Regular meetings allowing us to review support performance with you, and to highlight any complex cases that may require further attention.
Disconnected data means disconnected experiences. Microsoft Dynamics 365 Customer Insights – Data brings all your customer information together into one unified profile, giving your teams a single source of truth. FormusPro help you use those insights to understand behaviour, predict needs, and create more personal, data-driven engagement.
Dynamics 365 Customer Insights – Data is an enterprise‑grade Customer Data Platform (CDP) that integrates transactional, behavioural, demographic and third‑party data into unified profiles.
With Microsoft Copilot and built‑in data governance, it’s AI‑powered, secure and designed for decision‑makers. FormusPro sets it up, configures governance and builds ready‑to‑activate segments and measures… so you get insights fast with minimal friction.
Far too many organisations struggle with fragmented customer data spread across different departments and channels.
D365 Customer Insights – Data solves that issue by unifying all customer touchpoints into one governed profile. You get a trusted single source of truth and improved decision-making to enable customer-centric strategies.
Powered by Microsoft Copilot, the platform uses AI to build and refresh segments, recommend insights, and surface trends, without requiring technical teams.
Executives can ask questions in plain language and get actionable outcomes quickly.
Whether your data comes from CRM systems, transactional systems, behavioural sources or IoT devices, this CDP unifies it all in real time.
Profiles are enriched with predictive insights, like intent modelling or churn risk, based on out‑of‑the‑box or custom AI models.
Built on Microsoft Azure, the platform supports enterprise-grade data governance, regional compliance, consent tracking and security protocols, critical for regulated industries.
You also have full control over capacity and licensing as data volumes grow.
Here’s how we deliver fast‑impact customer data insights using D365 Customer Insights – Data…
We provision and configure your Customer Insights – Data environment, connect source systems (CRM, transactional, marketing, behavioural) and activate identity resolution to unify profiles.
Using pre‑built connectors and Microsoft Dataverse, we ingest and match data from all sources, deduplicate records and generate a unified 360° profile for each customer.
We enrich profiles with additional demographic or partner data, and apply predictive AI models for intent, churn or value scoring… all immediately accessible through Copilot-driven dashboards.
We build dynamic segments and measures aligned with your KPIs (e.g. high‑value prospects, churn risk, cross‑sell opportunity), leveraging both AI and business rules for precision.
Finally, we activate profiles and segments for downstream systems (like D365 Journeys or CRM), implement consent and privacy controls and set up governance dashboards for real‑time auditing and compliance tracking.
Regular meetings allowing us to review support performance with you, and to highlight any complex cases that may require further attention.
Sometimes shortened to OOB or OOTB. Also called off the shelf or off the peg. In software, it usually means as it comes, with pre-existing default functionality as standard. No customisation.
Centralised Library of FormusPro troubleshooting documents. Giving easy access to information that would otherwise require a support ticket.
We worked with the Premium Credit team as partners on a number of a large and ongoing transformation projects within D365. By getting to really know the team and their business model we have been able to create solutions and processes that have had a real impact on their business.
offices globally
years
To find out about how we create systems around the Microsoft D365 platform or to ask us about the specific industry focused digital management systems we create, get in touch.
Tel: 01432 345191
A quick call might be all you need, but just in case it isn’t, we’re happy to go a step further by popping by to see you.
We travel all over the UK.
Just ask.