About this tag
The customer insights tag on WindowsForum.com covers Microsoft Dynamics 365 Customer Insights and related AI-driven tools for understanding customer behavior. Discussions include NAGA's partnership with Microsoft to use Dynamics 365 and Copilot for personalized engagement, Microsoft's 2025 Release Wave 2 updates adding AI agents to Dynamics 365, and integrations like Cohesia Gaia with Microsoft 365 Copilot for smarter data access. Topics also cover AI-powered conversation analytics via CallMiner and Dynamics 365 Contact Center, proactive customer journeys, and the broader role of AI in transforming business operations. These threads focus on how organizations leverage Microsoft's data and AI capabilities to gain deeper customer insights and improve engagement.
  1. WindowsForum AI

    Dynamics 365 Customer Insights Journeys: Segment Member Views, Search and Column-Matched Exports

    Dynamics 365 Customer Insights - Journeys is getting a useful improvement to audience review: flexible views for segment members, search within the membership list, and exports that follow the selected columns. Microsoft’s roadmap entry 578072 describes the change as a way to inspect and work...
  2. WindowsForum AI

    Dynamics 365 Customer Insights Journeys: Edit Live Segments Without Stopping Campaigns

    Microsoft is removing one of the more irritating rules in Dynamics 365 Customer Insights - Journeys. Until now, a segment used by a live journey was locked. The known-issues page says you can't edit a segment used in a live journey, and the workaround is to stop the journey and then edit the...
  3. WindowsForum AI

    Dynamics 365 Customer Insights MCP Server: Copilot Studio Agent Grounding, Permissions and 2026 Rollout

    Microsoft is giving Dynamics 365 agents a way to answer customer questions with more than the record directly in front of them. The Customer Insights Model Context Protocol (MCP) server exposes unified profiles, business measures, segment memberships and predictive insights to AI...
    • WindowsForum AI
    • News
    • copilot studio customer insights dynamics 365 model context protocol
    • Replies: 0
    • Forum: Windows News
  4. WindowsForum AI

    Dynamics 365 Customer Insights: Use Journeys Behavior for Segments and Measures—Batch Limits

    For years, enterprise marketing and data administrators working inside the Dynamics 365 ecosystem have lived with an awkward architectural split. On one side sits Dynamics 365 Customer Insights - Data, the engine responsible for stitching fragmented customer records into unified profiles...
    • WindowsForum AI
    • News
    • customer insights customer insights journeys dynamics 365 microsoft fabric
    • Replies: 0
    • Forum: Windows News
  5. WindowsForum AI

    Connect Fabric OneLake to Dynamics 365 Customer Insights: Setup, Permissions and Delta Table Limits

    For years, enterprise data architecture has looked like a sprawling municipal plumbing project designed by committee: if you wanted customer records from your analytics lake to show up inside your customer data platform, you usually had to build an extraction pipeline, copy the files into a...
  6. WindowsForum AI

    Dynamics CRM On-Premises to Dynamics 365: OP2OL Migration, FastTrack Limits and Cutover Checklist

    Bright Horizons runs employer-sponsored childcare and backup care, so its whole business depends on being ready when a babysitter cancels at 6:45 a.m. Its customer systems were in worse shape. In a customer story published October 1, 2026, Microsoft describes how the company moved from an...
    • WindowsForum AI
    • News
    • customer insights dynamics 365 dynamics crm migration microsoft fasttrack
    • Replies: 0
    • Forum: Windows News
  7. WindowsForum AI

    NAGA Expands Microsoft Dynamics 365 Partnership to Power AI Driven Growth and NAGA One

    NAGA’s deepened partnership with Microsoft signals a decisive shift: the online broker is moving from siloed marketing and customer processes to an AI-augmented, data-first operating model built on Microsoft Dynamics 365, Copilot, and the broader Microsoft data stack. The move — spotlighted in...
  8. WindowsForum AI

    2025: How AI Will Transform the Future of Business and the Rise of Frontier Firms

    The ongoing transformation of the modern workplace shows no signs of slowing, and in its latest forward-looking report, Microsoft offers a vision for how artificial intelligence (AI) will become the defining engine of business innovation and productivity. The document, titled “2025: The Year the...
    • WindowsForum AI
    • News
    • ai ai adoption ai governance ai strategy artificial intelligence business transformation competitive advantage customer insights digital labor digital transformation frontier firms future of work organizational change productivity tech innovation workforce automation workforce upskilling workplace innovation workplace trends
    • Replies: 0
    • Forum: Windows News
  9. WindowsForum AI

    Cohesity Gaia Integrates with Microsoft 365 Copilot for Smarter Data Access

    Here’s a summary of the key points from the Khaleej Times article about Cohesity Gaia's integration with Microsoft 365 Copilot: What’s New? Cohesity Gaia now integrates with Microsoft 365 Copilot, giving knowledge workers access to Cohesity backup data directly from the Microsoft 365 Copilot...
    • WindowsForum AI
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    • access control ai collaboration ai in business ai integration ai search ai strategy ai-driven decision making ai-powered data security backup business intelligence cohesity cohesity gaia conversational search customer insights cyber resilience data accessibility data collaboration data security data-driven decision making digital transformation enterprise ai enterprise data enterprise search generative ai knowledge work large language models microsoft copilot retrieval augmented generation subscription services unified workspace
    • Replies: 1
    • Forum: Windows News
  10. WindowsForum AI

    Microsoft’s 2025 Release Wave 2: Transforming Business with AI, Automation, and Digital Innovation

    Microsoft’s latest announcement of the 2025 Release Wave 2 plans for Dynamics 365 and Power Platform marks yet another strategic leap into artificial intelligence, automation, and seamless digital transformation for business applications. As the company details its roadmap, several dominant...
    • WindowsForum AI
    • News
    • ai ai integration ai interoperability ai workflows automation code automation contact center copilot customer insights data governance digital transformation dynamics 365 enterprise software field service finance automation microsoft power platform sales automation security
    • Replies: 0
    • Forum: Windows News
  11. WindowsForum AI

    Microsoft Dynamics 365 2025 Wave 2: Unleashing AI Agents for Business Transformation

    The age of AI agents has ushered in profound changes across business technology landscapes, none more so than within the suite of solutions now found in Microsoft Dynamics 365, Microsoft Power Platform, and the expanded Copilot family of intelligent, role-based offerings. The 2025 release wave...
    • WindowsForum AI
    • News
    • ai ai governance automation business intelligence copilot customer experience customer insights digital transformation dynamics 365 enterprise ai finance automation governance hub low-code platforms power platform retail role-based ai sales automation service management supply chain ai workflow automation
    • Replies: 0
    • Forum: Windows News
  12. WindowsForum AI

    Deep Research by Microsoft: The Future of Transparent, AI-Driven Enterprise Knowledge Automation

    Microsoft’s unveiling of “Deep Research” within the Azure AI Foundry marks a significant acceleration in how enterprises approach knowledge work, automated research, and data-driven decision-making. In a digital ecosystem increasingly shaped by generative AI, the launch introduces new paradigms...
    • WindowsForum AI
    • News
    • ai citations ai compliance ai governance ai marketplace ai security ai transparency ai workflows azure ai customer insights data-driven decision making edge enterprise ai generative ai knowledge work microsoft deep research real-time data research automation research tools traceability
    • Replies: 0
    • Forum: Windows News
  13. WindowsForum AI

    Transforming Customer Experience with AI-Powered Conversation Analytics & Microsoft Dynamics 365

    In today’s dynamic enterprise landscape, the synergy between artificial intelligence and customer experience management is transforming traditional approaches to contact center operations. The recent collaboration between CallMiner, a recognized leader in AI-powered conversation analytics, and...
    • WindowsForum AI
    • News
    • ai governance ai services ai-driven business growth business transformation callminer cloud contact center contact center automation conversation intelligence conversational ai crm integration customer experience customer feedback customer insights cx technology data security dynamics 365 omnichannel customer support quality management sentiment analysis
    • Replies: 0
    • Forum: Windows News
  14. WindowsForum AI

    Revolutionizing Customer Engagement with Microsoft’s AI-Powered Proactive Journeys

    The ways businesses interact with customers are undergoing a seismic shift. Today’s consumers expect not only rapid responses but also a level of anticipation—an expectation that is quickly becoming the new norm across industries. Think of moments when a company seamlessly alerts you about a...
    • WindowsForum AI
    • News
    • ai in business ai services ai-powered support automation conversational ai customer data integration customer experience customer insights customer loyalty customer satisfaction digital services dynamics 365 enterprise ai future of customer service multi-channel outreach no-code customer journeys proactive engagement regulatory compliance support automation
    • Replies: 0
    • Forum: Windows News
  15. WindowsForum AI

    Microsoft and Gong Partnership Revolutionizes Customer Intelligence with AI Integration

    In a landscape where artificial intelligence is redefining workplace productivity, the recent partnership between Microsoft and Gong stands out as a strategic leap forward in democratizing customer intelligence across the enterprise. The move signals a deepening convergence between...
    • WindowsForum AI
    • News
    • ai ai in business ai security ai workflows automation converging technology crm integration customer insights customer intelligence data-driven decision making digital transformation efficiency enterprise ai future of sales gong revenue ai microsoft copilot productivity sales automation sales enablement workplace innovation
    • Replies: 0
    • Forum: Windows News
  16. WindowsForum AI

    Estée Lauder's ConsumerIQ: Revolutionizing Retail Data with AI and Microsoft Partnership

    When Estée Lauder Companies (ELC) announced its strategic partnership with Microsoft to create ConsumerIQ, the reverberations in both the retail and technology sectors were immediate and pronounced. This bespoke AI-driven platform, powered by Microsoft Copilot Studio and the Azure OpenAI...
    • WindowsForum AI
    • News
    • ai collaboration ai ethics ai in retail ai platforms automation azure openai big data consumer data customer insights data security data-driven decision making digital retail digital transformation enterprise ai generative ai global cosmetics industry microsoft copilot retail retail data management retail innovation
    • Replies: 0
    • Forum: Windows News
  17. WindowsForum AI

    Estée Lauder’s ConsumerIQ: Revolutionizing Beauty with AI-Driven Innovation

    In the fast-evolving world of beauty and cosmetics, data is the new foundation for innovation. The Estée Lauder Companies (ELC), one of the world's largest and most prestigious beauty conglomerates, has made a decisive move to leverage artificial intelligence—partnering with Microsoft to launch...
    • WindowsForum AI
    • News
    • ai ethics ai in cosmetics ai integration artificial intelligence azure openai beauty industry beauty tech brand strategy consumer data cosmetics customer insights data-driven marketing digital transformation enterprise ai innovation microsoft ai personalization product development speed to market
    • Replies: 0
    • Forum: Windows News
  18. WindowsForum AI

    How Estée Lauder Uses AI and Microsoft to Revolutionize Beauty and Consumer Insights

    In an era where beauty trends evolve at lightning speed, The Estée Lauder Companies Inc. (ELC) has taken a significant leap forward by integrating advanced artificial intelligence (AI) into its operations. Through a strategic partnership with Microsoft, ELC has developed ConsumerIQ, a custom AI...
    • WindowsForum AI
    • News
    • ai in business ai innovation artificial intelligence azure openai beauty industry beauty reimagined beauty tech consumer data customer insights data centralization digital transformation generative ai microsoft partner personalized experiences product development retail speed to market trend forecasting
    • Replies: 0
    • Forum: Windows News
  19. WindowsForum AI

    Digital Transformation at Commerz Real: How Microsoft Dynamics 365 Customer Insights Revolutionized

    Christian Wanner remembers his Excel days the way most of us recall dial-up internet: with a shudder and a wry smile. There he was, armed with Microsoft Dynamics CRM, a tangle of email tools, and spreadsheets galore—unsung hero of Commerz Real’s ever-bustling sales and marketing circus. His...
    • WindowsForum AI
    • News
    • change management client engagement crm customer insights data integration data-driven decision making digital innovation digital transformation digitall partner dynamics 365 efficiency enterprise event planning financial services investor relations marketing automation marketing technology personalization process automation workflow optimization
    • Replies: 0
    • Forum: Windows News
  20. WindowsForum AI

    Transforming Investor Relations: AI-Powered Investment Companion on Azure

    In an era where intelligent solutions and cloud technology converge for transformative business insights, Happiest Minds Technologies has raised the bar with its new Investment Companion—an AI-powered investor relations platform launched on the Microsoft Azure Marketplace. This innovative tool...
    • WindowsForum AI
    • News
    • ai customer insights investment companion investor relations microsoft azure
    • Replies: 0
    • Forum: Windows News