Create journeys by using Copilot to describe them

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.

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 Early access General availability
Admins, makers, marketers, or analysts, automatically May 31, 2024 - Jun 2026

Business value

With Dynamics 365 Customer Insights - Journeys, anyone can create journeys in minutes, even if they never did it before. Simply describe in everyday words what you want to create and rely on generative AI to build the journey for you. This capability empowers you to do more with less. Instead of spending time getting the mechanics of the journey right, you can now ensure that you're delivering the most personalized experience for your customers by collaborating with your entire team and quickly driving stakeholder alignment. By using the journey creator functionality together with content ideas for email creation, you can now get your customer experience ideas to market in no time.

Feature details

To use the journey copilot, an administrator needs to enable the feature switch. When you open the journey copilot window, you see six suggested prompts to help you get started. You can also use the guided prompt experience. After you enter your prompt, Copilot processes the prompt and responds with a journey suggestion that includes the automatically detected segment and each subsequent step. When you're satisfied with the suggested journey, select Create journey and the journey is automatically created for you.

  • Use natural language to describe the journey you want to create.
  • Get inspiration on how to get started with a list of suggested journeys.
  • See a preview of the journey Copilot created.
  • Get a detailed summary of the Copilot-created journey before you start adding your content.

Journey Copilot

Journey Copilot

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Copilot - Create journeys using AI assistance (docs)