Ability to select custom 'email enabled' entities for marketing list member types
Currently, marketing list members must either be contacts, accounts, or leads. With the introduction of email enabled custom entities, it makes sense to be able to utilise these email enabled entities when creating marketing lists.
Rich E-mail Template Editor
The CRM e-mail template editor is restricted to a few basic functions such as changing fonts, colours, bullets and text alignment. We need an editor that allows us to imbed image links, hyperlinks and other rich HTML formating, in order to create templates that can be adhere to corporate brand...
Please refer to the following link for more information:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/prepare-marketing-emails
Sincerely,
Christian Abeln, PM,
Microsoft.
Marketing List Query Issue: Ampersand (&) in associated record name causes error when searching in associated view.
In CRM 2013, an issue has been noted when attempting to search the results of a Marketing List using the associated record view.
The Marketing List is dynamic and the query includes an associated record that has an ampersand (&) in the name field (i.e. Account Name). The query w...
Thanks for the feedback this product suggestion looks like it is a bug not a suggestion. We have made note of the issue, this item will be closed out as postponed and this is a bug not a feature. Please use the following link https://community.dynamics.com/crm/p/support.aspx to enter a support case if you would like to make sure to have the issue tracked more closely. Thanks for the feedback. Larry
Should be possible to import members to marketing lists
If a user has a list of Companies (that may already be in CRM) from an external source it should be possible to import these Companies as members to an existing marketing list. Same goes for contact and lead members on marketing lists.
I saw another similar feedback item in this for...
Feature of attaching files on Quick Campaign
Some users would like to attach files on Quick Campaign, but there is no such a feature on Dynamics 365 (online) at present. Currently, as the alternative way, they attach files on email template, but it is very inconvenient. Users requested to implement the feature of attaching files on Quick Ca...
Add campaign responses to tablet app
Many customers use campaign responses and treat them as leads and want salespeople to follow up on them. Currently, campaign responses are not available from the tablet app. Please update the campaign response and campaign entities to be available from CRM for Tablets.
Thank you for your feedback.
We released this feature as part of the functionality with the UCI client release
Please refer to the following link for more information:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/about-unified-interface
Sincerely,
Christian Abeln, PM,
Microsoft.
Send Email (with attachment) to Marketing Lists
Presently, you can only easily email marketing lists using Send Direct Email feature using Advance find on Account/Related/Marketing Lists. This is nice, but cannot send attachment with it! The only ways to do this now are:
1) Open a new email and add each individual member to it us...
Related Campaign Response field is not mapped when converting Campaign Response to Lead
Related Campaign Response field is not mapped when converting Campaign Response to Lead
It is very difficult to track which one is the original Campaign Response of The Lead and somehow users want to copy the fields, we cannot use this relationship to track which Campaign Response r...
Convert Lead dialog box cannot be customized
Convert Lead dialog box cannot be customized.
Specifically, we have an "Existing Account" field on the Lead form that we would like to map to the "Potential Customer" field on the Convert Lead dialog box.
(Similarly to how the Currency field is mapped from the Lead record...
Thank you for your suggestion. This is not possible because of non-cofigurability of the options in lead convert dialogue. You can try writing workflow rules to covert lead and have these fields. Having said that, we will consider this suggestion to improve this dialogue in a future release. Best regards. This posting is provided "AS IS" with no warranties, and confers no rights.
After application of UR12, Notes now show new owner / modified by instead of how it has worked previously (ANOTHER BUG)
Following RU12 the note creation date has been removed and it now just shows a modified date.
Thank you for reaching out. Your suggestion seems to be a product bug. Please reach out to the relevant support channels as specified in Product support (http://go.microsoft.com/fwlink/?LinkID=616937).
Sincerely,
Christian Abeln
PM, Microsoft
Administrator
Thank you for your feedback. We are not considering the suggestion at this time.
Sincerely,
Christian Abeln
PM, Microsoft