In-place editing of email and forms

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview Early access General availability
Admins, makers, marketers, or analysts, automatically - - Oct 1, 2020

Business value

Marketers no longer have to navigate away from a customer journey to an email, page, form, or segment record to create or update content. In-place editing simplifies creating and managing journeys, allowing you to create and edit underlying elements within the context of the journey itself.

Feature details

  • Simplified content editing and creation: Navigate to a journey, create the relevant flow, select a tile, and create or edit the content directly from the customer journey.
  • Full editing and creation capabilities: All the capabilities of the email, page, form, and segment designers are preserved when accessed from the customer journey.
  • Edit and create marketing forms within events: You can now create or edit event-related marketing forms from the event itself.

Email editor opened within the customer journey context

See also

Configure tile settings (docs)