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?
“We have experienced a huge shift in the efficiency of the business with the all-round delivery of service.”
Tracey Hammond – Dengie“At our internal review in 2019 we, as a company, asked if we were doing ourselves justice using Maximizer as our CRM solution or was there something better? We concluded that the price point for the system gives us a budget to develop our own specific customisations that are more beneficial for productivity and efficiency as well. After almost a year of trying unsuccessfully to engage with our existing partner, trying to get them to talk about upgrading and personalising the system, we decided to switch over to Avrion. Avrion had been in conversation with us and once we engaged with them, they immediately gave us something unique. They allowed us to effectively have an off-the-shelf CRM system that we could customise – at affordable rates. Rates that are competitive for SMEs. Once we formed a partnership with Avrion, for the first time in seventeen years we were working with a really engaged partner, which is something unique. Avrion enabled the changes to revolutionise our workflow through small steps that added huge impact. Not many people do that.”
Cole Fellows – The Insurance Network““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“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 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’s AI and automation solution transformed our operations. What used to take three full-time staff days to process now happens automatically - accurately, consistently, and at scale. We’ve reclaimed time, reduced errors, and empowered our team to focus on higher-value work. It’s been transformative.”
COO at a leading UK waste management company“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“After a feasibility study designed to ascertain which CRM to integrate into our business, I found that Avrion put together the best end scenario and product, Maximizer, to take our business forward. The team at Avrion showed their diligence and knowledge, which was a clear deciding factor in instigating our partnership. We look forward to strengthening our relationship going forward, as CRM evolution never stops! We can now see in real time how all of our opportunities are progressing. We also have automated reports in our Dashboard module showing the business sales performance and pipeline, which allows us to focus on each individual opportunity without any being left unnurtured. Avrion has now linked our Maximizer with Mailchimp to allow for focused marketing campaigns based on the data we add to the Address Book. We now have a clear sales process that can be tracked with clear ‘what’s next’ actions to implement.”
Craig Sansom – Prestige“Maximizer CRM has been an invaluable tool. It enables us to be very efficient, keep on top of client projects and opportunities, and deliver the service we want to for our customers.”
Graham Cording – Smart Presentations“We found Avrion very professional, yet friendly and fun to do business with. They really gained our trust.”
Chris Howard – BearingNet