The Rebrand

Dynamics 365 Marketing split into two: Customer Insights: Journeys (real-time marketing journeys, email, segmentation) and Customer Insights: Data (CDP — unified profile, identity resolution, segmentation on Dataverse+external data).

Journeys

Triggered real-time journeys: customer events trigger next action. Email, SMS, push, in-app. Lower latency than outbound marketing’s scheduled sends.

Data

The CDP side — unified profiles across D365, Azure, external sources. Segments built here activate to Journeys or other destinations.

Sync to Sales

Marketing-qualified leads flow to Sales. Scoring handoff: set a score threshold; above it, lead converts. Simple, works.

AI Segmentation

Natural-language segment creation: ‘customers who bought X in the last 90 days and haven’t opened our last three emails’. Useful for marketers without SQL fluency.

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