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D365 Customer Insights – Journeys

These days we are not easily impressed by generalised marketing driven by large, relatively impersonal data analysis. People want applicable, timely and personalised communications, relevant to their needs.

D365 Customer Insights – Journeys helps you personalise buyer experiences. Create and nurture leads by running targeted, multi-channel campaigns, personalised to each buyer’s journey.

Dynamics 365 Customer Insights – Journeys 

Many organisations believe themselves to be customer-centric, while their customers may think differently. However the rewards for getting this engagement right are substantial.

Many buyers are willing to pay more for a better customer experience and having complete customer lifecycle data in one place can help you achieve that.

Increase productivity with marketing automation features such as pre-made workflows to automatically progress promising leads to drive follow-ups with sales teams.

Break down any silos between sales and marketing teams by using one system to connect the dots.


Sales teams sometimes find it hard to value the long term hard work that goes into marketing. However, an integrated system helps you work alongside all of your teams, to inform, report and collaborate. This makes the whole journey of the customer less of a mystery and far more effective at providing sales with a detailed view of who they are dealing with after the prospect becomes a hot lead.

Integrations are available for your existing marketing applications, such as Asana, Eventbrite, Facebook, LinkedIn, MailChimp, Twilio, Twitter, YouTube… the list goes on. These connectors enable you to keep using your other chosen applications with your D365 Customer Insights – Journeys  system.

Specialised Marketing Software 

ClickDimensions isn’t a Microsoft product but works just like it is, from within the Dynamics 365 platform.

It has been our preferred partner for marketing products for a number of years now. This is largely because they specialise in this area so well, it can often out-perform the Microsoft offering for some customers.

ClickDimensions is comparable to D365 Customer Insights Journeys and often comes in a little more cost effective, depending on the nature of the setup.

To see the full list of ClickDimensions features flick through our ClickDimensions product pages.

Why Microsoft Dynamics 365 Customer Insights Journeys? 

Microsoft Dynamics 365 Customer Insights – Journeys is the system of choice for many companies as they drive to create more engaging marketing engines with a great level of data insights from their campaigns. 

Campaign automation is one of the most common criteria we see, being able to create an always on marketing engine to constantly generate leads for your business. 

What is the best way to report on campaigns? Data of course. being able to review a marketing campaign with web traffic and email analytics will allow you to find out what does, and perhaps doesn’t work. Ensuring you test and measure to get the best results. 

How It Works

Microsoft Dynamics 365 Customer Insights – Journeys has a few core elements to ensure an effective and coherent marketing engine. 

Social Marketing

Managing multiple social channels all at once can be a challenge, but when you can post direct to your social platform, directly from Dynamics, everything becomes streamlined and a lot easier. 

Email Marketing

From newsletters to early life management, email marketing is something that is ever prominent in any campaign. Understanding the numbers behind the email is the first step to making the ultimate email campaign. 

Web & Email Tracking

Understanding your user journey allows you to create multichannel campaigns, understanding where the user comes from and goes to. With web and email tracking, you can see exactly where your contacts go. 

Campaign Automation

Setting an email workflow up can reduce a lot of manual input from a campaign. Opening the first email could trigger another email the next day to follow up, increasing the touch points with more active contacts. 

Reporting & Analytics

The bread and butter of data driven decision making. Understanding what works really well, and what needs tweaking. The reporting and analytics in D365 is brought to centralise all your marketing efforts. 


Progress Meetings

Regular meetings allowing us to review support performance with you, and to highlight any complex cases that may require further attention.

Out of the Box

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.

Knowledge Base (KB)

Centralised Library of FormusPro troubleshooting documents. Giving easy access to information that would otherwise require a support ticket.

Premium Credit Ltd

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.

FormusPro have


offices globally




Speak To An Expert

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: +1 (727) 231 6096

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.

Just ask.