TTEC Digital Solution for Dynamics 365 Customer Insights FastStart: 4-Wk Workshop

In this 4-week engagement, TTEC Digital transforms what you know about your customers into an actionable 360° profile that enables greater personalization for sales and marketing and improved customer experiences at purchase.

Avtex will deliver a production system that unifies disparate data sources, surfaces actionable insights, and provides enhanced segmentation capabilities that promote greater efficiency for sales and marketing efforts.

Harness your data sources

Utilizing the Dataverse, your data sources are mapped into a standard and extensible schema. With Microsoft’s machine learning capabilities, TTEC Digital will match sources on a variety of critical dimensions and find the hidden links transforming your data into a full 360° customer profile. These profiles provide a path for creating searchable, filterable customer indices driving actionable dashboards built with Power BI.

Improved customer experience

Using Microsoft Power Automate, Power App Connectors, and Power BI dashboards, Microsoft Dynamics 365 Customer Insights drives action based on customer activities and behavior. Our team of experienced Data and AI professionals will help your team design a complete end to end solution that empowers employees with insights so they deliver more personalized customer experiences.

Services Provided & Agenda*

• Week 1
  • Determine use cases for segmenting and personalized targeting
  • Review potential data sources for profiles and use cases, up to 3
  • Configure Sandbox and Production environments
• Week 2
  • Import Customer and activity data sources into Dynamics 365 Customer Insights
• Week 3
  • Unify data sources into a single, unified customer profile in Dynamics 365 Customer Insights
  • Create activities, relationships, search indexes and measures in Customer Insights 
• Week 4
  
  • Analyze and model the data to identify three customer segmentations relevant to your goals
  • Connect to Power BI to unified customer profiles
  • Final executive playback
  • Recommendation report on next steps

*Est. dependent on profiles and complexity of measures, entities, workflows and dashboards.