Dynamics 365 Customer Insights Implementation

Your D365 Customer Insights solutions partner

Drive customer connections with D365 Customer Insights

Gain a 360° customer view and use AI-driven insights to target the right audience, personalize engagement, and strengthen relationships.

GraVoc delivers complete D365 Customer Insights implementation services, from integration and reporting to support and training, helping you unlock the full potential of Customer Insights and drive marketing success.

What is Dynamics 365 Customer Insights?

Microsoft’s new Dynamics 365 Customer Insights combines its Dynamics 365 Customer Insights and Dynamics 365 Marketing applications into a standalone product. Together, these applications are positioned to help businesses leverage data-driven insights and deliver personalized customer experiences.

Journeys

Dynamics 365 Customer Insights – Journeys lets you create trigger-based journeys to engage customers across touchpoints in real time. You can leverage cutting-edge AI for channel and content optimization.

Data

This is Microsoft’s customer data platform that gives you real-time, data-driven insights to support a deeper customer understanding and tailored interactions.

Comprehensive Customer Insights Services

From planning and migration to customization and ongoing support, GraVoc delivers end-to-end services for Microsoft Dynamics 365 Customer Insights. Our experts ensure your implementation is seamless, secure, and fully aligned with your business goals.

Plan & Implement

GraVoc | Dynamics 365 Customer Insights Implementation

Business process review

We conduct a thorough business process review to understand your functional and technical requirements for the new Dynamics 365 Customer Insights system and create a roadmap for customizations and integration development.

GraVoc | Dynamics 365 Customer Insights Implementation

Implementation

GraVoc can provide a seamless and tailored Dynamics 365 Customer Insights implementation.

GraVoc | Dynamics 365 Customer Insights Implementation

Migration

Our team can assist with migrating your CRM or marketing automation software to Dynamics 365 Customer Insights, regardless of how many integrations or customizations you have in your environment. We ensure all your mission-critical data and functionality are properly migrated to Dynamics 365 Customer Insights.

Customize & connect

GraVoc | Dynamics 365 Customer Insights Implementation

Customization & configuration

Our CRM specialists can design and configure custom functionality to meet operational or reporting needs not addressed through out-of-the-box functionality in Dynamics 365 Customer Insights.

GraVoc | Dynamics 365 Customer Insights Implementation

Integration development

Our team can integrate Dynamics 365 Customer Insights with other Microsoft applications, such as Microsoft 365 and Power BI, or another ISV product to augment the capabilities of your system.

GraVoc | Dynamics 365 Customer Insights Implementation

Upgrades

We ensure you remain current with new versions of Dynamics 365 Customer Insights to leverage updated features and enhancements.

Train & support

GraVoc | Dynamics 365 Customer Insights Implementation

User training

Our team conducts end-user training to ensure all stakeholders are well-equipped to leverage the full potential of the new Dynamics 365 Customer Insights system. Our team can also provide a train-the-trainer approach, where a core group of personnel within your business are trained by our staff, who then proceed to train other users.

GraVoc | Dynamics 365 Customer Insights Implementation

Managed support services

Through our managed support services, we can provide ongoing technical assistance to address issues or bug fixes, plan upgrades, and optimize system performance and health.

Dynamics 365 Customer Insights key capabilities

Unify your customer data

Bring every touchpoint together for a complete customer view.

Unified marketing platform

Gain a 360° view of every customer with integrated data and marketing automation to tailor every interaction

Copilot capabilities

Use AI-powered Copilot tools for segmentation, content creation, and intelligent targeting.

Engage customers with real-time personalization

Deliver timely, relevant experiences that drive stronger connections.

Automated event triggers

Build engagement by automatically responding to customer interactions as they happen.

Personalized experiences

Leverage insights, segmentation, and AI optimization to deliver campaigns that resonate.

Manage events and campaigns seamlessly

Plan, host, and measure your events in one platform.

Event management & streaming

Manage registrations, speakers, logistics, and budgets for live or virtual events. Stream directly through Microsoft Teams.

Measure and optimize performance

Transform marketing data into clear, actionable insights.

Rich analytics & reporting

Access AI-driven attribution analytics and connect to Power BI for advanced performance dashboards and visual reports.

Why choose GraVoc for your Dynamics 365 Customer Insights implementation

Organizations trust GraVoc to lead their Dynamics 365 Customer Insights implementations, here’s why:

GraVoc | Dynamics 365 Customer Insights Implementation

Experienced Dynamics 365 Customer Insights consultants

During our many years as a Microsoft partner, our team has successfully completed hundreds of Microsoft Dynamics 365 implementation projects. We deliver tailored and functional solutions for our clients to optimize their operations. Our team pays close attention to what our clients need, resulting in the development of custom integrations with platforms like Power BI that augment the functionality of their Dynamics 365 solution.

GraVoc’s many success stories are a testament to the quality of our work, expertise, and dedication to customer satisfaction.

GraVoc | Dynamics 365 Customer Insights Implementation

Microsoft Solutions Partner for Business Applications

Previously a Microsoft Certified Gold Partner, GraVoc is now a Microsoft Solutions Partner for Business Applications. Our team has extensive training, years of industry experience, and over 100 certifications that strongly demonstrate our expertise in implementing Microsoft Dynamics 365 solutions.

GraVoc | Dynamics 365 Customer Insights Implementation

Extensive managed support

We won’t just implement Dynamics 365 Customer insights and leave you to figure out the rest. GraVoc provides extensive managed support services to ensure continual upgrades and maintenance of your Dynamics 365 solution. Our support services, including user training, troubleshooting, and system updates, customizations, and more.

More than dynamics

We ♥ our Dynamics 365 community!

Our company is deeply engaged with the Microsoft Dynamics 365 Community, actively participating in various capacities to contribute and collaborate within this dynamic ecosystem. As a leading Microsoft partner, we have forged strong connections with both clients and industry peers.

We frequently attend national summits and events, where we gain valuable insights, share best practices, and explore the latest innovations in the Microsoft Dynamics 365 platform. Our commitment to the community underscores our dedication to delivering top-notch solutions and services to our clients, ensuring they harness the full potential of Microsoft Dynamics technology for their business needs!

GraVoc | Dynamics 365 Customer Insights Implementation

17

D365 & Power platform Certificates

Certifiable experts

One value of GraVoc is Adapt. One way we do this is by continuing our education by learning the latest technology via courses and exams. With over 40 certificates, we have proven expertise that can help your business.