Easy onboarding


These release notes describe functionality that may not have been released yet. To see when this functionality is planned to release, please review What's new and planned for Dynamics 365 for Marketing. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy).

We are overhauling the onboarding experience so that new customers can sign up quickly and new users can easily get started on their marketing tasks. The product looks modern and welcoming, and users can discover its value instantly.

Key improvements include:

  • The new get started dashboard prominently calls out key marketing tasks like building a campaign and using insights.

    Get started dashboard

  • Guided tasks provide step-by-step guidance for many scenarios and a context-sensitive help pane.

    Guided tasks

  • Simplified trial sign-up now enables customers to sign up for a trial in just a few steps.

    Simplified sign-up