Dynamics 365 Customer Insights

Set an expiration date on any message in your journeys (emails, text messages, push notifications, or custom).

Choose from different expiration options (no expiry, expiration based on a date and time, or a trigger).

Review analytics to understand which customers didn't receive messages due to expiration dates.

Scenario: Contoso specializes in hosting virtual events and webinars for their customers. They have a customer journey designed to promote upcoming events, send reminders, and offer exclusive discounts to attendees.

Contoso sets expiration dates on event reminder messages. This ensures that customers who register only a few days before…

GA: June CY2026 · Preview: April CY2026

Apply a variety of PowerFx functions to text, numbers, and dates in messages.

Text functions include concatenation, change case, trim, substitute, and replace.

Number functions include arithmetic calculations, rounding, and formatting.

Business Value:

Enhance personalization by transforming data directly within your messages using PowerFx expressions. Standardize customer names (for example, convert to proper case), format dates and numbers for different regions, and perform simple calculations such as days until expiration or suggested donation amounts based on prior activity. These capabilities help you deliver more accurate, relevant, and…

GA: November CY2026 · Preview: August CY2026

The Customer Insights MCP server allows AI agents and chat experiences to access and understand insights generated by Customer Insights - Data.

The Customer Insights MCP server uses the industry-standard MCP architecture to securely share unified profiles and insights with AI agents and chat experiences, providing the data context so AI agents can do their best work.

AI tools can use the Customer Insights MCP server to:

Resolve Dataverse contacts and leads to their unified customer profile.

Access extended customer information unified by Customer Insights - Data from external sources not available to Dataverse.

Understand calculated measures…

GA: November CY2026 · Preview: June CY2026

With branded content links, you can:

Set up your vanity link (or custom link) in the domain authenticator.

Once authenticated, your vanity domain will be visible in:

All links in your emails.

Hosted digital assets, forms, event registration pages, and your preference center.

Scenario

A retail brand launches a holiday campaign featuring special bundles and limited‑time offers. Instead of using long, generic tracking URLs, the team enables branded content links. Every email now displays clean, trustworthy links using the company’s own domain. Customers feel more confident clicking through, resulting in higher engagement and improved conversion…

GA: December CY2026 · Preview: September CY2026

Unified profiles and insights are only useful when you can act on the data. If you use Microsoft Fabric, Customer Insights - Data makes it easier to share valuable unified profiles and insights directly in OneLake. You can add those insights to your core analytics and downstream processes.

Scenario:

Contoso has multiple departments with distinct systems and data requirements. After creating shortcuts in Fabric OneLake to all their Customer Insights - Data profiles and insights, the entire Contoso organization can leverage the unique advantage of customer 360-degree profiles across all the workloads of the organization.

The enhanced…

GA: November CY2026 · Preview: October CY2026

By automatically updating emails with latest content, you can:

Easily create dynamic content blocks in Content gallery with new content or select existing content in email and save it as a dynamic content block.

Have content only so it uses the layout of the email when inserted or have content with its layout preserved. You can mark the content block as “protected” to prevent content from being modified in the email.

Allow personalized content (for example, dynamic text or conditional content).

Easily see which emails will be updated when you update such content blocks.

Dynamic content blocks can be enabled by going to the Settings > Feature…

GA: August CY2026 · Preview: April CY2026

For any segment, even those used in live journeys or other segments, marketers can edit and republish them to make changes. Changes won't take effect until the segments are published, giving marketers control over the timing of the changes. These changes are picked up at the next recurrence for recurring journeys and new additions are applied in real time for ongoing journeys.

Business Value:

Campaigns often require adjustments after launch, such as refining target audiences based on analytics or changing business needs. Now marketers can make quick updates to segments without having to remake or republish journeys, enabling more agile and…

GA: December CY2026 · Preview: October CY2026

This feature gives you a single, flexible way to create downstream records and activities directly inside the journey builder.

Create records or activities from a single tile, including tasks, phone calls, leads, opportunities, or custom entity records.

Use required and optional fields, including custom attributes, to match your exact process requirements.

Add dynamic content to any field, using real‑time attributes from contacts or leads.

Eliminate the need for complex workflows or custom code, making automation more accessible and easier to maintain.

This feature currently works when orchestrating journeys on contacts and leads. It doesn't…

GA: September CY2026 · Preview: April CY2026

Add the Outreach Optimization Agent to your journey, select the emails you want delivered, and let the agent handle timing and cadence automatically. With Outreach Optimization Agent, you can:

Start with an intelligent baseline: Outreach Optimization Agent automatically creates a baseline messaging plan for your audience by analyzing overall historical engagement patterns, producing a smart, generic plan that is designed to work well for most customers before any individual optimization kicks in.

Listen to incoming interactions and adapt the plan in real time: The agent continuously monitors incoming signals, including engagement and…

GA: April CY2027 · Preview: July CY2026

You simply describe in everyday words what you want to create and the Journey Creation Agent builds the journey for you.

With Journey Creation Agent, you can:

Use an AI-powered, guided experience for optimized outcomes.

Build in minutes with no technical jargon, complex setup, or cold start. Use natural language to describe the journey you want to create.

Drive results–the agent interprets your goal and asks relevant follow-up questions to refine your intent and ensure accuracy.

Scenario

A campaign manager wants to re-engage inactive customers but has no time to build a journey from scratch. The manager simply types, “Send a re-engagement…

GA: April CY2027 · Preview: June CY2026

Easily explore and select customer data stored in OneLake for processing in Customer Insights - Data. The OneLake connector reads directly from your OneLake data, eliminating the need to copy or stage data.

Integrate external sources quickly: Use Fabric shortcuts and mirroring to bring data from external systems into Customer Insights - Data.

Ingest data quickly: OneLake-managed tables use the Delta data format, which enables incremental data ingestion, reducing the time required to ingest large sets of data when only a small fraction changes each day.

Scenario

Contoso centralizes its customer data in Microsoft Fabric OneLake. Customer…

GA: July CY2026 · Preview: May CY2026

You can now access behavioral data captured by Customer Insights - Journeys, such as emails opened and links clicked, and use it in Customer Insights - Data. The behavioral data from Customer Insights - Journeys is now automatically available in Customer Insights - Data.

Key capabilities include:

Get data quickly by eliminating the need to build and wait for special data flows to export behavioral data from Dataverse to Fabric, and then into Customer Insights - Data.

Use the behavioral data to refine segments for precise targeting of customers that includes how they responded (or didn't respond) to previous campaigns.

Combine Customer…

GA: July CY2026 · Preview: May CY2026