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

This topic lists features that are planned to release from April 2026 through September 2026. 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 2025 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 and general availability.

Agents and Copilot

Revolutionize how teams build and optimize customer engagement with Copilot, agents, and AI innovation by turning every interaction into an intelligent, adaptive engagement that strengthens relationships and accelerates outcomes.

Feature Enabled for Public preview General availability
Increase agent accuracy by grounding the agent in customer insights Admins, makers, marketers, or analysts, automatically Jun 2026 -

Elevate customer experiences

Engage customers in real time with personalized, connected journeys that adapt to their needs in the moments that matter by delivering seamless experiences across marketing, sales, and service.

Feature Enabled for Public preview General availability
Easily select field values when working with segment conditions Admins, makers, marketers, or analysts, automatically - Apr 24, 2026
Use Microsoft Fabric OneLake as a data source Admins, makers, marketers, or analysts, automatically May 29, 2026 Jul 2026
Real-time web tracking and personalization for known and unknown users Admins, makers, marketers, or analysts, automatically - Sep 2026

Turbocharge your pipeline to drive growth

Unify data and activate insights to generate, qualify, and convert your pipeline faster—empowering teams to build higher‑quality opportunities and accelerate growth.

Feature Enabled for Public preview General availability
Target right audience based on signals from earlier campaigns Admins, makers, marketers, or analysts, automatically May 22, 2026 Jul 2026
Reduce alert fatigue with noise-free notifications Admins, makers, marketers, or analysts, automatically - May 29, 2026
Track and manage daily processing in the performance dashboard Admins, makers, marketers, or analysts, automatically - May 29, 2026

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.