How to create a unified profile (Golden Customer Record) using Dynamics 365 Customer Insights – Part 1

I recently had an opportunity to work on Dynamics 365 Customer Insights for a retail client who was envisioning to consolidate their customer’s information to achieve a true customer 360-degree view.

The main objective was to remove the silos of data that represents customer purchases, payments, website visits, marketing & social interactions and customer service requests.

With it’s pre-built AI model, Customer Insights was able to help with ingesting massive amounts of data from separate systems and leverage matching strategies to build a unique profile and showcase customer’s total lifetime value, churn risk, and more.

In this series of posts, I would like to put some light on how we can use Dynamics 365 CI to ingest this customer data from multiple sources and set the matching rules to create a unified customer profile or a golden customer record.

We’ll see how we can connect Customer Insights with various data…