Creation of Marketinglist based upon Connections
At the moment there is only a possibillity to create a marketinglist based upon: Accounts, Contacts or Leads. In our Business we are using Connections for the relation between Account en Contact. Therefore it would be very nice to have the possibility to create a Marketinglist based upon Connecti...
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.
Possibility - out of the box - to import list (e.g. excel file) as static segment
It would be useful to be able to upload an excel file containing a contact list and automatically create a static segment (as an out of the box feature) - another software used in my company allows this and marketing team find it very useful.
Vote for my idea if you too find i...
The limit of total number of active segments need to be increased!
Does Microsoft have a plan of increasing active dynamic segments limits? We met the issue that we almost reached active dynamic segment limit (up to 100), which is not enough to use, since there would be a lot of dynamic segments to be used in the future, like different customer groups, segmented...
OBM segment has a limit of 1000 segments. However, segment builder in RTM is Generally Available and does not have a limit issue. Please migrate to RTM builder if you are facing limit issues in Outbound.
Blacklist or Segment of All Unsubscribed Emails
For each subscription list, we would like a matching list of people who have unsubscribed.
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.
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.
Allowing users to select additional segments in "Real-time Journeys segments"
Hi Team,
While creating a realtime segment, we would like to nest other segments; however, we are getting the following statement from MS i.e., "The list only presents segments that are permitted for your access, it does not present segments that contain additional se...
List all segments a contact is a member of on the contact record
Contacts can be members of multiple segments. The non-profit sector uses segments to identify categories of donors. They would like to see on the donor record which segments a donor is currently a member of, with the add date, and the leave date. Currently there is a segment ID on contact, but...
Administrator
Partial fix is available now and the other fixes are on the roadmap for April 2019.