E-Mail Automation, implementing and removing a contacts from the Segment.
The Customer buys Highway Tolls (Entitlement to use specific Highways) that have validity ranges of 10, 14 etc. days at least 14 days in advance. The Customer can have several Highway Tolls ordered that are dormant at the same time, which are depicted as assets (German Produkt) of a contact and c...
Additional Content Settings by Default
OOB Content Settings should include some additional logical values, I know they can be added but surely these should be standard values everyone will be adding in -Reply to email -Company website
Allow use of custom marketing form for event registration if allow anonymous registration is set to no.
It is not possible to use a custom marketing form for event registration if you want to enforce portal sign in. This is not a great user experience as it prevents the following - event attendees being able to return to the portal and manage their event and session registration themselves - event...
Look-up field Portal functionality
The surface lookup field in the marketing form represented in the portal functionality is different form the CRM lookup field functionality. In the lookup filed on the portal the customer needs to type something in the lookup field and then the drop down menu is activated when the lookup field in...
Proper category in Appsource for Marketing
There is no proper category in Appsource for Dynamice 365 Marketing. This makes it difficult to see whether various Apps that are in some way Marketing related are custom channels for the marketing app or whether they are really add-ons to the Sales app. If the Marketing app is a tier 1 app in D...
Marketing Security Roles - Naming & Description (Not Documentation)
Keeping documentation up to date is very difficult for Security Roles.
Would it be a lighter ask to simply use a naming convention for the Marketing Security Roles and Descriptions within the system?
For example:
Mkt: Admin - Gives user access to create,...
Disable auto assign User role from instance default
-Marketing professional - Business role is assigned based on licenses, as well as environment type.
-User roles based on environment defaults => these are always assigned based on environment type and will continue to be so, even if *license based* role assignment behavior is disabled.
ENABLE RIGHT CLICK
How much simpler would it be for marketers if we could simply right click on a few different email messages/journeys/forms etc and open them in a new tab. I do this dozens of times a day and it's so frustratingly difficult to open content in a new tab. These little things make a big difference to...
Business Process Flow for Marketing Emails and Customer Journeys
Most companies have an internal process for the creation and execution of outbound email campaigns (and hence Customer Journeys in D365 Marketing). Yet there is currently no way to enable Business Process Flows for Marketing Emails or Customer Journeys. It does exist for Event Management which is...
Make AddMembersByFetchXml message public again, or provide an alternative
We use Dynamics 365 (Version 1612 (8.2.26.14) (DB 8.2.26.14) on-premises). We have a need to intercept the contacts that users attempt to add to marketing lists, so we can filter out unwanted contacts, such that the unwanted contacts are never added to the marketing list. We tried to accomplish ...