Microsoft Dynamics 365
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Please provide preview before making the segmentation live
At this moment for the dynamic segment, it doesn't give us the ability to preview the member list before the segment is made live. And even after it made live, it took some time for the segment to be populated. From the usability point of view, this is inefficient for the marketing manager to ...
Thank you for your feedback.
This is a great suggestion! We have made many improvements to the segmentation experience, but we believe more community validation is needed on this idea.
Email Leads / Market to Leads
Several companies want the ability to communicate to Leads who are not associated with Contacts. Today, you cannot create a segment with leads, you cannot use a Marketing List in a Journey with leads because it only allows subscription lists (which must be contacts). Business Case: Use a Simpl...
Please allow Lookup/Option Set user experience when working with Segment Builder
It would be beneficial to be able to select the Dynamics 365 native UX behaviour for Lookup/Option Set when building the Segment query. Currently, it all become free text field that is subject to typo.
Thank you for submitting this idea. This feature is in progress and is currently on our roadmap for April 2019 delivery.
Allow us to force a segment refresh
Currently there is some mystical timeframe which segments refresh the members. Maybe once an hour. For someone who is trying to create a segment and test it to see what members it returns this is impossibly slow. If you make a first stab at the list, you can't expect people to go away for an h...
We are providing several related tools to improve the respective performance:
1. Live Editing of segments
2. Instant Evaluation of changes being done by the user
3. Much enhanced query performance
With those enhancements in place a force refresh now is less relevant. But if we get more feedback and votes, we may consider it in the future.
Christian Abeln, PM,
Please provide "query templates" for segmentation
Please provide "query templates" for creating dynamic segments. Useful "query templates" could be - "I want to find contacts who have registered to an event" - "I want to find contacts who attended an event" - "I want to find contacts who have submitted a form" - "I want to find contacts with ...
Needs community support for consideration.
Please allow to customise the segment members grid
At this moment the segment members grid is hardcoded to show the predefined columns. It will be useful to honour Dynamics 365 view or something similar when displaying the grid.
This is a great suggestion! We feel there should be more support to have this idea implemented.
Dynamics 365 Marketing
Allow Segment based on Dynamic Marketing List
Due to the "number of hops" we cannot access a certain group of Contacts within a segment. Allow the creation of a Segment from a DYNAMIC Marketing List, not just Static.
Allow us to ask for segment members in the advanced find
We want to ask for segment members in the advanced find to combine segment criteria and advanced find criteria (which are much more than segment criteria) and to build views and dashboards based on it. (There is a bug that shows the "segment member" entity in the advanced find but it doesn't w...
Allow us to modify the views of members in a segment
Currently the list is very unhelpful, it shows full name, email1, phone, Account name, and crmrecordid (quite possible the most useless field ever displayed anywhere as we can't use it for anything at all in the real world). The list is not even sorted alphabetically. Clicking on most of the c...
This is a great suggestion! We will consider this in our roadmap.