Latest updates for Dynamics 365 Customer Insights

Fresh curated links around Dynamics 365 Customer Insights are collected here so marketers can spot useful updates and turn timely ideas into posts faster.

Recent items include:

  • Customer insights, reimagined: The intelligence layer powering agentic customer experience
  • Outreach Optimization Agent (Preview) in Dynamics 365 Customer Insights
  • How to Automate Record Creation (Preview) in Dynamics 365 Customer Insights

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Fresh articles and ideas

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microsoft.com /1 month ago

Customer insights, reimagined: The intelligence layer powering agentic customer experience

Customers expect a single, continuous relationship with your brand. One where every interaction feels informed and connected. The post Customer insights, reimagined: The intelligen...

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inogic.com /1 month ago

Outreach Optimization Agent (Preview) in Dynamics 365 Customer Insights

Creating a marketing campaign takes time and careful planning. From designing the email to selecting the right audience, every step plays a role in its success. However, even well-...

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inogic.com /1 month ago

How to Automate Record Creation (Preview) in Dynamics 365 Customer Insights

Marketing teams generate valuable customer engagement through emails, events, forms, and digital campaigns, but converting that engagement into sales opportunities often involves m...

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inogic.com /1 month ago

Extend your customer outreach with WhatsApp marketing within Dynamics 365 Customer Insights

The Power of WhatsApp Marketing for Brands: A Game Changer Today, brands constantly bombard customers with emails, calls, and social media ads. It can be hard to stand out from the...

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inogic.com /3 weeks ago

Setting Up Event Waitlists in Dynamics 365 Customer Insights – Journeys

Managing a full-capacity event can get tricky when cancellations leave seats open and new registrants have nowhere to go. Dynamics 365 Customer Insights – Journeys simplifies this...

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inogic.com /1 month ago

Dynamics 365 CRM Visualization: How Visual Tools Help Teams Understand Data Faster

Microsoft Dynamics 365 CRM stores valuable customer, sales, and service data. As organizations grow, that data becomes increasingly interconnected across Accounts, Contacts, Opport...

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microsoft.com /1 month ago

Extending agentic Microsoft Dynamics 365 Sales with MCP

AI agents are only as capable as the tools, skills, and information they can reach. In sales, the intelligence that drives great decisions—buying signals, conversation insights, ma...

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microsoft.com /1 month ago

Microsoft Dynamics 365: An agent-ready business applications platform

Instead of integrating AI around enterprise resource planning (ERP), organizations can bring agents into the flow of work, where business decisions and transactions already happen....

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inogic.com /1 month ago

How to Set Up Compliance Profiles, Purposes, and Topics in Dynamics 365 Customer Insights

Every marketing message you send carries a hidden question: did this customer actually agree to receive it? Dynamics 365 Customer Insights – Journeys answers that question with bui...

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zonkafeedback.com /1 month ago

AI Customer Insights: What They Are and How to Act on Them

TL;DR AI customer insights go beyond traditional analytics: they reveal what customers mean, not what they clicked. AI detects themes, classifies intent, maps entities, and sco...

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microsoft.com /1 month ago

Bring Dynamics 365 Customer Service to MCP-compatible AI clients: Customer Service MCP Server is now generally available

The Dynamics 365 Customer Service MCP Server is now generally available, enabling MCP-compatible AI clients to securely access customer service data, cases, knowledge, and workflow...

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learn.g2.com /1 month ago

I Tried 9 Best Customer Data Platforms in 2026: What Works?

I identified Salesforce Data 360 (formerly Data Cloud), Insider One, Customer.io, Bloomreach, Tealium, Dotdigital, Klaviyo, Adobe Real-Time CDP, and Planhat as the best customer da...

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inogic.com /1 month ago

Why Integrating Mailchimp with Dynamics 365 CRM Matters in 2026

Marketing teams run powerful email campaigns, while sales teams rely on CRM to build relationships and close deals. Yet in many organizations, these two worlds stay separate. Marke...

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inogic.com /2 weeks ago

Add to Calendar in Customer Insights A Quick Guide

Event marketers know the drill: a contact registers enthusiastically for a webinar, then forgets about it entirely by the time it starts. Customer Insights – Journeys addresses thi...

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salesforce.com /3 weeks ago

Powering AI with Salesforce Data 360 & Unstructured Data

Customer insights rarely reside solely in structured databases in rows and columns. Instead, significant enterprise value remains trapped within unstructured content —such as PDFs,...

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inogic.com /1 week ago

Customer Communication in Dynamics 365 CRM: WhatsApp, SMS, and Live Chat

How many different places does your team check to manage customer conversations? A website chat here, a WhatsApp message there, and an SMS update somewhere else. When these convers...

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microsoft.com /1 month ago

Supplier Engagement in Dynamics 365 Supply Chain Management is now available in public preview

Supplier Engagement, now in public preview for Dynamics 365 Supply Chain Management, helps organizations streamline supplier onboarding, lifecycle management, and collaboration fro...

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news.sap.com /1 month ago

Breaking Down Silos to Unified Customer Data, Powered by the Advanced Success Plan for SAP Customer Experience

The plan puts proactive and prescriptive guidance at every decision point.

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inogic.com /3 weeks ago

How AI Chatbots Transform WhatsApp Customer Support in Dynamics 365

A customer sends a WhatsApp message: “Where is my order?” But the bigger shift happens when WhatsApp, AI, and CRM work together. With Dynamics 365 WhatsApp integration, conversatio...

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inogic.com /1 week ago

Finding the Right Dynamics 365 Mailchimp Integration: Look Beyond the Feature List

A product page can show you the features. Customer reviews show you whether those features actually make work easier. Key Takeaways Microsoft Marketplace reviews show how a Dynamic...

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microsoft.com /4 weeks ago

Microsoft enhances the Implementation Portal for Dynamics 365 with business process visualization

Access Microsoft Business Process Catalog diagrams directly in the Dynamics 365 Implementation Portal to align stakeholders and improve implementation planning. The post Microsoft...

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inogic.com /4 weeks ago

How to Analyze Copilot Agent Adoption Using Microsoft 365 Insights Agent

Organizations are increasingly using Microsoft 365 Copilot agents to simplify everyday tasks and support business processes across industries such as healthcare, finance, HR, and c...

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inogic.com /1 month ago

How to Secure Emails in Dynamics 365 with Microsoft Purview Sensitivity Labels

At Technology, while working with Dynamics 365 Customer Service, I noticed a security gap that was hard to ignore. Our team handled all kinds of emails every day, including pricing...

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news.sap.com /1 month ago

When Insight Is Not Enough: What’s New in SAP Customer Experience Q2 2026

The latest release enables more consistent, scalable execution across every customer interaction.

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Sources covering Dynamics 365 Customer Insights

news.sap.com

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cloudblogs.microsoft.com

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learn.g2.com

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inogic.com

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salesforce.com

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zonkafeedback.com

Recent coverage from public sources
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