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 ...
Quick update segments
Segments can take up to 6 hours to update, which in turn means more than a 6 hours wait time for actions to occur in a Customer journey based on this segment. It is totally understandable that the heaviest of segments require some time to update, where the segments are building on several othe...
Initial changes coming April 2019 and everyone should see significant improvements by June 2019.
Please make relationship name to be more user friendly
At this moment on the segment definition page, where I need to set related entity, it is giving the entity relationship name that only system customizer would understand. Please allow a user readable name for the relationship.
Partial fix is available now and the other fixes are on the roadmap for April 2019.
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 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.
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.
On the roadmap; no specific ETA. *Requires additional Community support to get this prioritized.*
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...
Please allow keyboard shortcut or something similar on static segment
when configuring a static segment, I need to tick the member 1-by-1. Keyboard shortcuts like Ctrl + click or Ctrl + Shift + click to select multiple doesn't work in the static segment grid. This is time consuming
On the roadmap; no specific ETA.
Please allow more meaningful name for segment (not restricting it without space)
At this moment the segment name only allows straight name (could not have space or any special character). Flexible naming is useful in searching the segment.
This feature was released earlier than expected and is available in our December 2018 Update. Please note that the Release Date noted doesn't match the actual due to limitations in the tool at this time.
Ability to export Segment members to Excel
It would be very useful to be able to export the members of a segment to excel. This is a feature that has been requested by a number of our customers.
Thank you for your feedback, Andreas!
This is a great suggestion, and we are aware that it is a very demanded feature! We have that on our roadmap and hopefully will be able tro deliver this in one of the next major releases.
Sincerely,
Christian Abeln, PM,
Microsoft.
Administrator
This is on the roadmap; no specific ETA. *Requires additional Community support to get this prioritized.*