Hyper-personalize customer journeys using data and insights from Dynamics 365 Customer Insights

Important

This content is archived and is not being updated. For the latest documentation, go to What's new in Dynamics 365 Marketing. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview Early access General availability
Admins, makers, marketers, or analysts, automatically Apr 30, 2021 - Aug 2, 2021

Business value

Dynamics 365 Marketing enables deep 1:1 personalization in your customer engagement initiatives by seamlessly augmenting your CRM data with rich customer profiles and segments from Dynamics 365 Customer Insights. You can now personalize event-driven customer journeys based on these profiles and segments, and delight your customers with every message and every engagement.

Feature details

  • Use segments for fine-grained targeting in event-driven customer journeys, whether the journeys are triggered by an event or a preset schedule.
  • Eliminate tone-deaf communication by using segments to exclude certain customers from entering the journey or suppress messages to customers already in a journey. For instance, when a customer is a loyalty program member and has an active support issue, you can suppress promotional content.
  • Branch or fork journeys by defining conditions that are based on customer profile attributes (such as lifetime spend or last purchase date) or segments (such as loyalty).
  • Strike a deeper connection with your customers by personalizing your messages with customer profile attributes.

This feature will be available in United States/Europe/United Kingdom/Australia geography in August, and Canada/Asia Pacific geography in October. Availability in other geographies will be communicated at a later date.

Customer journey branching based on customer's loyalty program membership

See also

Work with segments in real-time marketing (docs)