11 upcoming features available this month
Dynamics 365 Customer Insights - Journeys 2025 release wave 1
For previous release wave highlight videos:
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Business Value
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.
Feature Details
When marketers design a one-time journey, there's now a checkbox they can select if they want audience members to be able to go through the journey more than once if the audience member qualifies for that lifecycle state multiple times.
Prior to this feature, audience members who had been through a one-time journey were deliberately blocked from going through it again. Marketers want the option to allow audience members to repeat a journey if they qualify for its dynamic segment more than once. If a one-time journey specifies that a customer who completes a purchase receives an email receipt, the customer should be able to go through that journey each time they make a new purchase. If, for example, the dynamic segment is based on a purchase completion, each time a customer qualifies for that segment, they should be able to go through the journey again.
Enabled for:
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Change history | |
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Public preview date moved to Mar 2025 | Feb 25, 2025 |
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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.
Feature Details
With data export, you can:
- Export engagement data, such as email openings, clicks, and bounces from Customer Insights - Journeys.
- Securely export Customer Insights - Journeys interaction data directly to your preferred storage.
- Use the exported data with your existing reporting systems to create custom reports.
Enabled for:
Business Value
Change history | |
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Public preview date moved to Feb 2025 General availability date moved to Apr 2025 | Dec 04, 2024 |
Business Value
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."
Feature Details
- Use the standard out-of-the-box triggers to facilitate greater engagement with your customers rather than using more complex approaches such as Power Automate flows.
- Use marketing interactions such as "email link clicked" to orchestrate customer journeys based on a certain customer interaction.
- Make the right business decisions by branching journeys based on customer interactions and responses.
Enabled for:
- The author created this article with assistance from AI. Learn more
Business Value
Change history | |
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General availability date moved to Feb 2025 | Nov 08, 2024 |
Business Value
Safeguarding your brand's reputation and customer trust is critical. In the face of unplanned or unforeseen events, such as natural disasters, you may need to pause certain campaigns that might be deemed inappropriate or insensitive. Additionally, you may run into business or operational reasons for stopping a campaign, such as identifying the need to update some content or experiencing an unexpected call center outage. In such scenarios, it's prudent to halt customer outreach until the problem is addressed.
Instead of stopping a campaign and adjusting the audience to exclude previously reached customers, you can now pause and resume journeys, allowing you to manage unplanned situations easily and stress-free.
Feature Details
Protect your brand's reputation and maintain customer trust by pausing outreach during unexpected events like natural disasters or periods of national mourning.
- Pause a journey manually to prevent new customers from entering.
- Resume a journey manually so new customers can enter.
- If needed, the paused journey can be stopped.
Scenario example: A national bank is conducting a campaign across the country to contact borrowers who are behind on their mortgage payments and are at risk of foreclosure. When a natural disaster strikes and a state of emergency is declared, continuing this outreach would be seen as insensitive. Previously, the bank had to stop the journey and launch a new journey with an updated audience (to avoid contacting the same customers again) after the situation improved—a process that was both labor-intensive and prone to errors. With the new journey pause capability, the bank can effortlessly pause the outreach and resume it once conditions allow.
Enabled for:
- The author created this article with assistance from AI. Learn more
Business Value
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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.
Feature Details
Trigger and personalize customer experiences, score leads, and track engagement history based on customers' web activity and clicks.
- Easily generate a tracking script and embed it in your website.
- Use web interaction triggers to build personalized customer experiences.
- Get a holistic view of your customer engagement across touchpoints leveraging first-party data, protecting your customer privacy, and complying with data privacy regulations.
Enabled for:
Business Value
Change history | |
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Public preview date moved to Jun 2024 General availability date moved to Sep 2024 | Feb 12, 2024 |
Business Value
As regulations around customer privacy become more stringent, it's crucial to contact customers at times that are most convenient to them and ensure compliance with local legal requirements.
Now in Customer Insights - Journeys, in addition to setting quiet times based on your journey's time zone, you can align quiet times with your customers' time zones and regions, ensuring that they only receive messages and calls during suitable hours. Aligning interactions with local time allows you to adhere to local regulations and respect cultural norms and preferences, fostering customer trust and enhancing the effectiveness of your outreach strategies.
Feature Details
With the enhanced quiet time options, you can:
- Ensure adherence to various regulations by establishing quiet time rules for different regions or based on your business operation.
- Set the times, days, and dates when customers shouldn’t be contacted.
- Define the customer’s region and time zone.
- Customize quiet time settings for a particular journey. Upon activation of the journey, interactions are either initiated or queued in accordance with the preset rules and the identified customer's time zone or location.
Scenario example: Consider the case of a global e-commerce company that has customers spread across multiple countries. To respect their customers' time and adhere to regional regulations, they decide to set quiet times based on their customers’ locations. They set up different quiet rules for customers in the United States, Europe, and Asia, ensuring they comply with each region's specific communication laws. Once the journey is activated, all promotional interactions are either triggered or queued based on these pre-established rules and the provided customer's time zone. For instance, a customer in New York receives promotional information during their daytime, increasing the chances of engagement.
Enabled for:
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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.
Feature Details
- Reach up to 100 million marketing contacts (up more than 3 times from the previous 30 million contact limit). Marketing contacts only include those that you engage with through interactions such as emails, SMS, and push notifications.
- Deliver up to 300 million monthly interactions (through email messages, SMS, push, or custom channels). This is up 3 times from the previous 100 million outbound interaction limit.
- Create segments of up to 100 million marketing contacts.
- Engage with customers in near real time with a 30-second response time. (The response time is the time from a trigger being activated to a message being sent in a single-step customer journey. The actual message delivery time varies depending on the recipient’s email server, the message-sending channel used, and other factors.)
Enabled for:
Business Value
Change history | |
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General availability date moved to Mar 2025 | Nov 08, 2024 |
Business Value
The repetitive task of filling out forms can be a significant deterrent to event registration. Nobody likes to repeat information that they've already provided. Imagine loyal customers who attend multiple conferences each year having to input their contact information and preferences every time.
Form prefill in Dynamics 365 Customer Insights eliminates the need to repeatedly request basic details from your customers, reducing redundancy and saving time. This not only expedites the registration process but also allows for more strategic collection of customer data over time.
Feature Details
Your customers can now register for upcoming events with minimal effort, simply confirming or updating their prepopulated data. The ease of use enhances the overall customer experience and boosts your conversion rates.
- To have the form automatically filled, your customer needs to open the form from the link sent in the Customer Insights-generated invite email.
- Available for marketing and event registration forms.
Enabled for:
- The author created this article with assistance from AI. Learn more
Business Value
Change history | |
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General availability date updated to Apr 2025 | Feb 25, 2025 |
Business Value
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 each customer to activate their credit card and send them the right communications.
Feature Details
Create journeys that wait until a customer becomes part of a segment before continuing to the next steps in the journey.
- Choose a segment as the condition for an if/then branching step.
- Set the amount of time you want to wait for the customer to become a member of the segment before continuing.
- Choose which actions to take if the customer is or is not a member of the segment.
Enabled for:
Business Value
Change history | |
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Public preview date moved to Feb 2025 General availability date moved to To be announced |
Jul 19, 2024 |
Business Value
Invite your sales team to engage with qualified leads at the right time and stage of their journey by creating sales activities and records directly from customer journeys.
Real-time journeys are a key part of nurturing and qualifying leads and opportunities. When your customer has sent the right signals through your direct engagement, the next step is often for your sales team to act. You can now create sales activities such as tasks and phone calls directly from journeys so that leads get individualized attention when they’re most likely to engage. You can also create lead or opportunity records based on a customer’s interaction with your campaign, ensuring that the sales team has the right information to close leads generated from marketing activities.
Feature Details
Create sales-related activities and records directly from Customer Insights - Journeys.
- Add sales activities such as phone calls or tasks, or create leads or opportunities in your journeys.
- Respond quickly to incoming leads by routing them directly to sales agents.
Enabled for:
Business Value
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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.
Feature Details
Create a comprehensive event portal where prospective attendees can access a list of events, an event details page, and a registration page. The portal can be created using Customer Insights and a Power Pages template to speed up the creation process. You can easily edit the portal using Power Pages Studio.
- Leverage an out-of-the-box Power Pages template for quick deployment.
- Use Power Pages Studio to further customize and style your portal.
- Create a list of upcoming events.
- Provide a detailed summary for each event, including session information, speakers, and a registration form.
- Publish the portal using Power Pages hosting capabilities.
Enabled for:
Business Value
Change history | |
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Public preview date moved to Feb 2025 General availability date moved to To be announced |
Oct 08, 2024 |