Editable look up filter functionality
Our Client needs the Editable look up filter functionality as per the third party article https://blog.magnetismsolutions.com/blog/davidmochrie/2018/05/16/filtered-lookups-in-editable-grids-for-dynamics-365#:~:text=Firstly%2C%20editable%20grids%20don't,but%20not%20via%20the%20form.
Customer journey if/then tile not working as expected
When the new customer journey design was introduced some thing changes First you can not start a customer journey with a form or a page it has to start always with a segment Now we have experienced the following which one of our clients learned When you use the template Event marketing Custo...
Kalenderdarstellung der Jahresplanung
Es wäre für die Quartals- und Jahresplanung sehr hilfreich, wenn die Marketing App die Funktion bieten würde, dass man sämtliche geplanten und laufenden Journey's auf einer Kalenderdarstellung über ein Jahr (Splitt auf Monate) anzeigen und exportieren könnte. Vorteile für den Marketing Manager: ...
Business Unit scoping on Estimated Size before Save
Currently, the business unit scoping on a segment doesn't take the business unit into account for Estimated Size unless the user saves the segment first. We would like it to take the current user's business unit into account BEFORE saving since our users have a tendency to do the estimated siz...
Recurrence interval and Recurrence count
Our Client needs the recurrence meeting for the below scenario. I must send 1 monthly reminder to a customer (if he does not pay). I have created a dynamic segment, as soon as the customer has an unpaid debt, he integrates the segment, the journey must be triggered and the customer leaves the s...
Dynamics 365 marketing successful lead task action market value
Future featuring a potential option to assign market value for purpose to valuate marketing efforts and total marketing efforts value, we might not potentially easily identify a successful lead conversion marketing effort estimated cost and market individual record value and general legal entity ...
Dynamics 365 marketing successful lead contact market value
Future featuring the option to associate a market value per every successful lead contact maybe optimum for purpose of market value legal entity valuations. Not featuring a complete legal entity market value valuation other then the conventional credit limits, or potential loans. we may not be ...
Managing financial data - breakeven-analysis etc.
The ability to work better with financial data in the event management tool would be a great advance. Having a subgrid with an Dashboard or Report to visualize financial goals of the event. How Many tickets wear sold, when breakeven is reached etc. Otherwise Power BI would be the only option t...
Customize the unified interface with colour
The Dynamics 365 unified interface needs to be more customizable with colour. Other CRM's have logo's and areas that are less "out of the box". The web site makes it seem like it is up to speed with technology however our team finds it clunky and hard on the eyes.
Dynamics 365 marketing lead preferred sourced or formation
For some reason we/I currently can't identify how a lead may have been sourced created other then email or email templates, not featuring the option to visualize lead sourced and formation, user may potentially not easily future invest in marketing channels. other than the conventional. (e.g. fri...