Microsoft 2023 First Release Highlights in Dynamics 365 Marketing

Hey there, marketing mavens! Have you heard the news? Microsoft 2023 First Release for Dynamics 365 Marketing is here, and it’s bringing the heat!  

With new AI-powered tools, enhanced collaboration capabilities, and personalised content creation features in the 2023 first release for Dynamics 365 Marketing, you’ll have everything you need to level-up your marketing game. This latest release comes packed with exciting new features and improvements that are designed to make your life as a marketer easier, more efficient, and more effective than ever before.  

To help you further explore the top new and enhanced Dynamics 365 Marketing features from the 2023 First Release, here’s a quick rundown. 

1. Microsoft Copilot in Dynamics 365 Marketing

Welcome to the exciting new era of customer experience, where the power of the world’s first AI Copilot is transforming how businesses using Dynamics 365 connect with their audiences. At the forefront of this shift is Microsoft with its latest Dynamics 365 Copilot, leveraging Azure OpenAI Service to bring marketers unparalleled levels of efficiency and effectiveness. 

With the help of Copilot in Dynamics 365 Marketing, marketers can now leverage cutting-edge AI-powered tools to gain valuable insights about their customers, create targeted customer segments, and generate personalised content in mere minutes, increasing productivity and empowering teams to create hyper-personalised experiences and build confidence in their marketing strategies.  

The possibilities are endless with Copilot in Marketing, but the most prominent ones have to be AI-powered content creation or AI-recommended segmentation. 

i. Query Assist – Use Natural Language to Create Segments in a Snap 

Say goodbye to the time-consuming task of manually building customer segments. The new Copilot feature in Dynamics 365 Marketing, called query assist, is here to revolutionise the way you target your audience. No need to be a data model expert anymore! Simply describe your ideal segment in your own words, and voila! Query assist will do the heavy lifting and create the perfect real-time segment for you.

You’ll be able to quickly review and modify the segment members before launching your next email campaign. With generative AI targeting, you can now turn your marketing plans into reality in no time using conversational language. By saving time on manual segment creation, you can focus on quickly building relationships with real, meaningful interactions. 

So, get ready to reach your target audience effortlessly and efficiently with Copilot in Dynamics 365 Marketing. 

Public Preview from April 2023 | General Availability from May 2023 

Dynamics 365v Marketing Query Assist 1
Query Assist 1
Dynamics 365v Marketing Query Assist 2
Query Assist 2
Dynamics 365 Marketing Query Assist -3- 2023 First Release
Query Assist 3

ii. Content Ideas – Use AI to Craft Compelling Emails With Ease 

Get ready to take your content creation game to the next level with the brand-new Copilot in Dynamics 365 Marketing capability: Content Ideas. This ground-breaking technology harnesses the power of next-gen AI to provide unparalleled assistance to marketers in their content creation efforts. 

Creating engaging and relevant content can be time-consuming, but with Content Ideas, AI-generated content, you can save a lot of time while still delivering quality emails that your audience will love. It’s a highly accurate content idea engine that leverages Azure OpenAI to generate content ideas that you can easily edit, personalise, and send to your customers. 

With the Copilot content ideas feature, you can spend less time writing content and more time on strategic marketing activities. So why not let the AI do the make things quicker for you? Try Content Ideas now and elevate your content game! 

Public Preview from April 2023 

content ideas using Copilot - D365 Marketing First release 2
Content ideas using Copilot 1
content ideas using Copilot- D365 Marketing First release
Content ideas using Copilot 2

2. Find the Best Leads With the New Lead-Scoring Builder 

Identifying the right prospects at the right time and passing them to your sales team can greatly increase the possibility of deal closure. This, in turn, allows marketers to maximise their marketing ROI. 

To make that possible, Microsoft 2023 first release brings this new lead scoring builder that allows marketers to define scoring criteria and models easily. This way, they can use engagement and profile-based scores to pinpoint the most engaged leads and delegate the qualified ones to the sales team for prioritised engagement. 

With this feature, marketers can start quickly with the lead scoring builder and continue to optimise the model as they go. They can incorporate behavioural, demographic, and firmographic criteria into the model. Additionally, continued evaluation of the scoring model performance and results, along with the ability to define lead qualification rules followed by post-qualification actions, enable marketers to greatly reduce their manual efforts. That means they can spend more time focusing on lead conversions instead of pursuing cold prospects. 

Public Preview from May 2023 

New Lead-Scoring Builder 1
D365 Marketing First release New lead scoring builder
New Lead-Scoring Builder 2

3. Use AI to Understand the Impact of Marketing Activities on Defined Milestones  

Do you want to create highly personalised experiences for your customers and guide them toward important milestones in their buyer’s journey more efficiently? 

Look no further! With this powerful tool, you can easily define milestones, like completing a purchase, joining a loyalty program, or becoming a qualified sales opportunity, and then track your customers’ progress over time. But that’s not all – with AI-powered and rules-based attribution models, you can also measure the effectiveness of your marketing efforts and optimise your tactics for maximum impact.  

By leveraging milestones and continuously improving your marketing strategies, you’ll be able to drive more customers toward the next step in their journey and achieve even greater success. 

Public Preview from April 2023 

D365 Marketing First release Defined Milestones
Marketing Activities on Defined Milestones 1

4. Leverage Out-of-the-Box Dashboards to Optimise B2B Marketing

Rev up your marketing and sales efforts together with the cutting-edge out-of-the-box dashboards in Dynamics365 Marketing! They will enable you to effortlessly track your pipeline development and assess the impact of your marketing campaigns and content at every stage of the business process. With the seamless integration between Dynamics 365 Marketing and Sales, you can supercharge your pipeline velocity by aligning your marketing and sales teams to work towards a common goal. 

What’s more, this Marketing integration with Dynamics 365 Sales offers you a comprehensive view of accounts as they move through the pipeline—from prospects and leads to won opportunities. With this insight, you’ll be able to understand the main drivers for lead generation and qualification and learn about the most effective sources that produce high-quality leads. Looks like it’s time to get ahead of the competition! 

Public Preview from July 2023 

Out-of-the-box dashboards - MS D365 Marketing 2023 First release
Out-of-the-box dashboards

5. Use the New Intuitive Forms to Create Modern Forms Easily 

Tired of relying on developers to create lead capture forms for your website? With the new intuitive forms experience, you can effortlessly create smart forms that capture your customers’ attention and input their details with ease. Forget the hassle of complicated form creation and start using a modern drag-and-drop editor that guides you through the entire process in seconds. 

With the ability to publish your form as a standalone page or embed it into an existing one, you have complete flexibility in how you showcase your brand. Plus, with the power to deliver compelling forms that match your brand and track conversions, you’ll be turning visitors into leads and valuable customers in no time. Don’t miss out on this game-changing opportunity to enhance your marketing efforts with the advanced lead capture forms in Dynamics 365 Marketing. 

General Availability from April 2023 

D365 Marketing 2023 First Release - New Lead Generation Form
New Lead Generation Form

6. Send Emails Quickly Without Building a Journey 

Discover the full potential of your email marketing campaigns with a hassle-free workflow! Gone are the days of complicated journeys because now you can send emails without creating journeys, which makes the whole process simple, yet effective. The new template library offers a wide range of email presets to choose from, so you can craft your message in just minutes. 

But that’s not all – the email editor has been simplified to make customisation a breeze. Personalise your emails, track analytics, and connect with your CRM effortlessly. Simply select the email template you want, preview your segment, and hit send! It’s that easy. Reach the right audience at the right time and achieve your marketing goals in no time without building a journey. 

Public Preview from March 2023 | General Availability from April 2023 

MS d365 Marketinf 2023 First release Highlights - New Form Editor
New Form Editor

7. Use UTM Tagging to Automatically Measure Web Traffic and Conversion Goals 

Struggling to track the sources of traffic for your business website and landing pages? It’s time to make your life easier with the improvement in Urchin Tracking Module (UTM) codes! These codes enable you to attribute conversions to the correct source, and with the enhancement that comes with the Microsoft 2023 first release for Dynamic 365 Marketing, you’ll never have to worry about manually adding UTM tags again. 

This automatic UTM tagging feature ensures that every link in your outbound messages is tagged with default UTM parameters, following a consistent taxonomy. This means you’ll have full visibility into the impact of your marketing messages on web traffic, allowing you to optimise traffic and conversions with ease. 

But wait, there’s more! You can even customise the UTM campaign parameters to suit your needs. That means the time-consuming process of manually adding UTM tags is over, and marketers can leverage hassle-free tracking and optimisation of website traffic in Dynamic 365 Marketing. 

General Availability from April 2023 

MS d365 Marketinf 2023 First release Highlights
Auto UTM Tagging 1
Marketing 2023 First Release Auto UTM tagging
Auto UTM Tagging 2
MS d365 Marketinf 2023 First release Highlights
Auto UTM Tagging 3

8. Scale Easily With Increased Monthly Interactions and Marketing Contacts Capacity  

Imagine reaching up to 100 million potential customers, sending up to 300 million messages a month, and being able to create tailored experiences for each and every one of them.  

Well, with Microsoft 2023 first release for Dynamics 365 Marketing, you can now scale your business by tapping into new markets, promoting new products, and generating higher email leads. Plus, with a 30-second response time, you can engage with customers in near real-time and provide them with the personalised attention they expect. 

Public Preview from May 2023 | General Availability from July 2023 

What’s Next? 

The 2023 first release updates for Dynamics 365 Marketing help businesses take their marketing efforts to the next level. From the improved customer journey orchestration to the enhanced analytics and reporting tools, Dynamics 365 Marketing is now more powerful than ever before.  

Additionally, the new AI-driven features and integrations with other Dynamics 365 applications also make it easier for businesses to streamline their marketing processes and deliver a unified customer experience. 

Furthermore, businesses can now personalise their marketing campaigns, measure their performance, and make data-driven decisions to optimise their marketing strategies. So, whether you’re a small business or a large organisation, Dynamics 365 Marketing has everything you need to achieve your marketing goals and drive business growth. 


The features listed here are planned for release from April 2023 through September 2023. However, the delivery timelines may change, and the listed functionality may not be released. For more information, go to Microsoft policy. Also, read our 2023 first release highlights for other Dynamics 365 applications and Power Platform.

Talk to experts.

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