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We need to talk about... D365 Release Wave 2 2022... D365 Marketing

Updated: Oct 6, 2022

Next in my blog series on Release Wave 2 updates for 2022 is D365 for Marketing Updates.

The Dynamics 365 Release Wave 2 for 2022 outlines all the new features that will be released between October 2022 through March 2023. You can either browse the release plan online or download the document as a PDF file. The PDF file also includes information about Power Apps, Power Automate, Power BI, Power Pages, Power Virtual Agents, Microsoft Dataverse, Microsoft Power Platform governance and administration, and data integration.

The Microsoft Power Platform features coming in the 2022 release wave 2 have been summarized in a separate release plan as well as a downloadable PDF.

The focus areas for this wave in terms of D365 for Marketing are:

  • Enable moments-based marketing with real-time journey orchestration.

  • Leverage the power of data and AI to market at scale and achieve higher levels of marketing maturity.

  • Embrace personalized content to grow your audience interactions.

New segment builder to support contacts & leads

The new segment builder will reach general availability in October, enabling segments to be created based on attribute data for contacts and leads.

This allows marketing teams to create segments using an updated drag-and-drop builder or natural language queries and attributes can be selected in the right pane and added to queries which don’t require specialised knowledge of complex data structures.

Compared to the current process, the new builder will also enable an estimate and preview of member numbers during the creation process.

New Analytics dashboard

Marketing teams can access additional analytics using a new out-of-the-box dashboard.

The dashboard will provide visibility of the lead flow through to won opportunities to understand what outcomes are driven by lead generation activities.

Added insights will be provided to assess the top-performing journeys and marketing assets, trend analysis and a funnel visual to track leads moving through the pipeline. The dashboard will integrate with D365 Sales to provide a shared view across teams.

Support for multiple brands

For organisations with multiple brands, Dynamics 365 real-time marketing will organise emails, forms and other digital assets to reflect these structures.

Microsoft says this functionality will build on modernised business units to separate data across these boundaries and provide insights into specific brand performance.

Lead capture forms

Real-time marketing will also include a new intuitive form editor, featuring additional templates, intelligent forms to show/hide fields based on previous interactions and advanced form validation.

Add sales actions to journeys

As prospects are nurtured through automation journeys, their interactions may signal a need for sales to follow up. To handle these scenarios, real-time marketing journeys will now include options to create sales activities, trigger sales sequences in D365 Sales, or route leads to sales professionals for urgent attention.

Extend outreach with custom channels

In addition to inbuilt real-time marketing channels such as email and SMS, this will enable content to be delivered through custom channels, such as WhatsApp, within the context of customer journeys.

brings real-time customer journey orchestration to enable B2B brands to hyper-personalize experiences across the entire buying journey and confidently grow their marketing and customer experience programs to target up to 100M customers with up to 300M messages or interactions per month.

Hope you all enjoyed this post on the Release Wave 2 plans for 2022 for D365 for Marketing. I will continue this series with some additional content specifically related Customer Service. Take Care, Speak Soon!

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