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.'
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.
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?
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.
Thahis has been released to customers in December 2024
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 ?
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?
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...
"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.
Released
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 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
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.
Administrator
This is a highly requested item and has been added to the product backlog for 2025.