FEATURES.mdv9 · history
Published docs in the Dynamics 365 Customer Insights – Journeys KB: Consultant-focused KB for Microsoft Dynamics 365 Customer Insights – Journeys (formerly Marketing): implementation notes, gotchas, and configuration decisions beyond the official docs — across real-time journeys, segments, email and SMS marketing, event management, lead scoring, Copilot, analytics, and administration. The daily monitor task adds a row here when it publishes or updates a doc. Browse the live KB at https://365-almanac.app/kb/d365ci-journeys.
🆕 New & Updated
| Date | Change |
|---|---|
| 2026-10-28 | Updated: Conversational journeys — context variables (static and dynamic) passed to Contact Center, with the three-place naming requirement. |
| 2026-10-11 | Added Editing Live Segments Used by Live Journeys — preview: change a segment under a live journey without stopping it or versioning; timing by journey type and segment role, narrowing does not eject people, static groups read-only. |
| 2026-10-10 | Added Tracking Consent in Customer Insights - Journeys — Tracking consent — Restrictive enforcement, global versus regional compliance profiles that can't be unlinked later, channel scope beyond email, and the drop in engagement data to expect. |
| 2026-10-08 | New: Event registration counts and pending registrations — registration count now reflects confirmed registrations only; pending tickets get their own tab with retry/delete, and hold capacity until cleared. |
| 2026-09-27 | New: Customer Insights skills in Copilot Cowork — three skills (customer brief, outreach, email content advisor) letting Cowork chat resolve unified profiles, check consent and draft/publish journeys and email, grounded via the Dataverse MCP server on the caller's own permissions. |
| 2026-09-24 | Updated: Compliance profiles, purposes and consent — journeys always use the contacts unsubscribe URL, whatever entity the journey targets; the leads and customer-profile URL fields (and any {{contact.*}}/{{lead.*}} tokens in them) apply to shared consent only and are ignored in journeys. Added that contextId and msdynmkt_trackingcontext are internal and must not be used to identify users to an external consent system, and that contact point consent supersedes DoNotEmail/DoNotBulkEmail/DoNotTrack. |
| 2026-09-23 | Updated: Copilot content rewrite and image suggestions — content rewrite left preview on 22 Sept 2026 and is now GA. Image suggestion and AI tagging for images stay preview, so the two halves of this doc no longer share a maturity. Still US-only and English-only, which remains the fact that decides whether it belongs in a UK or EU scope at all. |
| 2026-09-23 | Updated: Create a record tile — a second excluded table prefix, msdyncrm_, joins msevtmgt_, ruling out writes back to Customer Insights – Journeys' own tables; and the entity picker is now explicitly documented as listing only what both principals can create, confirming that a missing table is a permissions symptom rather than an unsupported one. |
| 2026-09-12 | New: Conversational journeys (voice and SMS via Contact Center) — journeys call a Contact Center proactive engagement so a Copilot Studio agent holds a two-way voice or SMS conversation, then branch on disposition code, result or agent-set attribute; SMS conversation step added in the September 2026 update; same-environment prerequisite, contact-based audiences only. |
| 2026-09-12 | New: Create a record tile — record and activity creation from the journey canvas left preview on 11 Sept 2026; dual-principal security model (journey publisher plus the new Create Record Role Extensible service role), ownership options, and the Sales assignment-rule override. |
| 2026-09-11 | Updated: Contact and lead interaction timeline — retention raised from 90 days to one year, bringing it in line with journey, channel and contact insights; the explicit "no Customer Insights - Data profiles" limitation was deleted upstream without a positive replacement, so the doc now says treat it as contact and lead only until Microsoft says otherwise. |
| 2026-09-10 | Initial backfill — 57 docs published across all 10 categories. |
By category
| Category | Docs |
|---|---|
| Real-time Journeys | 9 |
| Segments & Audiences | 7 |
| Email & SMS Marketing | 7 |
| Event Management | 6 |
| Lead Scoring | 5 |
| Copilot in CI Journeys | 6 |
| Analytics | 5 |
| Administration | 6 |
| Licensing | 4 |
| Decision Guides | 6 |
| Total | 60 |
Was this accurate?