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...
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...
Thank you for your feedback.
We are going to review this idea for possible implementation.
Sincerely,
PM,
Microsoft.
Test send to multiple recipients
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...
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.
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!
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...
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...
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...
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.
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...
Responsive Design E-mail and Landing Page Templates
Provide templates for emails and landing pages that are responsive by design.
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.