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 ...
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.
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...
Thank you for your feedback.
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.
Sincerely,
Christian Abeln, PM,
Microsoft.
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...
Thank you for your feedback.
We released this feature as part of the functionality in April 2019 and everyone should see significant improvements by June 2019. This is when all organizations will be migrated to the new marketing insights backend.
The performance of segment calculations is on a whole other level of performance now.
Sincerely,
Christian Abeln, PM,
Microsoft.
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.
Thank you for your feedback.
This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Christian Abeln, PM,
Microsoft.
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.
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.
Update: We plan to add this capability post Fall 2019 release, probably in November 2019 update release
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...
Thank you for your feedback.
This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Christian Abeln, PM,
Microsoft.
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 ...
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.
Administrator
Thank you for your feedback.
This is a great suggestion! We will consider this in our roadmap.
Specifically we will add instant evaluation in the upcoming incremental releases. This will be delivered for profile based segments at first. It will replace the current estimation button functionality.
Sincerely,
Christian Abeln, PM,
Microsoft.