Dynamics 365 Customer Insights for Insurance

Deliverables/ Outputs
Scope of Work
• Configuration of the sandbox and production Dynamics 365 for Customer Insights environments • Unified customer profiles that reveal a unique view

• Data eco-system assessment to identify relevant data sources for ingestion into Customer of each customer across demographic, financial and
digital dimensions
Insights
• Ready-to-deploy segments and metrics that
• Connectivity to 4 data sources through the native out-of-the-box Customer Insights connectors
significantly reduces the time-to-value for actionable
• Documentation of an appropriate framework for matching and merging customer records
insights
• Development of unique measures and segments to discover insights and customer cohorts • Advanced analytics to add a layer of predictive
• Synchronization of unified profiles in Customer Insights with those in Dynamics 365 with Power insight to customer behaviour that allows an
Automate workflows organization to track churn, lifetime value, and

• Development of a high-level customer journey concept to identify appropriate customer product recommendations
• A set of Power Automate workflows to ensure the
retention, engagement campaigns
latest customer insights are continuously provided to
• Power BI dashboard to evaluate customer behaviour and reveal new insights
Dynamics 365 for continuous engagement

End-User Experience Solutions Used Resources Estimated cost

Solution Pitch Deck

Azure
Business Additional tools/ +- 20 000$
Applications capabilities
Solution Technical Deck

Other Docs

Wynand Roos
wynand@thecrmteam.com