How to Build a Unified Customer Profile with Microsoft D365 Customer Insights
June 23, 15:00
Online
Today, the main obstacle to effective marketing is data fragmentation across different systems. In this webinar, we will demonstrate how to use Microsoft technologies to merge chaotic customer information into a single digital portrait. You will learn how to transition from mass mailings to intelligent interaction scenarios based on real user behavior.
Who is this webinar for?
Marketing Directors and Managers looking to automate personalized communications.
Heads of Sales and Service Departments who need a holistic view of customer interaction history.
Webinar Topics
Data Unification:
Collecting and merging information from retail systems, loyalty programs, and online channels.
Profile creation, segmentation, and customer retention.
No-Code Analytics and Segmentation:
Using Power Query connectors to link Excel, SharePoint, and external databases in real time.
Creating dynamic segments for instant response to events.
Building Customer Journeys:
Replacing mass mailings with personalized, trigger-based scenarios.
Multichannel management: choosing the best communication channel for each individual.
Using conditional content and A/B testing.
Performance analysis: from basic metrics to business results.
Why Choose OntargIT?
Our team has years of experience with Microsoft Dynamics 365 and Power Platform, but we are not limited to CRM solutions. We build complex systems that include various cases involving telephony, integration with related automation and data storage systems and services, such as Microsoft 365 Planner, SharePoint, Outlook, OneDrive, Azure Blob Storage, Data Lake, database servers, specialized customer systems in the cloud or on the local network, and client portals. Additionally, we are experienced in corporate implementations.
The solutions we have built using Dynamics 365 Customer Engagement applications (including Dynamics 365 Sales) and Power Platform are already helping our clients in finance, logistics, D2B and B2C sales, inquiry processing, and telephony by automating customer interaction operations and supply management.
You get access to a personal test environment with an activated free Power Apps Developer Plan, so each participant can immediately apply their knowledge in practice.
We offer both basic functionality and automated processes that simplify and accelerate automation, while also analyzing your needs and adapting the functionality to your requirements. The typical cost of this work is already included in the budget, and the implementation plan identifies the usual areas of functionality that require adaptation.
Nina Mykhailenko
- 10 years of experience in the IT industry, including 2 years dedicated to working with CRM systems
- One year of active work in Power Platform
Inga Samonenko
- A specialist in CRM and Microsoft ecosystems, working with solutions based on Dynamics 365, Power Platform, and Customer Insights.
- She has hands-on experience in configuring customer data, segmentation, and business scenarios for personalized communications.
