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

Important

The 2024 release wave 1 plan covers all new functionalities planned to be delivered to market from April 2024 to September 2024. In this article, you'll find the product overview and what's new and planned for Dynamics 365 Customer Insights - Data.

Overview

Dynamics 365 Customer Insights - Data unifies customer profiles from various data sources, enriches them with Microsoft’s unique data assets and creates powerful AI-driven predictions, segments, and measures. It enables 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 of the kinds of experiences they want continue to rise, and delivering exceptional experiences is crucial to business success. This requires efficient data gathering, insightful data analysis, and strategic data usage.

In this release, our focus is on three key areas:

• Unify sales and marketing: We're making data ingestion easier. Our aim is to transform disparate customer data into actionable insights swiftly, creating an enriched, comprehensive view of every customer to empower sellers and marketers to deliver 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 LOBs.

• Real-time data personalization: We're ensuring that you can individualize your customer experiences based on their real-time engagement. Thanks to 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're revolutionizing 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 achieve new heights of success.

Our goal is to allow your teams to focus less on data integration, more on creating value and predicting what your customers will need next. Bring customer experiences to life in extraordinary ways by fostering loyalty and driving 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

Copilot and AI innovation
Unleash the full potential of your data and boost your team's productivity with Copilot in Customer Insights. Effortlessly analyze, explore, and receive pertinent insights derived from your data to tailor the customer experience and meet customers' unique needs and preferences.

Real-time personalization
Get a unified customer profile that contains the latest customer interactions so you can personalize each experience. Respond to customer needs in the moments that matter, raise the likelihood of conversion with better understanding and real-time capabilities.

Unify sales and marketing
Tear down data silos and gain a ubiquitous understanding of your customers through a unified view of data across the organization and improve your business outcomes across marketing, sales, and service.

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:

Check out the release plan

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

Helpful links	Description
Release plan	View all capabilities included in the release.
Licensing	Improve your understanding of how to license Customer Insights - Data.
Product documentation	Find documentation for Customer Insights - Data.
User community	Engage with Customer Insights - Data experts and peers in the community.
Upcoming events	Find and register for in-person and online events.
Product trials	Get started with Customer Insights - Data.