YegertekOne Customer Record. Every System. Always Current.
Yegertek's customer data platform is built on Microsoft Dynamics 365 — a unified, governed customer record that every system reads from and writes to, so the customer is never defined differently depending on which tool is asked.
Overview
A customer data platform is only as valuable as the consistency of the record it maintains. If different systems define the customer differently — loyalty uses a member ID, commerce uses an email, service uses a phone number — the platform produces a unified view of several partial records rather than the actual customer. Yegertek's CDP is implemented on Dynamics 365 as the authoritative record: every system in the Yegertek platform writes to it, and identity resolution ensures a single person is recognized as a single person regardless of the channel they use. The investment case for a proper CDP is strongest once a business can point to a specific moment the fragmentation already cost it — a campaign that reached the wrong segment, or a service agent who couldn't see a purchase that happened on a different channel.
The Challenge
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Multiple systems maintaining separate customer records with no agreed canonical identity.
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Identity resolution handled differently across systems, producing match inconsistencies.
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Data governance that exists as policy but is not enforced at the platform level.
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CDP outputs that require a data team to interpret before they reach the frontline or a campaign.
Our Approach
The CDP is implemented as a governed extension of Dynamics 365 — with identity resolution, deduplication, and consent management built into the data model, not layered on afterward. The same record drives Engage 365, Puzzle, Blox, and Rubix, so it is always current because it is always the system of record.
Capabilities
Outcome-labeled features, not a laundry list.
Identity resolution and deduplication
One person recognized as one record regardless of the channel or identifier used
Governed data model
Access controls, audit trails, and data quality rules enforced at the platform level
Real-time event ingestion
Customer events captured in real time — no nightly batch that leaves the record stale during the day
Consent and preference management
Opt-in and opt-out data governed centrally, accessible to every downstream system
Activation to downstream systems
Unified record available to marketing, service, loyalty, and analytics without a separate extraction step
Regulated-industry compliance
GDPR, PDPL, and sector-specific data governance requirements built into the architecture
Business Benefits
A customer data platform built on Dynamics 365 eliminates the integration overhead of maintaining separate identity stores across loyalty, service, commerce, and CRM. Consent is governed once and respected everywhere. Analytics run on a consistent definition of the customer. And the marketing, service, and loyalty teams all start from the same customer context — so personalization is consistent and accurate, not channel-specific and inconsistent.