welcome back to Cobalt's Channel where we stay focused on the latest AMS and CRM news for midsized associations and snbs today we'll quickly look at Microsoft Dynamics 365 customer insights data together with Dynamics 365 customer insights Journeys it has replaced the d365 marketing package Dynamics 365 customer insights empowers Marketing sales and service professionals to tailor onetoone interactions at scale seamless Integrations with my Microsoft and third party or applications yield realtime insights that have been Transforming Our raw data into actionable strategies for our team let me show you how customer insights data Microsoft's Innovative customer data
platform is designed to Usher associations and businesses into a new era of member and customer Centric [Music] operations if you're familiar with D3 65 marketing the customer insight's data interface will look a little different than what you're used to using a sleek and simple design we have everything we need to set up data connections and unify thirdparty data into customer profiles customers data and insights what I love about this design is how intuitive it is to use you won't be overwhelmed when you experience it for the first time which will make it easier to adopt
this new powerful tool a huge benefit of the merge between d365 marketing and customer insights is the ability to easily connect data from multiple Platforms in one place without code that's where the data unification process comes in if it's your first time with customer insights data you'll need to complete this process to get the full capabilities of the solution data unification within customer insights data serves as the Bedrock of a unified view it Aggregates data from diverse sources in real time harmonizing operational internet of things and customer data for comprehensive perspectives as the unification process
commences disperate data sources converge revealing a panoramic 360 degree view of your customers individuals or organizations I'll show you how to set this up in a few easy steps let's say for this example I work for a membership Association and need to unite our AMS data with our event data that's housed in a separate system first we have to start by mapping Source Fields we'll need to select and map tables and Fields from diverse data sources for inclusion in the unification process this process aligns disparate data types into a standardized format facilitating seamless integration next
we have the option to Define rules to identify and remove duplicate customer records within each table this ensures data accuracy by eliminating redundant information across those tables our third step is to Define rules that identify and match customer records between different tables when a customer's data appears in multiple tables a unified Consolidated record is created incorporating relevant information from each table lastly let let's determine the unified customer Fields customize and configure the unified customer profile by selecting which source field should be included excluded or merged this step determines the structure and content of the final
unified customer profile once the unification process is completed we can access the customers page the good stuff pre using the customer page we'll see an amazing digital canvas showcasing unified customer profiles each customer profile offers an array of invaluable insights dive into activity timelines measure kpis explore potential interests and uncover affinities for Brands the unparalleled depth of insights Fosters informed decisions from refined customer segmentation to targeted campaigns this data drives strategic actions while we're here we can utilize the management filtering and search functionalities to navigate and gain insights from the Consolidated customer profiles for example
Maybe I want to see customers in a specific City you can also tailor segmentation apply filters and access customer details to drive strategic actions and informed decision-making let's take a look at segmentation functionality the association I work for wants a list of female customers in Virginia so they can Market an upcoming event coming near them Begin by determining the criteria or attributes based on which you want to segment within your customer data these criteria can be demographic traffic Behavioral transactional or any specific data attribute within the platform we can access the segmentation tool and Define
rules based on the selected criteria for instance if segmenting based on demographic data set rules such as age range location or gender if segmenting based on Behavior Define rules according to interactions with your business like frequent purchases engagement with specific content Etc Implement filters and conditions to narrow down the data and isolate specific sub subsets of customers that meet the defined rules another great feature here is the quick segment for a long time d365 users this feature is super similar to creating a chart for a dashboard I can quickly select a field and filter on
that value to start gaining some quick insights now we can access the segmented data to gain insights create targeted marketing campaigns refine customer interactions or design specific strategies tailored to the segmented audience and there you have it effortless management filtering and search functionalities abound empowering strategic decision-making with customer insights data Dynamics 365 customer insights data will become a Cornerstone for associations and organizations pushing to elevate member and customer engagement refine their marketing strategies or mine their AMS and CRM data for hidden Trends and actionable insights your staff members don't need to be reporting or coding
Wizards customer insights data makes it easy to ingest and unify data sources run predictive models create customer segments and establish connections and exports to streamline data processing across applications this enables businesses to make informed decisions refine customer segmentation Drive targeted campaigns and enhance overall business strategies thanks for watching my high level overview of customer insights data I'd love to the chance to dig into the tools and possibilities for your team one day soon let me know if you have any questions in the comments below and reach out through the link in the description to get
in touch with our team of experts for a quick introduction call or an initial product showcase for your team see you [Applause] [Music] soon
