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We need to talk about... Dynamics 365 Release Wave 1 for 2024... Dynamics 365 Customer Insights Journeys

Next, in my blog series, I visit all of the new features and functionality that we can expect to see in Release Wave 1 of 2024 for Dynamics 365 and the Power Platform. Today I will be discussing the updates in Dynamics 365 Customer Insights Journeys.

New features coming to Dynamics 365 Customer Insights Journeys and the key areas of focus in this set of updates appear to be enhancements around unifying the Sales and Marketing modules, along with introducing more and more Copilot functionality.

The Dynamics 365 Release Wave 1 for 2024 outlines all the new features that will be released between March 2024 through October 2024. You can either browse the release plan online or download the document as a PDF file. The PDF file also includes information about Power Apps, Power Automate, Power BI, Power Pages, Power Virtual Agents, Microsoft Dataverse, Microsoft Power Platform governance and administration, and data integration.

The Microsoft Power Platform features coming in the 2024 release wave 1 have been summarized in a separate release plan as well as a downloadable PDF

Boost customer confidence and campaign performance with branded links

Links are the gateway to your landing pages, offers, and content. However, automatically generated URLs look unprofessional and suspicious, and they can lower your click rates and conversions. Now you can customize links to show your company name, increasing customers' trust and improving brand recognition and campaign performance.

  • Set up your vanity link (or custom link) while you authenticate your domain.

  • Leverage step-by-step Copilot guidance to easily authenticate your vanity domains.

  • Once authenticated, you can use vanity domains to:

  • Display URLs in your emails.

  • Host digital assets, forms, event registration pages, and your preference center.

Collect extra customer information without creating custom attributes

Effortlessly collect more details from your customers by incorporating various questions directly within the form editor, eliminating the need to establish new custom attributes for your lead or contact entity. For instance, you can design fields to inquire about preferences such as "What is your meal preference?" or craft contest-related questions to enhance customer satisfaction and loyalty.

Employ custom fields to capture supplementary or temporary information, such as meal preferences or responses to contest queries. To integrate custom form fields, simply drag and drop them from the toolbox onto the form canvas, adjusting the label and properties according to your preferences.

The responses are exclusively stored as part of the form submission, ensuring that you can retrieve the values at any time without introducing clutter to your data.

Optimize engagement and increase conversion rates with email A/B testing

During live campaigns, experiment with and evaluate different versions of your emails among various segments of your audience to discern the more effective variant. Utilize the Customer Insights - Journeys email editor to effortlessly craft alternative email versions by adjusting elements like the subject, body, or sender address, tailoring content for your specific audience.

Specify distinct A/B test scenarios by altering elements such as the subject line, sender email address, or email body.

Preview and test-send both version A and version B of your email and effortlessly determine a superior performer and analyze the outcomes of the A/B test within journey and email insights.

Reach your customers at the right moment with send scheduling

There are already the concept of frequency caps and quiet times, which dictate when an email is sent to customers.

With the new scheduled send feature marketeers are able to say which days and at what time during those days you want the email to be sent. The emails outside your timeframe will be sent at the next send time window. This feature also respects quiet times and frequency caps.

Qualify leads and route to sales when buying is likely

The lead qualification process just got better. You can change the qualification criteria and add multiple qualifying or disqualifying criteria. The four signals you can use are:

  • Fit – based on the lead’s profile

  • Intent – filling out a form or watching a demo

  • Recency – Creation of the lead

  • Engagement – the lead scoring reaching a certain point

Split your audience into groups to deliver unique customer experiences

The innovative journey split tile enables you to divide your audience into distinct branches, offering tailored experiences to specific subsets. This could involve conducting surveys, testing novel experiences, or presenting exclusive promotional offers on a first-come basis. Whether you prefer random distribution based on percentages or targeted allocation by numbers, the journey split tile seamlessly creates branches within your journey, accommodating up to 25 unique experiences for participants.

  • Split by percentage: Breaks the audience up randomly into the percentages associated with each branch. The random assignment is done for each participant individually.

  • Split by number: Fills up branches from left to right based on how many participants are configured to go down each branch.

Hope you all enjoyed this post on the release wave 1 updates for 2023 in Dynamics 365 Customer Insight Journeys. I will continue this series with some additional content specifically related to Dynamics 365 Field Service. Take Care, Speak Soon!

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