Navigating the complexities of customer data management and delivering personalised experiences are persistent challenges for businesses today. The sheer volume of data, coupled with the need for timely insights, often hampers effective customer engagement. Recognizing these hurdles, Microsoft 2025 Release Wave 1 for Dynamics 365 Customer Insights introduces advanced AI capabilities and unified data platforms to streamline processes. By unifying data from various sources, like Azure or Fabric, and integrating Copilot and AI innovations, businesses can now quickly gain a holistic view of each customer, leading to more informed decisions and enhanced customer satisfaction. Furthermore, with the ability to create segments and predictions using behavioral data, organisations can tailor experiences that resonate with individual customer journeys, fostering loyalty and driving business success.
Microsoft 2025 Release Wave 1: Dynamics 365 Customer Insights – Journeys
Streamline Customer Journeys with Copilot’s AI Assistance
This Dynamics 365 Customer Insights – Journeys update from Microsoft 2025 release wave 1 empowers users to craft personalised customer journeys swiftly, regardless of prior experience. By simply articulating your objectives in natural language, generative AI constructs the journey on your behalf, allowing you to focus on delivering tailored experiences. This collaborative approach enhances team synergy and accelerates stakeholder consensus.
To initiate, describe your desired journey or select from suggested templates. Copilot then provides a preview and a comprehensive summary of the proposed journey, enabling you to fine-tune content before deployment. Integrating journey creation with AI-generated email content ideas ensures your customer engagement strategies reach the market promptly and effectively.
Pause and Resume Journeys for Agile Campaign Management
When unforeseen challenges emerge, pausing and resuming journeys in Microsoft Dynamics 365 Customer Insights – Journeys offers a nimble solution. Safeguarding your brand’s reputation and customer trust becomes easier when you temporarily halt campaigns during natural disasters or operational interruptions. This feature enables you to manage outreach without excluding previously contacted customers.
Moreover, you can effortlessly manually pause to prevent further customer engagement and resume promptly when conditions improve. Easily mitigate risk and maintain sensitive communication without labour-intensive adjustments, ensuring your campaign remains both responsive and remarkably respectful.
Enhance Event Communication with Intelligent Journeys
Elevate your event planning with real-time journey management that refines pre- and post-event communications. Leveraging segmentation and custom templates, this Microsoft 2025 release wave 1 update for Dynamics 365 Customer Insights – Journeys targets the ideal audience, increases registrations and boosts ticket revenue. It empowers you to deliver engaging pre-event promotions that build anticipation and generate momentum.
Additionally, the system streamlines post-event follow-ups by integrating surveys and personalised emails. With Copilot-enhanced content creation, enjoy efficient, impactful messaging that ensures lasting attendee engagement. This comprehensive approach revolutionises event communication, streamlining every single interaction consistently.
Effortlessly Capture Additional Customer Insights
Enhance your understanding of customers by adding custom questions directly within the form editor, eliminating the need for new custom attributes in your lead or contact entities. For instance, inquire about preferences like meal choices or gather feedback through contest questions to boost satisfaction and retention—thanks to this feature update from Dynamics 365 Customer Insights 2025 first release wave.
Utilise custom fields to collect supplementary or temporary data. Simply drag and drop these fields from the toolbox into your form, adjust labels and properties as desired, and the responses are stored exclusively with the form submission, ensuring your existing data model remains unchanged.
Create Seamless Event Portals with Power Pages
Events play a critical role in your business strategy, driving both customer acquisition and engagement. Power Pages enables the rapid creation of a central hub within Dynamics 365 Customer Insights – Journeys (formerly Dynamics 365 Marketing) where customers can easily access event details, session schedules, speaker information, and seamlessly register through the event form.
With an out-of-the-box template and the flexibility of Power Pages Studio, you can quickly build and customise a comprehensive event portal. Add a list of upcoming events, detailed summaries for each session, and publish your portal with ease, ensuring a professional, branded experience for all attendees.
Streamline Sales and Marketing Handoffs with Automation
Empower your sales team to connect with qualified leads at the perfect moment in their journey. With real-time journeys enhancement, you can now seamlessly create sales activities and lead records directly from customer interactions, ensuring personalised follow-ups when engagement is most likely.
By automating the creation of tasks, phone calls, and opportunity records, your marketing efforts efficiently transition to sales. This automation ensures that your sales agents receive timely, relevant information to close deals faster, enhancing overall sales efficiency.
Microsoft 2025 Release Wave 1: Dynamics 365 Customer Insights – Data
Gain Actionable Customer Insights Instantly with Copilot
Understanding your customers is crucial for meaningful engagement. Copilot now gives your sales reps, service agents, and chatbots seamless access to unified customer insights, including propensity to buy, lifetime value, and recent interactions, directly within their workflow. This integration, once cumbersome and restricted by admin setups, now empowers teams to engage with a 360-degree view of the customer.
By simply asking Copilot, agents and sellers gain real-time insights to tailor their approach, improving efficiency and creating personalised experiences. For example, Sarah, a sales rep, can effortlessly access key data about her lead, Mark, ensuring a targeted, impactful conversation that strengthens customer relationships and drives successful outcomes.
Enhance Autonomous Agents with Customer Insights for Greater Accuracy
Autonomous agents empower your teams by automating processes and delivering essential insights. However, their effectiveness depends on their understanding of customer data. By integrating Dynamics 365 Customer Insights – Data into Microsoft Copilot Studio, agents can now harness rich, unified data to make smarter, more informed decisions.
With this integration, you can feed customer profiles, segments, and key insights into agents, allowing them to automatically respond to data changes. For instance, Sally, a sales rep, can access real-time insights about a lead, Joe, including his spending habits and VIP status, ensuring a more accurate and informed prospecting approach.
Leverage Microsoft OneLake for Seamless Data Integration
With Microsoft OneLake, you can easily integrate customer data from external systems or Microsoft Fabric into Dynamics 365 Customer Insights – Data, eliminating the need for costly and time-consuming data transfers. This streamlined process allows you to focus on generating insights rather than managing data movement.
By directly reading data stored in OneLake, Customer Insights accelerates the unification process. With incremental processing, only recently changed data is processed, dramatically reducing time and costs. For example, Contoso benefits from faster insights by reading data directly from OneLake, avoiding slow and expensive ETL operations.
Synchronise Customer Data Seamlessly with Fabric OneLake
Customer Insights – Data now enables direct syncing of unified profiles, segments, and insights to Fabric OneLake, empowering analytics and downstream processes while saving both time and costs. This integration eliminates data silos and consolidates all customer insights in a single location, enhancing collaboration across your organisation.
For example, Northwind streamlined their data processes by syncing insights directly to OneLake. This allowed all departments to work with a consistent 360-degree customer view, improving collaboration and increasing the value of their unified profiles.
Target the Right Audience with Insights from Previous Campaigns
With Customer Insights, you can fine-tune your marketing strategies by leveraging interaction data from past campaigns. This allows you to create highly targeted segments based on customer engagement, such as email opens or link clicks, without the need for complex data pipelines.
For instance, a marketing manager in retail can refine their audience by targeting customers who opened a previous campaign email. By offering a more enticing 10% discount to these engaged customers, they can significantly boost conversion rates, turning interest into sales.
Unlock the Full Potential of Your Marketing with Dogma’s Expertise
Navigating these updates from Microsoft 2025 Release Wave 1 Dynamics 365 Customer Insights can be complex, especially when translating them into tangible business benefits for your marketing campaigns and customer insights. If you’re looking to enhance your campaign and journey outcomes, Dogma’s experts are here to guide you through the process. We’ll help you leverage these new updates to optimise your efforts and achieve real results. Connect with us today and let’s elevate your marketing strategy!
