Summary: Click and Microsoft Customer Insights both empower Dynamics 365 marketers but in different ways. Click delivers fast, integrated campaign automation inside CRM, while Customer Insights provides enterprise-level data intelligence and real-time personalization. Explore and compare both offerings in this blog.
Empowering Marketers Inside the Microsoft Ecosystem
For organizations using Microsoft Dynamics 365 CRM, marketing automation isn’t optional, it’s essential. The right solution helps turn CRM data into actionable campaigns, nurture customer relationships, and accelerate pipeline growth.
Being 100% native to D365 CRM (no API sync required!), two standout options rise to the top: Click and Microsoft Customer Insights. Both are trusted by Microsoft customers and partners worldwide. The difference lies in how they approach marketing automation, one built for day-to-day campaign excellence, the other for enterprise-scale data intelligence. Let’s explore and compare both options:
Click: Marketing Automation Made for Microsoft Dynamics 365
Click’s platform was built from the ground up for marketers who live inside Microsoft Dynamics 365. It connects seamlessly with your CRM, allowing you to manage inbound and outbound campaigns, social marketing, lead scoring, and analytics all in one solution, without the friction of external integrations or complex data models.
Why Organizations Choose Click:
- Native to Dynamics: Click operates within Dynamics CRM, so your data, leads, and campaigns stay perfectly aligned with sales.
- Fast Adoption and Action: Your teams can launch email, web, and social campaigns in days, not months.
- Streamlined, Simple Automation: Build nurture journeys, segment audiences, and track campaign performance with easy-to-use tools.
- Sales and Marketing Alignment: Every engagement is visible to your sales and marketing in real time, driving more coordinated follow-up and higher conversion rates.
- Scalability: Flexible licensing and deployment make Click ideal for Microsoft partners and growing businesses that want enterprise capability without enterprise complexity.
Best fit:
Click is perfect for mid-market and growth-stage organizations that want to generate leads, nurture relationships, and measure ROI directly inside Dynamics 365 CRM. It’s also a strong choice for Microsoft partners seeking a marketing platform that complements their CRM projects with quick implementation and measurable results.
Microsoft Customer Insights: Data Depth and Enterprise Intelligence
Microsoft Customer Insights (CI) represents Microsoft’s vision for the data-driven enterprise. It’s a customer data platform (CDP) that unifies information across systems to deliver advanced segmentation, analytics, and AI-powered personalization.
Why Organizations Choose Customer Insights:
- Enterprise Data Unification: Brings together CRM, ERP, web, and external data into a single customer profile.
- AI and Analytics at Scale: Offers predictive scoring, next-best-action modeling, and seamless Power BI integration.
- Part of the Microsoft Ecosystem: Natively connects with Dynamics 365 Sales, Customer Service, and the Power Platform for end-to-end visibility.
- Advanced Compliance and Governance: Ideal for companies managing data across multiple business units or regions.
Best fit:
Customer Insights is best for large enterprises that need to unify complex datasets, apply AI modeling, and personalize engagement across multiple channels. It’s designed for teams with dedicated IT and data resources focused on customer intelligence and transformation.
How to Decide: Marketing Agility or Data Depth?
Both are strong solutions, but the key is choosing the one that aligns with your strategy and resources:
Many organizations actually benefit from both. Click drives real-time campaign execution, while Customer Insights powers advanced data unification and predictive modeling, together creating a connected marketing and data ecosystem within Microsoft Dynamics 365.
Two Powerful Paths to Microsoft-Driven Marketing Success
Microsoft’s business applications ecosystem offers unmatched flexibility for growth-minded organizations. Within that ecosystem, Click and Microsoft Customer Insights represent two complementary paths to marketing excellence.
For teams that want to move fast, generate leads, and grow pipeline inside Dynamics, Click delivers purpose-built automation that marketers can activate immediately.
For enterprises that need deep data analytics and AI-driven personalization, Customer Insights provides a robust, scalable platform for customer understanding.
Whichever you choose, or however you combine the two, success begins with aligning your marketing technology to your strategy, your data maturity, and your customers’ journey.
