Research

Delivering Personalized Outreach via Dynamics 365 Customer Insights

Delivering Personalized Outreach via Dynamics 365 Customer Insights

The ongoing shift to an immersive digital world has resulted in the creation of massive amounts of personal and behavioral data as organizations track customers’ digital and physical footprints, activities, and actions to help better understand their preferences, behavior patterns, and decision criteria. But as organizations curate more personalized and relevant marketing and purchasing experiences, customer expectations are also rising.

To meet and exceed these expectations, organizations must deploy technologies and tools that help their marketing and teams capture and activate the valuable data to power better customer journeys efficiently without introducing extraneous complexity or friction. The most promising approaches incorporate powerful data analytics, automation, and generative AI technology to streamline workflows and processes.

In our latest Research Brief, Delivering Personalized Outreach via Dynamics 365 Customer Insights, completed in partnership with Microsoft, The Futurum Group covers demand drivers for greater personalization and discusses the ways in which organizations must engage with customers to create personalized, curated journeys that meet their needs and exceed their expectations.

In this brief, you will learn:

  • How customer journeys are morphing into an infinite engagement loop
  • Steps for managing and engaging with customers throughout the customer lifecycle
  • Insights into how Microsoft Dynamics Customer Insights can be leveraged to create and orchestrate customer journeys
  • How Copilot and generative AI tools can be used safely and responsibly

If you are interested in learning more, be sure to download your copy of Delivering Personalized Outreach via Dynamics 365 Customer Insights today.

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Author Information

Daniel is the CEO of The Futurum Group. Living his life at the intersection of people and technology, Daniel works with the world’s largest technology brands exploring Digital Transformation and how it is influencing the enterprise.

From the leading edge of AI to global technology policy, Daniel makes the connections between business, people and tech that are required for companies to benefit most from their technology investments. Daniel is a top 5 globally ranked industry analyst and his ideas are regularly cited or shared in television appearances by CNBC, Bloomberg, Wall Street Journal and hundreds of other sites around the world.

A 7x Best-Selling Author including his most recent book “Human/Machine.” Daniel is also a Forbes and MarketWatch (Dow Jones) contributor.

An MBA and Former Graduate Adjunct Faculty, Daniel is an Austin Texas transplant after 40 years in Chicago. His speaking takes him around the world each year as he shares his vision of the role technology will play in our future.

Keith Kirkpatrick is VP & Research Director, Enterprise Software & Digital Workflows for The Futurum Group. Keith has over 25 years of experience in research, marketing, and consulting-based fields.

He has authored in-depth reports and market forecast studies covering artificial intelligence, biometrics, data analytics, robotics, high performance computing, and quantum computing, with a specific focus on the use of these technologies within large enterprise organizations and SMBs. He has also established strong working relationships with the international technology vendor community and is a frequent speaker at industry conferences and events.

In his career as a financial and technology journalist he has written for national and trade publications, including BusinessWeek, CNBC.com, Investment Dealers’ Digest, The Red Herring, The Communications of the ACM, and Mobile Computing & Communications, among others.

He is a member of the Association of Independent Information Professionals (AIIP).

Keith holds dual Bachelor of Arts degrees in Magazine Journalism and Sociology from Syracuse University.

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Welcome

The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

Whether you are defining business, channel, or go-to-market strategy; evaluating vendors or justifying ROI; or commissioning research to fill an emerging market need, we have your back, with a program that answers your questions with the objectivity and credibility to drive real decisions.

To do it, we bring unmatched data to bear: Futurum research, surveys, and market projections; validated market feeds; ETR’s 15 years of insight from 10,000 technology decision-makers; G2’s buyer and user data; and what our analysts hear every day. Add leading primary collection, from AI-moderated voice interviews to surveys and analyst-led interviews, all turnkey, and every project comes out credible, nuanced, and actionable.

And we don’t just drop the results in your lap. For internal work, we provide analyst-led sessions, interactive dashboards, and a range of formats. For market-facing work, Futurum delivers turnkey activation and amplification that actually gets seen, by people and by LLMs, through our media and share of voice. This is research that moves decisions and markets.

We will meet you wherever you are, from a fast-turn brief to a multi-year program, and shape the work to your goals, timeline, and budget. The right program for your moment.

If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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