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 were looking for best service provider for our CRM system and we came across with Avrion in 2016 and since then we have never turned back in terms of CRM system. This was our best step to move with Avrion as they understood our requirement quickly with excellent solutions and also within our budget. Working with Avrion is wonderful experience; we never need to approach them for any issues as they are always one step ahead by taking regular follow-ups. They are quick and punctual in terms of completing project. We have undertaken many projects so far and are more than happy to say that their solution is up to the mark. Avrion's people are the greatest asset of the company. I really recommend Avrion not only CRM system but for many other IT solutions as well.”
Satish Ghaghada – CWC“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“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’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“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“With our workload and team outgrowing our old method of workflow management, we needed a solution. Having worked with Avrion in the past, we asked them to take a look. Dave, Nick and Sam took the time to go through our process with us. It was decided that a ticketing system was required - the guys set up what we required and assisted us whilst we inputted our data and got it going. I think the level of customer service we have received from Avrion is 5 stars.”
Mike Bevan – 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“We found Avrion very professional, yet friendly and fun to do business with. They really gained our trust.”
Chris Howard – BearingNet“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“Avrion is an agile, approachable, friendly company. They are easy to deal with and deliver on what they set out to achieve.”
Tom Crowther – Belvoir