How Microsoft Solutions Help You With Customer Data Consolidation

By Bill Kern | January 28, 2025

customer consolidation

Understanding your prospect or customer in a quick one—or two-screen view remains crucial for organizations across industries.

Whether your team of experts is preparing for a sales call, addressing a support issue, or launching a targeted marketing campaign, having well-organized data is essential.

In this blog, we will dive into the ways Microsoft solutions can assist you in consolidating your customer data and why that is vital to moving your business forward in a positive direction.

Why Centralizing Your Systems and Data Matters

Many businesses struggle with siloed data spread across multiple systems, leading to inefficiencies and miscommunications. This disjointed process often leads to teams working with incomplete or outdated information, resulting in missed opportunities and poor customer experiences. Common challenges include:

  • A sales rep might not realize a support team is handling an escalated issue with the same customer, leading to misalignment.
  • A service technician might complete work without knowing the customer has outstanding payments, delaying invoicing and collections.
  • Marketing teams might send campaigns without full visibility into customer history, reducing effectiveness.

By consolidating data into a unified system, businesses can gain complete visibility into customer interactions, improving efficiency, collaboration, and decision-making. At Stoneridge, we like to call it gaining a 360-degree view of your customers, what matters to them, and how you can meet their needs.

How Microsoft Technology Enables a 360-Degree View

Microsoft’s Azure services and the Power Platform integrate various data sources, including CRM, ERP, marketing automation, and service systems. Tools like Power BI and Dynamics 365 Customer Engagement present this data in an intuitive interface, while Copilot surfaces key insights, allowing users to access critical information quickly.

Key Microsoft Solutions That Help With Customer Data Consolidation

Microsoft empowers your team to view and act on data and information through powerful, cloud-based solutions with effective and innovative features and functionalities. Here are some key areas where Microsoft tools can help you integrate and centralize your technology environment and the solutions in it:

Data Integration

Microsoft Power Platform acts as the central hub, using Power Automate and over 900 built-in connectors to integrate diverse data sources. This eliminates silos and ensures teams work with consistent, up-to-date information, fostering better collaboration across departments.

Data Cleaning and Standardization

Power Query simplifies data cleaning by resolving duplicates, correcting formatting errors, and ensuring consistency across multiple data sources. Clean data leads to better insights, fewer errors, and more effective customer communications.

Unified Customer Insights with Dynamics 365

Dynamics 365 Customer Insights consolidates customer data from multiple sources into comprehensive profiles. AI-driven analytics generate predictive insights, such as customer lifetime value and churn risk, enabling hyper-targeted marketing and more meaningful engagement.

Powerful CRM Capabilities within Dynamics 365 Customer Engagement

Dynamics 365 CE tools can help you manage customers from the time they reach out as prospects to when they become repeat customers. These solutions include:

  • Dynamics 365 Sales empowers sales teams with AI-driven insights, lead prioritization, and streamlined workflows. Reps can access full customer histories, helping them personalize engagements and close deals more effectively.
  • Dynamics 365 Customer Service ensures support teams have all relevant customer details, including past interactions, service history, and open cases, allowing them to provide timely and efficient resolutions.
  • Dynamics 365 Field Service enables service technicians to access real-time customer and equipment data, ensuring they arrive prepared and can resolve issues efficiently. Predictive maintenance capabilities also help businesses proactively address service needs.

By leveraging these integrated solutions, organizations can improve collaboration, deliver consistent customer experiences, and drive better business outcomes.

Visual Data Exploration with Power BI

Power BI transforms centralized data into actionable insights through interactive dashboards and real-time analytics. Decision-makers can analyze customer behavior, monitor KPIs, and identify trends, making data-driven strategies more effective.

Personalized Engagement with Power Apps and Power Automate

Organizations can create custom solutions using Power Apps and automate workflows with Power Automate. This reduces manual effort and ensures timely and consistent engagement, whether through automated follow-ups, personalized recommendations, or customer self-service options.

Empowering Low-Code Development

The Power Platform’s low-code environment enables business users to develop apps, workflows, and data solutions without extensive programming skills. This democratization of development accelerates innovation, reduces dependency on IT, and allows teams to quickly adapt to evolving business needs.

Additional Capabilities Through Microsoft Copilo's AI

Microsoft Copilot leverages AI to provide deeper insights and automation that enhance customer interactions and decision-making. By analyzing customer data from Dynamics 365, Power BI, and other integrated platforms, Copilot can:

  • Summarize Key Insights: Automatically generate concise overviews of recent customer interactions, highlighting important details for sales, service, and marketing teams.
  • Predict Customer Needs: Use AI-driven analytics to surface potential opportunities, such as upsell recommendations or at-risk customers needing engagement.
  • Automate Repetitive Tasks: Streamline data entry, follow-ups, and email drafting, allowing employees to focus on high-value customer interactions.
  • Enhance Decision-Making: Provide intelligent suggestions and forecasts based on historical data and market trends, enabling more informed business strategies.

By integrating Copilot into their workflows, businesses can maximize efficiency, improve customer engagement, and gain a competitive edge through smarter automation and data-driven insights.

The Benefits of a Holistic Customer View

By leveraging Microsoft’s ecosystem, businesses can:

  • Improve Customer Service: Service teams gain instant access to comprehensive customer histories, enabling faster issue resolution and personalized support.
  • Increase Sales Conversion: Targeted sales approaches and personalized marketing campaigns become more effective with detailed customer insights.
  • Boost Customer Retention: Predictive analytics help businesses proactively engage customers and address concerns before they become problems.
  • Enable Data-Driven Decisions: Real-time, comprehensive data empowers leaders to make informed strategic choices and identify growth opportunities.
  • Enhance Operational Efficiency: Automation and integration reduce manual effort, allowing teams to focus on high-value tasks and strategic initiatives.
  • Increase ROI: A centralized system eliminates the inefficiencies of manually re-entering data across platforms, reducing errors and saving time.

Contact Stoneridge Today to Centralize and Consolidate Customer Data

Streamlining customer management through centralization will help your organization improve operational efficiency and drive informed decision-making. Stoneridge experts can help you implement these solutions so you and your team can focus on driving revenue and building positive customer experiences.

Get in touch with our experts to learn more.

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