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...
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.
Thank you for your feedback. We are not considering the suggestion at this time.
Sincerely,
Christian Abeln
PM, Microsoft
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...
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
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...
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
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...
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
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...
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
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.
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
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...
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.
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...
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
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...
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
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