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.
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.
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.
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...
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 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.
Sort and filter columns in the Segment Member view within a Segment
When you use the segment member systemview in the contact overview you can sort and filter any of the columns.
This feature ist not available using the same view on Members within the Segment itself.
Please make it possible to create a random sample segment or marketing list for surveys
Some organizations want to send surveys to randomly selected recipients that respresent a certain customer segment. Please make it possible to create a segment or marketing list to which you can add a random sample of contacts from another segment or marketing list.
Thank you for your feedback.
Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
We would like to learn more on the specific scenario. Perhaps instead of the segment driving the sampling it should be the customer journey automation that could take a random sample of select size / portion of a segment. It may even be desired to send out in phases to random or ordered selections from a segment.
More votes and more details will help us to design best for our customer's demand.
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.
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, Andreas!
This feautre idea has been delivered and can be found in the documentation here:
https://docs.microsoft.com/en-us/dynamics365/marketing/segments-export-members
Thanks,
PM
Dynamics 365 Marketing