Are your marketing lists missing the mark despite having all the right demographics? It is time to go beyond basic filters and master the art of advanced segmentation in Dynamics 365 Customer Insights. In this video, we explore how combining behavioral signals with transactional data can make your targeting smarter, faster, and significantly more effective. 🚀

We start by discussing why relying on age, income, or job titles alone often leads to stagnant conversion rates. You will learn how to identify the difference between a passive contact and an engaged lead by looking at their actual interactions. We then dive into the practical side of unifying data from various silos, including your CRM, ERP, and web analytics, to create a true 360-degree view of your customer. 📈

Discover how to move away from static lists that become outdated the moment they are created. We explain how to build dynamic segments and use calculated measures to predict churn, identify upsell readiness, and score engagement. Finally, we cover the critical step of activation, showing you how to push these segments into Dynamics 365 Marketing, Sales, and Power Automate to trigger personalized outreach exactly when it matters most. ⚡️

Chapters
0:00 Why demographics alone fail your marketing
3:15 The 30 percent conversion jump with behavioral data
6:40 Connecting data silos and unifying customer profiles
10:25 Building dynamic segments for real intent
13:50 Using calculated measures to predict customer needs
17:15 Activating segments in the Microsoft ecosystem
20:30 Final strategy for data-driven results

What is your biggest challenge when it comes to segmenting your audience? Drop your biggest segmentation headache in the comments below, and if you want to see these problems solved in action, make sure to hit the subscribe button for more deep dives! 🔔

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