8

Notify Customers of Updates to D365 Marketing

We would like to be notified, by email, of D365 Marketing updates when they become available. Perhaps you could use a subscription list for people to sign up. Right now I'm monitoring a variety of websites trying to catch an update if one is released. We need more proactive notification.

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Category: Setup and Administration (123)

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Needs Votes
8

Demo license for partner

Hi, Partner need IUR license or longer than 30 days demo license for Dynamics for Marketing and Customer Insights. Our presales team already created lots of demo artefacts such as configuration, segmentation and customer journey, demo data, etc. Right now the demo environment is only for 30 day...

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1 Comments

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Category: Setup and Administration (123)

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Needs Votes
8

Quick send to segments

Idea: Remove the 30 person limit and use 'Quick Send' to trigger a simple email journey from the email to a chosen segment. The quick send feature is really handy for quick email blasts and simple marketing automation for just sending out an email but the 30 person limit and having to choose eac...

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0 Comments

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Category: Setup and Administration (123)

STATUS DETAILS
Needs Votes
Ideas Administrator

Send Now in real-time journeys operates on dynamic and static segments, no size limits!

6

In Event Registration, there should be an OOB feature to check for the business unit of contacts that are added so the correct contacts are added

Setup: -There are 2 events owned by different business units that own the record -There are 2 contacts in the system - 1 contact is owned by "5104 Team", and 1 contact owned by "3667 Team" (each team in different business unit) Repro: -A Contact is registered for an event owned by the "5104" Tea...

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Category: Setup and Administration (123)

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Needs Votes
6

Update Setup Progress Message

When installing Marketing in a production organization, it can take up to 6 hours. In our case it took 5 hours to complete the installation. For the first 3 hours the progress bar was sitting at 28% completed and the message was misleading as System Administrators might think something wrong i...

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1 Comments

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Category: Setup and Administration (123)

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Needs Votes
5

Tenant Migration Tool / Improvement

We could really use a solution/tool to migrate D365 Marketing from one tenant to another. While I am aware of the current documentation and processes, this requires a lot of manual work and results in data loss.


Ideally, we could migrate everything - emails, pages, images, fi...

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Category: Setup and Administration (123)

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Needs Votes
5

Allow customer journey to respect content setting in 'Send Now' email

Currently, marketing emails using the 'send now' feature in marketing emails auto-create a customer journey that does not respect the marketing email content setting. They always default to the default content setting.

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0 Comments

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Category: Setup and Administration (123)

STATUS DETAILS
Needs Votes
Ideas Administrator

The new Send Now feature in real-time journeys respects the consent profile attached to the email. Use real-time journeys, Send Now for this. 

5

Add Time zone next the time in the events portal

the event portal shows the time without the timezone, and with not other field to write our own comments we are unable to make it clear to the people. This is also related to "add to calendar" button that is also requested.

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Category: Setup and Administration (123)

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Needs Votes
4

Quick Campaign - Edit the Form/Dialog

The Quick Campaign form is not editable from the Wizard form (Under Customizations) and as per the Microsoft description for the Wizard form (“Appointment form for use in the quick campaign dialog and distribute campaign activity dialog.”) it seems like we can edit it and is open to edit but whe...

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Category: Setup and Administration (123)

STATUS DETAILS
Needs Votes
3

Marketing Page: Render Lookup as Dropdown like entity form metadata

Currently we are having lookups as text fields in marketing pages, but we want to have lookups as rendereing as dropdowns. Ex: We already have this feature for entity forms as entity form meta data to render lookups as dropdowns.

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Category: Setup and Administration (123)

STATUS DETAILS
Needs Votes