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Microsoft Dynamics 365 Customer Insights – Data Support

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The strategic technology partner for scalable organisational growth.
Customer intelligence

Turn customer data into meaningful business insights

Understanding your customers starts with bringing your data together. Our Microsoft specialists help you implement, configure, and optimise Dynamics 365 Customer Insights to create a unified view of your customers across multiple data sources. 

By transforming fragmented information into meaningful insights, we enable your organisation to better understand customer behaviour, personalise engagement, and make more informed decisions. Whether you’re looking to improve marketing, strengthen customer relationships, or uncover new opportunities for growth, we’ll help you maximise the value of your customer data.

Customer Intelligence

Unlock the power of unified customer data

Microsoft Dynamics 365 Customer Insights – Data is Microsoft’s advanced customer data platform (CDP). It brings together customer data from multiple observational and transactional sources to create unified customer profiles that deliver real-time insight into every interaction.

With Dynamics 365 Customer Insights – Data, your business can connect marketing, sales, and service processes, ensuring every department works from the same accurate customer view. The platform helps you create customer segments, measure pipeline success, and design customer-centric experiences that drive loyalty, retention, and growth.

Zenzero’s Microsoft Dynamics 365 Customer Insights – Data Support services make sure your data foundation is strong, compliant, and performing at its best, so your teams can focus on delivering meaningful customer experiences.

partnership

Why choose Zenzero as your Customer Insights partner

Zenzero combines technical capability, creativity, and a personal approach to deliver results that matter. We understand that your Dynamics 365 Customer Insights – Data environment is more than a database, it’s the foundation of customer understanding across your organisation.

By working with Zenzero, you gain:

  • Continuous optimisation of your Microsoft Dynamics 365 Customer Insights – Data solution
  • Fast issue resolution and proactive monitoring of your environment’s performance
  • Access to a team that understands Microsoft technology, data integration, and analytics
  • Guidance on best practices and industry standards for secure, compliant data management
  • Training and enablement resources to empower your teams to make data-driven decisions

Our experts help your users gain confidence in using the system to uncover insights, create actionable segments, and deliver customer-centric experiences that align with your business goals.

Unified customer data

Build a complete view of every customer

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Unlock the full value of your customer data with expert Dynamics 365 Customer Insights – Data support. We help you unify information from across your organisation, creating accurate customer profiles that empower marketing, sales, and service teams with the insights they need to make better decisions.

From implementation and integration to optimisation and ongoing guidance, we ensure your customer data platform delivers measurable value and supports long-term business growth.

Customer Service

"We know the right expert is always at the other end of the phone if we need them. The benefit of outsourcing means we have the ability to call on the right expertise at the right time, we can always draw on the skillset that we need."

Garry Collins

Administration and Finance Manager, St John

Customer Service

"The project was very well planned, exceptionally well executed and smoothly implemented. The team were wonderful, the project was delivered on time and on budget, and we received great support all the way through. I couldn’t fault it."

Andrew Everton

Executive Director, Saffery Trust

Customer Service

"They’ve become more than a service provider; they are a trusted partner. This partnership between Solent Mind and Zenzero allows us to adapt and evolve more quickly, leading to improved services and outcomes for our users."

Robert Wayman

FEE & Director, Solent Mind

Features

What our Customer Insights – Data support includes

Data management and integration

We help you connect your data sources – including observational, transactional, and operational data – into a unified system. Our experts configure automatic data refresh processes to ensure your information is always accurate, relevant, and compliant with industry standards.

Customer profiles and consent data

Maintain trustworthy and compliant customer profiles with up-to-date consent data. We help you manage data policies and ensure privacy controls meet regulatory and organisational standards.

Customer segments and real-time insights

Zenzero helps you create segments based on real-time customer interactions, behaviours, and demographics. These unified people profiles help your business identify interacted people, audience groups, and key opportunities to deliver tailored experiences.

Pipeline success and analytics

Our team enables you to measure pipeline success, track customer journeys across channels, and connect marketing and sales performance back to real business value. Using real-time analytics and Microsoft’s built-in AI, we help you understand what drives conversions and loyalty.

Integration with other Dynamics 365 applications

We ensure your Customer Insights – Data tenant integrates seamlessly with other Dynamics 365 apps such as Sales, Marketing (Customer Insights – Journeys), and Customer Service. This cross-app functionality empowers customer service agents, marketers, and sales teams to work from one unified data source.

Troubleshooting, optimisation, and support

Our dedicated support specialists resolve issues quickly, ensuring system reliability, efficient processes, and high performance. Whether it’s data refresh failures, connection issues, or tenant configuration problems, we’re here to help your teams stay productive.

Our Dynamics 365 Customer Insights expertise helps you unify customer data, uncover valuable insights, and make more informed business decisions.

get in touch

Ready to take the next step?

Zenzero’s flexible Customer Insights – Data Support model scales with your organisation’s size, technology stack, and ambitions. Whether you need one-off assistance, ongoing environment management, or strategic guidance on integrating Dynamics 365 Customer Insights – Data with your wider Microsoft Dynamics 365 ecosystem, we’re ready to help.

Contact our team today to discover how Zenzero can help your business unlock the full potential of Microsoft Dynamics 365 Customer Insights – Data and deliver customer-centric experiences that drive measurable success.

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Still have Qs?

Questions we
often get asked:

What is Microsoft Dynamics 365 Customer Insights – Data?

Microsoft Dynamics 365 Customer Insights – Data is Microsoft’s customer data platform (CDP). It brings together customer data from multiple data sources – including transactional, observational, and operational systems, to create unified customer profiles and provide real-time insight into interactions, behaviours, and preferences.

What are customer segments and how are they created?

Customer segments are groups of customers or contacts who share common characteristics, behaviours, or attributes. Segmenting customers helps organisations better understand their audience and deliver more personalised experiences.

In Dynamics 365 Customer Insights – Data, segments can be created using unified customer profiles that combine data from multiple sources. These segments can be built based on a variety of attributes, such as:

  • Demographics – e.g., age, gender, location.
  • Transactional data – e.g., purchase history, order value, product categories bought.
  • Behavioural data – e.g., website activity, email engagement, interactions with campaigns or events.

By grouping customers in this way, businesses can analyse trends, target the right audience, and run more effective marketing campaigns.

What is an automatic data refresh and why is it important?

An automatic data refresh ensures that your unified customer profiles are always up to date with the latest information from all data sources. This enables accurate insights, reliable reporting, and timely actions by marketing, sales, and service teams.

How can Zenzero help my organisation measure pipeline success?

Zenzero uses real-time analytics and unified data from Dynamics 365 Customer Insights – Data to track customer journeys, measure engagement, and evaluate the effectiveness of your marketing, sales, and service processes. This helps your organisation identify opportunities, optimise customer interactions, and improve pipeline success.

Still have questions? Contact Us