Dynamics 365
Customer InsightsImplementation Services
Perigeon is a certified Microsoft Partner helping enterprise teams implement Dynamics 365 Customer Insights — unifying customer data, automating personalised marketing journeys and delivering AI-driven insights that drive real business growth.
What is Dynamics 365 Customer Insights?
Microsoft Dynamics 365 Customer Insights is a platform with two modules: Customer Insights – Journeys (formerly Dynamics 365 Marketing) for real-time marketing automation and personalised customer journeys, and Customer Insights – Data for unifying customer profiles from multiple sources into a single 360° view. Perigeon implements both modules for enterprise organisations configured around your marketing processes, data sources, and customer engagement goals.
Optimize Your Customer Engagement Strategy
Harness the power of Dynamics 365 Customer Insights to deliver real-time, data-driven, and personalized customer experiences across every touchpoint.
Real-Time Customer Journeys
Engage customers instantly with behavior-triggered journeys across email, SMS, and digital channels for timely, personalized interactions.
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Unified Customer Data (CDP)
Combine data from multiple sources to build a complete 360° customer view and enable smarter segmentation and targeting.
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AI-Powered Insights & Personalization
Use built-in AI and Copilot to predict customer behavior, optimize campaigns, and deliver highly relevant experiences.
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Our Dynamics 365 Customer Insights services
Consulting
Perigeon’s certified consultants evaluate your marketing and data ecosystem to design a tailored Dynamics 365 Customer Insights solution. We align architecture, strategy, and execution with your business goals—ensuring a scalable and outcome-driven foundation.
Implementation
We deliver end-to-end implementation of Dynamics 365 Customer Insights, including Journeys and Data. From configuration to integration, we enable real-time engagement, unified customer profiles, and AI-driven insights across your ecosystem.
Support
Our managed support services ensure your Dynamics 365 Customer Insights platform runs smoothly. We provide administration, optimization, release management, and user enablement to continuously improve performance and outcomes.
Customization
We build tailored journey templates, segmentation logic, scoring models, and automated workflows designed to match your unique marketing processes and business requirements.
Integration
Seamlessly connect Dynamics 365 Customer Insights with CRM, marketing platforms, and external data sources using APIs and native connectors for a unified and connected ecosystem.
Migration
Migrate from legacy marketing platforms to Dynamics 365 Customer Insights with ease. We ensure secure data transfer, accurate segmentation, and smooth transition of campaigns and assets.
Why Choose Dynamics 365 Customer Insights?
Omnichannel Engagement
Reach customers across multiple channels with consistent, context-aware messaging throughout their journey.
Customer Journeys
Design and deliver personalized experiences across email, SMS, web, and more — triggered instantly by customer behavior.
AI-Powered Insights
Leverage built-in AI to predict customer intent, generate segments, and create personalized content faster.
Privacy & Compliance Ready
Manage customer consent and ensure compliance with global data regulations while maintaining trust.
Seamless Integration with Dynamics 365 Ecosystem
Connect sales, service, and marketing data to enable truly connected customer experiences.
Unified Customer Data Platform (CDP)
Bring together transactional, behavioral, and demographic data to create a complete 360° customer view for smarter engagement.
Advanced Segmentation & Personalization
Build dynamic audience segments using real-time data and deliver highly targeted campaigns that improve conversion.
Dynamics Customer Insights - Journeys and AI
Transform customer engagement with real-time journey orchestration powered by intelligent AI and Copilot capabilities.
Unlock smarter marketing with built-in AI that helps you identify the right audience, generate impactful content, and optimize every interaction. With Copilot assistance, your teams can execute campaigns faster while making data-driven decisions.
Deliver dynamic, behavior-driven experiences across every touchpoint. AI continuously analyzes customer interactions to ensure each journey is relevant, timely, and tailored to individual preferences.
Automatically group customers based on real-time behavior, preferences, and engagement patterns for more precise targeting
Speed up campaign execution with Copilot-generated emails, messages, and personalized content suggestions
Anticipate customer needs and future actions using advanced predictive models
Respond instantly to customer actions with live insights that optimize engagement and improve outcomes
Enhance and refine customer data using AI to ensure reliable insights and better personalization
Start your Dynamics 365 Customer Insights project with Perigeon
Tell us about your project — our certified consultants will come back with a clear implementation plan and no-obligation recommendation.
Frequently asked questions
What is Dynamics 365 Customer Insights?
Dynamics 365 Customer Insights is Microsoft’s AI-powered customer data and marketing platform — with two modules. Customer Insights – Journeys (formerly Dynamics 365 Marketing) automates personalised marketing journeys across email, SMS and social in real time. Customer Insights – Data is a Customer Data Platform (CDP) that unifies customer profiles from multiple sources into a single 360° view. Perigeon implements both modules for enterprise organisations.
What does Perigeon's Customer Insights implementation include?
Perigeon handles the full implementation — from requirements analysis and solution design to platform configuration, data source integration, journey setup, user training and go-live support. We configure Journeys for your marketing team’s workflows and Customer Insights – Data to unify profiles from your CRM, ERP, e-commerce and offline data sources
How does D365 Customer Insights integrate with Dynamics 365 Sales and Customer Service?
D365 Customer Insights integrates natively with D365 Sales and Customer Service — sharing unified customer profiles, lead scores and journey data across your sales, marketing and service teams. Perigeon implements this integration so your teams work from one connected customer record — eliminating data silos between departments.
What is the difference between D365 customer service and Customer Insights?
Dynamics 365 Customer Service manages post-sale support — cases, SLAs and agent workspaces. Dynamics 365 Customer Insights is a marketing and data platform — it unifies customer profiles and automates personalised journeys. Customer Service is for your support team; Customer Insights is for your marketing team. Most enterprises use both together.
What is Dynamics 365 Customer Insights Real-Time M3?
Dynamics 365 Customer Insights real-time marketing is Microsoft’s AI-powered marketing engine that triggers personalised journeys based on customer actions — not scheduled batch sends. It replaced the old outbound marketing module (retired June 2025) and supports email, SMS, WhatsApp and push from a single journey canvas.
Free Consultation
Turn your Salesforce ideas into real business results
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Whether you’re starting fresh or optimizing what you already have, Perigeon is here to help you move forward with confidence.
Ujval Shah
CEO, Perigeon Software Pvt. Ltd.
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