Microsoft Solutions Partner — Business Applications
Dynamics 365 Customer Insights Consulting Services
Years
Microsoft Specialists
Microsoft Solutions Partner — Business Applications
Dynamics 365 + Power Platform Expertise
Built across the major agent ecosystems
Copilot Studio
Azure AI Foundry
AWS Bedrock
Google Vertex AI
OpenAI
LangChain / LangGraph
Customer Insights Challenges That Limit Marketing
01
Customer data scattered across CRM, email, e-commerce, and spreadsheets with no single view?
02
No idea which campaigns actually drive revenue — no attribution, no ROI?
03
Leads handed to sales without scoring, nurturing, or context?
Want AI-powered marketing but your data isn’t unified enough to make it useful?
What We Do
Turn Customer Data Into Connected Marketing Journeys
01
One customer, one view
We unify customer data from CRM, email, web, e-commerce, and third-party sources into a single, real-time customer profile.
02
Segments that update themselves
We build dynamic segments based on behaviour, value, and predicted intent — not static lists that go stale.
03
Journeys, not blasts
We automate personalised customer journeys — triggered by behaviour, not just a calendar — across email, SMS, push, and events.
Leads scored and nurtured
We configure lead scoring, nurture tracks, and sales-ready handoff so marketing delivers qualified leads with context.
05
Microsoft-native, not bolted on
Customer Insights integrates natively with D365 Sales, M365, Power BI, and Azure — no expensive middleware.
06
Copilot-powered marketing
Our Services & Capabilities
01
Customer Insights Strategy & Assessment
We assess your customer data landscape, marketing maturity, and goals, and design a Customer Insights implementation roadmap.
- Data landscape audit
- Marketing maturity assessment
- Implementation roadmap
02
Customer Data Unification (CDP)
Connect CRM, email, e-commerce, web, and third-party data into unified customer profiles with identity resolution.
- Data source connection
- Identity resolution
- Unified customer profile
03
Segmentation & Predictions
We build dynamic segments and predictive models — churn risk, customer lifetime value, propensity — using built-in AI and custom measures.
- Dynamic segments
- Churn & CLV predictions
- Custom measures & KPIs
04
Customer Journey Orchestration
Automate personalised journeys triggered by behaviour, events, and segment membership across supported channels.
- Real-time journeys
- Multi-channel orchestration
- Trigger-based automation
05
Email, Forms & Event Management
We build professional email campaigns, landing pages, forms, and event management — with A/B testing, consent management, and analytics.
- Email campaigns
- Landing pages & forms
- Event management
- A/B testing
06
Lead Scoring & Sales Integration
We configure lead scoring, nurture tracks, and qualified-lead handoff to D365 Sales so marketing and sales work from one pipeline.
- Lead scoring models
- Nurture automation
- D365 Sales integration
07
Analytics, Dashboards & Copilot
Connect marketing analytics with Power BI and configure Copilot for segmentation, content, and campaign performance insights.
- Power BI marketing dashboards
- Copilot AI
- Campaign ROI & attribution
Need the sales CRM too? See D365 Sales Consulting. Need broader data analytics?
"What Do You Need?"
| Your need | What we deliver | Customer Insights capability |
|---|---|---|
“We don’t have a single view of our customer” | Customer data unification | Customer Insights – Data (CDP) |
“Our marketing is batch-and-blast” | Journey orchestration & personalisation | Customer Insights – Journeys |
“We can’t segment beyond basic lists” | Dynamic & predictive segmentation | Segments + AI predictions |
“Leads go to sales without context” | Lead scoring & nurture automation | Lead scoring + D365 Sales integration |
“We can’t measure marketing ROI” | Analytics & attribution dashboards | Power BI + campaign analytics |
“We want AI-powered marketing” | Copilot + predictive models | Copilot + AI Builder predictions |
“We’re replacing HubSpot or Salesforce Marketing Cloud” | Platform migration to Customer Insights | Full implementation + data migration |
“We need event management” | Event planning & registration | Customer Insights – Journeys events |
Not sure where to start? The maturity assessment above — or a free consultation — will pinpoint your priority.
Our Customer Insights Delivery Approach
Governance, security, and compliance: Implementation should include consent management, role-based access, data retention rules, environment strategy, audit-ready configuration, testing before production release, and documentation for administrators and marketers. For regulated industries, confirm privacy, consent, and communication rules before enabling automated journeys.
Free consultation & assessment
We review your customer data landscape, marketing capabilities, and goals — and assess whether Customer Insights fits. No cost, no obligation.
Data unification & CDP setup
We connect your data sources, configure identity resolution, and build the unified customer profile — the foundation everything else depends on.
Segmentation & predictions
We build dynamic segments and predictive models (churn, CLV, propensity) so marketing targets the right customers with the right message.
Journey design & automation
We design and automate customer journeys — triggered by behaviour, events, and segments — across email, SMS, and custom channels.
Campaign execution & lead management
We build email campaigns, forms, and events, configure lead scoring, and integrate with D365 Sales for qualified handoff.
Analytics & Copilot
Adoption, optimisation & support
We train your marketing team, optimise based on performance data, and provide ongoing support as your marketing matures.
It starts with a free consultation. No obligation.
Why Star Knowledge
| Criteria | Star Knowledge + Customer Insights | HubSpot | Salesforce Marketing Cloud |
|---|---|---|---|
Microsoft integration | Native (D365, M365, Power BI, Azure) | Limited | Limited |
CDP / data unification | Built in (Customer Insights – Data) | Basic (HubSpot CRM) | Separate (Salesforce CDP) |
AI / Copilot | Copilot segments, content, journeys | AI features available | Einstein (separate cost) |
Sales CRM integration | Native D365 Sales | HubSpot CRM | Salesforce CRM |
Journey orchestration | Real-time, trigger-based | Good | Powerful but complex |
Cost for Microsoft orgs | Potential licensing efficiency for Microsoft-stack organisations | Separate platform cost | Separate, expensive |
Analytics | Power BI native | Built-in | Separate (Tableau/CRM Analytics) |
Complexity | Moderate | Low | High |
Case Studies
Leading company dispatching goods to locations nationwide
Microsoft Dynamics 365 for Field Service
Coordinating dispatched field resources across the country without a unified system
Microsoft Dynamics 365 for Field Service, customized to the client’s requirements
Leading wireless networking solutions provider in the USA, serving education institutes and universities
Dynamics 365 for Sales (Dynamics 365 CRM)
Tracking interaction with their contract manufacturer
A strategic assessment, followed by a Dynamics 365 for Sales implementation
Leading startup bank in its region
Dynamics 365 Customer Service, Power BI
Six specific requirements, from a single customer repository to campaign tracking
A customized Dynamics 365 Customer Service implementation, with Power BI insight
Industries We Serve
Retail & E-commerce
Unified customer view, personalised journeys, loyalty
Financial Services
Compliant marketing, churn prediction, CLV
Professional Services
Client nurture, event marketing, lead scoring
Healthcare
Patient engagement and compliant communication
Manufacturing
Distributor and customer engagement
Technology & SaaS
Product-led growth, onboarding journeys, retention
Non-profits
Donor engagement and campaign management
Hospitality
Guest experience and personalised marketing
From a first CDP implementation to enterprise-wide personalised marketing, we scale to fit.
Insights
Copilot Changes Marketing: From Manual to AI-Assisted (2026)
In 2026, Copilot in Customer Insights is the most tangible example of AI transforming a business function. Marketers describe a segment in natural language (“customers who purchased in the last 90 days but haven’t opened an email in 30”) and Copilot builds it. Copilot suggests journey designs, drafts email content, and recommends send times. The data foundation — unified, clean, consented customer data — is what makes this possible.
01
Natural-language segmentation — describe the audience you want; Copilot builds the segment
02
03
Should we use Customer Insights or stick with HubSpot / Salesforce Marketing Cloud?
If your organisation already runs Dynamics 365 and Microsoft 365, Customer Insights is often a strong fit because it can reduce integration complexity, keep sales and marketing data closer together, and extend reporting through Power BI. The right choice still depends on your CRM, data maturity, marketing requirements, licensing, and migration effort.
Frequently Asked Questions
What is Dynamics 365 Customer Insights, and what does it do?
D365 Sales manages the sales pipeline — leads, opportunities, quotes, and forecasting. Customer Insights manages the customer data and marketing that feeds the pipeline — data unification, segmentation, journeys, and campaigns. They integrate natively: marketing generates and scores leads; sales closes them.
How is this different from D365 Sales?
D365 Sales manages the sales pipeline — leads, opportunities, quotes, and forecasting. Customer Insights manages the customer data and marketing that feeds the pipeline — data unification, segmentation, journeys, and campaigns. They integrate natively: marketing generates and scores leads; sales closes them.
Can Customer Insights replace HubSpot or Salesforce Marketing Cloud?
Yes — and it’s increasingly the right move for Microsoft-stack organisations. If your CRM is D365 Sales and your productivity is M365, Customer Insights provides native integration, shared data, and Copilot across both sales and marketing. Migrating from HubSpot or Marketing Cloud eliminates duplicate licensing and data silos.
What data sources can you connect for the unified customer profile?
Copilot can help marketers create segments from natural language, draft campaign content, and accelerate journey planning where the required Customer Insights capabilities are enabled and the underlying data is clean, unified, and consented. It should support marketer review and governance rather than replace campaign strategy, compliance checks, or performance testing.
Can Copilot really help with marketing?
Copilot can help marketers create segments from natural language, draft campaign content, and accelerate journey planning where the required Customer Insights capabilities are enabled and the underlying data is clean, unified, and consented. It should support marketer review and governance rather than replace campaign strategy, compliance checks, or performance testing.
How much does Customer Insights consulting cost?
Yes. We migrate data, recreate segments and journeys, and reconfigure lead management on Customer Insights. Migration includes data mapping, contact and history migration, journey rebuild, and team training. The goal is continuity with improved integration.
Do you handle platform migrations from HubSpot or Marketing Cloud?
Yes. We migrate data, recreate segments and journeys, and reconfigure lead management on Customer Insights. Migration includes data mapping, contact and history migration, journey rebuild, and team training. The goal is continuity with improved integration.
How does Customer Insights integrate with the rest of the Microsoft stack?
Natively and deeply. D365 Sales for lead handoff, M365 for email and Teams, Power BI for marketing dashboards, Azure for data and AI, and Copilot across the platform. This native integration is the primary advantage over standalone marketing platforms.
Book My Free Customer Insights Consultation
Tell us the task you have in mind. We’ll assess whether an agent suits it, at what autonomy level, and what the first step should be.
- No cost, no obligation
- Typically responds within 4 business hours
- Confidential — your data isn't shared
- Platform-agnostic AI application team
Typically responds within 8 business hours · Confidential