CRM lacks advanced HTML Editor to be able to send newsletter emails to marketing lists
MS Dynamics CRM 2011 does not have the full capability to send newsletters that contain HTML to marketing lists in CRM. Current content on help forums suggest to use copy and paste method onto e-mail templates.
However, based on our tests in CRM along with our discussions with our ...
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.
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
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.
Feature for Voice of the Customer
It would be nice to have a module to add images to surveys.
To be even more flexible a Javasript module would be nice, where one can place aditional scripts like Image Tags as well.
Thank you for the feedback but we're not taking changes to VOC.
CRM 2013 : Unable to add attachment through mail merge in marketing list via IE
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.
Create new eMail Activity through Subgrid
When adding email column in subgrid view, it should be possible to click the email address and create a new email activity.
Ability to add Users to Marketing Lists
We have a large insurance client who wants to be able to market to both external clients (contacts) and staff (users).
Currently we cannot add Users (or most other entity types to Marketing Lists) so this is not possible.
Creating contacts to represent users as they are currently...
Administrator
This is base functionality with the release of Dynamics 365 for Marketing. You can setup segments to use Marketing Lists to send out HTML newsletters.