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.
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.
Thank you for your feedback.
We are not considering the suggestion at this time due to the following reason: Mail Merge is being deprecated
Sincerely,
Christian Abeln, 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!
I want to create a global Word template for all users
Word template which can be used globally for all users instead of entity level. so that all employees of the organization should be able to use the same letterhead.
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.
Applying [Advanced Search] to data type fields
The current Dynamics 365 (Online) behavior does not allow [Advanced Search] for data type fields. We hope that it will be even more convenient if we can use [Advanced Search] for data type fields as well.
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.
Ability to set data type fields as business rules and business process Flow conditions
Currently, Dynamics 365 (Online) does not allow to set data type fields as conditions for business rules or business processes. If data type fields can also be set as business rules and business process conditions, it will further improve convenience, so we hope this.
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
Administrator
Thank you for your feedback.
This is a great suggestion! We will consider this in our roadmap.
Sincerely,
PM,
Microsoft.