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Important
This article only applies to outbound marketing, which will be removed from the product on June 30, 2025. To avoid interruptions, transition to real-time journeys before this date. More information: Transition overview
By analyzing historical data, the automated scheduler selects the best time to send an email message, within a time window that is unique to each contact.
The time window the automated schedule selects is based on the time that each contact arrives at the email tile. The time window is unique to each contact. The time window is bounded by one of the following (whichever is sooner):
The feature has two main components:
Note
Before you can use automated scheduling, your admin must enable and configure it. If you don't see the features described in this topic, then please ask your admin to enable automated scheduling for your site. More information: Enable and configure artificial intelligence features
Important
The automated scheduler is only available in the Email tile.
Normally, customer journeys process all contacts in a target segment at once and deliver messages according to the run schedule without regard to each contact's interaction history. With automated scheduling, however, you can use AI to apply delivery times optimized for each individual recipient. This can often improve your open rates.
To create a journey that uses optimized delivery times:
Go to Outbound marketing > Marketing execution > Customer journeys and then either create or open a journey.
Design your journey as usual but turn on the Automated scheduling for each email tile where you want to use automated scheduling. To activate automated scheduled, select the email tile, go to Schedule, and flip the toggle for Automated scheduling enabled.
Repeat the previous step for each email in your journey where you want to use automated scheduling.
Note
Automated scheduling establishes a time window around the specified date and time, and then holds each contact until an optimal time arrives.
To see information about when a specific contact tends to open your messages, how long it takes them to open them, and advice for the best time to send to them:
Go to Outbound marketing > Customers > Contacts to open your list of contacts.
Find and select the contact you want to analyze.
Open the Insights tab and then select Email open times from the tab navigator. This page includes three graphs that summarize how and when this contact interacts with your emails, plus a graph that shows the best time to email to this contact based on those results.
Read the Email open times graph as follows:
Read the Email reaction time graph as follows:
Read the Best time to email matrix as follows:
When you choose to auto-schedule email delivery, the system will use these results to decide when to deliver to each contact.
Events
Power BI DataViz World Championships
Feb 14, 4 PM - Mar 31, 4 PM
With 4 chances to enter, you could win a conference package and make it to the LIVE Grand Finale in Las Vegas
Learn moreTraining
Learning path
Work with real-time features in Dynamics 365 Customer Insights - Journeys - Training
Dynamics 365 Customer Insights - Journeys real-time marketing features enable organizations to orchestrate personalized journeys across all touchpoints to strengthen relationships and earn loyalty.
Documentation
Appointment scheduling in Dynamics 365 Customer Engagement (on-premises)
Block off time to talk to your customers by creating appointments. You can modify any of the information in an open appointment, or create a draft.
Overview of the Scheduling Service
Overview of the Unified Interface-based Scheduling Service in Dynamics 365 Customer Service.
Use the schedule board to configure service activity (Dynamics 365 Customer Service)
Learn how to schedule a service activity using the schedule board in Dynamics 365 Customer Service.