Recorded 23 Oct 2026 at 01:05 UTC. This is what ChangeIntel recorded, including the title, summary, facts and links. It is not a statement of the source's current position. See the latest record.
Dynamics 365 Customer Insights - Journeys: Turbocharge your pipeline to drive growth - Transform customer journeys into action with record creation
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. Scenario A contact clicks a "Request Support" link in an email. The journey automatically creates a case in Dynamics 365 Customer Service, prepopulated with the contact's details, so the service team can act immediately without waiting for a manual escalation. Business Value: Businesses need to automate processes across marketing, sale…
What it said
- Roadmap ID
- 577806
- Status
- Launched
- General availability target
- September CY2026
- Preview target
- April CY2026
- Products
- Dynamics 365 Customer Insights - Journeys
- Clouds
- Worldwide (Standard Multi-Tenant)
- Release phases
- General Availability, Preview
- Platforms
- Web
- Added to the roadmap
- 22 Oct 2026 23:45 UTC
- Last changed
- 22 Oct 2026 23:45 UTC
Source evidence when recorded
- Microsoft 365 roadmap
- Complete at observationRead 23 Oct 2026 at 01:05 UTC
Coverage describes the sources at this observation. A complete read then does not establish their current position.