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Dynamics 365 Customer Insights – Journeys - Transform customer journeys into action with record creation
MC1456427 · build prod-20251231-200323
Category
stayInformed
Severity
normal
Major change
False
Last modified
2026-08-17 12:50:51
Summary source
Azure OpenAI (gpt-4.1)
Action by (Graph)
Action by (AI)
2026-09-15 00:00:00
Services
Dynamics 365 Apps
Tags
New feature
Master tags
User, Admin
Roadmap IDs

One-line summary

Record creation in Dynamics 365 Customer Insights – Journeys lets users automate downstream records and activities directly in the journey builder, available September 15, 2026.

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Details

Body (from Message Center)

We are announcing the ability to transform customer journeys into action with record creation in Dynamics 365 Customer Insights – Journeys. This feature will reach general availability on September 15, 2026.

How does this affect me?
This feature gives you a single, flexible way to create downstream records and activities directly inside the journey builder.
  • Create records or activities from a single tile, including tasks, phone calls, leads, opportunities, or custom entity records.
  • Use required and optional fields, including custom attributes, to match your exact process requirements.
  • Add dynamic content to any field, using real time attributes from contacts or leads.
  • Eliminate the need for complex workflows or custom code, making automation more accessible and easier to maintain.
This feature currently works when orchestrating journeys on contacts and leads. It doesn't support Dynamics 365 Customer Insights - Data profiles. Users can only create records that have a relationship to lead or contact and that they have access to. Records related to event planning aren't supported.

What action do I need to take?
This message is for awareness, and no action is required.

If you would like more information on this feature, please visit Transform customer journeys into action with record creation.

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    "title": "Dynamics 365 Customer Insights \u2013 Journeys - Transform customer journeys into action with record creation"
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