Dynamics 365 Customer Insights
Turning data into decisions
Create a unified view of your customers and use insight to drive smarter sales, service and marketing decisions.
Most organisations are not short on data. They are short on precision.
Customer data sits across multiple systems, teams and platforms. Dynamics 365 Customer Insights brings this data together into a single, trusted view of the customer. But without the right structure and governance, it quickly becomes another complex analytics tool that few people use.
Avrion helps organisations implement Customer Insights in a way that makes data usable, relevant and actionable.
Digital Transformation
on your Terms.
Schedule a structured discovery conversation that will help define priorities and reduce risk.
What Customer Insights should actually deliver
Customer Insights is not about dashboards for the sake of reporting. It is about understanding behaviour and predicting outcomes.
When implemented correctly, it should allow you to:
- Build a single, unified customer profile
- Understand engagement and behaviour across channels
- Segment customers meaningfully
- Identify trends, risks and opportunities early
- Support better decisions across sales, service and marketing
Insight only matters if it influences action.
Key Dynamics 365 Customer Insights capabilities we implement
Unified customer profiles
We design customer profiles that bring together data from:
- Dynamics 365 Sales and Customer Service
- Marketing platforms
- Website and digital engagement
- External and third-party data sources
All structured around a single, trusted view of the customer.
Behavioural analysis and segmentation
Understanding behaviour is more valuable than static data.
We help you:
- Build meaningful customer segments
- Track engagement across touchpoints
- Identify high-value and at-risk customers
- Support targeted engagement strategies
Segmentation is aligned to commercial and operational goals.
Predictive insights and trends
Customer Insights uses AI-driven models to identify patterns and predict outcomes.
We focus on:
- Predicting churn and risk
- Identifying upsell and cross-sell opportunities
- Highlighting changes in customer behaviour
Always with a clear link to action.
Insight activation across the business
Insight should not live in isolation.
We ensure Customer Insights feeds into:
- Sales workflows and prioritisation
- Customer Service context and escalation
- Marketing and engagement strategies
- Leadership reporting and planning
So data informs action across teams.
Data governance and quality
Insight is only as good as the data behind it.
Avrion helps organisations establish:
- Clear data ownership
- Consistent data structures
- Quality controls and validation
- Ongoing optimisation as data sources evolve
This ensures long-term trust in the platform.
The Avrion approach to Dynamics 365 Customer Insights
We start with the questions the business needs answered.
Before any data is connected, we focus on:
- What decisions need better information
- Which data sources genuinely add value
- How insight will be used day-to-day
- Who owns the data and how it is governed
This ensures Customer Insights is designed with intent, not curiosity.
Already using Customer Insights?
If Customer Insights feels complex, underused or disconnected from decision-making, a CRM Health Check can identify where value is being lost.
We assess:
- Data sources and structure
- Profile and segmentation design
- Insight relevance and usage
- Integration with other Dynamics 365 modules
And provide clear recommendations to improve impact.
Planning to implement Customer Insights?
If you are exploring Customer Insights for the first time or expanding an existing setup, discovery is critical.
We help you:
- Define clear use cases
- Avoid overengineering
- Align insight to real business needs
- Build a platform that evolves over time
What do our customers say?
“Connolly's Red Mills have been working with Avrion since 2017 with our Maximizer implementation and have found them to be a great company to deal with, projects completed in a timely manner to a high standard.”
David Dewberry – Connolly’s Red Mills“We first came across Maximizer Sales Leader Edition (SLE) when looking for a CRM system with quoting functionality to replace an aged manual system based mainly on Excel! From development to implementation, each stage was found easy to transact and made easy to understand with the support offered found to be exceptional. Our main area of focus was to improve systems to reduce stress on resource with minimal impact on the team – this was achieved with great success & the system welcomed.”
Liane Atherton – AAF Air Filters“Avrion is able to grasp a concept quickly and turn it into a deliverable that can make a significant difference to a business. They take the time to understand the requirement, taking concepts and ideas and turning them into tangible benefits to achieve the best outcome possible for the customer. I'd 100% recommend Avrion. It's been a dream working with them. They have helped us at every point in this process. I've worked with people in the past where there's a bit of tension, but with Avrion they always helped to direct our journey, in a way that was working with us as a partner, over anything else.”
Jasmin Dudden – Restore Datashred“Working with Avrion has been easy – not just because they understand the business, but because they are open to helping make things work. The answer is almost never “no” – but if it is – there is always an alternative solution to get around the issue put forward.”
Charlotte Hurrell – Belvoir Group““The reason why I like working with Jon is because he always comes up with a solution. This was a small project but it has a big impact and solves lots of time problems. I can now make updates to the communications that go out myself and don’t need the support of Avrion for this going forward, although they are always on hand if I need help.””
Jane Margetts – Restore Records Management“I’m using Power BI a lot more now than I did when we started with creating refreshable dashboards for the Senior Leadership Team and other management levels showing different elements of the business. We are doing this by implementing the data warehouse built by Avrion, which is very handy. I love Power BI and think it is such a great tool that every business can have/use as it turns your raw data into a story that shows different aspects from the company over time.”
Dan Costin – Restore Datashred“Integrating over 30 acquisitions, meant harmonising over 60 customer databases. Impressive, but of little use if the data is unstructured. Maximizer meant structured data, yes it requires focus, but the output is efficient to say the least; the new improved pipeline made us twice as effective, cross selling across the 5 business units - closure went up 4-fold. Integrating this with front line operational calls gave us a holistic view, reducing hundreds of days spent on internal calls, joining up the dots for our customers. Opportunities grew by over 20% with straightforward data polishing. The icing on the cake was with GDPR, good process with opt-outs and customer choice on contact options. When you feed this into the business it allows us to be focussed on the day-to-day operation, the back-end processes of store, scan and shred just become slicker – our focus with customers substantially better. Hundreds of hours freed up for improvements on invoicing, value added services, the day to day delivery with document management. Our project involved coupling existing platforms with new CRM technologies, training and a complex project roll-out. Avrion managed the transition without fuss or any ‘catch-you’ extra fees – a job well done.”
David English – Restore plc“We found the team at Avrion really understood our needs. It felt like they’d seen it all before, and that gave us confidence from day one. With Maximizer CRM, what it really does is allow us to track that from start to result stage… it’s helped change the mentality of our business.”
Chris Harrison – Heidelberg Materials Contracting“We would highly recommend Avrion for both CRM and tech support applications. We recently upgraded our tech support function for both internal and external support requests. This has improved our response times, planning, service level agreements and overview of the department. Avrion is always ready to suggest improvements and evolution for our business. A big thanks to Dave, Nick and Sam at Avrion for their work on this project.”
James Blair – SPM Instrument UK“Avrion has, from the start, been very honest and clear about what we can achieve without spending vast sums of money on an entirely new system. We created an automation wish list for Avrion, who were brilliant at listening and communicating as they tailored the project specifically to the scope. Avrion built the system according to our needs and fine-tuned it as required once we began to use it. They have been very supportive throughout and helped us navigate through the entire process. We now have a system that can evolve as the development does, to improve and continually improve account visibility for our homeowners and improve cash flow by utilising the automation that we required.”
Carly Cullen – Priors Hall Park Management