Summary
- Dynamics 365 Customer Insights – Journeys is gaining a record-creation capability that lets users create downstream records and activities directly in journey builder.
- The feature supports tasks, phone calls, leads, opportunities, and custom entity records from a single tile, with required/optional fields and dynamic content.
- It is currently limited to journeys orchestrated on contacts and leads; it does not support Customer Insights
- Data profiles or event-planning-related records.
- Microsoft says this is for awareness only and no admin action is required.
Microsoft 365 Message Center ID: MC1456427
Primary Service: D365 Apps
Admin Impact: Low
User Impact: Medium
Release Start: 15 Sept 2026
Release End: 15 Sept 2026
Published: Aug 17, 2026
Last Modified: August 17, 2026
Category: Stay informed
Tags: New feature
Status: Launched
Products & Platforms: Dynamics 365 Apps
History
8/17/2026 Item Added to Message Center
Microsoft Message
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.