What's new and planned for Dynamics 365 Customer Insights - Data

This topic lists features that are planned to release from April 2024 through September 2024. Because this topic lists features that may not have released yet, delivery timelines may change and projected functionality may not be released. For more information, go to Microsoft policy.

For a list of the previous wave's release plans, go to 2023 release wave 2 plan

In the General availability column, the feature will be delivered within the month listed. The delivery date can be any day within that month. Released features show the full date, including the date of release.

This check mark ( ) shows which features have been released for public preview or early access and for public preview, early access, and general availability.

Copilot and AI innovation

Revolutionize how your business users interact with data, leading to increased productivity with AI innovation and Copilot in Customer Insights.

Feature Enabled for Public preview General availability
Increase seller productivity with lead profile summaries in Dynamics 365 Sales Admins, makers, marketers, or analysts, automatically Aug 2024 -

Moments that matter

Respond to customers’ expectations in real time to engage them in moments that matter.

Feature Enabled for Public preview General availability
Use automation to manage segments and measures Admins, makers, marketers, or analysts, automatically Aug 2024 Oct 2024
Accelerate time to insights with data in Delta Lake format Admins, makers, marketers, or analysts, automatically Aug 2024 Oct 2024
Unlimited application installs now in Customer Insights Admins, makers, marketers, or analysts, automatically - Jun 30, 2024

Real-time personalization

Meet your customers where they are by capturing, updating, and harmonizing data from various sources and in real time.

Feature Enabled for Public preview General availability
Personalize omnichannel experiences with no code using Optimizely Admins, makers, marketers, or analysts, automatically May 31, 2024 -
Elevate customer experiences in real time Admins, makers, marketers, or analysts, automatically May 31, 2024 -

Unify sales and marketing

Build customer loyalty with a unified platform and ambient insights that unify sales and marketing.

Feature Enabled for Public preview General availability
Keep Facebook audiences in sync with single connection export Users by admins, makers, or analysts Apr 29, 2024 -
Increase control when attaching to data in Dataverse Admins, makers, marketers, or analysts, automatically - Jul 2024

You are able to opt into some features as part of early access on February 5, 2024, including all mandatory changes that affect users. To learn more, go to Early access FAQ.

Description of Enabled for column values:

  • Users, automatically: These features include changes to the user experience and are enabled automatically.

  • Admins, makers, marketers, or analysts, automatically: These features are meant to be used by administrators, makers, marketers, or business analysts and are enabled automatically.

  • Users by admins, makers, or analysts: These features must be enabled or configured by the administrators, makers, or business analysts to be available for their users.

For a list of the countries or regions where Dynamics 365 business applications are available, go to the International availability guide. For more information about geographic areas and datacenters (regions), go to the Dynamics 365 and Microsoft Power Platform availability page.