19

Adjust Segments that are used in other Segment

Like in Outbound Marketing, I want to be able to update my Segments, although they are used in other Segments or in Journeys.

So no longer seeing the message


'Editing a segment associated with journey(s) or segment(s) is not available yet.'

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2 Comments

Read more... 2 Comments

Category: Segmentation (221)

STATUS DETAILS
New
18

Segment on fields with field security profile

Update the possibility to use field in segmentation in RTM that have field security associated to them. Today these fielda are not possible to choose in a filterin RTM segmentation.

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0 Comments

Read more... 0 Comments

Category: Segmentation (221)

STATUS DETAILS
New
17

Enable Custom columns or attributes in the segment membership export


Will it one day be possible to customize the columns displayed in the export of members of a Dynamics customer insight segment?

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0 Comments

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Category: Segmentation (221)

STATUS DETAILS
Planned
2025 Release Wave 2
Ideas Administrator

This is a highly requested item and has been added to the product backlog for 2025.

17

Export real-time segments

When using outbound marketing, we were able to export the segment member list to excel. As of now this funtionality is not available for real-time marketing. It could be very usefull to add this funtionality also to real-time marketing.

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4 Comments

Read more... 4 Comments

Category: Segmentation (221)

STATUS DETAILS
Completed
Ideas Administrator

Thahis has been released to customers in December 2024

16

Targeting Accounts in Customer insights journey

In the context of using transactional emailing, we want to have the possibility to target account regards in customer journey . How should contact of account be targeted in customer insights journey ?

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0 Comments

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Category: Segmentation (221)

STATUS DETAILS
New
15

Support for Virtual Entities

As virtual entities are not supported for change tracking, they cannot be utilised in Dynamics Marketing segments. Could we have the ability to directly access virtual entities in Dynamics Marketing?

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1 Comments

Read more... 1 Comments

Category: Segmentation (221)

STATUS DETAILS
Needs Votes
14

Enable a "Share" button for Real Time Marketing segments

A SHARE button that allows to share the segment with other users or teams in the organization. This is present in Outbound but not in Real Time marketing.


Example: We would like to share read-only segments with some teams in other business units so they can create copies based...

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0 Comments

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Category: Segmentation (221)

STATUS DETAILS
New
14

"save as" or "duplicate" Real Time Marketing segment

Please make it possible to duplicate or "save as" a Real Time Marketing segment, since quite some time you will have to create one, looking like another one, but different.

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0 Comments

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Category: Segmentation (221)

STATUS DETAILS
Completed
Ideas Administrator

Released

14

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.

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3 Comments

Read more... 3 Comments

Category: Segmentation (221)

STATUS DETAILS
Completed
Ideas 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

13

Ability to select all when creating a segment using Include Contacts Option

When you create a Segment and pick the Include Contacts option and then go to Advanced Find and select a view you can't select all the Contacts in your view. You can shift click and scroll and select contacts but if you have a long list you would be scrolling for a while.

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0 Comments

Read more... 0 Comments

Category: Segmentation (221)

STATUS DETAILS
New