Use automation to manage segments and measures

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for	Public preview	General availability
Admins, makers, marketers, or analysts, automatically	Jun 2024	-

Business value

As your Dynamics 365 Customer Insights usage increases, so does the number of segments and measures. Large numbers of segments and measures can result in longer system refresh times, which delay time-sensitive insights.

Customer Insights now automatically deactivates segments and measures based on their usage to ensure your active segments and measures refresh faster. As an admin you get to control the retention period that applies and can support your organization to scale confidently.

Feature details

When you have large numbers of segments and measures, as an admin, you can't determine which are needed and which are not. Campaigns could be one-time campaigns where the segments or measures are not needed after a period of time.

When the segment or measure isn't used anywhere else after the retention period, it is automatically deactivated by the system. This moves compute resources to the segments and measures that are active, which results in faster system refresh and thus faster time to insights.

You can reactivate such segments or measures if needed or opt out of automatic management entirely.