Plan and prepare for Dynamics 365 Customer Insights - Data in 2024 release wave 1

Overview

Dynamics 365 Customer Insights unifies customer profiles from various data sources. It enriches these profiles with Microsoft’s unique data assets and creates AI-driven predictions, segments, and measures. The solution gives you a deep understanding of every customer by providing a holistic, up-to-date view with unmatched time to insights. You can activate this data across channels, departments, and devices to deliver personalized customer experiences at every touchpoint.

Customer expectations for the kinds of experiences they want continue to rise. Delivering exceptional experiences is crucial to business success. To meet these expectations, you need efficient data gathering, insightful data analysis, and strategic data usage.

In this release, we focus on three key areas:

• Unify sales and marketing: We made data ingestion easier. We transform disparate customer data into actionable insights swiftly. We create an enriched, comprehensive view of every customer to empower sellers and marketers to deliver a more personalized experience. You can enhance your customer understanding by seamlessly capturing marketing interactions, deriving insights, and engaging customers while complying with data and privacy regulations for each of your brands or lines of business.

• Real-time data personalization: We ensure that you can individualize your customer experiences based on real-time engagement. With real-time segment updates, real-time web tracking, and the ability to personalize every touchpoint based on customer behavior, you can enhance conversion rates and build long-lasting relationships.

• Generative AI and Copilot: We revolutionize data exploration with generative AI and Copilot in Customer Insights. By revealing key insights and identifying potential audiences within seconds, Copilot in Customer Insights empowers your business to reach new levels of success.

Our goal is to help your teams spend less time on data integration and more time on creating value and predicting what your customers need next. By bringing customer experiences to life in extraordinary ways, you can foster loyalty and drive business growth.

Review the official product documentation and training for Dynamics 365 Customer Insights.

Updates to Dynamics 365 Customer Insights - Data 2024 release wave 1

Investment areas

Faster time to insights
Break down data silos and get a complete understanding of your customers with a unified view of data across your organization. Improve your business results in marketing, sales, and service.

Moments that matter
Get a unified customer profile that contains the latest customer interactions so you can personalize each experience. When you respond to customer needs in the moments that matter, you increase the likelihood of conversion through better understanding and real-time capabilities.

Personalized customer experiences
Get a unified customer profile that contains the latest customer interactions so you can personalize each experience. When you respond to customer needs in the moments that matter, you increase the likelihood of conversion through better understanding and real-time capabilities.

To learn more about the entire set of capabilities being delivered during this release wave, check out the release plan for Dynamics 365 Customer Insights - Data below:

For application administrators

User-impacting features to the user experience enabled automatically
User-impacting features should be reviewed by application administrators. This facilitates release change management and enables successful onboarding of new capabilities released to market. For the complete list, look for all features tagged "Users, automatically" in the release plan.

Features that must be enabled by application administrators
This release wave contains features that must be enabled or configured by administrators, makers, or business analysts to be available for their users. For the complete list, look for all features tagged "Users by admins, makers, or analysts" in the release plan.

Get the most out of Customer Insights - Data