From the Microsoft Dynamics 365 CRM Blogs: Outbound segments; Queue items control; Locking fields; Document summary

In this week’s review of Dynamics 365 CE/CRM blogs:

• Outbound segments used in real-time journeys notification
• Enhance efficiency with the new queue items control in Dynamics 365 Customer Service
• How to use Power Apps to lock the adjustment by resource field in Dynamics 365 Field Service
• Boost seller productivity with document summary by Copilot in Dynamics 365 Sales

Outbound segments used in real-time journeys notification

On her blog, Megan Walker wrote that if you use Customer Insights – Journeys, formerly part of Dynamics 365 Marketing, you should be aware that Microsoft will retire outbound marketing in June 2025. 

Walker stated that after that outbound emails, journeys, and segments will no longer be available. She explained that this is important because currently, you can access your outbound segments in real time and use them with real-time journeys, which might make you overlook them.

In her blog post, Walker explained how to set up an email alert to notify you whenever outbound segments are used. She stated that this will help you keep track of your outbound segments, especially if you’re not sure which journeys are using outbound segments or if users are creating them in real time.

Enhance efficiency with the new queue items control in Dynamics 365 Customer Service

An author writing on the Inogic blog stated that the new queue items control in Dynamics 365 Customer Service lets you see queue details right within the case, without having to click extra buttons.