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Elevate customer experiences in real time

Important

This content is archived and is not being updated. For the latest documentation, go to the Dynamics 365 Customer Insights - Data documentation. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview General availability
Admins, makers, marketers, or analysts, automatically May 31, 2024 -

Business value

As customers engage with your business, they constantly provide signals about their interests and preferences, such as adding a product to a cart, viewing your pricing quote, signing up for a trial, and more. It's crucial to build on these signals as they happen so you can deliver the right experience at the right time.

With Customer Insights, you can now ensure customer profiles and associated insights are updated in real time based on these signals, allowing you to provide the most targeted and personalized experience as they engage with your website or mobile app. This empowers you to foster loyalty, increase engagement, enhance satisfaction, and drive higher conversion rates.

Feature details

Customer Insights helps you collect web interactions in real time, enabling personalized experiences and a deeper understanding of your customers' needs and preferences.

This capability includes the following features:

  • Real-time web tracking: Ensure that your customer data is ingested in real time with a tracking script that can be added to your website. Capture high-intent signals such as "viewed pricing page," "added item to the cart," or "downloaded e-book" in real time.
  • Real-time unknown profiles: Capture web data from all your visitors even if they're not authenticated and let the system automatically create unknown profiles in real time.
  • Real-time unknown-to-known: Merge unknown profiles into known profiles in real time, so you can always have the 360-degree view of your customers.
  • Real-time web personalization: Leverage our APIs to read your customer data, including segment memberships, web events, or demographic data in real time to personalize the web experience for your visitors.

See also

Real-time web personalization overview (docs)