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Dynamics 365 Customer Insights – Journeys & Data

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Jul 7, 2024

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AI Summary

  • Dynamics 365 Marketing and Power Platform updates focused on unifying Sales and Marketing modules and introducing Copilot functionality.
  • Release Wave 2 for 2023 outlines new features from October 2023 to March 2024 for Dynamics 365 and Power Platform.
  • Dynamics 365 Customer Insights to combine Marketing and Customer Insights as a single solution from September 2023.
  • Copilot AI features in Marketing include text editing, quiet times for messaging, and journey creation using templates and natural language processing.
  • Improved visibility of activities in Marketing emails on contact and lead record timelines.
  • Scoring models in Dynamics 365 Customer Insights help qualify leads based on various signals for better sales opportunities.
  • Lead qualification criteria can be defined using fit, intent, recency, and engagement signals to speed up the sales process.
  • The blog series will continue with content related to Power Pages and their integration with the Power Platform.

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