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Dynamics 365 Customer Insights – Journeys & Data

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Jul 18, 2024

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AI Summary

  • Updates for Customer Insights
  • Data include faster refreshing of measures and segments and working with data from marketing interactions like EmailOpened or EmailSent.
  • Dataverse will be automatically linked to Customer Insights
  • Data from February 2025, making it easier to connect to different data sources.
  • Dynamics 365 Sales updates include an updated Opportunity pipeline view, the ability to choose which records are created automatically when qualifying leads, and creating multiple Opportunities from one qualified lead.
  • Copilot in Dynamics 365 Sales will offer a 360 view of the account and associated data created by AI, controlled by admin privileges.
  • A new AI assistant in Dynamics 365 Sales will provide an out of the box homepage powered by AI for efficiency in daily tasks.
  • Changes will be released from October 2024 to March 2025 according to the Release Planner website.

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