Dynamics 365 Customer Insights – Journeys – Transform customer journeys into action with record creation
We are announcing the ability to transform customer journeys into action with record creation in Dynamics 365 Customer Insights – Journeys. This feature will reach general availability on September 15, 2026. How does this affect me? This feature gives you a single, flexible way to create downstream records and activities directly inside the journey builder. Create records or activities from a single tile, including tasks, phone calls, leads, opportunities, or custom entity records. Use required and optional fields, including custom attributes, to match your exact process requirements. Add dynamic content to any field, using real time attributes from contacts or leads. Eliminate the need for complex workflows or custom code, making automation more accessible and easier to maintain. What action do I need to take? This message is for awareness, and no action is required. If you would like more information on this feature, please visit Transform customer journeys into action with record creation. Message ID: MC1456427
The post Dynamics 365 Customer Insights – Journeys – Transform customer journeys into action with record creation appeared first on M365 Admin.
Published on:
Learn moreWe can help you with Dynamics 365 Customer Insights – Journeys – Transform customer journeys into action with record creation
If you want help implementing, troubleshooting, or improving this product, contact us and we’ll point you in the right direction.
Related posts
Microsoft Teams: External presenter support for event group chat
Microsoft Teams will support external presenters in event group chat for meetings with the “Enable Green room” option. Rollout sta...
Microsoft SharePoint: SharePoint Server access through the mobile apps will be retired
SharePoint Server access via the standalone SharePoint mobile apps for iOS and Android will be retired starting November 27, 2026. These apps ...
Microsoft Viva: New Campaigns hub in Viva Engage app and Viva Engage in Teams mobile
Microsoft Viva Engage mobile and Teams mobile now feature a centralized Campaigns hub for discovering, browsing, and following organizational ...
Microsoft Teams: Two presenters can share their screens or windows simultaneously in meetings
Microsoft Teams will allow two presenters to share screens simultaneously in meetings starting late November 2026. This feature enhances colla...
Microsoft 365 admin center: Retirement of selected Search Analytics capabilities
Selected Search Analytics capabilities for Microsoft/Bing, Teams, Outlook/WXP, Windows Search Work results, and Microsoft365.com will retire i...
Microsoft Authenticator: Improved backup and restore experience for Android
Microsoft Authenticator for Android will improve backup and restore with clearer setup guidance and support for passkeys starting mid-January ...
Join button will require HTTPS meeting links
Starting late November 2026, Outlook’s Join button will only appear for meetings with HTTPS join URLs. Meetings with HTTP-only URLs will...
Microsoft Excel: Edit with Copilot in Excel on iPhone
Edit with Copilot in Excel on iPhone enables natural language editing and task continuation outside the app. Rolling out worldwide from late O...
Microsoft Entra ID: Reminder to migrate from Microsoft-provided SMS and voice authentication
Microsoft Entra ID will retire Microsoft-provided SMS and voice authentication starting February 1, 2027. Organizations must migrate users to ...
The November and December 2026 security updates require a restart for hotpatch-enabled Windows Server 2022 devices
The November and December 2026 security updates for Windows Server 2022 will be released as standard updates rather than hotpatch updates. Som...