8

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 ...

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4 Comments

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Category: General (33)

STATUS DETAILS
Completed
Ideas 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.

8

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.

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1 Comments

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Category: General (33)

STATUS DETAILS
Declined
Ideas 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.

5

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...

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0 Comments

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Category: General (33)

STATUS DETAILS
Declined
Ideas Administrator

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.

4

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

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2 Comments

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Category: General (33)

STATUS DETAILS
Declined
2

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.

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0 Comments

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Category: General (33)

STATUS DETAILS
Planned
April 2020
Ideas Administrator

Thank you for your feedback.

This is a great suggestion! We will consider this in our roadmap.

Sincerely,

PM,

Microsoft.

2

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.

 

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0 Comments

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Category: General (33)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for the feedback but we're not taking changes to VOC.  

2

CRM 2013 : Unable to add attachment through mail merge in marketing list via IE

#NAME?

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1 Comments

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Category: General (33)

STATUS DETAILS
Declined
1

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

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0 Comments

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Category: General (33)

STATUS DETAILS
Planned
October 2019
Ideas Administrator

Thank you for your feedback.

This is a great suggestion! We will consider this in our roadmap.

Sincerely,

PM,

Microsoft.

1

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.

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2 Comments

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Category: General (33)

STATUS DETAILS
Declined
1

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...

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1 Comments

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Category: General (33)

STATUS DETAILS
Declined