Dynamics 365 Customer Insights Implementation
We build segmentation, customer journeys, and a unified customer profile inside Dynamics 365 Customer Insights, designed around how your marketing team actually works rather than a generic template.
Who We Serve — Marketing Leaders
When ad data, CRM data, and sales data live in different systems, nobody can agree on what is actually driving revenue. We fix that.
Every marketing leader has sat in a budget review unable to fully answer the one question that matters most: what is this actually returning? Not because the work isn’t good, but because the data needed to prove it is scattered across ad platforms, CRM records, and spreadsheets that don’t talk to each other. Inner Join Technologies unifies that data and builds the reporting layer that finally connects your marketing activity to real pipeline and revenue — whether that means Dynamics 365 Customer Insights, Power BI, or AI-driven tools built around your existing marketing stack.
Proving marketing ROI is consistently ranked as the single hardest part of a marketing leader’s job, and the reason is rarely a lack of effort or sophistication. It is a data problem. Your paid team reports ROAS from one platform. Your SEO team reports organic traffic from another. Your email team reports open rates from a third. Sales is looking at Dynamics 365 and seeing a completely different version of the pipeline. None of these systems were built to talk to each other, so every report becomes an exercise in manual reconciliation, and every number gets questioned the moment it reaches finance or the executive team.
This is not a “buy more tools” problem. In fact, the opposite is usually true: more disconnected tools means more conflicting data, not better insight. The fix is connecting what you already have into one place everyone trusts.
The pattern we see constantly
Inner Join Technologies implements Dynamics 365 Customer Insights to give your marketing team a proper home for customer and campaign data, and then goes further than most implementation partners by connecting it to a unified Power BI reporting layer that pulls in your ad platform data alongside it.
We build segmentation, customer journeys, and a unified customer profile inside Dynamics 365 Customer Insights, designed around how your marketing team actually works rather than a generic template.
We connect data from your ad platforms — Google, LinkedIn, Bing, YouTube, and others — directly into a Power BI dashboard alongside your CRM data, so impressions, clicks, leads, and closed revenue all live in one trusted view.
Because Dynamics 365 Customer Insights and Dynamics 365 Sales run on the same underlying platform, marketing and sales can finally work from the same pipeline data instead of two different versions of the truth.
We also work directly with sales leaders, which means we build with both sides of that relationship in mind.
Adrian Steel, a commercial vehicle upfitting manufacturer, came to Inner Join Technologies with a familiar problem. Marketing data was mixed in with sales and operations data inside a single Dynamics 365 environment, and ad performance data from five separate platforms — Google, YouTube, LinkedIn, Spotify, and Bing — lived completely outside the CRM. Before this engagement, Adrian Steel’s marketing team could not produce a single aggregated report across these platforms. The data existed. It just could not be seen in one place.
Inner Join Technologies implemented Dynamics 365 Customer Insights, built a dedicated marketing data environment separate from sales and operations, and connected all five ad platforms into a single Power BI dashboard alongside CRM data. Adrian Steel is now in the second year of an ongoing Monthly Partnership Plan engagement, with the marketing data foundation continuing to evolve as their needs grow.
“Inner Join removed blockers for us. Given our bandwidth, we wouldn’t have been able to monetize our marketing and advance where we’re going next without them. They’re pivotal in helping us generate, process, and track leads.”
Fred Reinfelder
Director of Marketing, Adrian Steel
Beyond implementation and reporting, Inner Join Technologies brings AI directly into the marketing workflow itself. This is not a future roadmap item. It is how we work today — and it is how this website was built.
We design and deploy web applications and pages using AI-assisted development, connected directly to Dynamics 365 Customer Insights to capture leads, book demos, and enroll visitors into customer journeys automatically as they happen — with no manual handoff between your website and your CRM.
We use AI to research keyword and search intent, identify the questions buyers and AI engines are actually asking, and build that research directly into page content and structured data — so your marketing content is positioned to be found by both traditional search and AI-powered answer engines.
We use AI throughout the design and content creation process itself, from page layout to written content, allowing marketing initiatives to move from concept to live page faster — without sacrificing the strategic thought behind the work.
This page, and the Inner Join Technologies website surrounding it, is a live example of this approach. The site was researched, designed, and written using the same AI-driven process described above — including the keyword and AEO research behind this very page — and is connected to Dynamics 365 Customer Insights to capture and route leads the moment they come in.
A defensible answer when finance or leadership asks what marketing is actually returning, because the data is unified instead of reconciled by hand.
Less time spent exporting, cleaning, and reconciling data between platforms, and more time spent acting on what the data shows.
A shared source of truth with sales, so attribution disputes stop being a recurring argument and start being a solved problem.
The ability to see which campaigns and channels are actually driving pipeline, not just which ones look busy.
A foundation that grows with you. Customer Insights and the reporting layer around it evolve as your marketing operation matures — the same way it has for Adrian Steel.
Let’s talk about where your marketing data is fragmented today and what a unified Dynamics 365 Customer Insights and Power BI environment could look like for your team.
Proving marketing ROI is difficult primarily because campaign data, ad platform data, and CRM data typically live in separate, disconnected systems. Without a unified view, marketing teams must manually reconcile data from multiple sources, which is time-consuming and makes it hard to confidently connect spend to revenue.
Dynamics 365 Customer Insights is Microsoft’s customer data and marketing engagement platform, formerly known as Dynamics 365 Marketing. It unifies customer data, builds audience segments, and delivers personalized marketing journeys across channels.
Ad platform data can be connected to a CRM like Dynamics 365 by building a unified reporting layer, typically using Power BI, that pulls in data from each ad platform and combines it with CRM lead and opportunity records in a single dashboard.
Because Dynamics 365 Customer Insights and Dynamics 365 Sales run on the same underlying Dataverse platform, marketing and sales teams can share the same customer and pipeline data instead of working from separate, conflicting systems.
A marketing leader should look for a partner that addresses the underlying data fragmentation causing ROI and attribution problems, not just one that configures the software. Look for a partner who can demonstrate experience connecting ad platform data, CRM data, and reporting into a single unified view.
Yes. Power BI can connect to multiple ad platforms (such as Google, LinkedIn, Bing, and YouTube) and combine that data with Dynamics 365 CRM data in a single dashboard, allowing marketing teams to see impressions, clicks, leads, and closed revenue together.
Yes. Inner Join Technologies uses AI to design web pages, generate content, conduct SEO and AEO research, and build web experiences connected directly to Dynamics 365 Customer Insights for lead capture and customer journey enrollment. The Inner Join Technologies website itself was built using this process.
