What's new in Dynamics 365 Marketing

Tip

If you’d like to try Dynamics 365 Marketing for free, you can sign up for a 30-day trial.

We're excited to announce our newest updates! This article summarizes early access features, preview features, general availability enhancements, monthly updates, and bug fixes. To see the long-term feature plans, take a look at the Dynamics 365 and Power Platform release plans.

Marketing updates are pushed to customers automatically. Solutions are available for early validations. To manually update your instances, follow the steps in Keep Marketing up to date.

Note

To submit and vote on feature requests and product suggestions, go to the Dynamics 365 Application Ideas portal.

2022 updates

November 2022 update

The Dynamics 365 Marketing November 2022 update includes one preview feature and one monthly enhancement. The preview feature enables date and time formatting flexibility for different locales. The monthly enhancement improves personalization access and usability.

Version number

App GA release
Marketing 1.89.2008.0

Tip

To check your current version number, go to Settings > Overview > Versions.

Preview feature

  • Communicate dates and times in a variety of formats

    • When working in multiple geographies and languages, communicating dates and times clearly requires using a format that matches the recipient's expectations. To make sure your customers always receive the correct information, real-time marketing supports a variety of date and time formats. Whenever dynamic text is defined using a "datetime" type attribute, an additional set of options becomes available to select a date/time format that is readable and consistent with the locale (language and region) of the audience. If desired, you can also change the locale and time zone to match the audience. The Marketing app then automatically converts the stored date/time to the selected time zone.
    • Release plan

    Screenshot of date and time formats.

Monthly enhancements

  • Usability improvements in the personalization pane
    • The personalization pane in the email editor provides one-stop access to personalization-related capabilities. Personalization placeholders are grouped according to their types. You can expand and collapse the groups to help with readability. Specific records are used to access additional personalization data such as event details, orders, or products. Specific records in use are identified at the top of the side pane and on the info card for each personalization placeholder that uses them. Conditions created by conditional content are also available on the pane (as “Element conditions”) for review and updating.

October 2022 update

Dynamics 365 Marketing’s 2022 wave 2 release has arrived! The October 2022 update has six general availability features and four public previews from the 2022 wave 1 release plans. The general availability features include advanced personalized content blocks, the ability to make quick updates and manage version control for journeys, brand profiles that allow you to easily manage content across multiple brands, the ability to test all custom triggers before using them in a journey with real customers, QR codes in emails for coupons and events, and feature-rich links in emails for websites, surveys, events, marketing pages, Microsoft Teams events, and calendar items.

The public preview features include custom channels that allow you to extend your outreach in real-time marketing, natural language segment creation in real-time marketing, static segments in real-time marketing, and the ability to create segments in real-time marketing where specific people are always included or excluded.

Monthly improvements include updates to personalization, segmentation, and text messaging capabilities.

Version number

App GA release
Marketing 1.88.2018.0

Tip

To check your current version number, go to Settings > Overview > Versions.

General availability feature

  • Drive engagement at scale with highly tailored audience-specific content

    • Conditional content helps deliver highly tailored content to drive engagement. Make the conditional content reusable by saving it in a content block. Anyone on your team can then reuse these advanced personalized content blocks in different messages to achieve personalization at scale with ease and efficiency. Use cases for advanced personalized content blocks include differentiated company contact information, depending on the recipient’s location; varying offers, depending on loyalty program membership levels; delivering required legal text in the language that matches the recipient’s language preference; and, a content block that delivers different discounts (for example, 10%, 20%, or 30% off) using unique criteria to qualify each recipient.
    • Release plan
    • Content blocks docs
    • Conditional content docs

    Screenshot of conditional dynamic content.

  • Make incremental updates and optimize journeys while analyzing all past versions

    • Editing journeys is now easier and more collaborative. You can now make light edits to live journeys, such as renaming elements and adjusting goal percentages without creating new versions. Also, because the Marketing app automatically version-tracks each update, you can make complex and structural changes to journeys confidently and collaboratively with your team. This makes editing journeys as simple as editing documents; each change is tracked and is available for auditing.
    • Release plan
    • Docs

    Screenshot of editing a live journey.

  • Easily manage content across multiple brands in the email designer

    • Brand profiles allow you to manage different brands easily. Reduce content-related errors by defining default senders for emails and default social links. Extend your brand profile entity with custom values that you can use when creating content. Create multiple profiles for your organization as well as for each of your business units.
    • Release plan
    • Docs

    Screenshot of brand profiles.

  • Test all paths customers take before publishing journeys

    • Testing custom triggers before using them in a journey is the safest way to ensure that your expectations meet the customer's reality. The test send feature gives you reassurance in the quality and behavior of your custom triggers before you send them to your audience. To test your custom triggers, you can run internal users through the journey to determine if your triggers work correctly and validate the path that your customers will take.
    • Release plan
    • Docs

    Screenshot of the test send confirmation.

  • Increase customer engagement with QR codes in emails

    • Increase customer engagement and promote your business using QR codes for events or coupons. QR codes allow your customers to access marketing event information or dynamic links with just a single scan! QR codes work by simply scanning the code with a mobile device that is equipped with a camera and QR code reader application. Once the QR code is scanned, it is translated into actionable information such as a webpage or event check-in.
    • Release plan
    • Docs

    Screenshot of a QR code in an email.

  • Create engaging email content using feature-rich text links

    • Create engaging email content with text links to websites, events, and marketing pages. The text links can also allow recipients to join a Microsoft Teams event or create a new calendar item with a click of a button.
    • Release plan
    • Docs

    Screenshot of a feature-rich text link.

Preview features

  • Extend your outreach with custom channels

    • Extend real-time marketing using the communication channels you are familiar with to engage your customers in moments that matter. Use real-time marketing personalization, consent, and analytics tools to create compelling content and deliver it over your preferred communication channels such as a local SMS provider or WhatsApp. Capitalize on proven channels, plug any of them into your new or existing journeys, and unfold their true potential with Dynamics 365 Marketing to maximize customer engagement.
    • Release plan
    • Docs

    Screenshot of a message using a custom channel.

  • Use natural language to create segments in real-time marketing

    • Segment creation traditionally required extensive knowledge of the complex data structures defined by your business. Now, instead of selecting specific data tables manually, you can use natural language to create segments in real-time marketing by simply describing the segment definition in plain English. This flexible experience lets you add the results query onto the segment builder at any level of the query logic, either as a new group or as an additional condition in your existing logic. You can improve the natural language engine by giving thumbs-up or down feedback so that it can help you achieve even more accurate results in the future.
    • Release plan
    • Docs

    Screenshot of segment creation using natural language.

  • Create a static snapshot of segment membership

    • Static segment lists are an important part of audience management for marketers. Use static segments in one-off campaigns or newsletters where it’s essential to implement segment membership based on a specific date or time. Static segments ensure that new people that become eligible for the segment will not enter the one-off journey, even if it continues to be live. You can create static snapshots no matter how the segment is built (whether it uses query conditions or manual inclusions or exclusions). The flexibility in static segment creation separates how segments are defined from how you want to update or refresh segments.
    • Release plan
    • Docs

    Screenshot of a static snapshot segment.

  • Create a segment where specific people are always included or excluded

    • Adding manual inclusions or exclusions is a powerful way to augment segment building criteria. Manually include or exclude specific people to ensure segments always reach VIP customers, or just as an easy way to build test segments for journeys.
    • Docs

    Screenshot of inclusion and exclusion selection.

Monthly enhancements

  • Personalization
    • While conditional content can be used for selecting the right image in a lot of scenarios, there are times when it is more natural to use a dynamic URL that comes from a Contact or some other entity when the content designer doesn’t have the visibility into (or doesn’t want to be involved in) how images are selected. Personalization is now supported in image URL boxes in the email designer, allowing you to use dynamic URLs for images.
  • Segmentation
    • [Preview] You no longer must rely on admins to select data tables to be synced into the Marketing app to get started with segmentation. In real-time marketing, instead of waiting for admins to add data tables under Dataset Configurations in the Settings area, you can add tables to be used for creating segments to the list in the building experience itself.
    • [Preview] Build segments using multiple query logic groups. This opens more segment scenarios and more enriched segment definitions, such as “Contacts whose accounts are managed by partners in Contoso Consultants but not preferred to be contacted by phone”.

September 2022 update

The Dynamics 365 Marketing September 2022 update has one general availability feature from the 2022 wave 1 release plans. The general availability feature—conditional dynamic content—enables marketers to create personalized messaging more quickly and easily. Monthly enhancements include improvements to personalization and triggers.

Additionally, real-time marketing features are now available in France and Switzerland, completing geographical parity between real-time marketing and outbound marketing features.

Version number

App GA release
Marketing 1.87.2024.0

Tip

To check your current version number, go to Settings > Overview > Versions.

General availability feature

  • Win customer attention by creating conditional dynamic content with easy-to-use no-code experiences

    • Conditional dynamic content is key to delivering highly personalized messages to customers. Creating content where entire sections target specific customer segments allows you to craft messages that align with your customers’ interests and preferences, driving engagement and brand loyalty. Until now, achieving this level of dynamic content was complex and required coding. With the new conditional content experience, marketers can easily create messages targeted to specific segments or attributes, bringing content that is truly unique to each customer without writing any code.
    • Release plan
    • Docs

    Screenshot of conditional dynamic content.

Monthly enhancements

  • Personalization
    • [Preview] Access even more data for personalization and fine-tune your customer outreach. In previous releases, you were limited to accessing Dataverse tables that were directly related to an Audience or Triggers. Now, you can access many additional commonly used Dataverse tables, such as Events.
  • Triggers
    • Testing triggers before using them in a journey is the safest way to ensure that your expectations meet the customer's reality. The test send feature gives you reassurance in the quality and behavior of your custom triggers before you send them to your audience. For example, when you create an abandoned cart journey, you can use the test send feature to ensure that your “cart abandoned” custom trigger behaves as expected.
  • Real-time marketing geo expansion

August 2022 update

The Dynamics 365 Marketing August 2022 update has one general availability feature from the 2022 wave 1 release plans. It also includes a public preview from 2022 wave 2 release plans. The general availability feature is a new email creation canvas and user experience. The public preview feature allows you to use AI-powered Content ideas to kickstart email creation, now with built-in default data so you don’t have to create dozens of emails to get started.

Additionally, this update includes improvements to real-time journeys and personalization.

Version number

App GA release
Marketing 1.86.2014.0

Tip

To check your current version number, go to Settings > Overview > Versions.

General availability feature

  • Create emails faster with precise drag-and-drop, in-context menu, and easy-select interactions

    • The reimagined email editor is optimized for a productive workflow, allowing you to quickly create engaging and relevant content. With this release, the editor is further enhanced with precise drag-and-drop interactions, easy selection of elements, columns, or sections, and an in-context menu for faster content creation so you can create pixel-perfect emails in minutes.
    • Release plan
    • Docs

    Screenshot of new email canvas.

Preview feature

  • Boost your creativity with AI-powered email content ideas

    • Content ideas help you find writing inspiration. You can use Content ideas as a starting point when creating email content—it’s like asking a group of colleagues to brainstorm with you. Content ideas make creating emails simpler, more efficient, and fun. It's a new and innovative functionality with the latest AI technologies (GPT-3 language model) behind the scenes. Now, Content ideas includes default email content data, allowing users to get up and running even quicker.
    • Release plan
    • Docs

    Screenshot of Content ideas feature.

Monthly enhancements

  • Real-time journeys

    • Deliver more personalized experiences by accessing a richer set of trigger data for defining the journey entry/exit criteria, conditions/branches, and waits. When you add any of these elements to the journey, you will now be able to see data attributes not only from the trigger’s core entity/table, but also from entities/tables directly related to those attributes. For example, when creating a journey to nurture new opportunities (using the “Opportunity created” trigger), you can branch the journey based on the “budget” attribute from the Opportunity table. This enables you to create journey variations for opportunities that are more likely to buy.

    • Docs

      Screenshot of trigger data feature.

    • Multiple branch journeys now include a detailed analytics view. The detailed analytics view for the attribute branch allows you to see a preview of journey audience details such as name, ID, type, and time. This helps you gain additional insights into how the journey is executing.

      Screenshot showing multiple branch analytics.

      Screenshot showing multiple branch audience.

  • Personalization

    • Conditional content (preview) enhancements: Preview and test send now remove content variations that are not possible. You can also give the default a name (like other variations) to help explain situations where the content will be used.

July 2022 update

The Dynamics 365 Marketing July 2022 update has four general availability features and one pubic preview from the 2022 wave 1 release plans. It also includes a public preview from the 2022 wave 2 release plans. The general availability features include reusable content blocks for quick email creation, the ability to continue customer conversations by taking action on text message replies, multiple journey branches to create more personalized variations, and a new channel analytics dashboard to track delivery and engagement metrics across multiple channels.

The public preview features include the ability to edit live journeys with improved version tracking capabilities for real-time marketing journeys and brand profiles including custom sender profiles, social links, and custom fields for better branding consistency within organizations.

The update also includes improvements to real-time journeys, the text message channel, and event management.

Version number

App GA release
Marketing 1.85.2012.0

Tip

To check your current version number, go to Settings > Overview > Versions.

General availability enhancements

  • Quickly create emails with enhanced reusable content blocks

    • Content blocks are reusable pieces of content that let you easily assemble rich and consistent emails. New and enhanced content blocks are now available in outbound and real-time marketing. The enhanced content blocks can include all standard elements such as text, images, and buttons, as well as custom layouts and personalization.
    • Release plan
    • Docs

    Screenshot of new content blocks.

  • Continue the conversation with your customers by taking action on their text message replies

    • Text messaging allows you to quickly communicate with customers. But it’s not enough to just send messages out, you also need to act on text message responses. Now, you can interact with your customers by creating journeys based on their replies to your text messages. Create custom keywords and add them to your messages and journey branches to continue the conversation with your customers.
    • Release plan
    • Docs

    Screenshot of a text message reply journey.

  • Create more personalized journey variations using multiple journey branches

    • Journey branches let you create personalized journeys for customers, engaging them in different ways based on who they are and their past actions. Create more than two branches at any given step in the journey—creating more fine-grained personalization and engaging each customer differently based on their unique profile and behavioral signals. This eliminates the need to nest branches and makes analyzing journeys easier. Merge the branches back so that customers can continue the common journey steps after going through their specialized branches.
    • Release plan
    • Docs

    Screenshot of multiple branches.

  • Measure campaign effectiveness with a new channel analytics dashboard

    • To create effective campaigns, you need to continuously track asset delivery across multiple channels. You also need to review campaign engagement metrics so that you can make improvements where needed. With the new out-of-the-box aggregated channel analytics dashboard in real-time marketing, you can track important delivery and engagement metrics at any level of aggregation—across all channels, journeys, and marketing assets. Zoom in on a particular channel or individual message. Identify trends over a specified time period to further improve your marketing efforts.
    • Release plan
    • Docs

    Screenshot of real-time marketing aggregate channel analytics.

Preview features

  • Edit, publish, and optimize journeys by making incremental updates, while tracking and analyzing all previous versions together

    • Improved journey version tracking and editing. Make light edits to live journeys—such as renaming elements and adjusting goal percentages—without creating new versions. Because the Marketing app automatically version tracks each update, you can make complex and structural changes to journeys confidently and collaboratively with your team. This makes editing journeys as simple as editing documents; each change is tracked and is available for auditing. Customers who are mid-flight in journeys are not impacted. Mid-flight customers can continue going through the journey version they entered while all new customers experience the journey with the latest updates. Copies are no longer created each time a change is made, leaving you with an uncluttered view of your journey list. Analytics are preserved for each version. This enables you to compare journey flow and goal attainment across journey versions.
    • Release plan
    • Docs

    Screenshot of editing a live journey.

  • Create consistent content with brand profiles

    • To ensure branding consistency, the email editor supports brand profiles, including custom sender profiles, social links, and custom fields. Create multiple brand profiles for your organization or for each of your business units.
    • Release plan
    • Docs

    Screenshot of brand profiles.

Monthly enhancements

  • Real-time marketing
    • Triggers can have up to 29 attributes (formerly limited to 10).
  • Text message channel
    • Text message metrics allow you to measure campaign performance including response rate, percentage of responses that include a defined keyword, and most used keywords.
  • Marketing pages
    • Improved reliability of e-mail link clicked insights for customers.
  • Event management
    • Check-ins are created when joining an event 2 hours or less before it starts (formerly limited to 30 minutes before the event start), ensuring check-ins are created for early joiners.

June 2022 update

The Dynamics 365 Marketing June 2022 update has three preview features and two general availability features from the 2022 wave 1 release plans. The preview features include a segment builder for real-time marketing, the ability to continue customer conversations by taking action on text message replies, and multiple journey branches to create more personalized variations. General availability features include a unified timeline to view customer activity across Dynamics 365 Marketing, Dynamics 365 Sales, Dynamics 365 Customer Service and the ability to trigger journeys based on data changes in any Dynamics 365 app.

The update also includes an administrator digital data sharing opt-in for better performing AI features, better visibility for errors that occur when going live with pages and forms, and conditional content support for email templates.

Version number

App GA release
Marketing 1.84.2011.0

Tip

To check your current version number, go to Settings > Overview > Versions.

Preview features

Important

A preview feature is a feature that is not complete, but is made available before it’s officially in a release so customers can get early access and provide feedback. Preview features aren’t meant for production use and may have limited or restricted functionality.

Microsoft doesn't provide support for this preview feature. Microsoft Dynamics 365 Technical Support won’t be able to help you with issues or questions. Preview features aren’t meant for production use, especially to process personal data or other data that are subject to legal or regulatory compliance requirements.

  • Target the right contacts and leads using the real-time marketing segmentation builder

    • Precisely targeting an audience is often complicated, requiring you to understand database and SQL concepts and operators. The real-time marketing segmentation builder simplifies segment creation and empowers you to build segments for your campaigns without assistance from data analysts or scientists, no matter how complex the logic. Build segments on leads without requiring the lead to have a parent contact. Market to leads directly using customer journeys. The real-time marketing segmentation builder also enables you to take an iterative approach to building the segment logic through member previews that populate as you build the segment.
    • Release plan
    • Docs

    Screenshot of the real-time marketing segment builder.

  • Continue the conversation with your customers by taking action on their text message replies

    • Text messages allow you to quickly communicate with your customers. However, it’s not enough to just send messages out, you also need to act on customer responses. Now, you can interact with your customers by creating journeys based on their replies to your text messages. Create custom keywords and add them to your messages and journey branches to continue the conversation with your customers.
    • Release plan
    • Docs

    Screenshot of a text message reply journey.

  • Create more personalized journey variations using multiple journey branches

    • Journey branches let you create personalized journeys for customers, engaging them in different ways based on who they are and their past actions. Create more than two branches at any given step in the journey, allowing for more fine-grained personalization and engaging each customer differently based on their unique profile and behavioral signals. Multiple branches eliminate the need to nest branches and make analyzing journeys easier. Merge the branches back so that customers can continue the common journey steps after going through their specialized branches.
    • Release plan
    • Docs

    Screenshot of multiple branches.

General availability enhancements

  • Personalize interactions using a unified view of customer activity across Dynamics 365 Marketing, Dynamics 365 Sales, and Dynamics 365 Customer Service

    • Sales reps and customer service agents use the Dynamics 365 unified timeline to view their customers’ past activities so they can personalize engagement. Now, reps and agents can also view real-time and outbound marketing activities in the Dynamics 365 unified timeline. The timeline allows filtering based on the specific type(s) of activity or interactions. The timeline also allows previews of individual messages sent to customers. Message previews enable, for instance, loan agents in a financial services firm to know what document request was made to a loan applicant in a previous email so that the agent can quickly find the right document.
    • Release plan
    • Docs
  • Trigger journeys based on data changes in any Dynamics 365 app to engage customers at the right time without writing any code

    • Interactions in any Dynamics 365 app can be used to trigger and drive customer journeys without requiring developers or customizations. Customers interact with several departments and functions in companies throughout their lifetime, all of which use their own CRM, ERP, and business apps. Each of these interactions, such as a service ticket being closed, represents an opportunity to engage more deeply with your customers. Data no longer has to remain siloed within separate apps and out of reach of your customer engagement or marketing automation tools.
    • Release plan
    • Docs

Monthly enhancements

  • Real-time marketing
    • Administrators can opt-in to share data to enhance the performance of the Natural Language Assist feature, get better content recommendations for Content Ideas (GPT-3), and get better recommendations for channel optimization.
  • Marketing pages
    • Errors are displayed when a page is stuck in a “Going Live” state, allowing users to see what’s wrong and select the Stop button if needed.
  • Conditional content
    • [Preview] Email templates support conditional content.

Bug fixes

  • First run experience
    • Resolved a bug that occasionally resulted in an error in newly provisioned environments indicating that an installation included solutions but not the services required by the Marketing app.
  • Segmentation
    • Fixed an internal server error that sometimes occurred when creating a segment and going live with it.
  • Marketing emails
    • Improved security in the email editor (updated components address potential cross-site scripting and information disclosure vulnerabilities).

May 2022 update

The Dynamics 365 Marketing May 2022 update has two preview features and one general availability feature from the 2022 wave 1 release plans. The preview features include conditional dynamic content, which helps marketers create hyper-personalized messages, and a new channel analytics dashboard to track delivery and engagement metrics across multiple channels. The new general availability feature enables the use of outbound subscription centers in real-time marketing.

The update also includes improved email content blocks, the ability to manually populate event trigger parameters when raising triggers to run power automate flows, and real-time marketing geographical expansion to Brazil, India, Japan, and the United Arab Emirates. Read on for details!

Version number

App GA release
Marketing 1.83.2008.0

Tip

To check your current version number, go to Settings > Overview > Versions.

Preview features

Important

A preview feature is a feature that is not complete, but is made available before it’s officially in a release so customers can get early access and provide feedback. Preview features aren’t meant for production use and may have limited or restricted functionality.

Microsoft doesn't provide support for this preview feature. Microsoft Dynamics 365 Technical Support won’t be able to help you with issues or questions. Preview features aren’t meant for production use, especially to process personal data or other data that are subject to legal or regulatory compliance requirements.

  • Win customer attention by creating conditional dynamic content with easy-to-use no-code experiences

    • Conditional dynamic content is key to delivering highly personalized messages to customers. Creating content where entire sections target specific customer segments allows you to craft messages that align with your customers’ interests and preferences, driving engagement and brand loyalty. Until now, achieving this level of dynamic content was complex and required coding. With the new conditional content experience, marketers can easily create messages targeted to specific segments or attributes, bringing content that is truly unique to each customer without writing any code.
    • Release plan
    • Docs

    Screenshot of conditional dynamic content.

  • Measure campaign effectiveness with a new channel analytics dashboard

    • To create effective campaigns, marketers need to continuously track the delivery of assets across numerous channels. They also need to review campaign engagement metrics so that they can make improvements where needed. With the new out-of-the-box aggregated channel analytics dashboard in real-time marketing, you can track important delivery and engagement metrics at any level of aggregation—across all channels, journeys, and marketing assets. You can even zoom in on a particular channel or message. You can also learn from trends of important metrics over a specified time period to further improve your marketing efforts.
    • Release plan
    • Docs

    Screenshot of real-time marketing aggregate channel analytics.

General availability enhancements

  • Use outbound subscription centers in real-time journeys

    • Collecting consent is a critical business need. Subscription centers are a way to gather consent preferences from your customers. Businesses need to be able to customize their subscription center to match their branding and business needs. They also need the ability to create different subscription centers for different regions, brands, or lines of business. Now, you can bring the flexibility of subscription centers available in outbound marketing to real-time marketing journeys, enabling you to have multiple subscription centers, customized and branded to your needs.
    • Release plan
    • Docs

    Screenshot of outbound subscription centers in real-time marketing.

Monthly enhancements

  • Email content blocks
    • [Preview] User can locate all emails where the current content block is used.
  • Custom triggers
    • Pass 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.
  • Geographic expansion
    • Real-time marketing is now available in four additional geographies: Brazil, India, Japan, and the United Arab Emirates.

Bug fixes

  • Real-time marketing
    • Resolved a bug that sometimes prevented real-time marketing solutions from being manually uninstalled.

April 2022 update

The Dynamics 365 Marketing April 2022 update is a milestone release. It offers three preview features and five general availability features from the 2022 wave 1 release plans. The preview features include a new email creation canvas and user experience, a unified timeline to view customer activity across Dynamics 365 Marketing, Sales, and Customer Service, and reusable content blocks for quick email creation.

Generally available features include the ability to raise triggers from a journey to run another journey or Power Automate flow, reusable dynamic text for personalization, more out-of-the-box real-time marketing triggers, filter conditions for triggers, and improved email templates.

The update also includes monthly enhancements to journeys, domain authentication settings improvements, and improved contact card consent management.

Version number

App GA release
Marketing 1.82.2016.0

Tip

To check your current version number, go to Settings > Overview > Versions.

Preview features

Important

A preview feature is a feature that is not complete, but is made available before it’s officially in a release so customers can get early access and provide feedback. Preview features aren’t meant for production use and may have limited or restricted functionality.

Microsoft doesn't provide support for this preview feature. Microsoft Dynamics 365 Technical Support won’t be able to help you with issues or questions. Preview features aren’t meant for production use, especially to process personal data or other data that are subject to legal or regulatory compliance requirements.

  • Create emails faster with precise drag-and-drop, in-context menu, and easy-select interactions

    • The reimagined email editor is optimized for a productive workflow, allowing you to quickly create engaging and relevant content. With this release, the editor is further enhanced with precise drag-and-drop interactions, easy selection of elements, columns, or sections, and an in-context menu for faster content creation so you can create pixel-perfect emails in minutes.
    • Release plan
    • Docs
  • Personalize interactions using a unified view of customer activity across Dynamics 365 Marketing, Sales, and Customer Service

    • Sales and Customer Service agents use the Dynamics 365 unified timeline to view their customers’ past activities so they can personalize engagement. Now, these agents can also view real-time and outbound marketing activities in the Dynamics 365 unified timeline. The timeline allows filtering based on the specific type(s) of activity or interactions. It also allows previews of messages sent to customers. This enables, for instance, loan agents in a financial services firm to know what document request was made to a loan applicant in a previous email so that the agent can quickly find the right document.
    • Release plan
    • Docs

    Screenshot of new timeline view.

  • Quickly create emails with enhanced reusable content blocks

    • Content blocks are reusable pieces of content that let you easily assemble rich and consistent emails. New and enhanced content blocks are now available in outbound and real-time marketing. The enhanced content blocks can include all standard elements such as text, images, and buttons, as well as custom layouts and personalization.
    • Release plan
    • Docs

    Screenshot of new content blocks.

General availability enhancements

  • Create individualized journeys by adding conditions based on attributes captured as part of the event trigger

    • Previously, marketers had to instrument fine-grained triggers for their journeys. For instance, they needed separate triggers for each campaign page if they wanted to create a unique journey per campaign. Now, marketers can simply ask their web developers to add a single trigger across all campaign pages. They can then use filter conditions on the trigger to spawn a unique journey per campaign page. This gives marketers more control over how they use triggers and enables them to create future journeys without needing new triggers every time. Trigger conditions are even more powerful when combined with out-of-the-box triggers such as marketing form filled or event registration, as marketers can now scope a journey to a specific form or marketing event using a single out-of-the-box trigger. Trigger filters can also be added at exits, branches, or to measure journey goals.
    • Release plan
  • Take action with your customers in more ways by raising triggers from a journey to run another journey or Power Automate flow

    • Marketers can trigger journeys as well as Power Automate flows directly from anywhere in their journey. When used to trigger other journeys, this allows marketers to chain journeys together and create multiple journeys that logically function together. Likewise, when used with a Power Automate flow, marketers can run any custom process outside of their journey or connect to myriad Power Automate connectors.
    • Release plan
    • Docs
  • Improved email layout templates for faster content creation

    • Default layout templates have been replaced with popular and useful layouts allowing marketers to easily kick-start the email creation process. The templates have a modern look and feel for a better experience. They include simplified guidance with more descriptive and actionable content placeholders.
    • Release plan
    • Docs
  • Easily author personalized content using pre-defined dynamic text without the need to understand the data model

    • With pre-defined dynamic text, marketers have a quick list of the most commonly used dynamic text to select from. Marketers can simply select and insert the pre-defined text into an email to personalize it. Marketers 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. Not only does this promote ease of use, but it also customizes the list with dynamic text that’s specific to individual businesses.
    • Release plan
    • Docs
  • Quickly create customer journeys triggered by marketing interactions such as webinar check-ins and form submissions

    • New out-of-the-box triggers allow you to create customer journeys triggered by marketing interactions such as webinar check-ins and form submissions. This eliminates the need to create and manage hundreds or thousands of segments and journeys. Now, you can use one trigger per a form and marketing event. A single journey can replace them all – and dynamic content can be used to tailor the outgoing messages to the respective form or marketing event.
    • Release plan
    • Docs

Monthly enhancements

Real-time marketing
  • Journeys

    • The triggers page now works in Solution Only mode.
    • Out-of-the-box triggers allow you to launch journeys for marketing events without the need to create custom triggers.
  • Marketing emails

    • A streamlined, guided experience for DKIM domain authentication settings allows marketers to maximize email deliverability and enables the embedding of Dynamics 365 Marketing forms on websites. Learn more: Real-time marketing domain authentication.
    • Content ideas now includes an in-product feedback survey.
  • Consent

    • Contact cards now show a unified view of consent for real-time and outbound marketing, giving customers clarity on contact point vs contact-based consent and the results for the different journeys. The new view also allows you to update contact point consent, giving a single place to manage consent for a contact.
Outbound marketing
  • Marketing pages
    • Email field validation is now enabled by default.

Bug fixes

  • Real-time marketing analytics
    • Resolved a bug that caused email, push, and text analytics to continually reload and display a "There was a problem getting the data" error message.
  • Real-time marketing email
    • Fixed an issue that sometimes caused an editing cursor to appear when hovering over a tooltip field.
  • Real-time marketing journeys
    • Improved handling and displaying of error messages.
  • Text messages
    • Fixed an issue that sometimes caused a control loading error in the message field.

March 2022 update

The Dynamics 365 Marketing March 2022 update includes many new features. This release includes two preview features from the 2022 wave 1 release plans: a bring your own data lake option for Customer Insights integration and new out-of-the-box triggers for events and forms. The update also includes enhancements to marketing emails, partial and relative dates in real-time marketing personalization, performance upgrades, and bug fixes.

Version number

App GA release
Marketing 1.35.10081.2002

Tip

To check your current version number, go to Settings > Overview > Versions.

Preview features

Important

A preview feature is a feature that is not complete, but is made available before it’s officially in a release so customers can get early access and provide feedback. Preview features aren’t meant for production use and may have limited or restricted functionality.

Microsoft doesn't provide support for this preview feature. Microsoft Dynamics 365 Technical Support won’t be able to help you with issues or questions. Preview features aren’t meant for production use, especially to process personal data or other data that are subject to legal or regulatory compliance requirements.

  • Connect Dynamics 365 Customer Insights with customer journey orchestration when using your own data lake

    • Use Dynamics 365 Customer Insights data, such as customer profile and segment information, that is stored in Azure Data Lake Storage in the same way you do today with standard Customer Insights connected to Microsoft Dataverse.
    • Release plan
  • Quickly create customer journeys triggered by marketing interactions such as webinar check-ins and form submissions

    • New out-of-the-box triggers allow you to create customer journeys triggered by marketing interactions such as webinar check-ins and form submissions.
    • Learn more: Real-time marketing triggers.

    Screenshot of new triggers.

Monthly enhancements

Real-time marketing

Note

“Event triggers” are now called “triggers” in the app and the documentation. The change was made to avoid confusion when referencing event management functionality versus triggering real-time marketing journeys.

  • Marketing emails

    • Link buttons or images to URLs, surveys, events, marketing pages, or files. You can also create button or image links that allow recipients to join a Microsoft Teams event or that create a new calendar item. Learn more: Create real-time marketing emails.

    Screenshot of link options for real-time marketing email.

  • Personalization

    • Now, you can personalize both an email and the customer’s journey relative to important milestones (such as order date or an upcoming appointment) by creating content variations and branches that use relative and partial dates when defining a condition using dates. Partial dates allow you to define conditions such as "Birthday is today" and relative dates allow you to define conditions such as "Birthday is next month." So, depending on when an email goes out and how close it is to someone’s birthday, a different offer can be shown. Learn more: Personalize content.

Bug fixes

  • Channel optimization (real-time marketing)
    • Channel optimization will not recommend a channel which a customer has not consented to. If no channel has consent, no communication will be sent out and the customer will progress to the next step in the journey. Learn more: Manage user compliance settings.
  • First run experience
    • Resolved an issue during provisioning that ocassionally caused the user interface to get stuck in a refresh state.
  • Marketing pages
    • Fixed a form capture error that occurred when the URL to capture ended with a period. For example, *contoso.com/form.".
    • Resolved a form capture error that resulted when a URL had more than 1024 characters.
    • Session cookies are now changed (instead of being grouped together) after 20 minutes of activity (the default marketing page setting). Learn more about cookie settings: Set up website tracking and read results.

February 2022 update

The Dynamics 365 Marketing February 2021 update includes many new features and improvements. This release includes three features from the 2022 wave 1 release plans: Microsoft Teams chat integration, a new journey tile that raises a trigger at any point in a customer journey, and pre-defined dynamic text tokens. The update also includes multiple enhancements to customer journeys and the email editor, performance upgrades, and bug fixes.

Version number

App GA release
Marketing 1.35.10080.2009

Tip

To check your current version number, go to Settings > Overview > Versions.

Preview features

Important

A preview feature is a feature that is not complete, but is made available before it’s officially in a release so customers can get early access and provide feedback. Preview features aren’t meant for production use and may have limited or restricted functionality.

Microsoft doesn't provide support for this preview feature. Microsoft Dynamics 365 Technical Support won’t be able to help you with issues or questions. Preview features aren’t meant for production use, especially to process personal data or other data that are subject to legal or regulatory compliance requirements.

  • Collaborate across your organization to create the best marketing campaigns possible using the built-in Microsoft Teams chat
    • With Microsoft Teams chat, you can easily collaborate with your team without leaving the journey canvas or email editing experience.
    • Release plan
    • Docs
  • Quickly personalize emails using predefined dynamic text, without the need to know the underlying data structure
    • With predefined dynamic text, marketers will have a quick list of the most commonly used tokens to select from. Marketers familiar with the data model can create and share additional tokens so that the rest of the team can focus on authoring content rather than learning database concepts.
    • Release plan
    • Docs
  • Take action with your customers in more ways by raising triggers from a journey to run another journey or Power Automate flow
    • Use custom triggers to link between journeys and between journeys and custom processes. A new journey tile will raise a trigger at any point in a customer journey. Any journey or Power Automate flows connected to the trigger run immediately run when a customer reaches the tile. This includes triggers used in exit criteria, goals, and if/then branches for journeys.
    • Release plan
    • Docs

Monthly enhancements

Real-time marketing
  • Customer journeys
    • Create customer journeys more quickly by defining only the minimum entry criteria when making a new journey.
    • Include multiple suppression segments in a journey, fine-tuning where users exit the journey.
    • Stop and edit custom events even if they are used in live journeys.
    • Developers can now include a unique identifier to correlate triggers between journeys. For example, if a customer places multiple, separate orders, multiple order confirmation journeys would be triggered. Previously, if the customer cancelled one of the orders (triggering an order cancellation event), they would receive cancellation emails from both order journeys they were a part of. Now, a developer can insert a correlation identifier into the trigger for each unique order. The identifier ensures that only the journey occurrence tied to the cancelled order sends the cancellation email. Learn more: Correlate across custom triggers.
  • Marketing emails
    • Add feature-rich links to emails by directly linking to documents stored in the asset library.
    • Link buttons and images to existing events and marketing pages in the Marketing app database without looking up the specific URL.
Outbound marketing
  • Event management
    • Teams online event calendar invites include a 15-minute reminder before the event for attendees and speakers.

Note

The outbound email editor now includes a deprecation warning that is only visible to users of pre-October 2021 versions of the Marketing app.

Global updates
  • Marketing emails
    • Multiple email editor enhancements including easier element resizing and performance improvements.
    • Easily set equal heights for multi-column sections.

Bug fixes

  • Event management
    • Contact matching now respects business unit scoping configurations.
  • Marketing emails
    • Resolved an error that sometimes caused unsaved changes to appear even though no changes were made.
    • Email pre-headers are automatically generated and blank characters are removed, preventing pre-header-related errors.
    • Core CSS styles have been separated from customer CSS styles to improve rendering.
    • Resolved an error that caused local configs to fail when the remote configuration service is down.
    • Fixed an error that caused previously deduplicated contacts to be removed from deduplication storage after a failure and rollback.
    • Resolved an error related to custom envelope-from emails that caused "sync bounce" emails to resend as "remote bounce" emails, causing inaccurate email error reports.

January 2022 update

There is no Dynamics 365 Marketing release for January. We will be back in February with new feature improvements, updates, and bug fixes.

2021 updates

December 2021 update

With the Dynamics 365 Marketing December 2021 update you can create journey branches based on any attribute, track unsubscribed users in real-time marketing insights, and manage Microsoft Teams meeting options from the Dynamics 365 Marketing app. The update also includes general performance upgrades and bug fixes.

Version number

App GA release
Marketing 1.35.10079.1022

Tip

To check your current version number, go to Settings > Overview > Versions.

Monthly enhancements

Real-time marketing
  • Customer journeys
    • As announced in 2021 release wave 2, you can now create journey branches based on any attribute associated with the customer or trigger that started the journey. In addition, for attributes based on date and time, you can create branches based on relative or partial dates. Learn more: Attribute branch.
  • Marketing insights
    • Track the number of email recipients who have selected the preference center link from a real-time marketing email and unsubscribed one or more email addresses from being used in future real-time marketing journeys with the newly supported Unsubscribe interaction type. Learn more: Insights glossary.
Outbound marketing
  • Event management
    • Expanded Dynamics 365 Marketing interface allows you to set Microsoft Teams meetings options in the Marketing app just as you would in the Teams UI. Learn more: Teams meetings.

Bug fixes

  • Customer journeys
    • Resolved an error that prevented drag and drop functionality from working correctly in the customer journey designer.
  • Event management
    • Fixed an issue that caused event management upgrade packages to fail.
    • Fixed an error that caused Microsoft Teams webinar settings to be preserved when switching from a Teams webinar to a Teams meeting.
  • Marketing emails
    • Resolved an issue that caused some email buttons to be underlined.
    • Fixed an error that caused cloned elements (such as buttons) to move with the original element when moving between columns.
    • Resolved an issue that caused duplicated content blocks after loading HTML into the email editor, which caused some content to disappear.
  • Marketing pages
    • Resolved an error that sometimes caused an event registration form added to a published event not to reflect in the portal. Instead, a default event form was displayed.
    • Fixed an error that caused form submission data rendering to sometimes fail when the form included multi-select option sets.
  • Segmentation
    • Improved German translations in dynamic segments.
    • Resolved an error that occassionally caused a static segement grid custom control to show editing buttons when a user did not have editing privileges.
  • Shared UX
    • Fixed an error that caused the start date in a LATAM time zone marketing task template to subtract one day when adding tasks to a customer journey.

November 2021 update

With the Dynamics 365 Marketing November 2021 update you can export images from outbound marketing to real-time marketing, use Content ideas in the real-time marketing email editor, send Customer Voice surveys in real-time marketing text messages and push notifications, track interaction and contact quota usage, create attribute conditions over all attribute types in Dataverse, and export customer interaction records from Azure Blob Storage to Power BI more quickly. The update also includes general performance upgrades and bug fixes.

Version number

App GA release
Marketing 1.35.10078.2008

Tip

To check your current version number, go to Settings > Overview > Versions.

Monthly enhancements

Real-time marketing
Outbound marketing
Global updates

Bug fixes

  • Customer journeys
    • Fixed an error that resulted in a customer journey generating two identical segments when a customer journey with two swimlanes (1) contained segments with at least one contact in common, (2) contained an audience tile in each swimlane, (3) had the audience tile in swimlane one set to "segment1 AND exclude segment2," and (4) had the audience tile in swimlane two set to "segment1 OR exclude segment2."
  • Event management
    • Resolved an error where iPhone users could not down an .ics file from an Add to calendar button when the event name was in Chinese.
    • Resolved an error caused when a waitlist item was already registered before it was processed.
  • Marketing emails
    • Updated email bounce categories to include the suppression list category and description.
    • Resolved an issue that sometimes caused cloned elements (such as buttons in the email designer) to move when the original element was moved.
  • Marketing pages
    • Fixed an error that caused changes to the partial URL in live, editable/stopped state to not update in the full page URL.
  • Social posting
    • Reactions data is now updated on the social post grid when it loads.

October 2021 update

The Dynamics 365 Marketing October 2021 update includes a new Content ideas feature that uses AI to kickstart email creation, unlocking of the text message channel for users outside of the United States, revamped A/B testing for the outbound marketing email editor, the ability to include lists of related data in personalized emails, general performance upgrades, bug fixes, and more.

Version number

App GA release
Marketing 1.35.10077.2005

Tip

To check your current version number, go to Settings > Overview > Versions.

Important

The October update shifts all users to the new outbound marketing email editor to improve the ease and efficiency of creating emails. If you're currently using consultant/developer (UI) customizations, you'll need to recreate them in the new editor.

Preview feature

Important

A preview feature is a feature that is not complete, but is made available before it’s officially in a release so customers can get early access and provide feedback. Preview features aren’t meant for production use and may have limited or restricted functionality.

Microsoft doesn't provide support for this preview feature. Microsoft Dynamics 365 Technical Support won’t be able to help you with issues or questions. Preview features aren’t meant for production use, especially to process personal data or other data that are subject to legal or regulatory compliance requirements.

  • Use AI-powered suggestions to automatically generate content for emails (limited to outbound marketing users in North American regions)

General availability enhancements

  • Use natural language to create targeted segments in outbound marketing
  • Optimize the performance of emails in the new outbound marketing email editor with A/B testing
  • Send text messages using Twilio and TeleSign integration
  • Personalize emails to include lists of related data

Monthly enhancements

  • Event management
    • Microsoft Teams now includes an Allow external presenters switch, allowing anonymous presenters. This means that event planners no longer need to add presenters as guest users in Marketing-created live events.
  • First run experience
    • Power Apps portal installation failures no longer prevent Dynamics 365 Marketing app provisioning. Now, Marketing users can install a Power Apps portal when they choose.
    • Real-time marketing is now installed with solutions-only installations.
  • Marketing emails
    • All users will now experience the new outbound marketing email editor, which provides enhanced performance and a bigger canvas.
    • The outbound marketing and real-time marketing email editors now include a Wrap columns on mobile option for email sections. Unchecking this option for a selected section allows responsive rendering on mobile devices.
    • Content blocks are available in the new outbound marketing email editor.
  • Real-time marketing
    • Live customer journeys can now be updated by creating a new version.
    • The journey designer and the content designer UI is more consistent, improving navigation and workflow.
    • Trigger-based journeys that target Customer Insights profile can be started even if the customer’s full profile is not available. Customers without a full profile will start the journey immediately using defaults for any missing profile data.

Bug fixes

  • Event management
    • The Check-in entity name is now localized.
    • Resolved an error that allowed anonymous speakers to join Microsoft Teams live events as attendees when the Allow external presenter button was disabled.
    • Fixed an issue that prevented anonymous speakers in Teams live events from waiting in the lobby when they selected the Join live event link generated in Marketing.
  • Marketing emails
    • Added a warning to the new outbound email editor that customizations from the old editor need to be recreated.
  • Marketing pages
    • Resolved an error that sometimes prevented marketing lists from being deleted.
    • Matched Lead IDs are now stored in form submissions, replicating the functionality of matched Contact fields.
    • Fixed an issue where a non-ASCII character in a tracked link could cause an error.
  • Real-time marketing
    • Resolved an issue that prevented customer journeys published during outage windows from being triggered.
  • Social posting
    • Fixed a confusing error message that appeared when deleting an Instagram post.

September 2021 update

The Dynamics 365 Marketing September 2021 update includes speedier installation and upgrade performance, a warning that the old outbound marketing email editor will be deprecated, general performance upgrades, and bug fixes.

Version number

App GA release
Marketing 1.35.10076.2003

Tip

To check your current version number, go to Settings > Overview > Versions.

Monthly enhancements

  • First run experience
    • Added patch collapsing functionality for solution patching during Marketing installation and upgrade. This functionality keeps only the full solution, removing the base and path solutions. The result for users is that Marketing installation and upgrade performance is considerably improved.
  • Marketing emails
    • Added a warning stating that the old outbound email editor will be deprecated in October. To learn about adding customizations to the new email editor, see Customize the email designer.
  • Shared UX
    • Added a warning that displays when test contacts are missing.

Bug fixes

  • Customer journeys
    • Fixed an issue that caused customer journeys that used the scheduler to report an inaccurate number of queued contacts.
  • Event management
    • Resolved a bug that caused waitlist registrations to sometimes duplicate when they were moved to normal event registrations.
  • First run experience
    • Set the DefaultTestContact command to skip on failure, eliminating Marketing installation errors related to pre-populating CRM instances with data at provisioning time.
    • Added org ID logging during installation to improve troubleshooting of install errors.
  • Lead management
    • Fixed an error that ocassionally caused leads to be created with System as the owner.
  • Marketing emails
    • Fixed an error that sometimes caused email links with quotes (such as add to calendar buttons) to break when tracking was turned off.
    • Fixed a rendering issue that caused the height of an email section to be break on mobile when a background image was removed from the section.
    • Fixed an error that prevented line height on emails from being set when the line height was not set as the first text style.
    • Improved logging of remote bounces to ensure that email insights are measured accurately.
  • Marketing pages
    • Resolved an issue that caused subscribe and unsubscribe interactions to be generated by a response to a subscription center email, even when no change was made to the user preferences.
    • Fixed an error that resulted from selecting the Submit button in a landing page template.

August 2021 update

The Dynamics 365 Marketing August 2021 update includes the general availability launch of Marketing's real-time customer journey orchestration features. The August release also includes improved Microsoft Teams integration, better forms export functionality, performance upgrades, and bug fixes.

Note

Real-time customer journey orchestration features are available in the United States, Europe, the United Kingdom, Australia, Canada, and Asia-Pacific geographies. Availability in other geographies will be communicated at a later date.

Version number

App GA release
Marketing 1.35.10075.1058

Tip

To check your current version number, go to Settings > Overview > Versions.

Monthly enhancements

  • Event management
    • Contact check out times (when a contact leaves a webinar before it ends) are now recorded for webinar events hosted on Microsoft Teams.
  • Marketing forms
    • Data is now displayed for the Submitted values column when exporting marketing forms to Excel.

Bug fixes

  • Customer journeys
    • Customer journeys now go into an error state if segment provisioning times out when a journey is going live, preventing journeys from appearing to be running despite contacts not flowing from segments.
    • A warning message is now displayed when the segmentation limit is exceeded.
    • Improved error handling when stuck work items are reported.
  • Event management
    • When deleting event registrations, previously created check-in records tied to the registrations are also deleted.
  • LinkedIn integration
    • Resolved an error that caused LinkedIn LeadGen to fail when the Default lead owner on the LinkedIn account entity was set to something other than System.
  • Marketing emails
    • Fixed an error that caused a link tag to be inserted before a div when adding a link to an image, resulting in added spaces before an image in Outlook.
    • Resolved an error that sometimes caused a template to appear blank after saving an email as a template then selecting View record to open the newly created template.
    • GUIDs are no longer inserted into email HTML in the new email editor.
  • Marketing pages
    • Added a warning when including a field in a marketing form that does not follow the set matching strategy.
    • Interactions are no longer generated for tracking links with shorted tracking IDs.
    • When changing a form type from landing page to subscription center, a warning is shown explaining that subscription center forms cannot be saved with the Update contacts/leads field set to Contacts and leads. The field must be set to Only contacts.
    • Resolved an issue where landing forms with a lead matching strategy ocassionally mapped leads to incorrect contacts.
    • Fixed an error that caused tracking for Sharepoint links to break the link functionality.
    • Resolved an error that caused the Subscription lists search box to fail to load if an org had a large number of subscription lists.
    • Resolved an error that ocassionally caused the TXT record value for a domain to reset.
    • Added a feature flag to allow event forms in marketing pages.
    • Added the ability to use organization-owned custom entities in marketing form lookup fields.
    • Resolved an "Error loading control" warning that sometimes appeared when adding a form tile to a blank marketing page.
  • Shared UX
    • Fixed an error where multiple text spaces in a row did not render correctly in the preview view.
    • Fixed a bug that caused 1px dividers to not render in the Edge browser.
    • Resolved a limitation that prevented editing of live segments.
    • Line heights set in points (pt) now render correctly in Outlook.
    • Resolved an error that caused events to display incorrectly in the calendar week view when the week start date was set to Monday.
    • Fixed an error that caused column outer spacing to break in Outlook when a background image was used.
    • Fixed an error that sometimes caused text not to be underlined when underline was selected in the formatting bar.
    • property-reference is no longer removed from HTML in the new email editor.

July 2021 update

The Dynamics 365 Marketing July 2021 update includes an overhauled trial experience that significantly reduces sign-up time, improved customer journey functionality, easier check-ins for Teams events, duplicate text message safeguards for custom channels, performance upgrades, and bug fixes.

Important

Starting in the July 2021 release, the quotas limits page will be under construction. The revised quota limits page will monitor outbound marketing and real-time marketing quota usage in one place. Segmentation limits will return in the new quota limits page.

In the meantime, your quota limits will not change. Strict quota limits will not be enforced while the quota page is temporarily under construction.

Version number

App GA release
Marketing 1.35.10074.1038

Tip

To check your current version number, go to Settings > Overview > Versions.

Monthly enhancements

  • Custom channels
    • Resolved an issue that sometimes caused custom channels to send duplicate text messages.
  • Customer journeys
    • Contacts who unsubscribe from a subscription list during customer journey execution are no longer blocked by the subscription list manager.
  • Event management
    • The check in button for a Teams event is now visible in recipients’ emails, regardless of whether they registered for the event.
  • Trial sign-up
    • Marketing is among the first Dynamics 365 apps to implement a faster and more reliable trial sign-up experience.
    • To sign up for a trial, select the Try for free button on the trial overview page and enter a work or school email address and a phone number. Within moments, the trial loads and is ready to use.

Bug fixes

  • Core sending
    • Improved handling of Daylight Savings Time.
  • Customer journeys
    • Expired customer journeys are now prevented from automatically being stopped.
    • Deprecated Marketing Machine Learning Spam Score User role.
    • Fixed an error that prevented "RemovedActivityHasNotProcessedContactsRule" validation errors from displaying.
    • Fixed an issue that sometimes caused field controls to not render.
    • Resolved a time zone rendering error on the milestone panel.
    • Updated display rules for modify actions (Go Live, Stop, Edit) to better reflect user privileges.
    • Fixed an error that sometimes caused a "Reply to address" to change after a journey went live.
  • Event management
    • Attendees can now register even after deactivation of related custom registration fields.
    • Fixed an issue that prevented adding rooms to an event created from a template.
    • Resolved an error that caused recurrent events to not propagate start and end times to the series.
  • Marketing emails
    • Resolved an issue that sometimes caused a line to appear between email sections in Outlook.
    • Fixed an error that caused email content to occasionally not load.
    • Fixed an error that caused increasing the font size to create uneven column heights in Outlook desktop.
    • Fixed media queries for outlook.com on Android.
    • Resolved a column rendering issue when adding multiple images with rounded corners.
    • Preheader values now render properly when added in the HTML editor.
    • Fixed an error that prevented deselecting the inner spacing control checkbox when editing text.
    • Fixed a rendering issue when using related record filtering for lookup fields.
  • Marketing pages
    • Resolved an issue that caused leads on an event form to not contain a reference to a source form.
    • Fixed an issue that caused an empty <p> element to not render.
    • Resolved an issue that cause the submitted values column to show as empty when exporting form submissions to Excel.
    • Form capture now handles URLs with a / at the end.
    • Fixed an issue that would cause form capturing to fail for pages with a non-jQuery window.$ object.
    • Upgrades no longer overwrite differently mapped form fields with the same name as an out of the box form field.
    • Form capturing no longer fails validation if the captured option set has duplicate values.
    • Fixed an error that sometimes caused form submissions to fail due to an SQL error.
    • Fixed an error that caused an invalid form submission field when capturing a form with checkboxes.
  • Segmentation
    • Fixed an error that caused the UI to change when reopening a segment from a query.

June 2021 update

The Dynamics 365 Marketing June 2021 update includes improved engagement-tracking for Microsoft Teams events, email editor improvements, an option to include iCalendar files in emails, improved bounce error notifications, performance upgrades, and bug fixes.

Version number

App GA release
Marketing 1.35.10073.2001

Tip

To check your current version number, go to Settings > Overview > Versions.

Monthly enhancements

  • Event management
    • Seamlessly push webinar attendee data from Microsoft Teams to Dynamics 365 Marketing. Use the data to engage with attendees and gain insights.
    • Attendee registrations and check-ins for Teams webinars are available in Marketing, regardless of whether the Teams webinar was created through Teams or event management in Marketing.
    • Create segments, powered by Teams registration and check-in information, to share event summaries and recordings.
    • Use check-in information segments to gather attendee feedback to better understand what kind of webinars attendees would like to see in the future.
  • Marketing emails
    • “Add to Calendar” email button functionality automatically generates iCalendar files for events and sessions. Event attendees receive a personalized link to download their agenda as a calendar file.
    • Test send UI improvements.
    • Ability to set up a physical company address in the email editor.
    • Improved email rendering and reliability.
    • More visibility for bounces caused by suppression lists, allowing users to differentiate between new and old bounces.
    • Detailed bounce error codes are displayed, leading to an improved understanding of bounce causes.

Bug fixes

  • Customer journeys
    • Fixed an issue that prevented date and time input when adding a second Wait until tile.
    • Customer journeys now show an error if segmentation times out while going live.
    • Fixed an issue that caused an error when attempting to stop a campaign with multiple iterations.
    • Fixed an error related to the time control on the Permitted times setting.
  • Event management
    • Resolved an issue that caused a business process error to appear instead of a "Check-in is already created for this registration" error.
    • Fixed an error that cause recording and attendance data to disappear when pushing ExtensionData to SchedulingService.
    • Deactivated registration responses for canceled registrations.
  • Marketing emails
    • Improved rendering in Outlook when adding images to columns with borders.
    • Fixed an error that caused changes in the HTML editor to not correctly propagate to entities.
  • Marketing insights
    • Improved sorting of segment records.
  • Marketing pages
    • Fixed an issue that sometimes caused a delete button to appear for users without delete and write permissions.
    • Resolved an error that sometimes led to form double submission when using a redirect URL.
    • Resolved a form ID error when a form is inserted into a page multiple times.
  • Settings
    • Resolved an error that occasionally prevented the Versions page from loading.
    • Improved language localization in advanced settings.
  • Shared UX
    • Improved rendering of custom controls in forms.
  • Social posting
    • Removed exception on assigning a lead owner when no LinkedIn account is set.

May 2021 update

The much-anticipated customer journey orchestration features have made their public preview debut to customers in North America. Customers with Dynamics 365 Marketing paid or trial subscriptions are able to use the new features. Marketing now has capabilities to empower customer experience-focused organizations to deliver digitally transformed customer experiences in real time. These features enable organizations to:

  • Engage customers in real-time.
    • With trigger-based customer journeys using channels including emails, text messages, and push notifications, organizations can trigger customer journeys in real-time, pick the right channel for each individual, and react to customer-led actions in the moments that matter.
  • Win customers and earn loyalty faster.
    • Working across all customer touchpoints, real-time customer journeys are truly an end-to-end experience.
  • Personalize customer experiences with AI.
    • Turn insights into relevant action with AI-driven recommendations for content, channels, and analytics.
    • Customer Insights segment and profile integration allows organizations to seamlessly leverage the deep customer understanding in Customer Insights.
  • Grow with a unified, adaptable platform.
    • Easily customize and connect with tools you already use.
    • Efficiently manage compliance requirements and accessibility guidelines.

The May 2021 Marketing monthly update includes email editor improvements, expanded Teams webinar configuration options, JavaScript support for marketing forms, performance upgrades, and bug fixes.

Version number

App GA release
Marketing 1.35.10072.1070

Tip

To check your current version number, go to Settings > Overview > Versions.

Preview features

Important

A preview feature is a feature that is not complete, but is made available before it’s officially in a release so customers can get early access and provide feedback. Preview features aren’t meant for production use and may have limited or restricted functionality.

Microsoft doesn't provide support for this preview feature. Microsoft Dynamics 365 Technical Support won’t be able to help you with issues or questions. Preview features aren’t meant for production use, especially to process personal data or other data that are subject to legal or regulatory compliance requirements.

Note

The customer journey orchestration preview features are available in the US region. The preview features will be available in the EU region in May. Other regions will be supported at the time of general availability.

  • AI-driven run-time channel optimization
  • AI-driven recommendations for images
  • Author personalized content across email, text messages, and push notifications through a new point-and-click interface
  • Create and send text messages to any mobile phone
  • Deliver push notifications to any Android or iOS app
  • Event catalog with built-in and custom events for triggering customer journeys
  • Experiment with the next action in a journey to optimize for results
  • Hyper-personalize customer journeys using data and insights from Dynamics 365 Customer Insights
  • Improve journey effectiveness with a built-in cross-journey aggregate dashboard
  • In real time, monitor your customer journeys and channel KPIs
  • Real-time, trigger-based customer journey orchestration
  • Search, version, manage, and tag your digital assets with a new centralized asset library
  • Set business goals for journeys and measure progress to the goals
  • Use continuously updating, multidata-source segments from Customer Insights in your marketing campaigns
  • Use natural language to create conditions for branching customer journeys

Monthly enhancements

  • Event management
    • Set comprehensive Teams webinar configuration options directly from Marketing events pages.
  • Marketing emails
    • The new email editor experience is now available to new users by default .
    • Duplicate, edit, and delete email sections and elements with one click.
    • Move sections and elements on the canvas.
    • Switch to the new email editor experience directly from the editor itself, without admin privileges.
    • Select one or multiple borders in an element.
  • Marketing pages
    • Marketing forms now support JavaScript, improving customization possibilities.
    • Improved user interface for C2 lookup fields.
    • New API to populate lookup fields with customizable values.

Bug fixes

  • Customer journeys
    • Upgraded ConditionControl to integrate new strings.
    • Improved timezone labels in customer journey milestone timestamps.
  • Data services
    • Resolved a data services issue that sometimes resulted in an entity sync failure.
  • Event management
    • Fixed an error related to the autocreateaccessteams property that occasionally resulted in an upgrade failure.
    • Fixed an issue that sometimes caused deactivated wait list items to get picked up for registration.
    • Resolved an error that caused cancelled registrations to sometimes appear in the My registrations list.
  • First run experience
    • Improved data clean up during uninstall.
  • Marketing emails
    • Added dynamic content support to the Link to field.
    • Added support for custom forms to the email editor.
    • Resolved an error that caused email button text to not load correctly.
    • Fixed an issue that caused rounded buttons to not center correctly in Outlook.
  • Marketing pages
    • Resolved an issue that caused query strings to not be parsed by some servers.
  • Shared UX
    • Resolved an error that caused image links added to content blocks to not function as expected.

April 2021 update

The Dynamics 365 Marketing April 2021 update includes a completely revamped email editor. The new email editor is a milestone release, addressing our customers’ most requested improvements. The email editor improves usability, helping marketers create engaging emails more quickly than ever.

Tip

To enable the email editor, activate the Updated email editing experience feature switch.

This release also includes social posting to Instagram, an API to enable or disable cookies, a new custom “Envelope-From” domain option, performance upgrades, and bug fixes.

Version number

App GA release
Marketing 1.35.10071.2007

Tip

To check your current version number, go to Settings > Overview > Versions.

Monthly enhancements

  • Marketing emails
    • Added an in-app onboarding guide to the new email editor to ease user transition from the classic editor.
    • The canvas and settings now include options for footer fields, making it easier to add footer elements such as a legal address or an unsubscribe link.
    • To save time when creating new emails and templates, we added a settings option to save a default “from” name and email address.
    • You can now set up a custom Envelope-From domain so the From domain used by the Dynamics 365 sending infrastructure is associated with a user’s brand instead of Dynamics 365. Setting up an Envelope-From domain allows users to protect their sending reputation and is important to DMARC implementation.
  • Marketing pages
    • Added a new API to enable, disable, or delete cookies, expanding options for user tracking and compliance. The API, which affects known and anonymous visitors, applies to hosted forms, marketing pages (when Power Apps Portal is used), and captured forms.
  • Social posting
    • With this release, you can easily create rich content for Instagram. You can now optimize when posts are delivered by scheduling them.
    • Post single photos to Instagram (limited to one photo per post, video posting is scheduled for an upcoming release).

Bug fixes

  • Customer journeys
    • Added a mechanism to detect duplicate customer journey contacts.
    • Fixed an error that allowed users to create non-functioning customer journeys by adding an Event tile after a Segment tile.
    • Resolved an error that caused segment name changes to not reflect in the customer journey designer.
    • Fixed an error that broke HTML when post-processing and designer editor meta tags were both in one email.
    • Fixed an error that caused a customer journey popup element to be shown even after the tab was changed.
    • Deprecated the unused "Marketing Machine Learning Spam Score User" role.
  • Data services
    • Fixed an erroneous warning in segmentation stating that "Metadata type 'contact' does not exist."
  • Event management
    • Added the ability to only show active records in the custom field lookup when creating an event custom registration field.
    • Fixed an error that prevented users from adding existing sessions in Session tracks.
  • First run experience
    • Resolved an issue where multi-geo PPAC provisioning failed to an org in a different geo.
    • Fixed a UI error that sometimes showed a Marketing app as "not configured," even when it was configured.
  • Marketing emails
    • Fixed an error that sometimes prevented an email button area from being clickable in Outlook.
    • Improved email rendering in iOS and desktop Outlook.
    • Fixed an error that caused changes to "stopped" state emails to not be detected.
    • Fixed an error that sometimes caused rounded corner buttons to display rotate/resize marks after clicking off the button.
  • Marketing pages
    • Fixed an error that prevented global double opt-in confirmation links from allowing query parameters.
    • Resolved an issue that caused RedirectLinkClicked interactions to rely on cookies, even though the tracking link redirected to the redirect link.
    • Fixed an error that caused query strings to not be parsed by some servers.
    • Resolved a list ID type mismatch in form submission rendering.
    • Fixed an issue that prevented an error from being thrown when a subscription center was changed to "Update Contact and Leads."
    • Fixed an occasional SQL error when retrieving marketing form submissions.
    • Resolved an error that caused the page editor to stop responding to changes when the page contained modified video elements.
    • Resolved an issue that caused marketing form DateTime fields to always be treated as UTC time instead of exposing the correct time zone information.
    • Resolved missing privilege errors for personalized pages in the "Marketing Manager - Business" user role.
  • Segmentation
    • Fixed an issue that sometimes caused dates in dynamic segments to be partially cut off in the UI.
  • Settings
    • Resolved loading errors on the Versions page.
  • Shared UX
    • Fixed an error that sometimes caused cancelled registrations to not be removed from segments.
  • Social posting
    • Fixed marketing roles missing privileges issues for social posting.

March 2021 update

The Dynamics 365 Marketing March 2021 early access release includes a completely revamped email editor. The new email editor is a milestone release, addressing our customers’ most requested improvements. The email editor improves usability, helping marketers create engaging emails more quickly than ever. The March GA release includes improved email column rendering, performance upgrades, and bug fixes.

Version number

App GA release Early access
Marketing 1.35.10070.1097 1.35.10070.2097

Tip

To check your current version number, refer to Find out which version of Dynamics 365 Marketing you are running.

Early access features

Important

Early access features are currently available only on opted-in instances. You can opt in for early access on any instance, but we recommend that you do so only on trial, test, or sandbox instances, which will give you a chance to learn the new functionality before it shows up on your production instances later this year.

For instructions on how to opt in and enable early access, see Opt in to early access updates. For more information about the 2021 release wave 1 schedule, and for answers to frequently asked questions about the early access program, see 2021 release wave 1 features available for early access.

We encourage all customers to provide feedback related to early access features on the Dynamics 365 Marketing Forum, your Microsoft contact or partner, and/or through Microsoft Support.

  • Create emails quickly with low effort and without compromises

Monthly enhancements

  • Marketing emails
    • Improved column rendering when Table layout for section is enabled in the email designer.

Bug fixes

  • Customer journeys
    • Resolved a Norwegian localization issue.
    • Fixed an error that caused duplicate email links to not filter when the version property was non-null.
    • Resolved an error that caused marketing email insights to not be able to filter by inactive customer journeys.
    • Fixed an error that caused the segment state to not update when PULL was turned off.
  • Data services
    • Fixed an error that caused marketing analytics exports to occasionally fail.
  • Event management
    • Resolved an issue that caused speaker links to not redirect to the selected speaker.
    • Fixed a javascript error related to multi-choice custom registration fields.
  • Marketing emails
    • Improved rendering consistency in form-level double opt-in emails.
    • Fixed an issue that caused live emails to sometimes open with unsaved changes and not autosave.
    • Fixed an error that caused lines added in a text element to not render in Outlook.
    • Improved button rendering under bullet lists.
    • Improved button rendering on top of background images in Outlook desktop.
    • Improved divider code rendering.
    • Fixed an error where empty content blocks in HTML prevented email saving.
    • Fixed a rendering issue that caused section borders to double in Outlook.
    • Resolved an error that caused backgrounds to be added to text elements in Outlook web.
    • Fixed an issue that prevented preview text from updating when an email was sent using the Send now function.
  • Marketing pages
    • Improved form double opt-in email validation functionality.
    • Resolved an issue that occasionally caused customized default marketing pages to roll back during solution upgrade.
    • Improved javascript functionality when client side marketing forms are loaded.
    • Fixed an error that prevented adding contacts to a subscription list by re-submitting.
    • Fixed an error that sometimes prevented videos from loading on marketing pages.
    • Improved cookie reliability for tracking website visits and clicks.
    • Resolved an error that caused a black box to appear in place of video tiles on live pages in the marketing page designer.
  • Segmentation
    • Resolved an issue that prevented active registrants from being added to segments in customer journeys.
  • Shared UX
    • Improved user role functionality to prevent modify actions from appearing for users without proper privileges.

February 2021 update

Dynamics 365 Marketing 2021 release wave 1 early access includes rich text functionality in the email editor. February GA features include simplified Marketing settings, a Recovery Items tab for customer journeys and event management, more customization for send now functionality, improved delivery reliability for forms, and monthly bug fixes.

Version number

App GA release Early access
Marketing 1.35.10069.1058 1.35.10069.2058

Tip

To check your current version number, refer to Find out which version of Dynamics 365 Marketing you are running.

Early access features

Important

Early access features are currently available only on opted-in instances. You can opt in for early access on any instance, but we recommend that you do so only on trial, test, or sandbox instances, which will give you a chance to learn the new functionality before it shows up on your production instances later this year.

For instructions on how to opt in and enable early access, see Opt in to early access updates. For more information about the 2021 release wave 1 schedule, and for answers to frequently asked questions about the early access program, see 2021 release wave 1 features available for early access.

We encourage all customers to provide feedback related to early access features on the Dynamics 365 Marketing Forum, your Microsoft contact or partner, and/or through Microsoft Support.

  • Marketing emails
    • Improved toolbox and editing properties in the email designer. The email editing toolbox is simplified, showing the most used parameters by default, streamlining email creation workflows.

Monthly enhancements

  • Customer journeys
    • The new Recovery Items tab in customer journeys allows system admins to track customization errors, improving the workflow creation process.
  • Event management
    • The Recovery Items tab is also available for error tracking in event workflows.
    • Teams event recordings are now available to owners and producers.
  • Marketing emails
    • You can now customize the lookup default view for the send now functionality.
  • Marketing pages
    • Cookies employ a new hybrid first-party/third-party approach, improving delivery reliability for customers who block third party cookies.
  • Shared UX
    • Marketing settings are revamped, making settings more accessible from the left navigation pane and simplifying the Settings overview page.
    • You can now access the Marketing version number directly from the Settings overview page.

Bug fixes

  • Customer journeys
    • Removed the deprecated Social insights tab from customer journeys.
    • Fixed an error that disabled auto scheduling if the days and hours were left in the default setting.
  • Event management
    • Fixed an error that caused the Teams integration section to be visible in event forms after visibility by default was disabled.
    • Removed the deprecated Social insights tab from event forms.
  • First run experience
    • Fixed an issue that prevented existing security roles from being removed when adding new users and assigning licenses.
  • Lead management
    • Fixed an error that sometimes caused the description field to be missing in a lead scoring model after a lead entity was selected.
  • Marketing emails
    • Fixed an error that caused plain text fields in templates to be empty when auto generate was on.
    • Removed the Email Editor V2 feature switch.
    • Fixed an error that caused live emails to sometimes open with unsaved changes and then autosave.
    • Resolved an error that caused an email text element to lose focus after creating an A/B test.
    • Improved consistency in saving email template fields.
    • All HTML processing is now prevented when postprocessing is disabled.
    • Improved handling of elements in the email designer in the Firefox browser.
  • Marketing insights
    • Enabled uploads of images above 4 MB.
    • Fixed an error that caused content in the Links area under the Insights tab on a Marketing email form to not be visible to users who inherited privileges to relevant entities through "owner" team membership.
  • Marketing pages
    • Fixed an issue that occasionally caused the cursor to appear in a lookup form at the bottom of a marketing page when the page loaded.
    • Resolved an issue that caused padding preferences to not be saved in marketing forms.
    • Resolved an issue that sometimes caused a form double opt-in email to set global double opt-in settings.
    • Removed inaccurate references to submission behavior capture in form capture scenarios.
    • Fixed an issue that caused matching behavior to update the topic (subject) field.
    • Resolved an error that caused default matching strategies to not pre-populate when changing the setting to update contacts and leads.
    • Resolved an issue that caused the lead matching strategy to show email attributes, but the contact matching strategy to not have any attributes.
    • Improved prevention of matching strategy attribute duplication.
    • Fixed an error that caused live marketing pages to show unsaved changes and then autosave them.
    • Improved privilege validation when saving forms with lookup fields.
    • Made the Website field in New Form Page editable.
    • Fixed an error that caused the Update contacts/leads parameter to lock when switching the marketing form type.
    • Form submissions now show subscription list names.
  • Segmentation
    • Fixed the privilege check for the process stage entity in LoadProfileLookupPlugin.
    • Resolved an issue that prevented the segment validation context from getting cleaned correctly.

January 2021 update

There is no Dynamics 365 Marketing release for January. We will be back in February with new feature improvements, updates, and bug fixes.

2020 updates

December 2020 update

The Dynamics 365 Marketing December 2020 update includes improvements to event registrations, email designer enhancements, additional social posting features, and monthly bug fixes.

Version number

App GA release
Marketing 1.35.10068.1056

Tip

To check your current version number, refer to Find out which version of Dynamics 365 Marketing you are running.

Monthly enhancements

  • Marketing emails
    • Responding to customer feedback, we added email designer support for rounded corners in Outlook
    • We also improved email rendering consistency when forwarding emails in Outlook.
  • Social posting
    • You can now view post history and replies from social channels in the social post designer.

Bug fixes

  • Customer journeys
    • Fixed an issue that occasionally caused the customer journey designer to render an empty source tile even when a source was set.
    • Resolved an error resulted in contacts being sent down a No path from an If/then activity, even when the form-related prerequisite was met.
    • Improved date functionality in Wait until and Send an email tiles.
    • Resolved an issue that caused Static segment and Compound segment to incorrectly appear as options for the customer journey Quick Create: Segment functionality.
  • Data services
    • Updated the documentation to reflect the current GDPR consent change record UI.
  • Event management
    • Resolved an error that prevented events from being saved when the event name was more than 120 characters.
    • Fixed an error that caused an event thank you page to be shown for a few seconds before redirecting to the URL in the event form.
    • Fixed an issue that caused "You have enabled demo payment confirmation..." to display as an error instead of a warning.
  • First run experience
    • Resolved an issue that caused FRE progress to get stuck and fail.
    • Fixed an error message that incorrectly appeared during the upgrade process.
    • Fixed an error message that incorrectly appeared during FRE progress.
    • Resolved an error that caused a portal to appear in the FRE page, even after the portal was deleted.
  • Marketing emails
    • Fixed an error that caused an email background color field to be populated by the autocomplete.
    • Improved rounded button compatibility in Outlook.
    • Improved rounded border functionality with old email templates.
    • Improved layout preservation when forwarding emails from Outlook.
    • Fixed an error that caused telephone links to automatically have an "http://" prefix.
    • Improved image height rendering on mobile devices.
    • Improved the functionality and reliability of the Prevent auto-adjustment switch.
    • Improved rendering for column minimum height on mobile devices.
    • Fixed an error that caused text to appear next to (instead of under) a left-aligned image.
  • Marketing pages
    • Resolved an issue where forms were occasionally not validated, even when an empty field was non-required.
    • Fixed an error where a subscription center form did not pre-fill marketing lists correctly.
    • Improved marketing form lookup field compatibility with Firefox and Safari.
    • Resolved an issue where browser retries occasionally caused submission duplication.
    • Fixed an error that caused contact updates to appear in an incorrect order.
    • Improved handling of UTF-8 characters in URLs.
    • Resolved an occasional error that caused some matching strategy results to be hidden.
    • The correct TenantID is now sent when attempting to clean the portal cache.
    • Fixed an error that prevented users from making form field labels bold for newly added form fields.
    • Resolved an error that allowed multiple live form captures for the same form.
  • Segmentation
    • Fixed an issue where segments updated to an "Expired" status in Microsoft Dataverse remained "Active" in the backend.
    • Resolved a segment query error caused when joining an Opportunity and Account.
  • Shared UX
    • Resolved an issue that caused an error when creating new calendar appointments in Safari.

November 2020 update

The Dynamics 365 Marketing November 2020 update includes several enhancements including social posting improvements, Microsoft Teams integration updates, a revamped portals experience, template gallery improvements, and bug fixes.

Version number

App GA release
Marketing 1.35.10067.1044

Tip

To check your current version number, refer to Find out which version of Dynamics 365 Marketing you are running.

Monthly enhancements

  • Compliance
  • Event management
    • Microsoft Teams integration has improved the accuracy of event attendance tracking by restricting attendee check-in until 30 minutes before the start of the event.
    • Events automatically shows Teams meetings and live events on the organizer's Outlook calendar.
  • First run experience
    • Addressing customer feedback, we’ve improved the portal trial experience.
    • Portal trials now include better tracking of the trial expiration date.
    • Differences between Dynamics 365 Portals and Power Apps portals are also explained more clearly in the UI.
  • Social posting
    • Enhanced UI for a more efficient social posting experience.
    • Enhancements include a default calendar view, easier access to KPIs, and improved post previews.
  • Shared UX
    • The Marketing email template gallery now includes sender fields.

Bug fixes

  • Customer journeys
    • Resolved an issue that occasionally caused emails to be sent after a journey ended.
    • Fixed an issue where live editing a customer journey after the last iteration had no scheduling effects.
  • Data services
    • Fixed an issue that prevented dropping work items in auditing.
  • Event management
    • Resolved an occasional issue that incorrectly attributed an event template owner.
    • Fixed a validation error on Events Business Rule Set default values.
    • Resolved a custom field caching error that caused sporadic failures.
  • First run experience
    • Resolved an error where updated portals displayed as not configured on the portal page.
  • Framework
    • Simplified the hard delete process.
  • Lead management
    • Improved French localization on lead forms.
  • Marketing emails
    • Fixed an issue where the Dynamics 365 Customer Voice tile was not shown in Advanced elements in the toolbox.
    • Resolved an error caused by setting and then removing an image width value.
    • Resolved an issue where a horizontal line sometimes appeared between two sections of an email in Outlook.
    • Fixed an issue where margins on images occasionally did not render correctly in Outlook.
    • Resolved an error that caused linked images to have a blue border.
    • Fixed an issue that caused background images in columns to not work in sections with a background image.
    • Improved new compatibility for new email templates.
  • Marketing pages
    • Fixed an error that occasionally enabled users to save locked marketing lists.
    • Enabled visibility for subscription list lock status in list view.
    • Enabled form fields with a placeholder value to be set to required.
    • Resolved an error that caused matching strategy failure for non-string attributes.
    • Improved form capture compatibility with server-side detection.
    • Fixed an issue that caused a correlation renewal error when a browser window was collapsed for a long period of time.
    • Resolved an occasional error with custom registration fields.
    • Fixed an error that resulted when a contact quickly subscribed then unsubscribed from a marketing list.

October 2020 update

The Dynamics 365 Marketing October 2020 update includes several feature enhancements, performance upgrades, and bug fixes. Several 2020 release wave 2 features have been made generally available in the October update, including a new customer journey designer, built-in Teams functionality for events, email designer enhancements, flexible options for data after form submissions, in-place editing of email and forms, and expanded social posting options. This release also includes a preview of natural language input for creating segments.

Version number

App GA release
Marketing 1.35.10066.1057

Tip

To check your current version number, refer to Find out which version of Dynamics 365 Marketing you are running.

General availability enhancements

  • Build customer journeys more efficiently using the new canvas experience
  • Run webinars and meetings using built in Microsoft Teams functionality
  • Create engaging, customized emails faster
  • Collect data from form submissions more easily with expanded entity options
  • In-place editing of email and forms in customer journeys
  • Create and manage content-rich social media posts and easily monitor performance

Preview feature

Important

This is a preview feature. A preview feature is a feature that is not complete, but is made available before it's officially in a release so customers can get early access and provide feedback. Preview features aren't meant for production use and may have limited or restricted functionality.

Microsoft doesn't provide support for this preview feature. Microsoft Dynamics 365 Technical Support won't be able to help you with issues or questions. Preview features aren't meant for production use and are subject to a separate supplemental terms of use.

Bug fixes

  • Customer journeys
    • Resolved an issue where custom channels occasionally did not appear after upgrading the customer journey designer.
    • Resolved an error that prevented live customer journeys from being assigned to another user or team.
    • Fixed an error that caused customer journeys to crash when changing the Bypass email duplication setting to Yes.
    • Resolved an error in the new customer journey designer caused by legacy trigger tiles in custom templates.
    • Resolved a stability issue when creating an email using the lookup control and taking a customer journey live.
    • Improved stability when editing segments in live customer journeys.
  • Event management
    • Fixed an error that cause event end dates and messages to be improperly handled in PublicAPI and websites.
  • First run experience
    • Fixed an issue where "Update available" for Dynamics 365 Marketing erroneously appeared in the Power Platform Admin Center.
    • Fixed an issue where the setup wizard allowed more than 24 characters for the Portals host name.
  • Lead management
    • Addressing user feedback, lead scores for new lead scoring models are now reset and recalculated when the underlying entity record is modified.
  • Marketing emails
    • Resolved an issue where videos did not scale to 100% column width in Outlook.
    • Improved rendering of image height and width on iPhones.
    • Fixed an error that caused buttons to change the size of columns.
    • Fixed a rendering error in Outlook caused by adding background-image: initial to an email.
    • Improved image rendering consistency in the Windows Mail app.
    • Resolved an error where the links sometimes did not populate when using assist edit.
    • Fixed an error that caused improper indentation on the second line of bullets in Outlook.
    • Fixed an issue that prevented video and button elements from being processed in Outlook when added using drag and drop functionality in the designer.
  • Marketing pages
    • Fixed an error caused when lookup values pointed to non-existent records.
    • Resolved an issue where the Required error message field failed to save.
    • Added troubleshooting tips when marketing forms are unable to load.
    • Fixed an issue that caused hidden fields not to display in form templates.
    • Resolved an issue that caused the designer to occasionally not load when opening a template.
  • Quota
    • Fixed an error that caused a Contact Addon package installation failure.
  • Segmentation
    • Resolved an error that caused the New segment button to appear even for users without Create permissions for segments.

September 2020 update

The September update includes email designer enhancements, social posting improvements, improved localization of events, an updated template gallery, and 23 bug fixes, improving reliability and stability. The early access release includes 2020 release wave 2 features, including a new customer journey designer and flexible options for data after form submissions.

Version number

App GA release Early access
Marketing 1.35.10065.1064 1.35.10065.2064

Tip

To check your current version number, refer to Find out which version of Dynamics 365 Marketing you are running.

Early access features

Important

Early access features are currently available only on opted-in instances. You can opt in for early access on any instance, but we recommend that you do so only on trial, test, or sandbox instances, which will give you a chance to learn the new functionality before it shows up on your production instances later this year.

For instructions on how to opt in and enable early access, see Opt in to early access updates. For more information about the 2020 release wave 2 schedule, and for answers to frequently asked questions about the early access program, see 2020 release wave 2 features available for early access.

We encourage all customers to provide feedback related to early access features on the Dynamics 365 Marketing Forum, your Microsoft contact or partner, and/or through Microsoft Support.

  • Build customer journeys more efficiently using the new canvas experience
  • Collect data from form submissions more easily with expanded entity options

Monthly enhancements

  • Event management
    • With localization improvements, event websites reflect the time zone of where the event is taking place.
  • Marketing emails
    • Improved support for background images, call to action buttons, and responsiveness in Microsoft Outlook.
    • Toggle post-processing on or off for custom HTML that is pasted into the email editor.
  • Social posting
    • Post directly to a Facebook user account or any Facebook page on which you are an admin.

Bug fixes

  • Customer journeys
    • Fixed an error that occasionally caused a subscription list selected in a segment tile to not populate the tile name.
    • Improved ability to reuse segments between iterations of customer journeys.
    • Fixed an issue that occasionally prevented deactivation and deletion of a subscription marketing list.
    • Fixed an error that caused no "OK" button to appear in a warning dialog regarding marketing list deactivation.
  • Event management
    • Fixed an error where sessions were occasionally displayed for registrations for events without sessions.
    • Improved resolved an error that sometimes caused business process flows to not copy correctly when creating an event from a template.
  • First run experience
    • Resolved an issue that sometimes prevented upgrades to solution-only environments.
  • Marketing emails
    • Resolved an error where email sections with top or bottom padding did not render background images properly.
    • Fixed an issue with CKEditor where images did not render properly if a width and height was not specified.
    • Improved column width rendering in Outlook.
    • Improved handling of transparent background images in Outlook.
    • Improved handling of backgrounds with both a background color and an image in Outlook.
    • Improved image height rendering in Outlook.
  • Marketing pages
    • Improved domain validation reliability.
    • Improved UI functionality when adding form fields from the "Field" lookup.
    • Fixed an error that prevented some installs from going live with the default marketing page because of a duplicate partial URL.
    • Resolved an issue that prevented form allow list migration when the domain records were already in the customer cache.
  • Segmentation
    • Resolved an error that sometimes caused Export to Excel functionality to fail.
    • Fixed an error that sometimes prevented the segment members tab from loading properly.
    • Improved language compatibility in segment form error messages.
  • Shared UX
    • Improved handling of height and width settings of images in text elements.
    • Resolved an error that deleted other images when deleting an image added from CKEditor.
  • Social posting
    • Resolved an issue where a LinkedInLeadGen patch was deleting upgrade logs.

August 2020 update

The August update includes a preview of built-in Teams functionality for events, email designer enhancements, and 33 bug fixes, improving reliability and stability. The early access release includes 2020 release wave 2 features, including improved social posting and email designer improvements.

Version number

App GA release Early access
Marketing 1.35.10064.1061 1.35.10064.2061

Tip

To check your current version number, refer to Find out which version of Dynamics 365 Marketing you are running.

Early access features

Important

Early access features are currently available only on opted-in instances. You can opt in for early access on any instance, but we recommend that you do so only on trial, test, or sandbox instances, which will give you a chance to learn the new functionality before it shows up on your production instances later this year.

For instructions on how to opt in and enable early access, see Opt in to early access updates. For more information about the 2020 release wave 2 schedule, and for answers to frequently asked questions about the early access program, see 2020 release wave 2 features available for early access.

We encourage all customers to provide feedback related to early access features on the Dynamics 365 Marketing Forum, your Microsoft contact or partner, and/or through Microsoft Support.

  • Create and manage content-rich social media posts and easily monitor performance
  • Create engaging, customized emails faster

Preview feature

Important

This is a preview feature. A preview feature is a feature that is not complete, but is made available before it's officially in a release so customers can get early access and provide feedback. Preview features aren't meant for production use and may have limited or restricted functionality.

Microsoft doesn't provide support for this preview feature. Microsoft Dynamics 365 Technical Support won't be able to help you with issues or questions. Preview features aren't meant for production use and are subject to a separate supplemental terms of use.

  • Run webinars and meetings using built in Microsoft Teams functionality

Monthly enhancements

  • Marketing emails
    • Adding event, survey, marketing page, and Teams buttons to emails is easier with improved drag and drop functionality, enhanced appearance, and easily editable text.
    • Placeholders for images, videos, and content blocks now have a more consistent appearance and uniform icons.
    • Add up to 10 columns with improved custom column configuration controls.

Bug fixes

  • Customer journeys
    • Fixed an error where the customer journeys scheduler occasionally did not parse live updates properly.
  • Event management
    • Fixed a stability error related to an event handler malfunction.
    • Resolved an issue where check-ins occasionally did not record properly for session registration.
    • You can no longer select the same building for simultaneous events.
  • Marketing emails
    • Resolved an issue in Outlook where two or three-column email layouts sometimes did not display content or background images correctly.
    • Resolved an issue in Outlook where a double border appeared when a solid border was selected in the email designer.
    • Fixed an error where column widths sometimes rendered inconsistently in Outlook.
    • Resolved an issue where QR code and custom tile setting were sometimes removed after refreshing the email designer.
    • Fixed an error in the email designer that resulted from putting "0" as the min-height for columns.
    • Resolved an issue where padding at the top of an image did not render correctly in Outlook 2016.
    • Fixed an error where two-column layouts did not render properly in Outlook when background images were used.
    • Resolved an error where background images did not scale properly in Outlook 2019 when using a 120 DPI setting.
    • Resolved a rare issue where custom code added to marketing emails sometimes vanished.
    • Fixed an error where video thumbnails in emails were not scaled properly on some mobile devices.
    • Fixed an error where defined image sizes rendered inconsistently in Outlook.
    • Resolved an issue where padding after a content block sometimes rendered incorrectly in Outlook.
    • Improved column min. height rendering in Outlook.
  • Marketing pages
    • Fixed an issue where a CSS error displayed a two-column layout as a single column.
    • Updated forms and tracked content do not allow IP lists.
    • Improved marketing form responsiveness.
    • Resolved an issue where a privacy banner would occasionally block a text content block in the preview view.
    • Resolved an issue where a privacy banner would occasionally block a text content block in the live view.
    • Resolved an error where the background color of a column disappeared after deleting one column from a three-column layout.
    • Fixed an error that occasionally resulted in inconsistent rendering of the shipping address form and subscription form when used in page template "Product Page 2."
    • Enabled the use of metadata size limits on marketing pages to override the hardcoded marketing page side validation limit of 64 K.
    • Updated incorrect error messages when prefill is enabled.
    • Resolved an error where users with only system admin roles could not go live on forms with custom registration fields.
    • Updated form capture components.
    • Improved the reliability of subscription tracking for marketing lists.
  • Segmentation
    • Resolved an issue where a segment did not recover to a healthy state after a subsegment failure, even after the subsegment was repaired.
  • Shared UX
    • Improved Element List compatibility with the NVDA tool.
    • Fixed a loading error that sometimes occurred when switching the Template Gallery to the grid layout then selecting a record.
  • Social posting
    • Improved the UI on the calendar to create separation between adjacent items.

July 2020 update

The Dynamics 365 Marketing July 2020 update includes several enhancements including customer journey improvements, improved email editor performance, the ability to delete social posts, a warning when nearing the limit of active segments, subscription center improvements, and bug fixes.

Version number

App GA release
Marketing 1.35.10063.1039

Tip

To check your current version number, refer to Find out which version of Dynamics 365 Marketing you are running.

Monthly enhancements

  • Customer journeys
    • Schedule permitted sending times for marketing email message tiles directly from the tile properties.
    • View the number of queued contacts in the customer journey that have not yet reached the selected tile in the Insights pane.
  • Marketing emails
    • Improved email editor responsiveness and performance.
  • Segment management
    • A warning is now displayed when you are nearing the limit of active segments.
    • Dynamic segments now display when the segment was last evaluated and the next evaluation time.
    • Searches auto-complete for text field attributes based on existing data.
  • Social posting
    • Social media post deletion now syncs with social channels, deleting posts in the app and on social media sites when you click delete in the Marketing app.
  • Subscription center
    • Users can now manage subscription preferences without downloading cookies. To unsubscribe, users can click the cookieless subscription center link in a marketing email and change their preferences.

Bug fixes

  • Content settings
    • Fixed an error where users were unable to update business unit default contact settings after enabling business unit scoping.
  • Event management
    • Resolved an error that occurred when attempting to add an event webinar provider.
  • First run experience
    • Marketing installation no longer fails if a default contact is not listed.
  • Lead scoring
    • Fixed an issue where an "expression value is missing" error prevented new lead-scoring models from going live.
  • Marketing emails
    • Resolved an issue where columns sometimes did not resize properly in two section layouts.
    • Fixed an issue where the email designer layout and the preview layout occasionally did not match.
    • Fixed an issue where text and images in emails were occasionally not responsive in Outlook.
    • Resolved an issue where the default Marketing page did not load correctly when accessed from an email sent by a trial org.
    • Fixed an issue where anchor flags in the email text box editor did not function as expected.
    • Fixed a rare error where the body of an email message disappeared when HTML was pasted into the HTML tab.
    • Resolved an error where a button in a 2:1 column layout did not align properly with the layout.
    • Added an optional meta attribute to prevent email post-processing, enabling emails to render with no changes to the HTML.
    • Resolved an occasional issue where background images disappeared when removing a column in the email editor.
    • Fixed an issue where image heights or widths set to "auto" were set to 0 after post-processing.
    • Fixed an issue where the email designer would sometimes report as having no data, despite containing HTML.
    • Resolved an issue where an email hero image did not change after updating the HTML.
    • Improved the consistency of spam score calculations.
    • Resolved an issue where image height and width displayed incorrectly after adding an image inside a text field using CKEditor.
    • Fixed an issue where templates preview images didn't update after templates were updated.
    • Fixed an issue where a content block could not be removed after inserting the block via a Marketing email template.
  • Marketing forms
    • Fixed an error where form capture occasionally did not function properly when a form was stopped and then went live again.
  • Marketing pages
    • Fixed an error where text field labels sometimes did not align correctly with text fields in marketing forms.
    • Added a form reload button to certain subscription center error messages, enabling users to preview forms regardless of errors.
    • Resolved an error where contacts who clicked a link from a customer journey showed up as anonymous after restarting their browser.
    • Fixed an issue where HTML code was occasionally changed when going live with a Marketing form, resulting in formatting inconsistency.
  • Marketing user tracking
    • Resolved a rare issue where a contact was duplicated when re-registering for an event.
  • Segment management
    • Fixed a rare error where a user assigned to a team with a Marketing Manager role was not able to create a segment.
  • Shared UX
    • Resolved an issue where the vertical scrollbar occasionally didn't appear in Advanced settings.

June 2020 update

The Dynamics 365 Marketing June 2020 update includes several enhancements including customer journey improvements, email editor improvements, improved segment management, performance upgrades, and bug fixes.

Version number

App GA release
Marketing 1.35.10062.1050

Tip

To check your current version number, refer to Find out which version of Dynamics 365 Marketing you are running.

Monthly enhancements

  • Customer journeys
    • See which segments are used in a customer journey in the new Segments used section in the customer journey's General tab.
    • A new quota tracking enhancement issues a warning when creating customer journeys if a user is near the segmentation quota limit.
  • Marketing emails
    • New email templates including one, two, and three column newsletters, a form double opt-in template, and a new welcome template.
    • Improved Litmus email preview usage UI and integrated best practices information.
    • A/B test email subjects, from names, email bodies, or the entire content of emails.
    • Minor email editor UI enhancements, including updates fonts and icons.
  • Segment management
    • Quickly filter segment members using the new search function in the Members tab.
    • See which customer journeys use a segment in the new Customer journeys using segment section in the segment's General tab.

Bug fixes

  • Customer journeys
    • Composed state information for customer journeys is no longer editable.
    • Resolved an error that occurred when different users tried to stop and start a customer journey.
    • Resolved an issue where activities were not created when two rules were applied in trigger conditions.
  • Data services
    • Added validation to prevent creating invalid interaction queries.
  • Event management
    • Fixed an error that allowed multiple check-ins with the same event registration ID.
  • Marketing emails
    • Fixed an error that occasionally caused <font> tags to render incorrectly after editing HTML in the email content designer.
    • Fixed an error that caused color picker colors to sometimes not apply correctly to text.
    • Resolved an issue where the cursor disappeared when adding an anchor name.
    • Improved rendering of email template dividers in Outlook.
    • Fixed an error that caused URL links on images to not save properly in the email designer.
    • Added descriptive error notifications for dynamic content in marketing emails.
  • Marketing forms
    • Resolved an issue where custom registration fields were sometimes not propagated to event management client services.
  • Marketing pages
    • Fixed an error where the ContactID for a SegmentSubscribed interaction was missing after using a confirmation link.
    • Resolved an error where a duplicated query parameter caused a program exception.
  • Social posting
    • Resolved an issue where LinkedIn form submission consent field values were occasionally imported incorrectly.

May 2020 update

The Dynamics 365 Marketing May 2020 update includes several enhancements including a revamped form capture experience, performance upgrades, and bug fixes.

Important

With the May 2020 release, all Marketing 2020 release wave 1 plan features are now generally available.

Beginning in May, updates will occur automatically, corresponding with the amended 2020 release wave 1 deployment schedule. We will gradually implement the new update policy for instances eligible for automatic upgrade, so organizations may not see any immediate impact to their eligible instances. Organizations can still manually update using the Marketing Setup Wizard if there is an update that has not yet been applied.

Learn more about the automatic update policy.

Version number

App GA release
Marketing 1.35.10061.1037

Tip

To check your current version number, refer to Find out which version of Dynamics 365 Marketing you are running.

Monthly enhancements

  • Marketing forms
    • The new form capture wizard combines the initial step of placing a JavaScript code into a third-party website with the rest of the form capture experience. The wizard guides users through each step, including detecting the page, checking for previous tracking scripts, adding a script, finding existing forms on the page, and mapping the form fields. Learn how to use the new form capture wizard here.
    • Form capture support for client-side forms that are injected dynamically via scripts.
  • Templates
    • New template design gallery.
    • Brand new page and form templates with improved accessibility and support for multiple layouts.

Bug fixes

  • Customer journeys
    • Improved validation messages for customer journeys to help catch issues before going live.
  • First run experience
    • Resolved an issue where a configured portal would occasionally display as not configured when creating a new instance.
  • Marketing emails
    • Fixed an issue where display names for intersect entities did not load properly.
    • Improved email styling compatibility for Outlook 2013.
    • Resolved an issue where name attributes did not appear consistently on HTML tags in the email editor.
    • New UI notification when an org is suspended due to suspicious email sending activity.
  • Marketing forms
    • Resolved an issue where form lookup fields referencing a DateTime attribute failed to prefill.
  • Marketing pages
    • Resolved an error where the properties tab occasionally did not load properly in the marketing pages editor.
  • Segment management
    • Added a UI indication when a "Publish changes" operation fails due to an entity that cannot be enabled for sync.
    • The segment designer now properly parses grouped "AND" and "OR" clauses.

April 2020 update

The Dynamics 365 Marketing April 2020 update includes several feature enhancements, performance upgrades, and bug fixes. It also includes Forms Pro integration, an improved email designer, and unified segment types.

Important

Because of the COVID-19 outbreak, we understand that many of our customers and partners have moved to the minimum staff/business continuity model. To support this situation, we plan to extend the early access opt-in, which will allow our customers and partners additional time to test and validate the features before the features get deployed starting in May.

The features that were planned to be generally available in April 2020 will be released as planned. However, we won't be enabling any features that impact end-users automatically in April. The changes in the 2020 release wave 1 updates will be automatically enabled starting May 1, 2020.

To learn more, visit Dynamics 365 release schedule and early access.

Version number

App GA release
Marketing 1.35.10060.1066

Tip

To check your current version number, refer to Find out which version of Dynamics 365 Marketing you are running.

General availability enhancements

Monthly enhancements

  • Event management
    • Improved calendar control with new options to set the first day of the week.
  • Marketing emails
    • New modern and accessible email templates.
    • Accessibility checker for emails, forms, and pages with guidance on suggested fixes.
  • Marketing forms
  • Segment management
    • Improved template design gallery interface.
    • Improved date picker operation by adding a "Within x" operator.
  • Social posting
    • Improved interface design for social posting (LinkedIn, Twitter, Facebook).
  • User tracking
    • Expanded controls to disable email tracking on a per contact basis.

Bug fixes

  • Event management
    • Resolved error when changing event capacity parameters.
    • Improved event registration compatibility with third-party plugins.
    • Resolved issue where the "Today" button functioned inconsistently in the calendar.
  • General
    • Resolved a Business Process Error message that appeared when Marketing pages were refreshed in a going live state.
    • Resolved issue where Marketing pages solutions uninstalls failed for old Marketing solutions.
    • Fixed an issue where a Quick Send solution overrode the contact entity "IsAuditEnabled" parameter.
    • Resolved Quick Send error when changing content settings.
    • Templates are now saved in the default template language, not the default language of the Marketing instance.
  • Marketing emails
    • Resolved issue where the spellchecker did not function properly in the email content designer.
    • Fixed incorrect error messages in spam checker.
    • Resolved issue where email content designer controls did not load properly if certain form fields were missing.
    • Improved German translations.
    • Resolved an issue where selecting an image in the file selector would occasionally result in an error screen.
  • Marketing insights
    • You can now upload any file using the provided access token.
  • Segment management
    • Improved publishing of segments created by third-party plugins.
    • Improved AssistEdit functionality in segments.
    • Resolved error when filtering segment members by a single letter.
  • Social posting
    • Resolved issue where social posting uninstalls failed for old Marketing solutions.

March 2020 update

The Dynamics 365 Marketing March 2020 update includes several enhancements, performance upgrades, and bug fixes. The March release also includes a preview of the redesigned getting started page.

Version numbers

App GA release Early access
Marketing 1.35.10059.1039 1.35.10059.2039

Tip

To check your current version number, refer to Find out which version of Dynamics 365 Marketing you are running.

Preview features

Important

This is a preview feature. A preview feature is a feature that is not complete, but is made available before it's officially in a release so customers can get early access and provide feedback. Preview features aren't meant for production use and may have limited or restricted functionality.

Microsoft doesn't provide support for this preview feature. Microsoft Dynamics 365 Technical Support won't be able to help you with issues or questions. Preview features aren't meant for production use and are subject to a separate supplemental terms of use.

  • Redesigned Get started page
    • Updated cards and tiles with a more intuitive layout.

Monthly enhancements

  • Customer journeys
    • Custom channel names are now shown in the interaction timeline control.
    • Warning dialog when stopping records (emails, forms, segments) used by customer journeys.
  • Event management
    • Added the ability to set a registration cutoff date for events.
    • Improved recurrent event behavior.
  • Marketing forms
    • You can now allow list domains instead of allow listing individual forms pages.
  • Segment management
    • Improved date operations for anniversaries and relative dates.
    • Improved visibility for the Export to Excel feature.
    • Improved segment template builder functionality.

Bug fixes

  • Digital assets
    • Disabled ability to upload file types with mismatched file extension.
  • Entitlement
    • Resolved issue where some users were unable to reinstall a Marketing instance after an entitlement was freed.
  • Marketing list
    • Resolved issue where the delete button was sometimes not functional in the web client.
  • Segment management
    • Resolved issue where members of static segments did not import correctly from Customer Insights.
    • Fixed an issue where a "Business process error" could result after a successful first run experience in a disconnected org.
    • Decimal input is now supported in floating number fields.
  • User tracking
    • Disabled behavior tracking for consent confirmation.

February 2020 update

The Dynamics 365 Marketing February 2020 update includes an improved segment experience plus several enhancements, performance upgrades, and bug fixes. Early access features include an updated email content designer, marketing forms for event registrations, and improved customer journeys.

Version numbers

App GA release Early access
Marketing 1.35.10058.1075 1.35.10058.2083

Tip

To check your current version number, refer to Find out which version of Dynamics 365 Marketing you are running.

Early access features

Important

Early access features are currently available only on opted-in instances. You can opt in for early access on any instance, but we recommend that you do so only on trial, test, or sandbox instances, which will give you a chance to learn the new functionality before it shows up on your production instances later this year.

For instructions on how to opt in and enable early access, see Opt in to early access updates. For more information about the 2020 release wave 1 schedule, and for answers to frequently asked questions about the early access program, see 2020 release wave 1 features available for early access.

We encourage all customers to provide feedback related to early access features on the Dynamics 365 Marketing Forum, your Microsoft contact or partner, and/or through Microsoft Support.

Monthly enhancements

  • Customer journeys
    • Improved handling of publishable entities in live customer journeys.
  • Marketing forms
    • Lookup support in marketing page-hosted and externally hosted forms.
    • Multi-option list support in marketing page-hosted and externally hosted forms.
  • Recurring events
    • Recurring event instances now show a list of other recurring events in the same series in a sub grid, simplifying navigation. Recurring event series records show a list of all events in the series. There is also a new calendar view for recurring event series records.
    • Custom fields and publish statuses now copy over from recurring event series records to each recurring event instance record.
    • Recurring events are no longer locked down when in the "going live" state. Now, if you would like to immediately publish your recurring series to your website, you can do so. Additionally, you can change the recurrence pattern for already created events.
  • Segment management
    • You no longer need to create compound dynamic segments to combine behavioral and demographic data. Segments are now categorized as dynamic or static.
    • Static segments are redesigned. Static segments now handle an unlimited number of total contacts (up to 10,000 at a time) and allow rule-based addition to list members.
    • You can select static segment contacts based on query and segment data.
    • Segments are time zone-aware, mirroring the time zone functionality in customer journeys.
    • This release also incorporates a new partial date operator. Partial dates allow you to create segments for events such as "today" or people doing an action on the first day of the month, rather than specifying exact dates.

Bug fixes

  • Customer journeys
    • Added a sample code snippet for easier testing of custom channels.
    • Attached workflows are now deactivated when a customer journey with a record update tile is stopped.
  • Event management
    • Events now issue an alert message when installations are missing required services.
  • Marketing controls
    • Improved visibility of ID values in assist edit.
  • Marketing email designer
    • Litmus now supports plain text previews.
    • Auto save no longer overwrites email templates with unsaved changes.
    • Improved responsive design for email on mobile devices.
    • Resolved an error where HTML code didn't copy and paste correctly into the email designer.
  • Marketing pages
    • Invalid or empty values in DateTime fields are no longer incorrectly parsed.
    • Resolved an error caused by importing a marketing page exported from an org with Dynamics 365 Portal to a Portal-less org.
    • Resolved issue where marketing pages would occasionally be unresponsive in the Going Live state after publishing.
    • Option sets created in the form-capture wizard now invoke an options-mapping list.
    • Websites with misconfigured allowed domains no longer cause errors messages when externally hosted forms are loaded.
  • Quota management
    • Checks for whether an installation is complete no longer result in an error message for non-admin users.
  • Segment management
    • Resolved an issue where default customer journey content settings were not populated for BU user roles.
    • Resolved an issue where long segment names blended into the page background.
  • Template galleries
    • Resolved issue where the marketing email designer template gallery occasionally did not load correctly for all users.

2019 updates

December 2019 update

The Dynamics 365 Marketing December 2019 update includes the previously announced send-now feature, plus several improvements for existing features, performance improvements, and bug fixes.

Improved segmentation performance

Dynamics 365 Marketing now evaluates segment membership much more quickly than before. For simple segments, we now offer near-real-time evaluation. Complex segments, such as those that use relations or the TRAVERSE operator, are now processed up to four times faster. You'll now be able to see the full contact list on the Members tab much sooner than previously after going live with the segment.

Export dynamic segment members to Excel

You can now export the contacts that are members of a dynamic segment straight to an Excel file and with just a few clicks, no matter how large the segment is. To do it, open a live, dynamic segment, select Related > Contacts to add a Contacts tab; then select Export Contacts from the command bar for that tab and choose the Excel format you would like.

Export segment members to Excel.

More information: Export dynamic segment members to Excel

You can now create a library of templates to make it fast and easy to create any of a variety commonly used segment queries. To help get you started, we provide a collection of common queries right out of the box, each of which provides both an example and a starting point for creating your own queries. Start by selecting a template that resembles the query you want to make, then customize as needed.

Segment template gallery.

Each time you create a new segment you'll be presented with the Segment templates gallery, which resembles the galleries already provided for many other types of entities. Here you can browse, filter, search, and learn more about each listed template. Select Cancel to skip the templates and go to the standard new-segment hub, where you can select a basic segment type to build from scratch (as with previous versions of Dynamics 365 Marketing).

To create your own templates, you can save any existing segment as a template. Or go to Marketing > Marketing templates > Segment templates to browse, edit, or remove existing templates.

More information: Work with segment templates

Add visual labels to templates in the template galleries

When you design a new marketing email, page, form, or segment you are first presented with a gallery of templates to choose from. Now, you can add an eye-catching visual label to any template to make it easier to find and identify when browsing the gallery and other displays. For displays that use the tile view, each label appears as a colorful overlay for each relevant template. For displays using the grid view (list view), the labels can be displayed as column values, where they also show their configured colored background.

System customizers can create as many labels as you need, and define the display text and background color for each of them. In the following screenshot, you can see a tile view of marketing-page templates labeled with "New", "Old", and "VIP".

Template gallery with labels in tile view.

More information: Add visual labels for templates

Quickly design and deliver a marketing email with send now

Dynamics 365 Marketing provides a flexible and powerful framework for designing interactive email campaigns comprised of target segments, marketing email messages, customer-journey automation, and more. But sometimes, when all you want to do is write a quick marketing email with simple personalization and send it to a few selected recipients, all of these extra components and capabilities can just get in the way. In this situation, use the new send now feature, which lets you design an email as usual and then just select Send now to choose your recipients and deliver the message.

Send-now ready announcement.

In the background, Dynamics 365 Marketing creates a static segment to contain your recipients, and a customer journey preconfigured to send your message to that segment. The journey goes live automatically and starts sending right away. After this, you can open the generated customer journey to view results and insights as usual. Both the segment and the journey that are generated by this feature are easy to identify because Dynamics 365 Marketing assigns them the same name as the email message that generated them.

More information: Quickly design and deliver a marketing email with

Add background images to sections in emails, forms, and pages

Section elements are used to establish the basic layout of your emails, marketing pages, and marketing forms. Each section offers a collection of formatting options, which already included options such as columns, background color, border style, padding, and margin. To this we now add the ability to show a background image, including fitting options such as stretch-to-fit and horizontal/vertical positioning. You can choose any image uploaded to the Dynamics 365 Marketing image gallery, or specify an external image-source URL.

Section-element style settings.

More information: Section (layout) elements

Preview: Set static expiry dates for email tiles in a customer journey

Some of your customer journeys may include email messages with time-sensitive content, such as a time-limited offer, holiday promotional, or a two-week reminder for an upcoming event. Because contacts might join the journey at any time, you can now prevent delivering outdated information by setting an expiration date for one or more selected email messages. Any contact who enters an email tile after its expiration date has past will simply pass through that tile without being sent the message.

Journey email-tile expiration settings.

Important

This is a preview feature, which means that it's available on all updated instances, but is turned off by default and shouldn't be enabled on production instances. Admins can easily enable or disable it as needed. See the documentation for details.

Important

For this preview release, the feature may sometimes still deliver a message up to six days after the expiry date. This is due to delays and retries built into the delivery system, and should occur only extremely rarely. We expect to remove this possibility entirely for the final release. Additionally, you should only use this feature with commercial messages (not transactional messages).

More information: Preview: Set expiration dates for selected email tiles in a customer journey

View form-visit and form-submission insights for marketing websites

The marketing websites feature generates a JavaScript code that you can add to your website pages if you'd like to track page visits for use in reporting, contact evaluation, lead scoring, and more.

The feature already provided a list of page visits, each associated with a contact when possible (for known contacts with the right cookie). Now the feature also provides separate insights for visits to pages that include a marketing form, and for each submission of each form. The feature tracks both embedded and captured forms.

Website form-submissions insights.

More information: Analyze results to gain insights from your marketing activities

Edit and resubmit forms to correct for errors or failures

Marketing-form records already provided a Failed submissions tab, where you could see each time the form was submitted but couldn't be processed--typically due to a technical issue, such as a non-existing ID for an option-set. Now we've made it possible to open any failed submission, correct any obvious data issues, and then resubmit it for processing.

We've also renamed this tab to Form submissions because now we've made it possible to include successfully processed submissions here too (optional). This lets you edit any failed or successful submission and then resubmit it to update your database with or without generating a new interaction record for the resubmission.

Edit and resubmit form submissions.

Note

You can always review successful, processed submissions by going to the Insights tab and opening the Submissions panel, but you can't resubmit from there.

More information: Edit and resubmit form submissions

Bug fixes

  • Customer journeys: The schedule tile now consistently holds contacts until the next permitted time window arrives.
  • Marketing email designer: The designer now gracefully handles an HTML error that can occur when image element content is edited using the HTML editor.
  • Marketing email designer: When using certain templates, the email designer no longer fails to save changes and thereafter show a blank page.
  • Marketing email designer: The designer now correctly processes multiple undo/redo commands.
  • Marketing email designer: When you change the Hero image using the Style settings for a message based on a supplied template, the delivered message now shows the updated image (previously, the original hero image was sometimes delivered instead).
  • Email dynamic content: You can now include dynamic expressions that use two single quotes, one after the other (previously, these would be reduced to just one single quote).
  • Email A/B testing: Undo and redo commands now work correctly when editing the A and B versions of an email-body test.
  • Content blocks: Dynamics 365 Marketing instances that don't have marketing services installed (also known as disconnected instances) now correctly show content blocks as in draft state and correctly display the warning that marketing services are unavailable.
  • Marketing pages: Users are now warned if they try to make changes to a live marketing page that could result in a blank page or a page where the form was removed.
  • Marketing forms: You can now edit and submit form designs that were created by a user that has been deleted from the system.
  • Form capture: Forms that include drop-down list values containing whitespace are now captured correctly
  • Lead scoring: You can now include apostrophes in expression values for lead-scoring rules (they will be correctly escaped automatically).
  • Segment designer: You can now create segments that find records with null values in two-option fields.
  • Event website: Custom registration fields no longer show in-field placeholder text that matches the label (to avoid displaying long, repeated text in the form).

November 2019 update

The Dynamics 365 Marketing November 2019 update provides several improvements for existing features, plus performance improvements and bug fixes.

A/B testing improvements

The A/B testing feature now freezes all test results when the test is finished. That means that when you're reviewing your A/B test KPIs, results, and insights, you'll only see information about what occurred during the test period (not afterwards).

For more information about this feature, see:

Segmentation improvements

Segments now support many-to-many (N:N) relationships for custom entities, which means you can define segmentation criteria on entities that relate back to contacts through these types of relationships in addition to 1:N and N:1 relationships. Previously, a few specific N:N relationships were supported (such as between contacts and marketing lists), but these were hard-coded for specific scenarios. Now you can use N:N relationships in custom scenarios too.

For more information about this feature, see:

Customer journey insights improvements

Customer journeys provide detailed information about what occurred during the journey. Among the results presented on the Insights tab is the Incomplete journey panel, where you can see information about contacts who were stopped during the journey and emails that we blocked from being sent. Emails might be blocked for any of several reasons, which are listed here. For the November release, we've added an entry for Other reasons, where blocked emails that don't fall into any of the other available categories will be listed together with information about what happened.

For more information about this feature, see:

Bug fixes

The Dynamics 365 Marketing November 2019 update includes the following bug fixes:

  • Installation and setup: The Dynamics 365 setup wizard now succeeds when some or all workflows, plugins, and/or entities were created by a now disabled or unlicensed user.
  • Marketing pages: For double opt-in, content settings are now correctly validated to identify missing confirmation settings.
  • Marketing pages: Test domains are no longer checked against block listed providers.
  • Marketing pages: Subscription-center forms now correctly handle the "Do not bulk email me" option when presented either as a radio button or as a check box.
  • Marketing pages: Form-submission error feedback is now customizable via JavaScript.
  • Email marketing: Error checking now functions correctly when date/time fields are referenced in dynamic content.
  • Customer journeys: Individual marketing lists can now be reused across multiple customer journeys.
  • Websites: For website insights, the Timeline display has been renamed to Visits.
  • Customer Insights: Deleted contacts now sync correctly and more quickly.