Wave 1 2023 D365 Marketing Chat With Amey Holden – YouTube

Wave 1 2023 D365 Marketing Chat With Amey Holden

The release notes for Dynamics 365 Wave 1 2023 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature. Again we are focusing on the Marketing aspects and the new features we should expect to see in this release.

We talk through what each of us thinks of the new proposed features from Microsoft and share ideas with each other that we hadn’t necessarily thought of! You can find Amey in the following places:

? Twitter: https://twitter.com/AmeyHolden
? LinkedIn: https://www.linkedin.com/in/amey-holden
? Website: https://www.ameyholden.com

Wave 1 2023 D365 Marketing Overview
? Release Notes: https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/

Wave 2 2022 Change History:
✅ Features Added: https://learn.microsoft.com/en-us/dynamics365-release-plan/2022wave2/change-history#features-added-to-release-plan
? Release Date Changed: https://learn.microsoft.com/en-us/dynamics365-release-plan/2022wave2/change-history#release-date-changed
❌ Features Removed: https://learn.microsoft.com/en-us/dynamics365-release-plan/2022wave2/change-history#features-removed-from-release-plan

Items covered:
1️⃣ New Lead scoring builder – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/prioritize-best-leads-empower-sellers-new-lead-scoring-builder
2️⃣ Copy people on marketing emails – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/keep-stakeholders-loop-seamlessly-copying-them-email-campaigns
3️⃣ Engage your sales team to enage with leads at teh right time – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/optimize-lead-management-process-engaging-sellers-right-away
4️⃣ Define milestones on key customer moments – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/understand-how-marketing-activities-contribute-defined-milestones
5️⃣ Pipeline development dashboard – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/optimize-b2b-marketing-accelerate-pipeline-out-of-the-box-analytics-dashboards
6️⃣ Easily move triggers between environments – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/save-time-easily-moving-triggers-between-environments
7️⃣ Marketing asset access and visibility improvements – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/scale-business-effortlessly-define-access-marketing-assets
8️⃣ Automatic UTM tagging – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/measure-marketing-activity-web-traffic-conversion-goals-using-automatic-utm-tagging
9️⃣ Increase to 300 milion max monthly interactions – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/scale-business-confidence-300m-maximum-monthly-interactions
1️⃣0️⃣Create modern forms in real-time marketing – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/easily-create-modern-forms-using-new-intuitive-form-experience
1️⃣1️⃣ Send segment based emails without building journey – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/send-segment-based-emails-quickly-without-building-journey
1️⃣2️⃣ Prevent message fatigue by setting message limits – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/prevent-message-fatigue-limiting-messages-sent-customer-specific-period
1️⃣3️⃣ Enhanced journey reminders – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/boost-productivity-enhanced-journey-reminders
1️⃣4️⃣ Full copy of emails displayed in timeline for Contact and Lead – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/easily-reference-copy-previously-sent-emails-interaction-timeline
1️⃣5️⃣ Embedd additional file types from asset library – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/enrich-marketing-content-embedding-additional-file-types-asset-library
1️⃣6️⃣ Real-time marketing consent and preference centers – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/match-business-needs-more-granular-customizable-consent-preference-centers
1️⃣7️⃣ Use interaction data in Real-time marketing segments – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/leverage-interaction-data-improve-targeting-using-re-designed-segmentation-builder

The release notes for Dynamics 365 Wave 1 2023 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature. Again we are focusing on the Marketing aspects and the new features we should expect to see in this release.

We talk through what each of us thinks of the new proposed features from Microsoft and share ideas with each other that we hadn’t necessarily thought of! You can find Amey in the following places:

? Twitter: https://twitter.com/AmeyHolden
? LinkedIn: https://www.linkedin.com/in/amey-holden
? Website: https://www.ameyholden.com

Wave 1 2023 D365 Marketing Overview
? Release Notes: https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/

Wave 2 2022 Change History:
✅ Features Added: https://learn.microsoft.com/en-us/dynamics365-release-plan/2022wave2/change-history#features-added-to-release-plan
? Release Date Changed: https://learn.microsoft.com/en-us/dynamics365-release-plan/2022wave2/change-history#release-date-changed
❌ Features Removed: https://learn.microsoft.com/en-us/dynamics365-release-plan/2022wave2/change-history#features-removed-from-release-plan

Items covered:
1️⃣ New Lead scoring builder – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/prioritize-best-leads-empower-sellers-new-lead-scoring-builder
2️⃣ Copy people on marketing emails – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/keep-stakeholders-loop-seamlessly-copying-them-email-campaigns
3️⃣ Engage your sales team to enage with leads at teh right time – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/optimize-lead-management-process-engaging-sellers-right-away
4️⃣ Define milestones on key customer moments – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/understand-how-marketing-activities-contribute-defined-milestones
5️⃣ Pipeline development dashboard – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/optimize-b2b-marketing-accelerate-pipeline-out-of-the-box-analytics-dashboards
6️⃣ Easily move triggers between environments – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/save-time-easily-moving-triggers-between-environments
7️⃣ Marketing asset access and visibility improvements – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/scale-business-effortlessly-define-access-marketing-assets
8️⃣ Automatic UTM tagging – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/measure-marketing-activity-web-traffic-conversion-goals-using-automatic-utm-tagging
9️⃣ Increase to 300 milion max monthly interactions – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/scale-business-confidence-300m-maximum-monthly-interactions
1️⃣0️⃣Create modern forms in real-time marketing – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/easily-create-modern-forms-using-new-intuitive-form-experience
1️⃣1️⃣ Send segment based emails without building journey – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/send-segment-based-emails-quickly-without-building-journey
1️⃣2️⃣ Prevent message fatigue by setting message limits – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/prevent-message-fatigue-limiting-messages-sent-customer-specific-period
1️⃣3️⃣ Enhanced journey reminders – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/boost-productivity-enhanced-journey-reminders
1️⃣4️⃣ Full copy of emails displayed in timeline for Contact and Lead – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/easily-reference-copy-previously-sent-emails-interaction-timeline
1️⃣5️⃣ Embedd additional file types from asset library – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/enrich-marketing-content-embedding-additional-file-types-asset-library
1️⃣6️⃣ Real-time marketing consent and preference centers – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/match-business-needs-more-granular-customizable-consent-preference-centers
1️⃣7️⃣ Use interaction data in Real-time marketing segments – https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/marketing/dynamics365-marketing/leverage-interaction-data-improve-targeting-using-re-designed-segmentation-builder

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Author: Megan V. Walker

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