Fed up with the ways you’re promoting your products and services? Tired of pushing campaigns that barely give you quality leads?
Look the other way round.
Your audience is probably feeling the same way. They’re bombarded by emails, ads, calls, bots — every brand is fighting for attention. So naturally, they’ve been tuned out. They don’t care — unless you give them a reason to.
Basically, it’s no longer about using a name in an email or segmenting by age group. It’s real personalization. Meeting them exactly where they are — with what they need, before they ask for it. And businesses that master this? They build loyalty, increase lifetime value, and create standout brand experiences.
Microsoft Dynamics 365 services make this possible — but only if you know how to unlock its full potential. In this blog, we’ll walk you through the steps to maximize personalized engagement with Dynamics 365 CRM. Let’s get started
Unify data using Dynamics 365 Customer Insights
To get started, you need a single source of truth. That means collecting and cleaning your customer data in one place. And Dynamics 365 Customer Insights helps you do exactly that. Here’s how to go about it:
- List all data sources — CRM, marketing tools, web analytics, sales platforms, support tickets.
- Match and merge — Use matching rules to identify duplicate or fragmented records.
- Set data rules — Decide what gets merged, what stays, and what gets kicked out.
- Activate unified profiles — Once done, every team sees the same customer story — sales, support, marketing, all on the same page.
Customer Segmentation in D365
To segment customers based on purchase history (transactional), demographics, behaviour, or intent, use the capabilities of Dynamics 365’ Customer Insights and Customer Journey through the following ways for a personalized and optimized journey:
- Create micro-segments based on behaviors, intent, and purchase journeys in the Customer Insights – Journeys app.
- Build dynamic segments — customers move in and out of groups automatically as their data updates.
- Use psychographics — segment by lifestyle, values, and motivations using the segment builder. Save and integrate segments into customer journeys to personalize interaction.
Real-Time Customer Engagement
Now that you have insights about customers, it’s time to interact with customers in real-time to provide them with a personalized experience across channels with Dynamics 365:
- Real-time Journeys: Dynamics 365 Customer Insights – Journeys make it easy to engage customers in real time, across the right channels, and at the right moment with A/B testing.
- AI-Driven Channel Selection: Now, to choose the best medium to engage with customers, Dynamics 365 uses AI to ensure the most effective interaction.
- Real-time Web Personalization: Now based on customer actions on websites, this feature of D365 in Customer Insights customizes their browsing experience to be more relevant and engaging.
Infuse AI Into Your Engagement Strategy
Once your data and channels are flowing, AI steps in to scale and sharpen everything. And this is where Dynamics 365’s Copilot features absolutely shine. Use AI to… (Click here to read the full post on www.solzit.com)
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The post 7 Steps to Maximize Personalized Engagement with Dynamics 365 appeared first on CRM Software Blog | Dynamics 365.
