Attachments to Email Merge
Presently, we cannot add an attachment to a mail merge through CRM online. A possible work around may be to create a dynamic list for use by Outlook, but this is a fairly standard requirement for any kind of marketing campaign.
Provide integration to Google Analytics / Tag Manager + AdWords
We would need to have an answer to the Google activities that the marketeers are doing. for this integration is needed more to the GOogle adservices.
Thank you for your feedback.
This is a great suggestion! We will consider this in our roadmap.
Sincerely,
PM,
Microsoft.
Make tutorials that actually match what the user sees.
I'm following your tutorial on Dynamics 365 Marketing and almost nothing that is suggested follows what I'm looking at. The article was written in 9/2017, has that much changed in a year? How about update your information so we don't spend the next 3 years trying to figure this out.
We see that this is getting up-voted but if someone could provide us with some specific example(s) of what needs addressed, we would love to fix them. Thanks!
Do not display an error that does not apply when [Error check] is pressed on the new marketing form creation screen
When creating a new marketing form, if you press [Error Check] even though Last Name is set, you will get an error that Last Name must be required . Once saved and reopened, the error will not be displayed. It would be useful, if it can hide the error even if it is not saved.
Optionset refers to system base language not to user interface language
In the system several option sets are used. If the user changes the user interface language to an other language, the options in the option set are still shown in the base language, even though translations are provided with the solution.
Provide functionality to split marketing lists
When working with large marketing lists (say 10000+ contacts) in CRM, customers often have a requirement to split the list into several smaller subsets. Currently, none of the available methods of doing this are very quick/straightforward and require a significant amount of manual intervention...
Thank you for your feedback.
We are not considering the suggestion at this time due to the following reason:
It is quite feasible to create a split in few manual steps.
1. introduce a numbering of the contacts in the marketing lists or unique identification
2. Use a dynamic query to select subselections from those contacts
Alternatively Dynamics 365 for Marketing can be used to build dynamic segments from the members in a marketing lists, and perform sub-selections of the members. Additionally compound segments can be used to exclude other segments.
We have recorded a phased outreach for larger audiences as a backlog item for Dynamics 365 for Marketing.
Sincerely,
Christian Abeln, PM,
Microsoft.
CRM 2013 : Unable to qualify a lead for the users having custom security role
-Unable to qualify a lead for the users having custom security role 'Galil US sales person' for the org https://galilmedical.crm.dynamics.com
-Qualify option is not available.
-When we give create privilege for the account entity in the custom security r
Multi-Select Picklist attributes
Please prioritize this topic so that there is a solution from Microsoft in a timely manner. Microsoft Dynamics CRM 2011 doesn't have multi-select pick list controls available. The standard CRM pick list can only save one value in the database.
Relevant Search
When English is the base language of the system: - The Search to perform as expected for Asian or European language; - To character differences and analyse differences.
Allow to resize left side navigation area
In languages different than English entity labels can be quite long and similar therefore there is a lot of confusions as they are shown just partially in the left side of the screen (like "Modelli di market...") and there is no way to enlarge that screen portion
Thank you for your feedback.
This is a great suggestion! We will consider this in our roadmap.
Sincerely,
PM,
Microsoft.
Administrator
Thank you for your feedback.
We are not considering the suggestion at this time due to the following reason: Mail Merge is being deprecated
https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer-engagement/important-changes-coming#mail-merge-is-deprecated
Sincerely,
Christian Abeln, PM,
Microsoft.