Dynamics 365 Release Notes – Spring ’18 Version 18.1.
Marketing
Dynamics 365 for Marketing
Dynamics 365 for Marketing delivers comprehensive capabilities for creating and running multi-channel
campaigns to generate leads for your sales team using simple drag-and-drop design tools. The application
includes event management, lead management, embedded intelligence for segment targeting, lead scoring,
and interactions insights.
The marketing application is built on the same platform as Dynamics 365 for Sales, so your marketing and
sales teams share common information and business processes to help them collaborate closely throughout
the sales cycle.
For more details about the capabilities, go to the Dynamics 365 for Marketing overview page.
Spring ’18 summary of what’s new in Marketing
April ‘18 – General Availability
Easy setup with guided first-run experience
Multi-channel campaigns with personalized customer journeys
• Customer journey designer:
o Get started quickly with configurable templates.
o Use a drag-and-drop designer to set up a customer journey that guides your buyer based on how
they engage during campaigns.
• Dynamic segment designer - Set up rules to identify target segments based on detailed demographic,
firmographic, and interaction data.
• High-volume email - Send email with dynamic content, and respond to interactions such as opens,
forwards, clicks, and bounces.
• Forms and landing pages - Capture contact/lead information on the web and react to each interaction.
• Events and webinars - Promote webinars and in-person events for rich engagement across channels.
• Run surveys to gather feedback from customers.
• Bring in and nurture leads using a connector to LinkedIn Lead Gen Forms.
Content creation
• Template-driven design process - Includes professionally designed templates for emails and marketing
pages, with customizable color palettes and support for custom templates.
• Email designer - Use a graphical tool for creating personalized emails with dynamic content.
• Marketing page designer - Use a graphical tool to create web pages with forms for collecting
information from new and existing contacts.
• Email previews - Quick in-browser preview of responsive designs, plus third-party Litmus integration
for pixel-perfect email inbox previews.
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Dynamics 365 Release Notes – Spring ’18 Version 18.1.4
Event management
• Manage and track event registration and attendance.
• Comprehensive event logistics - Manage speakers, venues, sponsors, session schedules, event passes,
and more.
• Webinars - Integration with the ON24 webinar service enables global participation in both web-only
and hybrid live/web sessions.
• Comprehensive event portal – Makes it easy for attendees to view speaker bios, review the session
schedule, register for events and sessions, and manage their event calendar.
Lead management
• Lead generation - Generate and manage leads throughout the customer journey.
• Multiple lead scoring - Set up automated scoring rules to help identify your hottest leads, with multiple
models running concurrently, and automatic forwarding to sales when ready.
• Score leads based on behavior, demographics, and firmographics.
Embedded marketing insights
• Analyze all interactions recorded for each lead and customers.
• In-place insights - View relevant interaction records for each customer journey, email message, and
landing page for easy drill-down.
Compliance
• General Data Protection Regulation (GDPR) - Investments address the European privacy law’s
requirements. Go to the Trust Center to learn more and find resources to help you comply.
• Accessibility enhancements - Go to the Trust Center to learn about our industry-leading accessibility
standards.
• Built-in support for complying with common email-marketing regulations, including double opt-in and
subscription management.
Easy setup with guided first-run experience
Get started quickly with Dynamics 365 for Marketing, whether you set up a trial or add the application to
your production organization. The first-run experience guides you through the initial application set up,
including all related services and solutions.
Multi-channel campaign orchestration with customer journeys
Create automated multichannel campaigns using the graphical and extensible customer journey designer.
Each journey establishes a target market segment and can then deliver automated communications, make
automated decisions, generate internal tasks, deliver follow-up communications, respond to customer
interactions, and more.
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Dynamics 365 Release Notes – Spring ’18 Version 18.1.4
Multi-channel campaign
Run high-volume email campaigns to deliver personalized messages that look great on all platforms and
screen sizes. Judge the effectiveness of mailings with detailed counts of opens, clicks, forwards, and more.
Use the embedded segmentation engine to set up sophisticated, dynamic marketing segments that perfectly
target your campaigns. The engine queries against a high-volume database that uses your collected
behavioral, demographic, and firmographic data to find targeted prospects.
Segmentation flow example
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