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...
Please allow to customize the Portal SharePoint integration grid columns.
At this moment the Portal SharePoint integration grid is hardcoded to show just "filename" and "modified date" columns. It is not supported in any other column since the information we see in these 2 columns is not coming from the document location entity view but from the SharePoint document lib...
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.
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.
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
Thank you for your feedback.
This is a great suggestion! We will consider this in our roadmap.
Static Audience management will be a topic in a future release
Sincerely,
Christian Abeln, PM,
Microsoft.
Ability to segment based on Location and profile data
Leverage lat/long to segment individuals based on actual driving distance as well as profile characteristics and availability. Ex: Allow advanced find to also query location radius based on a starting point.
Thank you for your feedback.
This is a great suggestion! We will consider this in our roadmap.
It requires advanced operator that also requires meta information about the characteristic of a location fields. Potentially also on demand geo-coding of address information.
We really like to collect more feedback and votes before more detailed planning.
Sincerely,
Christian Abeln, PM,
Microsoft.
Allow Defaults to be Set for All Segments (not just those using a template)
An administrator should be able to set defaults that all segments must contain - whether they are created from a template or not. For example, "Do not email inactive contacts" should be a default that appears on all segments created.
Please Allow us to create Segments based on Leads and Accounts
Generally Lead is the 1st point of contact, A contact record is not created unless we qualify a lead, Creating segments using leads and accounts would be a huge benefit.
Allow convert marketing list to segment
Add a button on marketing lists to convert a marketing list to a segment. Add a button on segments 'from marketing list' to fill a segment based on a marketing list. Add a condition in the filter to add members from a marketing list.
Thank you for your feedback.
This is a great suggestion! We will consider this in our roadmap.
We are looking at options to easily create segment from static marketing lists & mechanics that can convert a dynamic marketing lists to a segment.
Sincerely,
PM,
Microsoft.
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.
Administrator
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.