12 upcoming features included in release plans

Dynamics 365 Customer Insights - Journeys 2025 release wave 1

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Business Value

With Dynamics 365 Customer Insights - Journeys, anybody can create journeys in minutes, even if they've never done it before. Simply describe in everyday words what you want to create and rely on generative AI to build the journey for you. This empowers you to do more with less. Instead of spending time getting the mechanics of the journey right, you can now ensure that you’re delivering the most personalized experience for your customers by collaborating with your entire team and quickly driving stakeholder alignment. Using the journey creator functionality together with content ideas for email creation, you can now get your customer experience ideas to market in no time.

Feature Details

  • Use natural language to describe the journey you want to create.
  • Get inspiration about how to get started with a list of suggested journeys.
  • See a preview of the journey Copilot created.
  • Get a detailed summary of the Copilot-created journey before you start adding your content.

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 Sep 2025 Jan 28, 2025
Timelines:
Early Access: ---
Public Preview: May 31, 2024
General Availability : Sep 2025
Last updated: Jan 28, 2025

Included in:
2025 release wave 1
2024 release wave 1

Enabled for:
Admins, makers, marketers, or analysts, automatically

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:

Admins, makers, marketers, or analysts, automatically
This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.
Note:
  • The author created this article with assistance from AI. Learn more

Change history


General availability date moved to May 2025 Mar 28, 2025
Timelines:
Early Access: ---
Public Preview: ---
General Availability : May 2025
Last updated: Mar 28, 2025

Included in:
2025 release wave 1

Enabled for:
Admins, makers, marketers, or analysts, automatically

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:

Admins, makers, marketers, or analysts, automatically
This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.
Note:
  • The author created this article with assistance from AI. Learn more

Change history


Public preview date updated to May 2025 General availability date moved to Jul 2025 Mar 27, 2025
Timelines:
Early Access: ---
Public Preview: May 2025
General Availability : Jul 2025
Last updated: Apr 11, 2025

Included in:
2025 release wave 1

Enabled for:
Admins, makers, marketers, or analysts, automatically

Business Value

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.

Feature Details

Improved journey analytics provide clear and actionable data into exactly what happened in every step of your journey. New exit analytics show why customers may not have started your journey due to exclusion segments or other unmet criteria and where in the journey customers may have exited early due to exit segments or other exit conditions.

  • Get lists of customers who entered and exited each step of the journey and filter those lists based on how they were processed by the journey step.
  • Export lists of customers who reached each step in the journey (up to 50,000 records).
  • Understand why the number of customers in your starting segment is different than the number of customers who reached the first step in your journey.
  • Understand why and where customers exited your journey before completing each step in the journey flow.
  • Understand why customers triggered to start your journey didn’t reach the first step in your journey.

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
Timelines:
Early Access: ---
Public Preview: Dec 20, 2024
General Availability : May 2025
Last updated: Apr 28, 2025

Included in:
2025 release wave 1
2024 release wave 2

Enabled for:
Admins, makers, marketers, or analysts, automatically

Business Value

Understanding the effectiveness of email campaigns can be complex, particularly when information and links are abundant. Gaining clarity on which areas or links captivate your audience and drive them to act is crucial for refining the user experience and boosting email performance.

Real-time journeys email insights now offer a clear view of your audience's preferences by illustrating their interactions within your emails. This immediate visual feedback highlights the content that resonates the most, empowering you to adjust your messaging for heightened impact and better conversion rates.

Heatmap also supports email variations. By leveraging these insights, you can understand which email variation captivates your audience and use it to personalize and optimize your upcoming campaigns or focus your efforts on the variations that yield the best results, ultimately driving better results for your business.

Feature Details

Deep-dive into customer interactions with actionable insights that you can leverage to refine your email strategy. Tweak content placement, layout, and design to elevate user engagement.

Email heatmaps

  • Get a fast, visual way to understand engagement based on your email design.
  • Understand which email area and links get the most and the least engagement by viewing the click-through rate (CTR), total clicks, and unique clicks.
  • Filter the heatmap based on the email version, journey version, and date.
  • Toggle between all devices, desktop, and other devices to visualize results for different devices (all devices view is only available when the email sections are consistent across devices).

You can even select the email variation you want to visualize.

Clickmap with variations

To enable the heatmap, go to Settings > Feature switches > Email editor and switch on the Email Clickmap toggle.

Enable clickmap

Scenario: Contoso recently launched a new email campaign to promote their latest smartwatch. They crafted three variations of the email, each tailored to different customer segments: VIPs, fitness enthusiasts, and casual athletes. By using the heatmap feature, they were able to analyze the performance of each variation. The heatmap revealed that the "Get Discount" button in the email sent to fitness enthusiasts had the highest click-through rate. Additionally, images showcasing the new watch itself performed better than lifestyle images. Armed with these insights, Contoso optimized their email content and design, focusing on the elements that drove the most engagement, and offered an additional discount to the low-performing segments. This data-driven approach enabled them to create more effective campaigns and achieve better results.

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.
Note:
  • The author created this article with assistance from AI. Learn more

Change history


General availability date moved to Jun 2025 Jan 27, 2025
Timelines:
Early Access: ---
Public Preview: Oct 1, 2024
General Availability : Jun 2025
Last updated: Apr 28, 2025

Included in:
2025 release wave 1
2024 release wave 2

Enabled for:
Admins, makers, marketers, or analysts, automatically

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:

Admins, makers, marketers, or analysts, automatically
This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.
Note:
  • The author created this article with assistance from AI. Learn more

Change history


General availability date moved to Feb 2025 Nov 08, 2024
Timelines:
Early Access: ---
Public Preview: ---
General Availability : Jul 2025
Last updated: Apr 16, 2025

Included in:
2025 release wave 1

Enabled for:
Admins, makers, marketers, or analysts, automatically

Business Value

Easily gather additional information about your event attendees by creating any question directly in the form editor without creating new custom attributes for your contact entity. For example, you can create fields to ask, “What is your meal preference?”, "How did you learn about this event?", or you can create contest questions to increase your customer engagement and to gather valuable insights that help you personalize the attendee experience.

Feature Details

  • Use custom fields to capture additional or temporary event information like meal preference or an answer to a contest question.
  • To use custom form fields, simply drag and drop them from the toolbox to the form canvas and edit the label and properties.
  • The form field answer is stored only as part of the form submission, so you can access the value at any time without polluting your data.
  • To view the answers, you can use the new enhanced registration table with registration data and answers to custom unmapped fields combined.

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
Timelines:
Early Access: ---
Public Preview: May 2025
General Availability : Jul 2025
Last updated: Apr 28, 2025

Included in:
2025 release wave 1

Enabled for:
Admins, makers, marketers, or analysts, automatically

Business Value

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

Feature Details

  • Use custom fields to capture additional or temporary information in marketing forms such as questions that can be used for further personalization of email communication or for more granular orchestration.
  • To use custom form fields, simply drag and drop them from the toolbox to the form canvas and edit the label and properties.
  • The form field answer is stored only as part of the form submission, so you can access the value at any time without polluting your data.

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
Timelines:
Early Access: ---
Public Preview: Mar 21, 2025
General Availability : Jun 2025
Last updated: Apr 28, 2025

Included in:
2025 release wave 1
2024 release wave 2

Enabled for:
Admins, makers, marketers, or analysts, automatically

Business Value

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 you are 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 integrated into your existing CMS using a JavaScript code snippet or the new event API.

Feature Details

Create a comprehensive event portal where prospective attendees can access a list of events, an event details page, and a registration page.

  • Easily list upcoming events.
  • Provide a detailed summary for each event, including session information, speakers, and a registration form.
  • Integrate the event registration experience into any website using a prebuilt web application.
  • Customize and extend event management capabilities with rich features using a public API for event management.

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 Jun 2025 Mar 25, 2025
Timelines:
Early Access: ---
Public Preview: Feb 28, 2025
General Availability : Jun 2025
Last updated: Apr 28, 2025

Included in:
2025 release wave 1
2024 release wave 2

Enabled for:
Admins, makers, marketers, or analysts, automatically

Business Value

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.

Feature Details

Use parent contacts for leads in real-time journeys forms. The detailed settings for form audiences let you decide whether to update existing contact or lead information with the data submitted through the forms, helping you keep your customer data accurate and up to date.

  • Update both lead and contact data at the same time with form submissions.
  • Define if the existing record should be updated with the form submission to keep the quality of the existing data.
  • Preset the default target audience configuration for your forms.

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 updated to To be announced
Dec 03, 2024
Timelines:
Early Access: ---
Public Preview: Dec 13, 2024
General Availability : Jun 2025
Last updated: Apr 28, 2025

Included in:
2025 release wave 1
2024 release wave 2

Enabled for:
Admins, makers, marketers, or analysts, automatically

Business Value

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:

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
General availability date moved to To be announced
Oct 08, 2024
Timelines:
Early Access: ---
Public Preview: Feb 24, 2025
General Availability : Jul 2025
Last updated: Apr 09, 2025

Included in:
2025 release wave 1
2024 release wave 2

Enabled for:
Admins, makers, marketers, or analysts, automatically

Business Value

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 either automatically registers the individual next on the waitlist or lets you manually select the replacement from the pool of waitlist registrations. You can save time and easily manage waitlist-related communication with a new set of out-of-the-box triggers, allowing you to send personalized messaging to waitlisted attendees.

Feature Details

Event capacity and waitlist registrations include the ability to:

  • Enable a waitlist for your events and sessions to maximize attendance.
  • Easily review the list of waitlist registrations and build a waitlist segment for any further communication with interested attendees.
  • Send relevant event and waitlist registration communication effortlessly with a new set of out-of-the-box triggers.
  • Add an out-of-the-box cancellation button to your emails to let uninterested attendees release their spot.

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 General availability date moved to Jul 2025 Nov 27, 2024
Timelines:
Early Access: ---
Public Preview: Mar 27, 2025
General Availability : Jul 2025
Last updated: Apr 28, 2025

Included in:
2025 release wave 1
2024 release wave 2

Enabled for:
Admins, makers, marketers, or analysts, automatically