability to unify customer data from diverse sources into a single, actionable profile. The integration with other Microsoft products like Azure, Power BI, and Dynamics 365 Marketing creates a cohesive ecosystem that is hard to match. The AI and machine learning capabilities are built-in, making it easier to gain insights without needing deep technical expertise.

What is your favorite aspect of this product?

The real time customer segmentation and AI driven recommendations are highly impactful. We particularly appreciate the way it helps us tailor customer engagement strategies using unified data, which has improved our personalization efforts across digital channels.

What do you dislike most about this product?

The user interface could be more intuitive, especially for business users who are not from a data or IT background. Also, configuring custom workflows can sometimes be time consuming and requires a good understanding of the platform’s logic.

What recommendations would you give to someone considering this product?

If you are already using Microsoft products or looking to create a single view of the customer across systems, this tool is a strong fit. It’s especially valuable for large organizations where customer data is scattered across departments. However, ensure you have a strong internal team or partner to support the initial setup and customization.

Pros

Enables Productivity
Helps Innovate
Continually Improving Product
Reliable

Vijay K.

Role: Human Resources
Industry: Manufacturing
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted Jun 2025

Grow with dynamic software

Likeliness to Recommend

10 /10

What differentiates Dynamics 365 Customer Insights from other similar products?

It gives best options to utilise work, easy to handle

What is your favorite aspect of this product?

Easy user interface, easy to track work

What do you dislike most about this product?

I didn't find anything bad for this.

What recommendations would you give to someone considering this product?

Use first before hearing from others.

Pros

Helps Innovate
Continually Improving Product
Performance Enhancing
Enables Productivity

Dynamics 365 Customer Insights

What is Dynamics 365 Customer Insights?

Company Details

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Awards & Recognition

Dynamics 365 Customer Insights Ratings

84 Likeliness to Recommend

2 Since last award

96 Plan to Renew

1 Since last award

75 Satisfaction of Cost Relative to Value

2 Since last award

Emotional Footprint Overview

+91 Net Emotional Footprint

How much do users love Dynamics 365 Customer Insights?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Predictive Analytics The ability to make predictions about audience behavior based on historical data and machine learning.

Audience Demographics Capture, analyze and display demographic data from customer interaction channels.

Real Time Workflow Automation The ability to create rules-based workflows and trigger certain actions (i.e. re-marketing) based on audience segments or behavioural cues.

Audience Segmentation The ability to create and analyze discrete customer audience segments based on user-defined criteria or variables.

Anomaly Detection The ability to identify and classify anomalous patterns in customer or transactional datasets.

Data Visualization Visualize customer data in configurable dashboards or reports, and easily share these visualizations with decision makers.

API Framework The platform provides the ability to move data to and from the solution and other customer interaction applications (i.e. CRM) with ease.

Customer Journey Modelling Model and display customer behaviors or journeys through multiple channels (web, e-mail, social).

Metadata Management Easily manage metadata associated with customer data or audience segments.

Cross Channel Attribution Analysis The ability to estimate and report on conversion contributions to revenue.

Conversion Analysis Capture and analyze conversion data and conversion paths from multiple channels.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Also Featured in...

Marketing Platforms - Enterprise

Customer Data Platform

Sales Analytics

Dynamics 365 Customer Insights Reviews

Thomas W.

Excellent tool for sales teams.

Likeliness to Recommend

Pros

Javed Q.

Unified, Intelligent, but Needs BFSI Focus

Likeliness to Recommend

Pros

Vijay K.

Grow with dynamic software

Likeliness to Recommend

Pros

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Feature Ratings

Predictive Analytics

Audience Demographics

Real Time Workflow Automation

Audience Segmentation

Anomaly Detection

Data Visualization

API Framework

Customer Journey Modelling

Metadata Management

Cross Channel Attribution Analysis

Conversion Analysis

Vendor Capability Ratings

Business Value Created

Ease of Customization

Product Strategy and Rate of Improvement

Ease of Data Integration

Vendor Support

Quality of Features

Usability and Intuitiveness

Ease of Implementation

Ease of IT Administration

Availability and Quality of Training

Breadth of Features