Data: useful customer profiles
Connect agreed sources and review how records are matched and unified.
Dynamics 365 Customer Insights
Know who you’re reaching. Make the next message relevant.
Bring customer data together, build useful audiences and design journeys around customer actions and preferences.
Consulting · Implementation · Integration · Support
Illustrative example
Review the follow-up
Data · Understand
Maya Shah
Illustrative customer profile
A relevant view of the person behind the interaction.
Connected information
- CRM
- Contact and business interests
- Events
- Product briefing registration
- Preferences
- Purpose and channel choices
AudienceRegistered attendees
Check preferences
Permission before follow-up
Review the purpose, topic and channel.
Permission confirmedEligible for this follow-up
Opted out?Exclude from marketing
Journeys · Engage
Your product briefing
Draft · Review before activationHi Maya,
Thank you for joining our product briefing. Here are the resources for the topics you explored.
Agreed sales follow-upNotify the team when the defined signal is met.
Illustrative journey. Preferences and source matching are reviewed before activation; permission is never assumed.
A relevant follow-up begins with the right permission.
See how a simple journey can turn an action into a meaningful follow-up.
Data · Understand
Maya Shah
Illustrative customer profile
A relevant view of the person behind the interaction.
Connected information
- CRM
- Contact and business interests
- Events
- Product briefing registration
- Preferences
- Purpose and channel choices
AudienceRegistered attendees
Check preferences
Permission before follow-up
Review the purpose, topic and channel.
Permission confirmedEligible for this follow-up
Opted out?Exclude from marketing
Journeys · Engage
Your product briefing
Draft · Review before activationHi Maya,
Thank you for joining our product briefing. Here are the resources for the topics you explored.
Agreed sales follow-upNotify the team when the defined signal is met.
Illustrative journey. Preferences and source matching are reviewed before activation; permission is never assumed.
Current step
Start with a useful customer signal.
Maya registers for a product briefing. Capture the event and the information needed for the agreed journey.
Marketing operations
- Signal
- Product briefing registration
- Contact
- Maya Shah · Example contact
- Purpose
- Event participation
This example does not change a real record.
Select a stage to explore it. Review and approval steps always wait for your action.
Illustrative Customer Insights example. Select a stage or play the example.
Make the data and the journey work together.
Data helps you understand your customers. Journeys helps you act on relevant signals.
Data: defined audiences
Create segments and measures around the questions your teams need to answer.
Journeys: relevant engagement
Design trigger- and segment-based follow-up around customer actions.
Journeys: communication preferences
Configure purposes, topics and channel consent before activation.
Content and personalisation
Prepare messages for the intended audience and supported channels.
Engagement you can review
Use journey and channel views to understand delivery and customer response.
Turn fragmented information into useful engagement.
Agree what the data should tell you and what the journey should do next.
Your challengeWhat we configureWhat you receive
Your challengeFragmented records
What we configureSource and matching rules
What you receiveReviewed customer profiles
Your challengeGeneric messaging
What we configureSegments and personalisation
What you receiveDefined audiences and content
Your challengeDisconnected follow-up
What we configureTriggers, journeys and sales handoff
What you receiveA tested engagement flow
Your challengeHard-to-manage preferences
What we configurePurposes, topics and consent rules
What you receiveControlled contact eligibility
Ready to send means ready behind the scenes.
Getting data, preferences and journeys right helps your team communicate with confidence.
- Validate source quality and profile matching.
- Map purposes, topics and existing preferences.
- Configure sending domains and selected channels.
- Test content, journey branches and sales handoff.
- Agree engagement measures and ownership.
Consent controls support your organisation’s consent programme. Existing preferences must be assessed and mapped; permission is not assumed.
From a useful audience to a tested journey.
A structured approach to plan, configure and launch with your team.
- 1
Discover sources and goals
Agree data sources, key audiences and engagement goals.
You receiveData and journey blueprint - 2
Configure data and preferences
Set up sources, matching rules, segments and consent settings.
You receiveConfigured sources and audiences - 3
Build and test journeys
Design content, configure triggers and test each branch.
You receiveTested journeys - 4
Train and support
Prepare owners to operate journeys and review performance.
You receiveUser guides and support plan
Connect the tools around the work
- Dynamics 365 Sales
- Microsoft Dataverse
- Approved data sources
- Selected messaging channels
This scope uses real-time journeys. Data capacity, messaging capacity, channel providers, AI availability and region are reviewed before activation.
Keep the platform useful after go-live.
Support for your people, your application and its connections.
Discuss a support plan- L1 · User helpAccess, navigation and everyday questions.
- L2 · Application supportConfiguration, automation and application issues.
- L3 · EngineeringIntegrations, extensions and complex issues.
Coverage, ownership and response expectations are agreed together.
Before we start.
Do we need Data and Journeys together?
We scope each around your data and engagement needs. Data supports profiles and insights; Journeys supports customer engagement.
Can we use existing preferences?
Yes, where they can be reliably mapped. We assess how preferences were captured and how they apply to each purpose, topic and channel.
Are all messages included?
Channel providers, capacity and commercial terms need review. We agree the channels and volumes that your intended journeys require.
Which customer interaction could be more relevant?
Start with one audience and one useful journey.
Talk through your journeyName and email to start.