--- title: Dynamics 365 Customer Insights Reviews meta_title: 'Dynamics 365 Customer Insights Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 19 reviews by the users' company size, role or industry to find out how Dynamics 365 Customer Insights works for a business like yours. aggregate_rating: rating_value: 4.0 review_count: 19 scale: '5' date_modified: '2026-07-07' parent_category: name: Marketing url: https://www.g2.com/categories/marketing --- # Dynamics 365 Customer Insights Reviews **Vendor:** Microsoft **Category:** [Customer Data Platforms (CDP)](https://www.g2.com/categories/customer-data-platform-cdp) **Average Rating:** 4.0/5.0 **Total Reviews:** 19 ## About Dynamics 365 Customer Insights Dynamics 365 Customer Insights is a powerful, real-time customer data platform (CDP) brings together transactional, behavioral, and demographic data to create multi‑dimensional profiles. Activate real‑time insights across the customer journey and on destinations including analytics, marketing, advertising, and customer engagement platforms through turnkey integrations with Microsoft and third‑party applications. ## Dynamics 365 Customer Insights Reviews ### 1. Microsoft **Rating:** 5.0/5.0 stars **Reviewed by:** Nirjal S. | Senior Technical Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** September 19, 2023 **What do you like best about Dynamics 365 Customer Insights?** Microsoft products is very reliable and easy to use for everyone. Also they available on everywhere. That product user friendly and also Microsoft products coming with complete setup so no need to use other products for any single task complete. **What do you dislike about Dynamics 365 Customer Insights?** There is no any such things to dislike for Microsoft products. Because that are very useful in our day to day activities in office or daily use. Because everyone use that product. **What problems is Dynamics 365 Customer Insights solving and how is that benefiting you?** We are using that tool for maintaining our user data and employees details. We are using prime service and product which is provided by Microsoft. Also that product save our valuable time. ### 2. Customer Insight - Tresure Hunt Made easy **Rating:** 4.5/5.0 stars **Reviewed by:** Nayan T. | Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 15, 2022 **What do you like best about Dynamics 365 Customer Insights?** It's enable an organisation to build customer 360 and get deeper business insights by integration multiple systems and collate both structure and instructed data **What do you dislike about Dynamics 365 Customer Insights?** Limited Custom Models that can used a card **What problems is Dynamics 365 Customer Insights solving and how is that benefiting you?** Actionable insights to be leveraged during all customers conversation ### 3. Works well **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** September 12, 2018 **What do you like best about Dynamics 365 Customer Insights?** Good software that works well with a large company. It can service many different softwares. **What do you dislike about Dynamics 365 Customer Insights?** Doesn’t offer as much as we had in the past. **Recommendations to others considering Dynamics 365 Customer Insights:** Many resources to guide people with training on Microsoft dynamics 365. **What problems is Dynamics 365 Customer Insights solving and how is that benefiting you?** Stats, testing results, graphics. ### 4. A good tool that helps organizations connect with their customers **Rating:** 3.5/5.0 stars **Reviewed by:** Salik Y. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2020 **What do you like best about Dynamics 365 Customer Insights?** - Unify all customer data from multiple sources onto a single insight page. - Powerful tools that uses the customer's data and profiles to perform quick and intuitive analytics processing. - Ability to customize using Microsoft Power Platform. **What do you dislike about Dynamics 365 Customer Insights?** - It requires a significant investment and commitment of time. - Setting up the customer profiles are somewhat tricky. Although it is improving over the updates. **Recommendations to others considering Dynamics 365 Customer Insights:** Customer Insights provide a growing businesses great overview of their customers but having the information spread across various sources and platform and the time needed to collect and organize them is revenue lost or losing your customer altogether. Tools such as Microsoft Dynamics 365 provides businesses the holistic information, which saves the business and help them understand their customer's need. The Microsoft team also offers a demo of this system, which you can try for free to ensure that it works for you. It is tool that you might initially think would not do much for your business but when you use it for the first time and see its performance your opinion might change.Its free to try, so why not check it out and decide for your self. **What problems is Dynamics 365 Customer Insights solving and how is that benefiting you?** - Provides a holistic view of customers which is beneficial for the Sales and account identifying high value customers. - Combine data from multiple sources such a POS and online to generate insights for the customers (via which offers can be tailored to the customer's need which would result in brand loyal and additional revenue generation) ### 5. User adoption, performance and really feel great factor has actually shown up after the launch **Rating:** 4.5/5.0 stars **Reviewed by:** Jose F. | Sales and Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2020 **What do you like best about Dynamics 365 Customer Insights?** Just how very easy it is to rotate up a Version Driven App and Release it to a set of particular users. No more is Dynamics a one fit Internet Client for all. We can release several Sales Apps for various sales functions. The Indigenous assimilations with Azure, Circulation, PowerApps and Power BI make expanding the OOB refines very easy and also we can achieve rapid advancement. **What do you dislike about Dynamics 365 Customer Insights?** It has clearly had a lot of financial investment in the last couple of years specifically, and also its amazing where it is now vs a few years ago. Nonetheless, there are numerous new services and features it is challenging to continue top of points and likewise choose the right approach/ technique. The deprecation of solutions, since something better is changing it, might be much more clear. **Recommendations to others considering Dynamics 365 Customer Insights:** Characteristics 365, or CDS, lacks uncertainty in my mind the platform for Business Line Apps, whether you take a component like Sales, Solution or Advertising the ecological community around the System makes advancement quick, simple, incorporated and manageable. If your organisation already utilizes Workplace 365 then Characteristics 365 is a no-brainer. **What problems is Dynamics 365 Customer Insights solving and how is that benefiting you?** Characteristics 365 has actually completely altered the brand-new uci as well as the entire system (combined customer interface) has truly assisted with customer adoption, efficiency, and general feeling. The indigenous Assimilation with Circulation, Power BI, Teams and Azure really makes life very easy to quickly extend as well as team procedures. PowerApps have significantly raised rapid advancement and also even provided end customers the capability to create their Applications. ### 6. An easy to use software **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Chemicals | Mid-Market (51-1000 emp.) **Reviewed Date:** May 02, 2020 **What do you like best about Dynamics 365 Customer Insights?** You can get data from multiple sources and all of the data can,be combined and compared with. Easy to use with a good format and good visuals **What do you dislike about Dynamics 365 Customer Insights?** Sometimes you need help to figure things out especially for more in depth analysis **Recommendations to others considering Dynamics 365 Customer Insights:** It's best to get some training to fully take advantage of the software **What problems is Dynamics 365 Customer Insights solving and how is that benefiting you?** You need to understand the software to use it to an advantage and that might take time unless you get training. I like that visuals are there to support and help in tracking ### 7. A helpful tool for data collection **Rating:** 4.0/5.0 stars **Reviewed by:** Breanna R. | Ops Mgr, Mid-Market (51-1000 emp.) **Reviewed Date:** September 12, 2018 **What do you like best about Dynamics 365 Customer Insights?** This is a really nice program to organize data from various endpoints and locations and then can create actionable insights for your team. **What do you dislike about Dynamics 365 Customer Insights?** Setting up customer insights is not really straightforward as you'd think. It's not extremely difficult, but it does demand many steps that could drive you away. However, the program is new so hoping this improves over time. **Recommendations to others considering Dynamics 365 Customer Insights:** Currently, the Customer Insights does not have many data sources that it supports out of the box. As of now, I believe it is just CSV files, Dynamics 365, and Hub Data APIs. This is a bit disappointing, but it still is worth it. **What problems is Dynamics 365 Customer Insights solving and how is that benefiting you?** Tracking KPI's is one of our favorite features, and it is handled very well. We also can see the WHOLE customer journey on one dashboard. It helps us predict their needs and enhance future engagements. ### 8. Microsoft Dynamics 365 for Customer Insights operations for customer satisfaction **Rating:** 5.0/5.0 stars **Reviewed by:** Young K. | CEO, Management Consulting, Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2018 **What do you like best about Dynamics 365 Customer Insights?** Microsoft Dynamics 365 for Customer Insights allow gathering of information from different sources and consolidation for an actionable insight. this information can help an organization identify new needs and preferences for their customers. **What do you dislike about Dynamics 365 Customer Insights?** The fact that you cannot use this software without an internet connection make it limited. **Recommendations to others considering Dynamics 365 Customer Insights:** Microsoft Dynamics 365 for Customer Insights is the best software as far as good organizational customer service is concerned **What problems is Dynamics 365 Customer Insights solving and how is that benefiting you?** I use this software in my online marketing business to ensure that i take action upon concerns of all my clients ### 9. Microsoft Dynamics 365 fpr Customer Insights **Rating:** 5.0/5.0 stars **Reviewed by:** Amir G. | Account Executive Recruitmnet Advertising, Publishing, Enterprise (> 1000 emp.) **Reviewed Date:** July 25, 2018 **What do you like best about Dynamics 365 Customer Insights?** The programs allows customers to manage their accounts designated by the product they purchased allowing instant access to information that are crucial to the business. **What do you dislike about Dynamics 365 Customer Insights?** The difficult process of filtering account and information. Searching for accounts and product could be a challenge when there are duplication in the system. **Recommendations to others considering Dynamics 365 Customer Insights:** For all Microsoft Dynamics programs, It does take some time to get uses to it but that should not effect the learning curve for users. **What problems is Dynamics 365 Customer Insights solving and how is that benefiting you?** The programs is used as a tool to access accounts and available products for clients that purchased recruitment solutions. Tracking the progress of every product and making changes to it. ### 10. Great for sales teams **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.) **Reviewed Date:** September 12, 2018 **What do you like best about Dynamics 365 Customer Insights?** Dynamics has a lot of functionality outside of just being a CRM - an internal chat system, a really solid calendar interface, and other apps that make it a fantastic all-in-one platform. Does have solid functionality for sales teams when it comes to being a CRM. Integrates with several vendors and applications. **What do you dislike about Dynamics 365 Customer Insights?** Does not have much functionality of being a tool that other teams can use - IE, marketing, etc. Reporting is very flawed and not user-friendly. **What problems is Dynamics 365 Customer Insights solving and how is that benefiting you?** One great thing is is assists in capturing data across all kinds of different places to eliminate siloed data. ### 11. Nice Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 22, 2018 **What do you like best about Dynamics 365 Customer Insights?** What i like on this tool is the ability to predict data outcome from the sources i've tapped in. **What do you dislike about Dynamics 365 Customer Insights?** the version which we are working in now is with preview.. i dont have dislikes but maybe when we start buying out the standard versions. **Recommendations to others considering Dynamics 365 Customer Insights:** Best part is the ability to customize the tool based from our needs. **What problems is Dynamics 365 Customer Insights solving and how is that benefiting you?** Customer verbatims ### 12. Solid CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Sports | Mid-Market (51-1000 emp.) **Reviewed Date:** July 19, 2018 **What do you like best about Dynamics 365 Customer Insights?** Goal tracking and leader boards. Loved the way Dynamics tracked the leader boards and goals for all the reps. Was very easy to see where you were to goal and how much needed to be produced. **What do you dislike about Dynamics 365 Customer Insights?** Creating alternative lists or pulling specific info was difficult. This may just have been because of how the company had it set up but any time we wanted to make a new list or change format of anything we had to go through our system admin and it was a long process. **What problems is Dynamics 365 Customer Insights solving and how is that benefiting you?** Tracking customer relationships and staying on top of leads ### 13. Microsoft Dynamics 365 is a great CRM and allows for detailed customer insights. **Rating:** 4.0/5.0 stars **Reviewed by:** Caleb J. | Data Analyst, Aviation & Aerospace, Mid-Market (51-1000 emp.) **Reviewed Date:** July 18, 2018 **What do you like best about Dynamics 365 Customer Insights?** User interface is easy to learn, and lots of add-on services that can integrate with Dynamics. **What do you dislike about Dynamics 365 Customer Insights?** Some add-ons integrate better than others. **Recommendations to others considering Dynamics 365 Customer Insights:** Compare with other CRM platforms, and also consider add-ons that you might consider integrating later on, planning ahead. **What problems is Dynamics 365 Customer Insights solving and how is that benefiting you?** Having all customer data in one place, and being able to see activity in a multitude of ways. ### 14. MICRO. DYNAMICS 365 **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 12, 2018 **What do you like best about Dynamics 365 Customer Insights?** HOW EASY IT IS TO USE. THE WAY IT IS SET UP MAKES WORKING THROUGH IT EASY. **What do you dislike about Dynamics 365 Customer Insights?** THERE IS NOT A THING THAT I CAN THINK OF **Recommendations to others considering Dynamics 365 Customer Insights:** GREAT PRODUCT. EASY TO USE. If you need a way to manage customer relations, this is it **What problems is Dynamics 365 Customer Insights solving and how is that benefiting you?** USED TO LINK WITH OFFICE 365. GREAT way to manage our customer relations. ### 15. Excellent functionality and in depth analytics **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Mid-Market (51-1000 emp.) **Reviewed Date:** September 12, 2018 **What do you like best about Dynamics 365 Customer Insights?** I like how functional the software is and the ease of use with powerful features and an overall benefit to my business. **What do you dislike about Dynamics 365 Customer Insights?** I think the platform could be better organized and more convenient to use. **What problems is Dynamics 365 Customer Insights solving and how is that benefiting you?** Insights and analytics into customer actions. I've been able to better track my customers product usages. ### 16. I like this platform for the most part **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** September 12, 2018 **What do you like best about Dynamics 365 Customer Insights?** Not super user friendly visually, but it gets the job done **What do you dislike about Dynamics 365 Customer Insights?** It’s hard to naviagte and I wish I could really see everything all at once **What problems is Dynamics 365 Customer Insights solving and how is that benefiting you?** We are analyzing customer data and have found out great insight on our candidates ### 17. User friendly **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** September 12, 2018 **What do you like best about Dynamics 365 Customer Insights?** How easy this software is to use for what I need it for **What do you dislike about Dynamics 365 Customer Insights?** I truly enjoy this software and what it has done for me and my company **What problems is Dynamics 365 Customer Insights solving and how is that benefiting you?** See what is and isn’t working for my clients ### 18. Microsoft dynamics 365 was a great tool to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 01, 2018 **What do you like best about Dynamics 365 Customer Insights?** Allowed us to create dynamic ashboards to show key metrics **What do you dislike about Dynamics 365 Customer Insights?** It was not as intuitive to use as Salesforce **What problems is Dynamics 365 Customer Insights solving and how is that benefiting you?** Client tracking, reporting, dashboarding ### 19. Microsoft Office **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2017 **What do you like best about Dynamics 365 Customer Insights?** I really like the features when it comes to the outlook email access via a cloud based website. **What do you dislike about Dynamics 365 Customer Insights?** I wish that the word options in Microsoft were a little more user friendly and visible. **What problems is Dynamics 365 Customer Insights solving and how is that benefiting you?** We are solving business problems such as failing to have visualization to our data processes. - [View Dynamics 365 Customer Insights pricing details and edition comparison](https://www.g2.com/products/dynamics-365-customer-insights/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-13+17%3A50%3A31+-0500&secure%5Bsession_id%5D=3082c716-6647-4f1d-9d91-5a3ddf1c06fd&secure%5Btoken%5D=903a35a2183ee487e831dbc50161cebdf0bcf0f206e669855df0637cf612d2f9&format=llm_user) ## Dynamics 365 Customer Insights Features **Data Sourcing** - Data Enrichment - Expandability **Intelligence** - Marketing Metrics - Predictive Modeling - Recommendation Engine ## Top Dynamics 365 Customer Insights Alternatives - [Twilio Segment](https://www.g2.com/products/twilio-segment/reviews) - 4.5/5.0 (555 reviews) - [Salesforce Data 360 (formerly Data Cloud)](https://www.g2.com/products/salesforce-data-360-formerly-data-cloud/reviews) - 4.3/5.0 (294 reviews) - [Tealium Customer Data Hub](https://www.g2.com/products/tealium-customer-data-hub/reviews) - 4.3/5.0 (445 reviews)