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Important
This content is archived and is not being updated. For the latest documentation, go to What's new in Dynamics 365 Customer Insights - Journeys. For the latest release plans, go to Release plans for Dynamics 365, Power Platform, Cloud for Industry, and Copilot.
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 next wave's release plans, go to 2024 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 agents
Revolutionize how marketers work and what they can achieve using Copilot, agents, and AI innovation in Customer Insights.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| Create journeys by using Copilot to describe them | Admins, makers, marketers, or analysts, automatically |
May 31, 2024 |
- | Jun 2026 |
| Timeline highlights enable quick access to actionable record updates | Users, automatically | - | - |
Apr 8, 2024 |
Moments that matter
Respond to customers’ expectations in real time to engage them in moments that matter.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| Easily reference copies of sent emails in the timeline | Admins, makers, marketers, or analysts, automatically | - | - |
Apr 1, 2024 |
| Capture responses from external, third-party forms | Admins, makers, marketers, or analysts, automatically | - | - |
Apr 1, 2024 |
| Streamline form filling and event registration with form prefill​ | Admins, makers, marketers, or analysts, automatically |
Sep 13, 2024 |
- |
Apr 15, 2025 |
| Refine email content in running journeys | Admins, makers, marketers, or analysts, automatically |
Sep 1, 2024 |
- |
Mar 3, 2025 |
| Optimize email content based on customer behavior across devices | Admins, makers, marketers, or analysts, automatically | - | - |
Aug 1, 2024 |
| Split an audience into groups to deliver unique customer experiences | Admins, makers, marketers, or analysts, automatically |
Aug 8, 2024 |
- |
Nov 1, 2024 |
| Improve engagement and compliance with double opt-in | Admins, makers, marketers, or analysts, automatically |
Aug 21, 2024 |
- |
Nov 30, 2024 |
| Ensure messages go to the right contact email address | Admins, makers, marketers, or analysts, automatically | - | - |
May 1, 2024 |
| Control how fast customers can enter a journey | Admins, makers, marketers, or analysts, automatically |
Sep 3, 2024 |
- |
Feb 11, 2025 |
| Improve reliability of insights with advanced bot protection | Admins, makers, marketers, or analysts, automatically |
Apr 15, 2024 |
- |
Aug 1, 2024 |
| Easily manage customer consent from contact and lead forms | Admins, makers, marketers, or analysts, automatically | - | - |
Jun 24, 2024 |
| Streamline email creation with real-time HTML edits | Admins, makers, marketers, or analysts, automatically |
Feb 1, 2024 |
- |
Jul 1, 2024 |
| Unlimited application installs now in Customer Insights | Admins, makers, marketers, or analysts, automatically | - | - |
Jun 30, 2024 |
Unify sales and marketing
Accelerate revenue and increase lifetime value through seamless experiences that unify sales and marketing.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| Build custom reports using Microsoft Fabric integration | Admins, makers, marketers, or analysts, automatically | - | - |
Jul 31, 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 information on data residency in Dynamics 365 and Power Platform, visit the Microsoft Dynamics 365 and Power Platform data residency documentation. For more information about geo availability, visit the Dynamics 365 and Microsoft Power Platform availability page.