Microsoft Customer Insights let’s you run campaigns easily

Running campaigns is a big part of growing your cause. But juggling emails, SMS, and keeping your contacts organised can get tricky. Customer Insights helps you do this in one place.

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What is Customer Insights?

Customer Insights (formerly Marketing 365) is built into Dynamics 365 and works seamlessly with your CRM. That means your supporter data is already connected—you don’t need to import or export contacts to get campaigns off the ground. From sending bulk updates to automating reminders, it’s designed to simplify the way you communicate.

With Customer Insights you can:

  • Use existing contacts from your CRM
  • Send both emails and SMS directly
  • Automate campaigns and follow-ups
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Why use Customer Insights?

Many standalone marketing platforms feel clunky or disconnected, making it hard to get a clear picture of your supporters. Microsoft Customer Insights is different because it’s designed to work hand in hand with Dynamics 365 CRM. Everything is integrated, so your campaigns feel smoother, smarter, and easier to manage.

Customer Insights helps you:

  • Connect seamlessly with Dynamics 365 CRM
  • Automate emails and texts
  • Personalise messages for your supporters
  • Measure results with clear reports
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What can you do with Customer Insights?

Whether you’re sending a simple update or running a full campaign, Marketing 365 gives you the tools to reach the right people at the right time. By keeping all your data in one safe, central place, it saves you time and gives you confidence that your communications are consistent and effective.

With Customer Insights, you can:

  • Send supporter updates and appeals via email
  • Automate follow-ups to save time
  • Create split tests and flows based on user behaviour
  • Track email opens, clicks, and engagement
  • Keep your data safe, secure, and centralised

Ready to see if Microsoft Customer Insights is right for your organisation?

Our team can answer any and all questions. Book a call or just send in your questions via our contact page

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