16 upcoming features included in release plans

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16 upcoming features included in release plans
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Moments that matter

Increase your productivity by using journey templates to kickstart building your customer journeys. Save time using a template from common customer journey scenarios, make final updates with your chosen content and any slight adjustments to the flows, and publish.

Available to:
Admins
Last updated:
Dec 20, 2024

Timelines:
Early Access: ---
Public Preview: ---
General Availability : Feb 2025

Included in:
Dynamics 365 Customer Insights - Journeys
2024 release wave 2

Enabled for:
Admins, makers, marketers, or analysts, automatically
This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.
Change history
Moments that matter

Audience members who move between stages of the customer lifecycle may need to repeat a lifecycle-specific state of the journey. For example, if a customer repeats a buying journey for a different product, they may reenter the dynamic segment conditions as they reenter the purchase funnel. As such, they should be allowed to reenter a journey for that dynamic segment when they come back into it.

Available to:
Users
Last updated:
Dec 20, 2024

Timelines:
Early Access: ---
Public Preview: Feb 2025
General Availability : Apr 2025

Included in:
Dynamics 365 Customer Insights - Journeys
2025 release wave 1
2024 release wave 2

Enabled for:
Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.
Change history
Moments that matter

There are times when you want to reach a large audience but sending a message to the entire audience at the same time would cause problems for your business.

With journey rate limiting, you can space out message sending over time by setting how quickly you want customers to enter your journey. This feature helps prevent overwhelming downstream operations with a large influx of requests from customers who receive messages from your journey.

For example, let's say you have a journey that sends messages to your entire customer base with a call to action to contact your call center. You may want to avoid creating a poor customer experience due to long wait times from an overwhelmed help desk if you send messages to everyone simultaneously. Instead, you can now slow down how fast customers enter the journey, avoiding thousands of phone calls at the same time.

Available to:
Admins
Last updated:
Dec 20, 2024

Timelines:
Early Access: ---
Public Preview: Sep 3, 2024
General Availability : Feb 2025

Included in:
Dynamics 365 Customer Insights - Journeys
2024 release wave 2
2024 release wave 1

Enabled for:
Admins, makers, marketers, or analysts, automatically
This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.
Change history
Moments that matter

Reuse existing segments to deliver a common experience in a single journey—no need to create a new segment for the combined audience.

If you already have segments for different purposes, you can easily create different audiences by using one or more of them in a journey. There's no need to create another segment from scratch, combine existing segments into a composite segment, or make multiple copies of the same journeys. Specifying multiple segments is straightforward and efficient and enables you to create different audiences quickly (no need to use the segment creation role or wait on other team members to create a segment for you). Additionally, the functionality reduces the number of segments that need maintenance or cleanup later and doesn't add to the overall segment limit.

Available to:
Admins
Last updated:
Dec 20, 2024

Timelines:
Early Access: ---
Public Preview: Oct 21, 2024
General Availability : Feb 2025

Included in:
Dynamics 365 Customer Insights - Journeys
2024 release wave 2
2024 release wave 2

Enabled for:
Admins, makers, marketers, or analysts, automatically
This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.
Change history
Moments that matter

In today's data-driven world, marketers face the challenge of gaining a comprehensive view of their campaigns to make informed decisions. While Customer Insights - Journeys offers advanced custom reporting capabilities with Microsoft Fabric, in some cases it's easier to integrate with your existing reporting systems.

Now, in real-time journeys, you can export your Customer Insights - Journeys data to your own storage solution without requiring Fabric, empowering you to conduct custom reporting and analysis that aligns with your existing systems.

Available to:
Admins
Last updated:
Dec 20, 2024

Timelines:
Early Access: ---
Public Preview: Feb 2025
General Availability : Apr 2025

Included in:
Dynamics 365 Customer Insights - Journeys
2025 release wave 1
2024 release wave 2

Enabled for:
Admins, makers, marketers, or analysts, automatically
This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.
Change history


Public preview date moved to Feb 2025
Dec 04, 2024
Moments that matter

Transform the way you communicate with your customers. By leveraging marketing interaction triggers to orchestrate or branch customer journeys, you can now engage your customers based on the interactions they have with your marketing messages.

Instantly adapt your strategies based on your customers' real-time interactions, ensuring that every message you send hits the right note. By engaging customers based on their interactions, you can significantly ramp up your chances of conversion with greater personalization. For example, you can branch and orchestrate journeys based on customer interactions with emails such as "email link clicked" or "email blocked."

Available to:
Admins
Last updated:
Nov 20, 2024

Timelines:
Early Access: ---
Public Preview: ---
General Availability : Feb 2025

Included in:
Dynamics 365 Customer Insights - Journeys
2024 release wave 2

Enabled for:
Admins, makers, marketers, or analysts, automatically
This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.
Change history


General availability date moved to Feb 2025
Nov 08, 2024
Moments that matter

With Customer Insights - Journeys, you can now track and leverage your customers’ online behavior to deliver personalized experiences across your digital channels. For example, you can boost conversions and customer loyalty by sending tailored offers after customers visit your website and show interest in a product or service. By tracking additional data about customers' online journeys, you can get valuable insights into your customers' preferences and needs and easily measure your campaign’s effectiveness.

Available to:
Admins
Last updated:
Nov 20, 2024

Timelines:
Early Access: ---
Public Preview: Dec 2024
General Availability : Feb 2025

Included in:
Dynamics 365 Customer Insights - Journeys
2024 release wave 2
2024 release wave 2

Enabled for:
Admins, makers, marketers, or analysts, automatically
This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.
Change history


Public preview date moved to Jun 2024 General availability date moved to Sep 2024
Feb 12, 2024
Moments that matter

Effective email management is crucial for maintaining strong customer relationships and ensuring your business's success. By enabling email deduplication, you can ensure that even if your data has multiple contacts with the same email address, your message will be sent only once to your customers, keeping their inboxes clutter-free and preserving your brand reputation.

Available to:
Admins
Last updated:
Nov 20, 2024

Timelines:
Early Access: ---
Public Preview: ---
General Availability : Feb 2025

Included in:
Dynamics 365 Customer Insights - Journeys
2024 release wave 2

Enabled for:
Admins, makers, marketers, or analysts, automatically
This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.
Change history
Moments that matter

Gain even more control over your customers' experience by waiting for them to become a member of a segment before continuing to the next steps in a journey. This added capability lets you personalize each customer's experience by choosing the correct path and actions relevant to individual customers based on whether they're in a segment. This capability adds to existing if/then capabilities that let you wait for a customer to open an email, click a link, or wait for another trigger to be activated before moving on to the next step in the journey.

For example, let's say you use your journey to send credit card activation emails and you want to wait for the customer to activate their card before sending a welcome email. If the customer doesn’t activate their credit card within a few days, you want to send another reminder email. If you have a segment that includes all customers who have activated credit cards, you can use that segment as the condition for the if/then branch to wait for e ... click Learn more for details.

Available to:
Admins
Last updated:
Dec 20, 2024

Timelines:
Early Access: ---
Public Preview: Feb 2025
General Availability : Apr 2025

Included in:
Dynamics 365 Customer Insights - Journeys
2025 release wave 1
2024 release wave 2

Enabled for:
Admins, makers, marketers, or analysts, automatically
This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.
Change history


Public preview date moved to Feb 2025
Jul 19, 2024
Moments that matter

To maximize customer engagement, it's crucial for customer experience teams to regularly refine email content, ensuring that communication remains current, relevant, and impactful. You can now easily edit content, layout, links, buttons, or dynamic content in your email messages while a journey is running, without creating a new version or interrupting the customer experience.

Changing email messages in live journeys gives you more freedom and power over your email marketing campaigns and helps you respond to changing business or customer needs.

Available to:
Admins
Last updated:
Dec 20, 2024

Timelines:
Early Access: ---
Public Preview: Sep 1, 2024
General Availability : Mar 2025

Included in:
Dynamics 365 Customer Insights - Journeys
2024 release wave 2
2024 release wave 1

Enabled for:
Admins, makers, marketers, or analysts, automatically
This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.
Change history


Public preview date moved to Sep 2024
General availability date moved to Sep 2024
Jul 17, 2024
Moments that matter

Reach up to 100 million contacts or leads and send up to 300 million messages per month in real-time journeys. Added capacity empowers you to deliver personalized experiences at scale and delight customers in new ways. Additional interactions help you grow your business, whether you’re increasing your customer base in new markets, reaching additional geographies, promoting new products, or expanding your prospective customer pipeline to reach higher sales targets.

Available to:
Admins
Last updated:
Nov 20, 2024

Timelines:
Early Access: ---
Public Preview: ---
General Availability : Mar 2025

Included in:
Dynamics 365 Customer Insights - Journeys
2024 release wave 2

Enabled for:
Admins, makers, marketers, or analysts, automatically
This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.
Change history


General availability date moved to Mar 2025
Nov 08, 2024
Moments that matter

It’s critical to understand exactly what happened to each customer who entered and exited your real-time journeys. With improved journey analytics, you’ll gain confidence in the processing of every step in your journey through improved metrics and an increased ability to export data.

For example, if your journey uses exit or exclusion segments, you can see and understand why fewer customers started your journey than were in the entry segment. You can also see the list of customers who entered and exited each step in the journey and export lists of up to 50,000 people for further analysis.

Available to:
Admins
Last updated:
Dec 20, 2024

Timelines:
Early Access: ---
Public Preview: Dec 2024
General Availability : Mar 2025

Included in:
Dynamics 365 Customer Insights - Journeys
2024 release wave 2
2024 release wave 2

Enabled for:
Admins, makers, marketers, or analysts, automatically
This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.
Change history


Public preview date moved to Dec 2024 General availability date moved to Mar 2025
Oct 28, 2024
Unify sales and marketing

Events are a pivotal element of your business strategy, aiding in customer acquisition and engagement. A centralized location is essential for your clients to discover and learn about events that you're organizing.

The new event portal allows for the swift creation of a comprehensive hub where customers can access event details, session specifics, and speaker schedules and conveniently register using the event registration form. The portal can be seamlessly deployed through Power Pages, where it can be tailored to align with your brand identity using Power Pages Studio.

Available to:
Admins
Last updated:
Dec 09, 2024

Timelines:
Early Access: ---
Public Preview: Feb 2025
General Availability : Apr 2025

Included in:
Dynamics 365 Customer Insights - Journeys
2025 release wave 1
2024 release wave 2

Enabled for:
Admins, makers, marketers, or analysts, automatically
This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.
Change history


Public preview date moved to Feb 2025
Oct 08, 2024
Unify sales and marketing

Easily gather additional information about your customers by creating any kind of question directly in the form editor without the need to create new custom attributes for your lead or contact entity. For example, you can create fields to ask, “What is your meal preference?” or create contest questions to increase your customer satisfaction and retention.

Available to:
Admins
Last updated:
Dec 10, 2024

Timelines:
Early Access: ---
Public Preview: Mar 2025
General Availability : May 2025

Included in:
Dynamics 365 Customer Insights - Journeys
2025 release wave 1
2024 release wave 2

Enabled for:
Admins, makers, marketers, or analysts, automatically
This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.
Change history


Public preview date moved to Aug 2024
Feb 05, 2024
Unify sales and marketing

Your business has unique ways of organizing customer data and classifying potential leads. Now, with real-time journey forms, you can manage your contacts and leads more effectively according to your company's established processes. For example, you can recognize existing customers who fill out a lead form, so they're not mistaken for new leads.

With this new set of capabilities to connect lead and contact data, you can choose how existing contact or lead details should be updated and define advanced matching rules to prevent duplicate records. Additionally, you can set defaults so everything is already configured each time a new form is created. All these new capabilities allow you to fine-tune how form data is handled to provide better quality leads and match your company's established processes.

Available to:
Admins
Last updated:
Dec 20, 2024

Timelines:
Early Access: ---
Public Preview: Dec 2024
General Availability : Mar 2025

Included in:
Dynamics 365 Customer Insights - Journeys
2024 release wave 2
2024 release wave 2

Enabled for:
Admins, makers, marketers, or analysts, automatically
This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.
Change history


Public preview date moved to Dec 2024
Dec 03, 2024
Unify sales and marketing

Ensuring marketing events are filled to capacity is crucial for success and return on investment. To encourage a high turnout for marketing events, you can now enable waitlist registrations, which ensures spots are filled when registered attendees cancel.

By setting the capacity for events and sessions, prospective attendees are placed on a waitlist when events and sessions are full. Should a slot open, the system automatically registers the individual next on the waitlist, who then automatically receives registration confirmation and personalized event information, ensuring your event is filled to capacity.

Available to:
Admins
Last updated:
Dec 09, 2024

Timelines:
Early Access: ---
Public Preview: Mar 2025
General Availability : May 2025

Included in:
Dynamics 365 Customer Insights - Journeys
2025 release wave 1
2024 release wave 2

Enabled for:
Admins, makers, marketers, or analysts, automatically
This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.
Change history


Public preview date moved to Mar 2025
Nov 27, 2024