D365 Customer Insights
Unified profiles, segments, and real-time journey orchestration across channels. Delivered by DESSS with a documented 6-step workflow, named deliverables, and a 24-hour discovery response.
MICROSOFT DYNAMICS 365 CE
What does DESSS deliver for D365 Customer Insights?
DESSS delivers D365 Customer Insights on Microsoft Dynamics 365 CE through the d365 customer insights implementation: audience and data readiness; lifecycle and scoring model; templates, journeys and automation; deliverability and compliance setup; crm sync and attribution; launch and optimisation. Each step closes with named deliverables you sign off before the next begins.
THE WORKFLOW
6 steps, start to finish
Every engagement follows a documented sequence, so you always know which stage the work is in and what closes it.
- Audience and data readiness — Know who you can contact
- Lifecycle and scoring model — Define the stages
- Templates, journeys and automation — Build the programmes
- Deliverability and compliance setup — Reach the inbox
- CRM sync and attribution — Connect to revenue
- Launch and optimisation — Test and improve
WHAT YOU GET
Named deliverables, signed off
Each step closes with deliverables you review and approve before the next one begins — progress you can audit rather than a status colour on a slide.
- Data quality assessment
- Consent audit
- Suppression rules
- Lifecycle model
- Scoring rules
- Handoff agreement
- Template library
- Journey builds
- Preference centre
- Authentication records
HOW TO ENGAGE
Advice, delivery, or managed service
Engage DESSS at whatever depth the work needs — independent advice before you commit budget, full delivery against an agreed blueprint, or ongoing support from the team that built it.
Consulting & Advisory
Assessment, platform selection, business case, and roadmap — before you commit budget.
Implementation Services
Full delivery to an agreed blueprint, with weekly demos and named deliverables at every step.
Integration & Migration
Connecting and modernizing the systems the work depends on, with validated data and monitored interfaces.
Managed Support Services
Monitoring, incident handling, enhancements, and release management from the team that built it.
A typical DESSS D365 Customer Insights delivery runs 6 steps, with the final step reached around weeks 10–12. Complex integrations, multi-entity scope, or regulated environments extend that — the discovery session produces a dated plan for your case rather than an average.
Every step closes with named deliverables — Attribution model, Authentication records, CRM sync, Compliance checklist, Consent audit, Data quality assessment, Deliverability report, Handoff agreement — so progress is visible, auditable, and reviewable rather than a status colour on a slide.
Yes. Integration with the systems your customer data and journeys depends on is designed early and delivered with validation, monitoring, and error handling, so failures are visible and recoverable.
No. D365 Customer Insights is often delivered alongside the other Microsoft Dynamics 365 CE products listed below, in a phased roadmap that avoids rebuilding earlier phases. DESSS sequences them so each phase stands on its own.
The consultants who implemented it. Managed support covers monitoring, incidents, enhancements, and release management under severity-based service levels.
GET STARTED
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Talk to a DESSS consultant about D365 Customer Insights. We respond to discovery requests within 24 hours.