Release overview guide, v2020.1.
0
Last updated: April 3rd, 2020
Dynamics 365 Marketing
2020 release wave 1
April-September 2020
In this guide, you will be able to learn the most important things about this Watch the release overview video
release wave. Learn about the key capabilities and
features in the release wave.
Top things to know Visit: aka.ms/Overview/2020RW1/Marketing
Build more rewarding business relationships when you create seamless
customer experiences that increase lead generation, strengthen your
marketing capabilities, and expand your sales opportunities with Dynamics 365
Marketing.
New capability highlights
The 2020 release wave 1, brings to market significant new services and
capabilities to enable digital transformation for businesses. For Dynamics 365
Marketing, these new capabilities include:
Personalized marketing Read the release plan
Explore the entire set of new capabilities
Simplified segment design and templates planned for 2020 release wave 1.
Improved segment management saves marketers time by simplifying segment Visit: aka.ms/Plan/2020RW1/Marketing
creation and editing. You can create complex segments, targeting specific
contacts, by combining behavioral and demographic data directly within the
dynamic segment editor.
Email usability improvements and preview header
New features allow marketers to create attractive and sophisticated email
messages, capturing customer attention more effectively. Interface updates
and advanced preview capabilities ensure that email creation is quick and
consistent.
Event management
Consistent form experience
With this release, the event registration experience is undergoing a major
overhaul to increase the speed and concurrency of the registration process.
For the first time, event registration forms can be embedded into any third-
party content management system (CMS), just like other forms in the Join the Dynamics 365 community
Marketing application. Engage with experts and peers.
Visit: aka.ms/Community/Marketing
Recurring event improvements
The automated scheduler uses AI to enable marketers to maximize customer
engagement by sending email messages to their customers at the time when Help us improve
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Release overview guide, v2020.1.0
Last updated: April 3rd, 2020
Dynamics 365 Marketing
2020 release wave 1
April-September 2020
Release summary
Dynamics 365 Marketing is a marketing solution that helps businesses manage customer engagement through rich
personalization and automation while leveraging their Microsoft assets. Since its launch in April 2018, Dynamics 365
Marketing has seen adoption by customers of various sizes and industries implementing a wide variety of use cases—
including marketing campaign automation, demand generation, communication and newsletter scenarios, fan engagement,
prospect capture, and event management.
Our customers are looking to achieve more with less effort through an intuitive experience that doesn't require the
assistance of technical experts to perform common tasks. With 2020 release wave 1, the product remains focused on easy
personalization and simplification while continuing to invest in fundamental improvements.
Key investment areas for this release are:
Personalized marketing
The application helps marketers build and send effective content effortlessly. It can send emails related to business
transactions that include context details and send test messages that render dynamic content for a selected contact.
Marketing made simple
We continue to streamline the product by reducing click counts and have introduced many improvements that help make
marketers’ lives easier. Improvements include enhanced content editor usability, in-line editing of entities inside the journey
experience, ability to understand relationships between the customer journeys and the marketing entities, and more.
Integration and adaptability
The application is more powerful now as we enable events forms to be integrated with third-party content management
systems, and also bring in Microsoft Forms Pro experience for managing surveys.
Performance and scalability
Fundamental investments continue to deliver improved performance, scalability, and throughput for campaign execution
and email marketing. The application delivers an improved unsubscribe experience, prevents phishing, improves accessibility,
and more.
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Release overview guide, v2020.1.0
Last updated: April 3rd, 2020
Dynamics 365 Marketing
2020 release wave 1
April-September 2020
New capability highlights
The following capabilities demonstrate our continued investment to power digital transformation for our customers and
partners. To learn more about the entire set of capabilities being delivered during this release wave, visit:
aka.ms/Plan/2020RW1/Marketing
Personalized marketing
Simplified segment design and templates
Improved segment management saves marketers time by simplifying segment creation and editing. You can create complex
segments, targeting specific contacts, by combining behavioral and demographic data directly within the dynamic segment
editor.
• Simplified segment creation: Combine behavioral and demographic data directly within the dynamic segment editor.
• 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.
• Query selection: You can select static segment contacts based on query and segment data.
• Time zone-aware segments: Segments are time zone-aware, mirroring the time zone functionality in customer journeys.
• New partial date operator: Partial dates allow you to create segments for events such as “today” or based on people doing
an action on the first day of the month, rather than specifying exact dates.
Watch the overview video:
aka.ms/Overview/2020RW1/Marketing/Templates
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Release overview guide, v2020.1.0
Last updated: April 3rd, 2020
Dynamics 365 Marketing
2020 release wave 1
April-September 2020
Email usability improvements and preview header
New features allow marketers to create attractive and sophisticated email messages, capturing customer attention more
effectively. Interface updates and advanced preview capabilities ensure that email creation is quick and consistent.
• New and improved email templates: New email templates with updated layout capabilities give you a head start on the
design process.
• Drag to resize elements: More intuitive controls enable you to drag and resize email content elements including images,
dividers, and buttons.
• Improved color picker: Improved color picker controls offer support across browsers and mobile devices.
• Email-wide property controls: Updated property controls allow you to set email-wide properties, creating a consistent
look with just a few clicks.
• More customization options: Picture-over-picture and button-over-picture capabilities add flexibility to your designs. To
help boost email open rates, you can now add custom preheaders with tailored email message preview text. Options such
as rounded corners and individually customizable columns offer even more design possibilities.
• Improved email preview: You can now preview fields with resolved dynamic text. The enhanced preview means you’ll see
exactly how your messages will look when customers receive them. The built-in accessibility checker helps you ensure
that all recipients can view your messages.
• Updated forms and pages designers: The email content designer improvements are also available in the forms and
pages designers.
Watch the overview video:
aka.ms/Overview/2020RW1/Marketing/EmailContentDesigner
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Release overview guide, v2020.1.0
Last updated: April 3rd, 2020
Dynamics 365 Marketing
2020 release wave 1
April-September 2020
Event management
Consistent form experience
With this release, the event registration experience is undergoing a major overhaul to increase the speed and concurrency of
the registration process.
• Use marketing forms in events: Event planners are able to use forms within the Marketing application to create forms for
event registration, which enables event planners to build registration forms using a familiar drag-and-drop interface and
to include more types of fields.
• Embed registration forms into any CMS: For the first time, event registration forms can be embedded into any third-
party content management system (CMS), just like other forms in the Marketing application.
• Design forms within the event: Event planners can design event registration forms from the event entity without leaving
the event.
Watch the overview video:
aka.ms/Overview/2020RW1/Marketing/RegistrationExperience
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Release overview guide, v2020.1.0
Last updated: April 3rd, 2020
Dynamics 365 Marketing
2020 release wave 1
April-September 2020
Recurring event improvements
The automated scheduler uses AI to enable marketers to maximize customer engagement by sending email messages to
their customers at the time when they’re most likely to see and open the messages.
Send email messages when contacts are likely to read them: Based on past interactions with marketing email messages,
the automated scheduler uses machine learning to find the days and times when each contact is most likely to be actively
reading their email messages.
Automatically select the best time to send an email message: By analyzing historical data, the automated scheduler
automatically selects the best times to send the next email message for each contact, within a time window that you specify.
Watch the overview video:
aka.ms/Overview/2020RW1/Marketing/AutomatedScheduler
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Release overview guide, v2020.1.0
Last updated: April 3rd, 2020
Dynamics 365 Marketing
2020 release wave 1
April-September 2020
Update process and global rollout
Release schedule
Learn about the 2020 release wave 1 schedule and early access opt-in period. Visit: aka.ms/EarlyAccessFAQ
For application administrators
End-user impacting features to the user experience enabled automatically
End-user impacting features should be reviewed by application administrators. This facilitates release change management
and enables successful onboarding of new capabilities released to market. For the complete list, look for all features tagged
“End users, automatically” in the release plan.
Features that must be enabled by application administrators
This release wave contains features that must be enabled or configured by administrators, makers, or business analysts to be
available for their end users. For the complete list, look for all features tagged “End users by admins, makers, or analysts” in
the release plan.
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Release overview guide, v2020.1.0
Last updated: April 3rd, 2020
Dynamics 365 Marketing
2020 release wave 1
April-September 2020
Get the most out of Dynamics 365
Release plan
View all capabilities included in this release. aka.ms/Plan/2020RW1/Marketing
Product updates
Stay up to date on latest product updates. aka.ms/Updates/Marketing
Release calendar
Know important release milestones. aka.ms/Updates/Calendar/Marketing
Licensing
Improve your understanding of how to license Dynamics 365. aka.ms/Licensing/Marketing
Product documentation
Find documentation for Dynamics 365. aka.ms/Documentation/Marketing
User community
Engage with Dynamics 365 experts and peers in the community. aka.ms/Community/Marketing
Upcoming events
Find and register for in person and online events. aka.ms/Events/Marketing
Product trials
Get started with Dynamics 365. aka.ms/Trials/Marketing
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