7

Track Continuing Education Credits or Continuing Education Units

Events can have an associated benefit of contributing to the attendees' continuing education. Being able to set up Continuing Education Types that can be associated to the event and to specific attendees, would be a great addition to the Event Management functionality. Different attendees may e...

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Category: Setup and Administration (198)

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Needs Votes
7

Include Files/Updating File URLs when performing a data migration

Currently, when we migrate content from one environment to another - it does NOT include Files and it does not update URL's to files. This means that all of our content, like a Marketing Email, links to a file in the wrong environment. And we have to upload all of our images over again. We nee...

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Category: Setup and Administration (198)

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Needs Votes
7

Add Wait until [Date] function in Trigger Nodes

Timeout Issue: The timeout period is only defined relative to the time of the entry to the node, meaning only a definition "wait for x days/ hours" is possible. Problem Case Example Journey: Event is taking Place on September 30th On September 1 invitation is sent. The Node has a timeout defin...

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Category: Setup and Administration (198)

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Needs Votes
6

Combining the tentant Exchange online (AD) Room availablity with the Event Management Room reservations

To provide a better "whole in one" user-experience the room entity should be connected to the administrated rooms of the Exchange side (same tenant). A Room-Reservation record in Dyn365CE should be lead to a room Booking/Appointment on the Exchange side. The room availability (Exchange side) sho...

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Category: Setup and Administration (198)

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Needs Votes
6

Lead Scoring - add "less than" or "greater than" operators for Visit Duration Field in the "Website visited" interaction

I'd like to be able to add a condition in a lead scoring model that uses a web site visit duration to add points if the duration is longer than a certain time. Currently, only the expressions "=", "<>" or "contains" operators are available, as if the "Website visit" field type is a string. Cons...

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Category: Setup and Administration (198)

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Needs Votes
6

Anonymized Data Insights

1. We have a dynamic segment in our customer journey with 150 contacts. Out of those, there are 100 contacts who have personal tracking set to ‘Yes’ and the remaining 50 contacts who have personal tracking set to ‘No’. 2. We send out emails to all the contacts in the segment. Let us assume that a...

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Category: Setup and Administration (198)

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Needs Votes
6

Split events on dynamic links

In the split events, you can choose to listen to specific links clicked. Here you are only able to choose static links.. Like if you type in www.google.com as the URL. Lets say you want to send out an email where you insert an URL from a CRM field on the contact. The URL would be different from ...

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Category: Setup and Administration (198)

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Needs Votes
6

Allow Defaults to be Set for All Segments (not just those using a template)

An administrator should be able to set defaults that all segments must contain - whether they are created from a template or not. For example, "Do not email inactive contacts" should be a default that appears on all segments created.

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Category: Setup and Administration (198)

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6

Upon Go Live or Error Check - Ask Requirement Questions Defined by an Administrator

This would apply to all assets - Marketing Emails, Forms, Pages, etc. 1. Allow an administrator to add questions that should be asked upon "Go Live" or "Error Checking" 2. Display those questions and require the End User to answer them. For example, when a user clicks go live - they receive a p...

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Category: Setup and Administration (198)

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Needs Votes
Ideas Administrator

Thank you for your feedback!
We feel there should be more community votes to have this idea implemented.

Sincerely,
PM, Dynamics 365 Marketing

6

Allow filter/segmentation rule on New Record update trigger

Allow for New Record Update/Create/Delete trigger tile to be combined with a segment filter to limit the records by field values on the record being monitored. Useful for transactional campaigns, if order completed, payment made then we can send messages based on type fields on the related entities.

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Category: Setup and Administration (198)

STATUS DETAILS
Needs Votes