What’s New in Dynamics 365 Sales & Customer Insights – Journeys, Wave 1, 2025

D365 Sales

Transform decision-making with sales research agent

Transform decision-making with instant insights into the business and use natural language to start a dialog with enterprise data.

Stay updated with action items from customer conversations

Copilot suggests action items to help sellers efficiently track and manage follow-up tasks arising from customer interactions.

Boost qualified pipeline with sales qualification agent

Copilot agents in Dynamics 365 empower sellers to build a qualified pipeline, reducing time spent while increasing efficiency.

D365 Customer Insights (Marketing) Journeys

Create journeys by using Copilot to describe them

Easily create personalised customer experiences using the Copilot-powered journey assistant.

Respect quiet times, engage based on location and time zones

Ensure compliance with geographical regulations and elevate customer satisfaction by customising quiet time rules per region.

Get insights on email engagement with heatmap analytics

Leverage heatmaps to understand customer interactions with your emails and optimize link placement, content, and designs to increase conversions.

Collect extra customer info without updating your data model

Create custom form fields that aren't mapped to lead or contact entities.

Streamline form filling and event registration with form prefill

Form prefill automatically fills form fields for known contacts and leads. Form prefill enables progressive profiling.

Personalise messages and make journey decisions based on web interactions

Trigger and personalise customer experiences, score leads, and track engagement history based on customers' web activity and clicks.