Quick Campaigns support multiple bulk activity types (email, tasks, appointments, phone calls). This release focuses on improving the end-to-end experience for bulk email creation, with foundational improvements that benefit the overall Quick Campaigns flow.
Key capabilities include:
Streamlined quick campaign flow: The existing multistep wizard is simplified for Quick Campaigns creation, including one-time bulk email sends. Sellers can create, review, and send bulk emails with fewer steps and clicks, staying in a single creation surface and focusing on execution rather than setup.
In-flow template creation and editing: Sellers can create or edit email templates directly within the Quick Campaigns flow. Newly created or updated templates are easy to find and reuse without leaving the experience or restarting setup.
Enhanced template discovery with views: An improved template picker with a view selector helps sellers quickly find the right template, whether it’s one they created, one shared with them, or a marketing-approved one.
Send-specific edits and template-free bulk emails: Sellers can make send-specific edits such as adding a personalized greeting, dynamic text, or signature, without overwriting shared templates. For true one-off outreach, sellers can also compose bulk emails from scratch using rich text, dynamic text, and signatures without creating templates.
Inline template preview and test send: Sellers can preview the final rendered email inline and send a test email to themselves or a colleague to validate formatting and personalization. This removes the need for duplicate bulk email campaigns and rework, increasing confidence before sending.
Business Value:
Quick Campaigns are designed for fast, seller-led outreach such as post-meeting follow-ups, event or webinar recaps, policy updates, or one-time announcements to many customers at once. However, even simple bulk emails in Quick Campaigns were slow and error-prone. Sellers had to navigate a multistep wizard, rely on rigid templates, exit the flow to make changes, and use workarounds to gain confidence before sending. This breaks execution momentum and often pushes sellers to Outlook or custom solutions outside Dynamics 365.
This release simplifies the Quick Campaigns experience, particularly for bulk email scenarios, by reducing unnecessary steps, keeping sellers in a single flow, supporting send-specific personalization, and improving confidence before sending, so sellers can act quickly without leaving the platform or compromising compliance.
Enabled for:
Enabled for end users automatically
GA date: November CY2026
Preview date: September CY2026