Microsoft · Dynamics 365
Dynamics 365 Customer Insights – Journeys
Real-time customer journeys, email and event marketing, and segmentation built on unified customer data.
Overview
Customer Insights – Journeys, formerly Dynamics 365 Marketing, lets you design personalized, real-time customer journeys across email, SMS and events. We implement it alongside your CRM so marketing, sales and service work from the same customer data.
Capabilities
Our Dynamics 365 Customer Insights – Journeys services
Delivered by certified Microsoft consultants and developers who work with Dynamics 365 Customer Insights – Journeys every day.
Real-time journeys
Trigger-based journeys that respond to customer behavior as it happens.
Email & SMS
Branded email and SMS campaigns with Copilot-assisted content creation.
Segmentation
Dynamic segments built from CRM, ERP and behavioral data.
Events
Event and webinar registration, check-in and follow-up journeys.
Lead scoring
Scoring models that hand qualified leads to Dynamics 365 Sales.
Consent & compliance
Consent management and preference centers to support privacy requirements.
How we help
Implementation, training and support
As a Microsoft Solutions Partner, Expert Dynamics Group stays with you from first workshop through go-live and beyond.
Dynamics 365 Customer Insights – Journeys implementation
Dynamics 365 Customer Insights – Journeys configured to your processes, integrated with your systems and delivered by senior consultants.
Dynamics 365 Customer Insights – Journeys training
Role-based Dynamics 365 Customer Insights – Journeys training for end users, power users and administrators.
Dynamics 365 Customer Insights – Journeys support
Ongoing Dynamics 365 Customer Insights – Journeys support, enhancements and guidance through every Microsoft release.
Outcomes
What you can expect
- Personalized campaigns driven by real customer data
- Marketing and sales aligned on lead quality
- Measurable journey and campaign performance
- Consent tracked consistently across channels
FAQ
Dynamics 365 Customer Insights – Journeys FAQs
Is Customer Insights – Journeys the same as Dynamics 365 Marketing?
Yes. Microsoft renamed Dynamics 365 Marketing to Dynamics 365 Customer Insights – Journeys as part of the Customer Insights family, alongside Customer Insights – Data.
Does Customer Insights – Journeys integrate with Dynamics 365 Sales?
Yes. Both run on Dataverse, so contacts, leads and activities are shared, and qualified leads can be passed to sellers automatically.
Can we use ERP data in marketing segments?
Yes. Order history and customer data from Dynamics 365 Finance & Supply Chain or Business Central can be brought into Dataverse and used for segmentation and personalization.
Related technologies
More from the Microsoft stack
Dynamics 365 Business Central
All-in-one ERP for small and mid-size businesses: finance, sales, purchasing, inventory and projects in one cloud application.
Dynamics 365 Finance & Supply Chain
Enterprise ERP for multi-entity finance, manufacturing, warehousing and distribution. Our core practice.
Dynamics 365 Customer Engagement
Sales, relationship management and the Dataverse foundation that connects customer data to your ERP.
Dynamics 365 Customer Service
Case management, knowledge base, omnichannel support and Copilot-assisted service agents.
Dynamics 365 Field Service
Work orders, scheduling, mobile technicians and asset service history, integrated with Finance & Supply Chain.
Microsoft Azure
Integration, data platforms, hosting and security: Logic Apps, Functions, Service Bus, Data Factory and more.
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