Unify your customer data, orchestrate personalised journeys, and drive engagement with AI-powered marketing automation.
Microsoft Dynamics 365 Customer Insights brings together two powerful capabilities in one platform: a Customer Data Platform (Data) that unifies customer information from every source, and a marketing automation engine (Journeys) that orchestrates personalised, multi-channel customer journeys. Together, they give marketing and sales teams a complete, AI-enriched view of every customer.
Marketing teams of 3 to 200+ users who need to unify customer data from CRM, web, email, and other sources. Organisations running multi-channel campaigns across email, SMS, push notifications, and events. Businesses that need a customer data platform to build unified profiles and AI-driven segments for personalised engagement.
Ingest data from hundreds of sources, resolve identities, build unified customer profiles, and enrich with AI predictions including churn risk and CLV.
Design and automate multi-channel customer journeys with a visual builder, trigger-based flows, A/B testing, and real-time branching based on customer behaviour.
Create dynamic segments using AI-powered suggestions, demographic filters, behavioural signals, and predictive models without writing code.
Design responsive emails with a drag-and-drop editor, personalisation tokens, dynamic content blocks, and Copilot-generated copy suggestions.
Dynamics 365 Customer Insights is licensed per tenant with two modules: Journeys for marketing automation and email campaigns, and Data for the customer data platform with AI predictions. Most organisations deploy both modules together for a complete CDP and marketing solution.
| Feature | Customer Insights - Journeys | Customer Insights - Data |
|---|---|---|
| Email Marketing & Automation | ||
| Journey Orchestration | ||
| Event Management | ||
| Lead Scoring & Nurturing | ||
| Unified Customer Profiles | Basic | |
| Data Ingestion & Unification | Basic | |
| AI Predictions (churn, CLV) | ||
| Segment Builder | ||
| Copilot AI Assistance | ||
| Starting Price (per tenant/month) | ~£1,000 | ~£1,350 |
Prices are approximate and subject to Microsoft licensing terms. Both modules can be combined for full CDP + marketing automation. Contact us for a tailored quote.
The pricing model is based on tenant capacity (number of unified profiles and interactions) rather than per-user. Get a tailored licensing quote from Veriland Consulting.
Choosing the right marketing and CDP platform is a strategic decision. Here is how Dynamics 365 Customer Insights compares with other popular marketing automation and customer data platforms.
| Feature | D365 Customer Insights | Salesforce Marketing Cloud | HubSpot Marketing | Marketo | Braze |
|---|---|---|---|---|---|
| Built-in CDP | Add-on | ||||
| Native CRM Integration | |||||
| Journey Orchestration | |||||
| AI-Powered Segmentation | |||||
| Copilot / Generative AI | |||||
| Event Management | |||||
| Power Platform Extensibility | |||||
| Total Cost of Ownership | Mid | Higher | Lower | Higher | Mid |
| UK Data Residency |
Comparison based on publicly available feature information. Individual capabilities may vary by edition and licensing.
Switching marketing platforms can feel daunting, but Veriland Consulting has delivered dozens of successful migrations. Here are the most common migration paths we support.
Contact list migration, email template recreation, workflow and automation mapping, form and landing page transition, and analytics baseline establishment.
Subscriber list migration, email template conversion, automation workflow recreation, audience segment mapping, and integration repointing.
Lead database migration, programme and campaign mapping, scoring model recreation, integration repointing, and user training for the new journey builder.
Journey migration, data extension mapping, email template recreation, audience segment conversion, and analytics reconfiguration.
Every migration includes audience data validation, campaign continuity planning, user training, and post-go-live support. Discuss your migration with us.
Dynamics 365 Customer Insights connects natively with the Microsoft ecosystem and supports hundreds of third-party data sources. Unified profiles draw from CRM, web, social, and transactional data for a true 360-degree customer view.
Dynamics 365 Customer Insights is not a one-size-fits-all marketing platform. Veriland tailors implementations to match the specific campaign strategies and audience engagement needs of each industry.
Personalised product recommendations, abandoned cart journeys, loyalty programme automation, and omnichannel campaign coordination.
Thought leadership nurture campaigns, event-driven engagement, client relationship scoring, and referral programme management.
Donor segmentation, fundraising campaign automation, event registration management, and volunteer engagement journeys.
Veriland Consulting makes implementing Dynamics 365 Customer Insights straightforward. Our proven methodology ensures your marketing team is productive from day one.
Assess current marketing technology, campaign performance, data sources, and customer journey maturity to identify improvement opportunities.
Configure Customer Insights to match your segmentation strategy, journey flows, email templates, and integration requirements.
Migrate contact lists, campaign history, and email templates; connect data sources for unified customer profiles.
Role-based training for marketers, campaign managers, and analysts with guided campaign launch and performance benchmarking.
“Veriland helped us consolidate three separate marketing tools into Dynamics 365 Customer Insights. We now have a single view of every customer and our campaign engagement has improved significantly.”
Marketing Director, Marketing Director at UK Retail Brand
Dynamics 365 Customer Insights is a platform that combines a customer data platform (CDP) with marketing automation. The Data module unifies customer information from multiple sources into enriched profiles. The Journeys module orchestrates personalised, multi-channel campaigns based on those unified profiles.
Customer Insights is licensed per tenant rather than per user. The Journeys module starts at approximately £1,000 per tenant per month and the Data module at approximately £1,350. Pricing scales with the number of unified profiles and interactions. Veriland can help you estimate the right capacity.
The Journeys module handles marketing automation — email campaigns, customer journeys, event management, and lead nurturing. The Data module is the customer data platform — data ingestion, identity resolution, unified profiles, and AI predictions like churn scoring. Most organisations benefit from deploying both together.
Yes. Veriland Consulting has experience migrating organisations from HubSpot Marketing to Dynamics 365 Customer Insights. We handle contact migration, email template recreation, workflow mapping, and integration repointing. A typical migration takes 8 to 14 weeks.
Yes. The Journeys module includes built-in event management with event planning, registration pages, session tracking, and post-event engagement workflows. This eliminates the need for separate event management tools for most organisations.
Customer Insights integrates natively with D365 Sales through Dataverse. Marketing qualified leads flow directly to sales teams, and sales reps can see campaign engagement history on contact and account records. This alignment improves lead quality and conversion rates.
Customer Insights supports hundreds of data sources including CRM, ERP, web analytics, loyalty programmes, social platforms, and custom databases. Data is ingested, matched, and merged into unified customer profiles using AI-powered identity resolution.
Yes. The visual journey builder and Copilot AI make it accessible for teams of any size. Small teams benefit from the automation capabilities that handle segmentation, scheduling, and reporting, allowing them to run sophisticated campaigns with fewer resources.
Customer Insights includes built-in analytics for campaign performance, email engagement, journey completion, and customer segment insights. The Data module adds AI predictions for customer lifetime value and churn risk. Power BI integration enables advanced custom reporting.
Yes. Customer Insights supports both B2B and B2C marketing. B2B features include account-based marketing, lead scoring, nurture campaigns, and integration with D365 Sales for pipeline visibility. You can manage B2B and B2C audiences in the same platform.
Great Western Hospitals NHS Foundation Trust partnered with Veriland to deploy Microsoft HoloLens 2 with Dynamics 365 Remote Assist and the VeriLens Immersive Info IP — enabling multi-disciplinary clinical teaching, remote patient consultations, and real-time data sharing during the Covid-19 pandemic.
Octavia Housing Association upgraded from Dynamics CRM 8.0 to the latest Dynamics 365 Customer Service and launched a React Native mobile app — giving 5,000+ residents self-service access to rent accounts, repairs, and communications.
XenVit deployed Dynamics 365 Finance & Operations across multinational operations and fine-tuned an open-source LLM on Azure to transform sales, marketing and customer service.
Book a free discovery call to see how Dynamics 365 Customer Insights can transform your marketing automation and customer engagement.
Or call us directly: 01625 569 777
