Preview: Create a video library and add videos to your designs


This is a preview feature. A preview feature is a feature that is not complete, but is made available before it’s officially in a release so customers can get early access and provide feedback. Preview features aren’t meant for production use and may have limited or restricted functionality.

Microsoft doesn't provide support for this preview feature. Microsoft Dynamics 365 Technical Support won’t be able to help you with issues or questions. Preview features aren't meant for production use and are subject to a separate supplemental terms of use.

Use Dynamics 365 Marketing to store information about each of the videos that you use in your marketing initiatives and then include those videos in your emails and pages by adding a video design element that references a video from your video library.

For each video you add to your library, you'll specify a name, video URL, embed code, and thumbnail URL. The library won't contain the video itself, just these references to it, so you'll need to host your video somewhere else, such as on one of the major video platforms like YouTube or Vimeo.

When you add a video to one of your designs, the designer will automatically use the settings it needs for the type of design you are creating. For pages, the designer will embed the video, so visitors can play it without leaving the page. Most email clients don't support embedded videos, so for emails the designer will embed the thumbnail image and link it to the video URL so contacts can select the thumbnail to open the video in a new browser tab.

Add a video to your library

To add a video to your library in Dynamics 365 Marketing:

  1. Go to Marketing > Marketing content > Videos to open a page that shows a list of all videos already in your library.

  2. Select a listed video to edit it or select New on the command bar to create a new one.

  3. The Video form opens. Make the following settings:

    • Name: Assign a name to the video that will make it easy for you and other users to recognize.
    • Owner: This is the user who owns this video record, which can sometimes affect who can view and/or edit it. It defaults to the user who creates the record.
    • Video URL: Specify the URL that will open the video in a browser. This link will be used to link to the video from its thumbnail image when you use it in an email message.
    • Video thumbnail URL: Specify the URL of a still image that represents the video. This image will be embedded and linked to the video URL when you place the video in an email design. Most video hosting platforms make this URL available publicly—see the documentation for your video hosting service if you don't know how to find it. You could instead create your own thumbnails and host them in your Dynamics 365 Marketing files library or elsewhere if you prefer.
    • Video embed URL: Specify the code required to embed the image on a web page. This code will be used when you place the video on a marketing page so visitors can watch it right there without leaving the page. Most video hosting platforms will provide this code for you—see the documentation for your video hosting service if you don't know how to find it.
  4. Select Save in the toolbar to save your work.

View, delete, or edit your videos

To work with your existing videos, go to Marketing > Marketing content > Videos. This opens a standard list view, where you can create, edit, or delete videos using check boxes and buttons in the command bar. Select any listed video to view or edit it. The settings here are the same as those described in the previous section.

Use a video in a design

To add a video from your video library to the design of a marketing email or marketing page:

  1. Open or create an email message or marketing page.
  2. Drag a video element from the Toolbox panel to the appropriate location in your design.
  3. Select the new video element, open the Properties panel and use the Source lookup field to find and select the video from your library that you want to include here.
  4. Continue working with your design and eventually go live when you are ready to start using it.