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MS Dynamics 365 Customer Insight

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    Achieving a True Single View of the Customer with Dynamics 365 Customer Insights

    Data fragmentation is the biggest barrier to personalized engagement and intelligent decision-making. Aphelios Solutions specializes in implementing and optimizing Microsoft Dynamics 365 Customer Insights, the customer data platform (CDP) designed to unify customer data from every source including websites, CRM, ERP, and social media into a single, comprehensive, and accurate customer profile.

    Our services move you beyond guesswork, establishing a true, shared Single View of the Customer. This foundation of unified data is essential for accurate segmentation, personalized marketing, and empowering sales and service teams with complete, real-time context during every interaction.

    • Data Unification & Single View of Customer

      We ingest and unify customer data from disparate sources, establishing a true, shared Single View of the Customer. This foundation is essential for accurate segmentation and empowering frontline teams with real-time context.

    • Actionable Intelligence & Predictive Analytics

      We configure AI-powered analytics to calculate metrics like Customer Lifetime Value (CLV), predict churn risk, and automatically push these actionable insights to Dynamics 365 and other frontline systems.

    Driving Business Value Through Actionable Customer Intelligence

    Dynamics 365 Customer Insights transforms raw data into actionable intelligence that directly drives business value. We configure the platform to calculate critical metrics like Customer Lifetime Value (CLV), predict churn risk, and identify high-value segments through AI-powered analytics. Our services focus on establishing automated workflows that push these insights directly to your frontline systems including Dynamics 365 Marketing, Sales, and Customer Service, as well as third-party applications. By integrating this intelligence into your daily operations, Aphelios Solutions ensures your organization makes data-driven decisions that enhance personalization, increase marketing effectiveness, and accelerate business growth.

    • True 360-Degree Customer View
    • Predictive Churn Identification
    • Enhanced Personalization & CLV
    • Seamless Data Flow to Frontline Systems

    Strategic MS Dynamics 365 Customer Insights & Unified Data

    Data fragmentation is the biggest barrier to personalized engagement and intelligent decision-making. Aphelios Solutions specializes in implementing and optimizing Microsoft Dynamics 365 Customer Insights, the customer data platform (CDP) designed to unify data from every source (CRM, ERP, web, social) into a single, comprehensive, and accurate customer profile.

    We go beyond raw data aggregation, focusing on transforming data into intelligence that directly drives business value. Our services establish automated workflows that enhance personalization, increase marketing effectiveness, and accelerate business growth by ensuring your organization makes data-driven decisions that are consistently relevant to the customer.

    MS Dynamics 365 Customer Insights Services

    Data Ingestion and Unification

    Connecting and ingesting raw customer data from all internal and external sources (CRM, ERP, web analytics, social media, loyalty programs) to centralize fragmented information into a single data lake.

    Configuring the platform’s AI and machine learning capabilities to accurately match and merge records from disparate sources, establishing a single, golden customer profile and ensuring data integrity.

    Defining and configuring models within Customer Insights to calculate and track essential metrics like CLV, Churn Likelihood, and Customer Satisfaction Scores, providing objective value assessments.

    Building highly specific, dynamic Customer Segments based on unified profile data, calculated metrics, and predictive scoring, allowing marketing and sales teams to target high-value audiences accurately.

    Utilizing built-in AI models to generate predictive insights such as ‘Next Best Action’ or ‘Next Best Offer,’ and configuring these insights to surface automatically for frontline employees.

    Establishing automated workflows to push the unified customer profile and generated insights directly to downstream execution systems, including Dynamics 365 Marketing, Sales, and Customer Service, and third-party applications.

    Defining and configuring custom Measures and KPIs (e.g., website visits, total spend, recent interactions) tailored to the client’s unique business needs, ensuring the platform provides relevant, actionable reports.

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