What’s new in Dynamics 365 Marketing

  • 10Min to Read
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As technology advances, customers’ expectations reach an all-time high. As a result, CRM technology has greatly evolved in recent years to meet the demands of modern-day marketing.

Some technologies have proven useful, while others have not. Although, Dynamics 365 CRM Marketing has shown great competency in fulfilling modern-day marketing needs. With the core features of D365 marketing, it enables users to get full control over a company’s digital marketing strategy.

The newly launched marketing CRM features from Microsoft will make it more effective and advanced, and help you transform your customer experience through the ability to integrate coherent experiences for sales and marketing.

This week, we’re excited to share Dynamics 365 Marketing’s latest updates, as well as new features released in waves 1 and 2.

In this article, we will feature the list of new and planned features for Dynamics 365 Marketing. Additionally, we will summarise all the best features available for early access, features that are generally available, enhancements, and bug fixes that can make all aspects of your business more efficient.

CRM for Marketing has everything you need for whatever comes next.

Let’s find out…

Unified Activity Timeline

The single view of all activities allows you to get a complete understanding of your customers. Additionally, users can now personalize interactions across Dynamics 365 Marketing, Sales, and Customer Service. Sales and customer service agents use D365’s unified timeline to view their customers’ past activities, so they can personalize engagement. Now they can also view real-time and outbound marketing activities with a new unified activity timeline.

The following reasons explain why you need this feature:

  • In the Dynamics 365 unified timeline, you can see both real-time and outbound marketing activities.
  • Marketing-only activities can be searched for and filtered, such as “All emails opened by Contact X.”
  • Within the timeline view, you can preview your email content.
Unified Activity Timeline

General Availability – June 2022

New segment builder

Businesses looking to improve marketing ROI (return on investment) need to ensure they target the right audience. With the new segment builder, they can now effortlessly create segments for contacts and leads using a simple drag-and-drop logic builder, without knowing the complex data structures and logical operators.

Further, the segment builder will enable you to build segments using leads, and later target the leads directly using customer journeys for your demand generation campaigns.

Steps to create a segment in D365 Marketing

1. Set up your segment with rules and subrules.

2. Select the entity relationship path.

3. Keep track of rules and subrules.

4. Using subrules, add conditions and create the appropriate level of nesting.

5. Apply set operations to rules that are connected.

6. Leverage the attribute pane to add available entity attributes or to create attributes-based conditions.

7. Add attributes-based conditions to existing rules and subrules or add it to a new rule.

8. Undo and redo changes as you work on the segment.

New segment builder

The following reasons explain why you need this feature:

  • Segment your audience more precisely by creating segments based on attribute data for contacts and leads.
  • Discover and search across all attributes in the right section and add them to your queries to enrich your       segments with more complex logic.
  • As part of your segment creation process, you should preview and estimate the number of segment       members.
  • Use natural language to intelligently assist and ease your segment creation experience.

General availability: Feb 2023

Automatic UTM Tagging

The Urchin Tracking Module (UTM) uses automatic UTM tagging to measure marketing activity, web traffic, and conversion goals. You can track traffic sources for your websites and landing pages using UTM codes, allowing you to attribute conversions to the correct source.

Despite being a significant contributor to traffic, tracking marketing messages without UTM parameters can be difficult. Because of the time-consuming process of manually adding tags to each link, links in messages are often overlooked.

Adding UTM tagging to your landing pages

Automatic UTM Tagging

Dynamic 365 Marketing will now automatically tag all links in messages with UTM parameters based on a consistent taxonomy. This gives you complete visibility into your marketing contribution to web traffic, allowing you to optimize traffic and conversions.

General availability: April 2023

Subscription Centre

The Subscription Centre is a feature in Dynamics 365 Marketing that allows recipients of marketing emails to manage their email preferences and unsubscribe from email communications.

As all marketing email messages create by using Dynamics 365 Marketing have to include a link to a subscription centre. Latest subscription centre provides a web-based interface where recipients can select which types of emails they wish to receive, update their contact information, and unsubscribe from email communications if they no longer wish to receive them.

Subscription Centre

The latest release update to the subscription centre will now provide you the flexibility to manage real-time marketing journeys while enabling you to have multiple subscription centres customized and branded to your needs.

The following reasons explain why you need this feature:

  • Create a mailing list.
  • Create a form for your subscription centre.
  • Create a marketing page for the subscription centre.
  • In the content settings, locate a subscription centre.
  • In a customer journey, select a content settings record.

Businesses may need to have more than one subscription centre to use outbound subscription centres for real-time journeys.

Content Blocks

Dynamics 365 for Marketing provides functionalities such as simple drag-and-drop design tools for creating and managing multi-channel campaigns to generate leads for the sales team.

By assembling rich, consistent emails using these reusable content blocks, users can create emails quickly and easily. The versatile content blocks can include all standard elements, such as text, images, buttons, social media links, and custom layouts and personalization.

Content-Blocks

In the latest release, new and enhanced content blocks are now available in outbound and real-time marketing.

Reusable Content Blocks are pre-built design elements in Dynamics 365 Marketing that allows users to define and store reusable blocks of content that are easy to add to email and page designs. Create and customize email templates and landing pages without having any design or coding skills. Users can simply drag and drop these blocks into their templates and customize them to fit their brand and messaging.

As an example, if your marketing page has a stunning header, you can reuse it as a standard design element.

The following reasons explain why you need this feature:

  • To create a content block (image) with a banner
  • To create content blocks (text) with dynamics fields to personalize the mail
  • To create a content block (text) with fields required to be compliant (physical address and subscription centre link)

General availability: October 2018 (New features in planned release)

Pre-defined dynamic text

In Dynamics 365 Marketing, the pre-defined dynamic text enables users to insert dynamic content into emails and landing pages to further personalize them.

This dynamic content can include things like the recipient’s first name, company name, job title, or other data points stored in the Dynamics 365 system. Users can choose from a list of pre-defined dynamic text options or create their custom dynamic text.

Pre-defined dynamic text

The pre-defined dynamic text list may be different from what we have shown here.

With pre-defined dynamic text, it is easy to author personalized content without the need to understand the data model. Marketers who are familiar with the data model can create and share additional dynamic text so that the rest of the team can focus on authoring content rather than learning database concepts.

Conditional dynamic content

Conditional dynamic content is a Microsoft Dynamics 365 Marketing feature that allows users to show or hide certain content blocks based on specific conditions. Allow you to craft messages that align with your customer’s interests and preferences, driving engagement and brand loyalty.

For example, now you will be able to create emails that display different content based on the buyer’s stage of the purchase and their actions. Using variations in conditional dynamic content.

Conditional dynamic content

Custom Triggers

Custom triggers are events that can be configured in Dynamics 365 Marketing to trigger automated actions. Custom Triggers allow users to automate marketing actions based on specific customer behaviours or events.

With passing trigger parameters from a journey to a power Automate flow or to another journey by easily populating the data for a custom trigger inside a journey.

A custom trigger in a customer journey can contain and convey any type of information. For example, a user could set up a trigger to send an email to a customer who abandons their cart on their website or to send a follow-up email to a customer who opens a previous email.

Three steps to create a trigger within a real-time marketing journey.

Step one: Creating a trigger

Select “New Trigger” from the top and follow the further instructions to give the trigger a short descriptive title and enrich the trigger with additional context for the journey using attributes and special attributes.

Step two: Integrate the trigger

You can view and use the code snippet by following the link given below.

https://learn.microsoft.com/en-us/dynamics365/marketing/real-time-marketing-custom-triggers

Step three: Set up a trigger

The trigger will be ready to use and available in the journey after it has been integrated. You can view all the information on the trigger page.

Custom Triggers

AI-based email marketing

In addition to its use in our daily lives, artificial intelligence has also become an important tool in marketing, especially for marketers who use email marketing to increase sales and brand awareness.

In particular, AI has improved B2B email marketing.

AI-based email marketing

In the latest update of last year’s AI-powered content ideas generator, users will find content snippets (based on key points provided) for inspiration. The generated content ideas can be reviewed, selected, and fine-tuned based on your requirements.

Stay in the loop!

This article features the list of new and planned features for Dynamics 365 Marketing and how they will impact marketers in the long term. Although, this is not the full list of features. We will keep the list updated for you to help you be aware of the latest development in Microsoft products.

Till then stay tuned.

Microsoft Dynamics 365 Marketing features are numerous, that can enhance your digital marketing efforts, to allow for the data-driven handling of varied marketing strategies across multiple channels.

If you need assistance with implementing a modern CRM such as Dynamics CRM marketing, Soluzione now offers an accelerated fixed scope approach to help you get started with Dynamics 365 CE (CRM for a fixed price).

Our team has guided organizations in various stages of Dynamics 365 CRM adoption.

1. Configuration of Dynamics 365 subscriptions.

2. General Dynamics 365 system settings configuration.

3. User addition and subscription assignment.

4. Users and security should be set up and configured (Using Standard Security).

5. Core Entity Standard Configuration (Lead Opportunities, Accounts, Contacts).

6. Configuration and testing of email integration – O365/Exchange Integration.

7. Standard D365 and SharePoint Integration for Document Management are enabled for standard sales entities.

8. Data Import (up to 1,000 records for Accounts/Contacts using Soluzione templates).

9. Four hours of live online training.

To explore how you can leverage the new Microsoft Dynamics 365 for marketing with Soluzione.

Visit www.solzit.com now.