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Stay Informed with D365 Customer Insights – Journeys (CIJ)
Stay Informed with D365 Customer Insights – Journeys (CIJ)
THE BACKSTORY
Do Changes to D365 Customer Insights – Journeys Catch You by Surprise?
Back when I first embarked on my D365 Customer Insights – Journeys adventure (or D365 for Marketing, as it was known then), I often felt like I was navigating a fog. Changes would appear seemingly out of nowhere, leaving me wondering, ‘What just happened?’ and ‘Why?’ To help you avoid the same whiplash, I’ve curated these resources to keep you informed and in control.
How to Stay Informed with D365 Customer Insights – Journeys (CIJ)
Key Take-aways
There are monthly updates and bi-annual wave releasesMicrosoft provides documentation for monthly updates and bi-annual releasesMicrosoft provides a list of known issues with workarounds if available
Microsoft provides documentation for monthly updates and bi-annual releases
Microsoft provides a list of known issues with workarounds if available
Staying up-to-date with Dynamics 365 Customer Insights – Journeys can be difficult but is critical for every organization. Here is a cheat sheet for finding information.
MONTHLY UPDATES
If your environment is configured properly, Microsoft will automatically update your application on a monthly, even bi-monthly basis, but what changed? View changes made in each update here.
https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/whats-new-marketing
BI-ANNUAL RELEASE WAVES
Microsoft announces two major releases each year as Wave 1 and Wave 2. I’ve found the following three items CRITICAL to reading these plans:
1. Regardless of the date published, a feature is not available until a green checkmark is displayed
2. Best practice is to NOT use a new feature in your production environment until it has been released for General Availability because it will not be supported by Microsoft until then.
However, start testing the new feature as early as possible in your non-production environments.
3. Microsoft will update this page frequently. If you see a feature that’s important to you, screenshot the page because it may disappear if Microsoft moves it to a different release.
2024 RELEASE WAVE 1: CI-J
2024 RELEASE WAVE 2: CI-J
KNOWN ISSUES
Before you spend time reporting a bug, check out the list of known issues published by Microsoft here:
https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/journey-known-issues
information
Key Take-aways
There are monthly updates and bi-annual wave releases
Microsoft provides documentation for monthly updates and bi-annual releases
Microsoft provides a list of known issues with workarounds if available
Staying up-to-date with Dynamics 365 Customer Insights – Journeys can be difficult but is critical for every organization. Here is a cheat sheet for finding information.
MONTHLY UPDATES
If your environment is configured properly, Microsoft will automatically update your application on a monthly, even bi-monthly basis, but what changed? View changes made in each update here.
https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/whats-new-marketing
BI-ANNUAL RELEASE WAVES
Microsoft announces two major releases each year as Wave 1 and Wave 2. I’ve found the following three items CRITICAL to reading these plans:
1. Regardless of the date published, a feature is not available until a green checkmark is displayed
2. Best practice is to NOT use a new feature in your production environment until it has been released for General Availability because it will not be supported by Microsoft until then.
However, start testing the new feature as early as possible in your non-production environments.
3. Microsoft will update this page frequently. If you see a feature that’s important to you, screenshot the page because it may disappear if Microsoft moves it to a different release.
2024 RELEASE WAVE 1: CI-J
2024 RELEASE WAVE 2: CI-J
KNOWN ISSUES
Before you spend time reporting a bug, check out the list of known issues published by Microsoft here:
https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/journey-known-issues
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