December Updates For D365 Customer Insight – Journeys

One of the biggest reasons for using software like Dynamics 365 Customer Insight – Journeys is that Microsoft will periodically add updates, additional security, and most importantly… new features. Staying on top of all that can be tricky sometimes… which is why we’ve collated all the latest updates into one place for you.

Whenever Microsoft add a new feature, they release it for public preview first and let people test it out before they release it to General availability.

This is everything that hit General Availability this month:

  • Boost participation, simplify planning with session-based registrations – Event attendees can register for specific sessions in a multi-session event to ensure their event experience is relevant to their interests. With session registration data, you’ll be able to identify which sessions have the highest demand and tailor post-event follow-ups based on session participation.
  • Easily deliver a common experience to multiple audiences with a single journey – Reuse existing segments to deliver a common experience in a single journey – no need to create a new segment for the combined audience. If you already have segments for different purposes, you can easily create many different audiences by using one or more of them in a journey. There’s no need to create another segment from scratch, combine existing segments into a composite segment, or make multiple copies of the same journeys. Specifying multiple segments is not only straightforward and efficient but also enables you to create different audiences quickly (no need to get the segment creation role or wait on other team members to create a segment for you). Additionally, it reduces the number of segments that need maintenance or cleanup later and doesn’t add to the overall segment limit.

 

There’s also some interesting upcoming features in Public Preview this month:

  • Understand customer inflows and exits at every journey step – It’s critical to understand exactly what happened to each customer who entered and exited your real-time journeys. With improved journey analytics, you’ll gain confidence in the processing of every step in your journey through improved metrics and an increased ability to export data. For example, if your journey uses exit or exclusion segments, you’ll be able to see and understand why fewer customers started your journey than were in the entry segment. You’ll also be able to see the list of customers who entered and exited each step in the journey and export lists of up to 50,000 people for further analysis.
  • Personalise messages and make journey decisions based on web interactions – With Customer Insights – Journeys, you can now track and leverage your customers’ online behaviour to deliver personalised experiences across your digital channels. For example, you can boost conversions and customer loyalty by sending tailored offers after customers visit your website and show interest in a product or service. By tracking additional data about customers’ online journeys, you can get valuable insights into your customers’ preferences and needs and easily measure your campaign’s effectiveness.
  • Generate leads that link to an existing contact – Your business has unique ways of organising customer data and classifying potential leads. Now with real-time journey forms, you can manage your contacts and leads more effectively, according to your company’s established processes. For example, you can recognise existing customers who fill out a lead form, so they’re not mistaken for new leads. With this new set of capabilities to connect lead and contact data, you can choose how existing contact or lead details should be updated and define advanced matching rules to prevent duplicate records. Additionally, you can set defaults, so everything is already configured each time a new form is created. All these new capabilities allow you to fine-tune how form data is handled to provide better quality leads and match your company’s established processes.

 

Microsoft also released some general monthly enhancements to Customer Insights – Journeys in December:

  • Protect your forms with reCAPTCHA – Protecting your forms against bot attacks and malicious actors is crucial to ensure the quality of captured data. You can now leverage the new Customer Insights – Journeys reCAPTCHA plugin and simplified setup to integrate reCAPTCHA into your forms.
  • Form with new layout structure improving accessibility and responsiveness – All newly created Customer Insights – Journeys forms have a new layout structure which no longer relies on the tables. This feature comes disabled by default. You can enable it in the feature switches.
  • Streamline segment management with the ability to stop live segments – Marketers can now stop segments that are in a live state, eliminating the need for cumbersome workarounds like deleting the segment—risking loss of segment definitions—or leaving it in a draft state, which creates confusion about its usability. This capability enhances segment management by allowing marketers and admins to clearly distinguish between segments actively in use and those paused for adjustments. It reduces the risk of errors, such as using incorrect segments in journeys, and provides greater transparency and control over the segment catalogue. By simplifying segment status management, this feature supports cleaner workflows, better organisation, and more confident decision-making in audience targeting.

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