Microsoft Presents: Customer Insights Journeys Agents: Journey Creation, Outreach Optimization, AI Hub Governance, and Sales Handoff
Session Overview: Marketing and customer engagement teams are beginning to use agents to create journeys, optimize outreach timing, personalize interactions, and accelerate sales handoffs. This session examines Dynamics 365 Customer Insights – Journeys capabilities such as Journey Creation Agent, Outreach Optimization Agent, AI Hub governance, conversational messaging, and automated record creation. Attendees will learn how to prepare data, segments, consent, governance, and sales alignment so agentic journeys drive better engagement and pipeline outcomes.
Speakers: Mamatha Swamy, Rob Bertram
Recorded at: Community Summit NA 2026
Type: Education Session
Primary Product: Dynamics 365 CE (CRM)
Terms: All rights reserved by the speaker, Community Summit NA, and Dynamic Communities and cannot be reproduced or distributed without express written consent by the speaker and Dynamic Communities.
