Data unification
Ingestion, matching and de-duplication across source systems into a single profile.
HomeCapabilitiesSolutionsDynamics 365 Customer Insights
Microsoft Dynamics
Microsoft Dynamics 365 Customer Insights creates a unified 360-degree customer view by consolidating data from multiple sources. Advanced AI and analytics enable customer segmentation, personalization, predictive insights, and targeted engagement strategies. FORTE Technologies helps organizations leverage customer intelligence to improve marketing effectiveness and customer loyalty.
We implement the data unification first — without a trustworthy profile, campaign tooling only automates the wrong audience.
The product is two applications: Customer Insights – Data, which ingests, matches and enriches profiles, and Customer Insights – Journeys, the orchestration side that was previously Dynamics 365 Marketing. They are usually licensed together and should be implemented in that order.
Consent handling is part of the build rather than a later fix: the UAE's personal data protection law and the rules of the channels themselves decide what you may send, to whom, and how a preference has to be honoured across every journey.
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Solution
Ingest, map, match and merge the source systems first, then measure the duplicate rate before anybody builds a segment on top of it.
Segments defined on behaviour and transactions so they refresh themselves — no more list pulls requested by email three days before a campaign.
Journeys triggered by real events — an order, a service case, an abandoned basket — with consent checked at the moment of sending.
Modules
What We Deliver
Ingestion, matching and de-duplication across source systems into a single profile.
Behavioural and transactional segments that refresh as the underlying data changes.
Triggered, multi-channel journeys across email, SMS, push and custom channels.
Attribution, engagement metrics and predictive scores such as churn and lifetime value.
Outcomes
We measure success by the impact we create. Here's what good looks like when Dynamics 365 Customer Insights is running the way it should.
Request a ConsultationIngestion, matching and de-duplication across source systems merge scattered profiles into a single one.
Behavioural and transactional segments refresh themselves as the underlying data changes.
Attribution and engagement metrics tie campaign activity back to actual revenue, not just opens and clicks.
Consent is checked at the moment of sending, across every journey and channel, not just at signup.
Related
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Tell us what you are trying to achieve. We will bring together the right capability, technology and delivery model to help move it forward.