Dynamics 365 Marketing Updates in 2025

First of all, the Outbound Marketing module will be deleted from Customer Insights – Journeys on June 30, 2025, so, the current customers are recommended to migrate to the Real-Time Journeys module to avoid disruptions.

These updates reflect Microsoft's commitment to utilizing AI and real-time data to reinforce customer engagement and optimize business processes within Dynamics 365 CE.

Campaign Creation

Among Customer Insights innovations, there is generative AI for campaign creation. Now, in Dynamics 365 Customer Insights – Journeys, Copilot can draft campaign content that aligns with brand identity, expediting the campaign creation process.

The integration between Dynamics 365 Sales and Customer Insights provides a holistic view of the customer base, enabling personalized interactions and tailored marketing campaigns. It improves lead quality and conversion rates. Ensures consistent messaging across departments.

Advanced orchestration capabilities enable businesses to respond to customer expectations in real time, ensuring interactions are timely.

A brand-new impressive innovation is the Sales Qualification Agent, an AI-driven tool designed to assist sellers in efficiently managing leads by analyzing customer interactions and data to identify high-potential prospects.

Customer Journeys

Marketers can now describe desired customer journeys in everyday language, and Copilot leverages generative AI to build these journeys automatically.

A user can produce journeys quickly and effortlessly, even if they have never done it before. The only thing they have to do is to describe in casual words what they want to create and rely on generative AI to build the journey for them.

Marketing personnel can now deliver highly personalized content for their customers by closely collaborating with their entire team and quickly driving stakeholder alignment.

By combining the journey creator feature with content ideas for email creation, marketing specialists can now quickly bring their customer experience ideas to market.

Furthermore, they can use natural language to describe the journey they intend to build, get ideas about how to get started with a list of suggested journeys, see a preview of the journey Copilot has produced, and obtain a detailed summary of the Copilot-created journey before they start adding their content.

Segmentation

Such a function as micro-segmentation, strengthened with AI and ML, allows to create highly granular customer segments based on nuanced behaviors, like browsing patterns, purchase history, and content engagement. This treatment allows for more accurate targeting and personalized marketing strategies.

Perform dynamic segmentation, allowing customer groups to evolve in real-time based on the latest data inputs. For example, dynamically adjusts its content recommendations based on users' viewing habits, ensuring personalized suggestions that reflect their most recent interests. Marketers can now create segments, measures, and predictions using behavioral data. Such integration enlarges targeting precision and personalization across the buyer journey.

Incorporating psychographic factors such as values, attitudes, and lifestyle choices into segmentation strategies allows for a deeper understanding of customer motivations, leading to more effective personalization, enabling more emotionally resonant marketing messages and improving customer loyalty through alignment with personal values.

Email Marketing

The latest improvements let marketers considerably automate follow-up email communications, increasing productivity. The fresh "tone of voice" singularity lets Copilot assess and adopt the user’s communication style in emails, providing a consistent and company-wide voice in all pipeline interactions. Users can now send personalized follow-up emails to leads, reflecting the company's communication style, thereby improving engagement and conversion rates.

The email editor allows for the inclusion of personalized data fields, enabling the creation of tailored messages for each recipient. It also offers AI-driven image recommendations that align with the email's content and recipient preferences, enhancing visual appeal and engagement.

Marketers can design emails with content that adapts based on recipient attributes or behaviors, ensuring relevance and increasing engagement.

Event Planning and Management

Event partakers can register for particular sessions in a multi-session event and be guaranteed their new experience will be relevant to their interests. With session registration data, they can easily identify which sessions are the most appropriate and tailor post-event follow-ups based on session involvement.

Some improvements, like event-based triggers, can help to make more timely and personalized communications. What is more, users have now an opportunity to utilize event-specific templates as well as use multichannel journeys.

Utilizers also have a chance to maximize event registrations. When a spot becomes available, the system automatically registers the following applicant on the waitlist and sends them confirmation and event details.

Unified platforms offer ticketing, real-time updates, networking opportunities, and personalized schedules. AI chatbots are ready to guide participants throughout events, strengthening their experience.

Lead Management

The new lead scoring builder offers a more intuitive interface, allowing marketers to define scoring criteria efficiently. Unlike previous versions, leads can now be scored independently, without the necessity of a parent contact, streamlining the scoring process. Leads are evaluated based on both demographic attributes and interactions, providing a comprehensive assessment of lead quality.

Leads can now be generated automatically in response to customer interactions, such as event registrations or form submissions, ensuring timely capture of potential opportunities.

Marketers can indicate when a lead is ready for sales engagement, facilitating a smooth transition and ensuring timely follow-up.

Furthermore, the system supports the creation of opportunities directly from leads, streamlining the sales process and enhancing collaboration between marketing and sales teams.

Social Posting

Because Microsoft has eliminated the social posting functionality, users have to choose and integrate alternative third-party tools for managing social media activities now.

Although LinkedIn lead generation facilities have also been deleted, custom integration, LinkedIn Developer App with Azure Function and Power Automate Flow, is possible for further LinkedIn lead management in D365 Customer Insights.