13

Sales Rep Marketing Capabilities

Provide the ability within CRM to:
A. Create MARKETING RICH-TEXT/HTML Emails and provide access to SALES REPS through CRM.
B. Allow SALES REPS the ability to take the said email template from CRM/Outlook and send the MARKETING RICH-TEXT/HTML emails, with a bit of personalization on a...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Marketing (134)

STATUS DETAILS
Completed
Ideas Administrator

This is base functionality of the Dynamics 365 for Marketing email designer and insights released in April 2018.

Please note that customers who have purchased Dynamics 365 for Marketing can give any user - also "Sales Reps" access to the marketing functionality. 

13

We cannot populate data from related records while creaing an Email template

When creating an Email template for any entity we should be able to populate data from its related records.
Eg: If I want to add fields like {!User: Full Name;} , {!User: Main Phone;} {!User: Address 1: Fax;} from the User record which is the owner of the Lead.

This option shou...

Read more...

1 Comments

Read more... 1 Comments

Category: Email Marketing (134)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback.

We are going to review this idea for possible implementation.

 

Sincerely,

PM,

Microsoft.

12

Test send to multiple recipients

Allow test sends to go to multiple recipients at once

Read more...

1 Comments

Read more... 1 Comments

Category: Email Marketing (134)

STATUS DETAILS
New
12

configure pre-header text

We need to be able to configure pre-header text in emails that are delivered. Need a preview of the brief description of what's in your email, shown as a preview in most inboxes next to the subject line. From Google: Preview text is the short summary text that immediately follows the subject l...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Marketing (134)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

We released this feature as part of the functionality in Feb 2020 (under Early Access)

Please refer to the following link for more information: https://docs.microsoft.com/en-us/dynamics365/marketing/email-design-update#improved-email-editor-design-and-functionality

 

Sincerely,

Shravan

PM, D365 Marketing

Microsoft.

12

Dynamic email template - with Events fields

It would be nice if there will be a feature wherein we can create an email template that would contain dynamic Event entity fields. So that we can just create one template that will be used to different events and it will still capture the event name and event details. Thanks!

Read more...

2 Comments

Read more... 2 Comments

Category: Email Marketing (134)

STATUS DETAILS
Under Review
12

Ability to include a dynamic event details in a marketing email

Right now you can include an event details in a marketing email but you still need to choose the specific event in which the field values will came from, would be better if the field values from events will be specified through a customer journey so that we can just use a generic email templat...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Marketing (134)

STATUS DETAILS
Under Review
12

Collaboration Support for Marketing Assets

When two or more people are editing a marketing asset such as an email, the system should notify the users. Today, more than 1 person can edit an asset at the same time and there is no lock or notification. There is also no ability to see the other person's edits. After testing, we've found th...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Marketing (134)

STATUS DETAILS
Under Review
12

Feature request for Campaign e-mail template

Please provide following features:

- Auto-insert a name of read company or Account company for an e-mail template as "Campaign activity" and "Quick campaign".
- Dynamicaly change Body contents depends on which recipients you are going to send an e-mail, and it allows you to cho...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Marketing (134)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

We released this feature as part of the functionality for the Dynamics 365 Marketing product, that was launched in April 2019 in GA. 

Please refer to the following link for more information: https://docs.microsoft.com/en-us/dynamics365/marketing/dynamic-email-content

 

Sincerely,

PM,

Microsoft.

11

Make it easier to search for images when adding image blocks to e-mails

The longer you use Dynamics for marketing, the more images and files you create within the system. With a lot of files it can take a long time to find pictures that you want to insert into an e-mail. Dynamics offers a standard entity search for files (msdyncrm_file) when navigating to Files from...

Read more...

0 Comments

Read more... 0 Comments

Category: Email Marketing (134)

STATUS DETAILS
New
11

Responsive Design E-mail and Landing Page Templates

Provide templates for emails and landing pages that are responsive by design.

Read more...

0 Comments

Read more... 0 Comments

Category: Email Marketing (134)

STATUS DETAILS
New