Dynamics 365 Customer Insights

Dynamics 365 Customers Insights - Data

Create a more complete understanding of your customers, supporters and stakeholders

Most organisations hold valuable information across multiple systems, teams and departments. When data is fragmented, it becomes harder to understand relationships, identify opportunities and deliver relevant experiences.

Dynamics 365 Customer Insights – Data brings customer, supporter and engagement information together into a single view. By connecting data from multiple sources, it helps organisations improve segmentation, strengthen insight and make more informed decisions across sales, fundraising, marketing and service activities.

Why Dynamics 365 Customer Insights – Data?

Many organisations struggle to gain meaningful insight because information is spread across multiple systems and databases. Common challenges include:

Customer Insights – Data helps address these challenges by creating a unified view of customers, supporters, members and stakeholders from across the organisation.

Customer or supporter information held in different systems
Limited visibility of engagement across teams
Difficulty identifying high-value relationships
Inconsistent audience segmentation
Reporting based on incomplete information
Challenges connecting operational and engagement data
Growing demand for data-driven decision-making

Key capabilities

Unified customer and supporter profiles

Bring together information from multiple systems to create a more complete understanding of each customer, supporter, member or stakeholder.

Audience segmentation

Create dynamic segments based on behaviours, interactions, demographics and engagement history, helping organisations target the right audiences more effectively.

Relationship insight

Understand how individuals engage across fundraising, communications, sales, service and digital channels, providing a broader view of each relationship.

Lifetime value analysis

Identify trends, engagement patterns and long-term value to support more effective decision-making and relationship management.

Connected organisational data

Unify information from Dynamics 365, fundraising systems, websites, finance platforms and other data sources to reduce silos and improve visibility.

Reporting and analytics

Support reporting, dashboards and business intelligence initiatives through connected customer and supporter data that improves insight and decision-making.

AI-ready customer insight

Create trusted data foundations that can support Microsoft Copilot, analytics and AI initiatives by ensuring customer and supporter information is connected, accessible and consistent.

Typical use cases

Create a connected view of supporters, donors, volunteers and beneficiaries to improve engagement and fundraising performance.

Common scenarios include:

Donor and supporter profiling
Lifetime value analysis
Fundraising segmentation
Campaign audience creation
Volunteer insight
Supporter engagement reporting

Customer Insights can combine supporter, donation, campaign, consent and engagement data to provide a more complete view of relationships and opportunities.

Why mhance?

Creating visibility across the entire relationship

Many organisations can see individual interactions but struggle to understand the wider picture. We help create connected views of customers, supporters and members that improve visibility across the relationship lifecycle.

Turning data into actionable insight

Collecting more data is not the objective. Our focus is on helping organisations use data to make better decisions, identify opportunities and improve engagement outcomes.

Connecting systems rather than creating silos

Customer Insights – Data delivers the greatest value when information flows between systems. We help organisations connect CRM, fundraising, service, finance and engagement data to create a more complete picture of organisational performance.

Building stronger foundations for AI

Trusted customer and supporter data is increasingly important for analytics, automation and AI initiatives. We help organisations create the foundations needed to support future innovation.