69

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.

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13 Comments

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Category: Lists and Campaign (94)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your feedback. We are not considering the suggestion at this time.

Sincerely,

Christian Abeln

PM, Microsoft

22

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...

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1 Comments

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Category: Lists and Campaign (94)

STATUS DETAILS
Declined
Ideas Administrator

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

20

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...

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0 Comments

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Category: Lists and Campaign (94)

STATUS DETAILS
Needs Votes
15

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...

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0 Comments

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Category: Lists and Campaign (94)

STATUS DETAILS
New
14

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.

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0 Comments

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Category: Lists and Campaign (94)

STATUS DETAILS
Completed
Ideas Administrator

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.

14

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...

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1 Comments

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Category: Lists and Campaign (94)

STATUS DETAILS
Needs Votes
12

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...

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0 Comments

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Category: Lists and Campaign (94)

STATUS DETAILS
Needs Votes
11

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.

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2 Comments

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Category: Lists and Campaign (94)

STATUS DETAILS
Declined
Ideas Administrator

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

11

Add any mailable entity type to a marketing list

Currently MS added the option to make an entity mailable which was a step in the right direction. However, if custom entities can be created to send emails to, they should also be available for the marketing module.
Basically, you should really be able to add those custom entity types to ...

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1 Comments

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Category: Lists and Campaign (94)

STATUS DETAILS
Needs Votes
10

Create a Campaign Response from an incoming Phone Call

Currently, a Campaign Response can only be created for a Phone Call that was distributed from a Campaign Activity. I would prefer that a Campaign Response could be created from any Phone Call.

Scenario: Prospect phones in - "Hello, I'm calling about XYZ mailshot / billboard that I s...

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1 Comments

Read more... 1 Comments

Category: Lists and Campaign (94)

STATUS DETAILS
Needs Votes
Ideas Administrator

 Thank you for your feedback.

This is a great use case for Power Apps. Imagine a dedicated application that fires up when a phone call arrives, it opens the form for a new phone response and is partially prefilled. User selects the product context and types in few information. The incoming caller number is mapped to an existing contact (or new contact is created on the fly if desired) and the call can be captured.

 

Sincerely,

PM,

Microsoft.