146

Email editor lacking most features expected and required by customers

With the latest releases of Dynamics CRM Microsoft is focusing on Service and have delivered several improvements on SLA, USD, Social, Experience HUB, etc. This is all great and a multi-channel strategy is exactly what we need to have. However, for many customers the fact remains that a huge s...

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14 Comments

Read more... 14 Comments

Category: General (476)

STATUS DETAILS
Planned
Ideas Administrator

Thank you for your feedback. This is a great suggestion!

While we plan not to add this capability to the MDM product, with the next generation of marketing tools in Dynamics 365 the requested behavior will be added to the backlog for a release in the future. 

Sincerely,

Christian Abeln PM, Microsoft 

69

Ability to select custom 'email enabled' entities for marketing list member types

Currently, marketing list members must either be contacts, accounts, or leads. With the introduction of email enabled custom entities, it makes sense to be able to utilise these email enabled entities when creating marketing lists.

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13 Comments

Read more... 13 Comments

Category: General (476)

STATUS DETAILS
Rejected
Ideas Administrator

Thank you for your feedback. We are not considering the suggestion at this time.

Sincerely,

Christian Abeln

PM, Microsoft

49

Rich E-mail Template Editor

The CRM e-mail template editor is restricted to a few basic functions such as changing fonts, colours, bullets and text alignment. We need an editor that allows us to imbed image links, hyperlinks and other rich HTML formating, in order to create templates that can be adhere to corporate brand...

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2 Comments

Read more... 2 Comments

Category: General (476)

STATUS DETAILS
Planned
Ideas Administrator

Thank you for your feedback. This is a great suggestion!

While we plan not to add this capability to the MDM product, with the next generation of marketing tools in Dynamics 365 the requested behavior will be added to the backlog for a release in the future. 

Sincerely,

Christian Abeln PM, Microsoft 

40

Convert Lead dialog box no longer appears during lead qualification

After the Polaris update, when qualifying leads, the dialog box is no longer available to select the creation of Account, Contact or Opportunity. When the qualify button is pressed, CRM Dynamics assumes that the user wishes to create an Account, Contact and Opportunity. When we covert leads, o...

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7 Comments

Read more... 7 Comments

Category: General (476)

STATUS DETAILS
Planned
Ideas Administrator

Thank you for your feedback. This is a great suggestion!

We are considering this enhancement for a future release in the Dynamics 365 core applications.

Sincerely,

Christian Abeln PM, Microsoft 

29

After application of UR12, Notes now show new owner / modified by instead of how it has worked previously (ANOTHER BUG)

yet another nasty surprise after the application of UR12 (don't do it!) - now we find that MS has arbitrarilly chosen to display the modified by and modified on for the notes section instead of what it previously was which was created by and created on.

this is a diversion from how...

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3 Comments

Read more... 3 Comments

Category: General (476)

STATUS DETAILS
Rejected
Ideas Administrator

Thank you for reaching out. Your suggestion seems to be a product bug. Please reach out to the relevant support channels as specified in Product support (http://go.microsoft.com/fwlink/?LinkID=616937).

Sincerely,

Christian Abeln

PM, Microsoft

22

Marketing List Query Issue: Ampersand (&) in associated record name causes error when searching in associated view.

In CRM 2013, an issue has been noted when attempting to search the results of a Marketing List using the associated record view.

The Marketing List is dynamic and the query includes an associated record that has an ampersand (&) in the name field (i.e. Account Name). The query w...

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1 Comments

Read more... 1 Comments

Category: General (476)

STATUS DETAILS
Rejected
Ideas Administrator

Thanks for the feedback this product suggestion looks like it is a bug not a suggestion. We have made note of the issue, this item will be closed out as postponed and this is a bug not a feature. Please use the following link https://community.dynamics.com/crm/p/support.aspx to enter a support case if you would like to make sure to have the issue tracked more closely. Thanks for the feedback. Larry

16

Add a Filter Option - Older than X Days

Currently the only older than filter option is by month. This would be a nice addition and would allow escalation views to be created that could be user to improve service levels on cases or other sales entities that need follow up after a certain time frame.

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3 Comments

Read more... 3 Comments

Category: General (476)

STATUS DETAILS
Completed
Ideas Administrator

This capability should be available now for all views in Dynamics CRM.  Please refer to the following link for more information:

https://msdn.microsoft.com/en-us/library/gg334216.aspx#OlderThan

 

Sincerely,

Mike Carter

15

Dynamic Marketing List support for not-in queries

The top Connect item for MSDynCRM requesting NOT-IN functionality is resolved, if you consider coding/development requirements as user friendly enough.
https://connect.microsoft.com/dynamicssuggestions/Feedback/Details/678568

Using tools such as FetchXML Builder (google it if y...

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1 Comments

Read more... 1 Comments

Category: General (476)

STATUS DETAILS
Rejected
Ideas Administrator

 

Thank you for your feedback. We are not considering the suggestion at this time due to the following reason:

The Customer Insights service will introduce a new segmentation capability that will be used for more complex queries.

 

15

Dynamics CRM 2015 On-Premise & Online: Email advanced editor that can handle CSS/HTML

Dear Team,

Grateful if you could include an advanced editor for email that can handle CSS/HTML in MS Dynamics CRM 2015 (on-premise & online).

That would help us, marketing professionals a lot while designing our email for campaign, etc.

Thanking you for you...

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3 Comments

Read more... 3 Comments

Category: General (476)

STATUS DETAILS
Planned
Ideas Administrator

Thank you for your feedback. This is a great suggestion!

While we plan not to add this capability to the MDM product, with the next generation of marketing tools in Dynamics 365 the requested behavior will be added to the backlog for a release in the future. 

Sincerely,

Christian Abeln PM, Microsoft 

15

Should be possible to import members to marketing lists

If a user has a list of Companies (that may already be in CRM) from an external source it should be possible to import these Companies as members to an existing marketing list. Same goes for contact and lead members on marketing lists.

I saw another similar feedback item in this for...

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0 Comments

Read more... 0 Comments

Category: General (476)

STATUS DETAILS
Planned
Ideas Administrator

Thank you for your feedback. This is a great suggestion!

We are considering this enhancement for a future release in the Dynamics 365 core applications. Import services in the context of marketing app in Dynamics 365 together with the Customer Insights service are the domain of enhancements in this area. This is a Mid-Long term planning.

Sincerely,

Christian Abeln PM, Microsoft