Duration : 3 weeks
Customer Insights Vision & Value
This hands‑on workshop leverages Dynamics 365 Customer Insights and Customer Experience (Sales) together, demonstrating how unified customer data and AI‑powered analytics drive personalized engagement, smarter selling, and measurable revenue uplift.
Target Stakeholders:
- VP of Sales
- Chief Marketing Officer
- CRM Program Manager
- IT Director
Week | Activities | Deliverable |
|---|---|---|
1 | • Data Alignment Workshop – Map key customer data sources (Dynamics 365 Sales, marketing lists, support cases) into Customer Insights • Data Prep & Ingestion – Cleanse and import sample dataset into CI | Data Alignment & Ingestion Summary – Source mappings – Data quality report |
2 | • Insight Generation Session – Build segments, customer profiles, and predictive scores in CI • Scenario Definition – Co-create 3 sales scenarios that use CI insights (e.g., next‑best offer) | Insights & Scenarios Deck – Segment definitions – Scenario storyboards |
3 | • Integrated Demo Configuration– Configure Dynamics 365 Sales to surface CI profiles, scores, and recommended actions via Copilot • Live Demo & Feedback – Deliver interactive session to stakeholders and refine based on feedback | Demo Environment & Action Plan – Configured sandbox – Feedback log & next‑steps timeline |
Value Proposition
Showcases the power of a unified data platform—empowering sales teams with real‑time predictive insights and AI‑driven recommendations from Customer Insights directly within their CRM workflow, accelerating deal cycles and improving win rates.
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