Personalised marketing experiences
We will support you in maximising the value of Dynamics 365 Customer Insights – Journeys, a marketing automation solution that unifies customer data and orchestrates personalised experiences. Our consultants will help you develop unified customer profiles, create targeted segments, and set up trigger-based journeys that boost content performance.
How Dynamics 365 Customer Insights Benefits You
- Real-time journeys
- Enhanced productivity
- Faster campaign creation
- Unified client data
- Improve sales alignment
Trigger contextual, event-based journeys across channels that react instantly to customer interactions.
Increase your team’s efficiency and focus with AI-assisted marketing tasks and recommendations enabling faster content creation.
Transform Personalisation with Real-Time Journeys
Do outdated tools and disconnected customer data limit your ability to run personalised cross-channel campaigns?
Look no further than Dynamics 365 Customer Insights – Journeys (formerly Dynamics 365 Marketing). By unifying data into complete customer profiles, Customer Insights tackles fragmented views.
With real-time signals providing triggers, you can instantly respond to customer actions and spark engagement when it matters the most.
Customer Insights redefines how marketing teams operate by consolidating tools, unifying data, and using AI capabilities.
Demonstrating Customer Insights – Journeys
Dynamics 365 Customer Insights Capabilities include:
Customer journeys

Design journeys to improve engagement using email, SMS and custom channels.
Triggers-based comms

Engage customers in real-time by responding to interactions and CRM updates.
Audience segments

Use connected data to target audience segments with personalised messages.
Copilot AI features

Boost productivity with AI-powered suggestions for quick campaign content creation.
Lead scoring and routing

Automatically share leads with sellers as prospects respond to your messages.
Event planning

Minimise admin tasks and enhance experiences for your online and in-person events.
Marketing analytics

Gain actionable insights to optimise your campaign performance.
Web Form Integration

Collect lead and contact details on your websites for enquiries, subscriptions and registrations.
How we partner with you
At ServerSys, we take a consultative approach to understand your marketing needs and configure D365 Customer Insights – Journeys.
Our consultants will provide strategic guidance and hands-on expertise to implement Customer Insights alongside your other Dynamics 365 apps. We’ll apply your branding to emails, assist your campaign-building efforts and support user adoption to achieve quick wins.
We don’t just deploy technology but also provide an ongoing partnership to maximise its value to deliver connected customer journeys.
We are proud to work with...












Customer Quotes
Frequently Asked Questions
Ready to transform your marketing?
Contact ServerSys to discuss your marketing goals and explore how Customer Insights – Journeys can help you deliver personalised experiences. Call us now on 0203 884 3804, email hello@serversys.com or complete the contact form below, and we’ll follow up.