Enhance clienteling with Copilot customer insights
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | 
Jun 20, 2024 |
Nov 2024 |
Business value
Copilot can help store associates easily and more effectively personalize shopping experiences for customers with real-time insights into their preferences and behaviors as they happen, right there in the store. Copilot does the heavy lifting by analyzing purchase history, clienteling notes, product recommendations, and more to bring you precise, actionable insights. With rich contextual information directly available inline, you can now connect with your customers on a deeper level without having to switch focus. You’ll see the impact where it matters most: in satisfied customers who keep coming back for that personalized touch only you can provide. With Copilot, you’re not just selling products; you’re crafting experiences that resonate with each individual shopper.
Feature details
With Copilot, you gain access to a wealth of insights about your customers’ preferences, including their favored categories and price points, as well as the store locations they frequent.
Preferred categories and basket analysis: Copilot analyzes your customers’ purchase history to identify the types of products they love. Whether they gravitate towards high-end electronics or are frequent buyers of eco-friendly products, you’ll know exactly what to recommend next. Plus, Copilot understands price sensitivity, helping you to suggest items that not only match their interests but also their budget.
Preferred store location preferences: Understanding where your customers prefer to shop is crucial. Copilot tracks this data, allowing you to tailor your approach based on whether they’re local regulars or out-of-town visitors looking for something special.
RFM analysis: Recency, frequency, and monetary value (RFM) analysis is a cornerstone of customer segmentation. Copilot performs this analysis on your customers’ transaction history, segmenting them into groups based on their shopping behavior. This enables you to prioritize your attention and offers to those who are most engaged with your store.
Summarized timeline of customer activity: Keeping up with every interaction can be overwhelming. That’s why Copilot summarizes the timeline of each customer’s activity. At a glance, you can catch up on their past interactions, making it easy to continue the conversation where it left off or to provide a personalized follow-up.
By leveraging these insights, you’re not just selling products; you’re building relationships. Copilot doesn’t replace your expertise—it enhances it, giving you the tools to create memorable experiences that keep customers coming back.
The customer insights feature can be disabled and reenabled using the functionality profile mapped to your store channels. This feature is available in the Dynamics 365 Commerce 10.0.41 release, and is also included in the Commerce 10.0.38, 10.0.39, and 10.0.40 releases through proactive quality updates (PQUs) to facilitate adoption.
Geographic areas
This feature will be released into the following Microsoft Azure geographic areas:
- Germany
- Norway
- Singapore
- South Africa
- Switzerland
- United Arab Emirates
- US GCC
- US GCC High
- United States
- Europe
- Asia Pacific
- United Kingdom
- Australia
- Brazil
- Canada
- India
- Japan
- France
- Korea
See also
Customer insights by Copilot (docs)