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 (11)

STATUS DETAILS
Rejected
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

12

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...

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1 Comments

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Category: Lists and Campaign (11)

STATUS DETAILS
Rejected
Ideas Administrator

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.

7

Ability to have marketing list available on custom entity apart from lead, account and contact.

We are restricted to use lead, contact and account for marketing list.

In one of our implementations, we wanted to run Campaign and create marketing list on Credit Card Information of record (Contact), for which had to create a custom entity.

We could not use lead, contact and ...

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0 Comments

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Category: Lists and Campaign (11)

STATUS DETAILS
Under Review
3

Member sub grid on Marketing list form

After removing Member sub grid on Marketing list form, there is no way to get it back

The only solution is to export a solution from a vanilla org which contains marketing list form > import in the affected org > create a new form.

There should be an option on Marketing l...

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0 Comments

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Category: Lists and Campaign (11)

STATUS DETAILS
Under Review
3

Deactivating a Campaign

It would be very useful if it could be possible to deactivate a Campaign once it is fully completed. At the moment you can set it to Complete, but this still shows in the Source Campaign Lookup (for example on an Opportunity record) and we are getting a large number in the list. Could this be ...

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2 Comments

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Category: Lists and Campaign (11)

STATUS DETAILS
Under Review
2

Display Dynamics Marketing Lists against Contact

Currently only static marketing lists can be viewed from a sub-grid on a Contact form and from the Common menu. Dynamics lists are now mainly used so these should also be listed on the Contact form and Common menu. Thanks Eileen

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0 Comments

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Category: Lists and Campaign (11)

STATUS DETAILS
Under Review
1

Marketing lists for users

We would like to use CRM to communicate with the users. For this reason we need to be able to add them to a marketing list.
Today, the work around is an Account for our Company and all the users created as contacts. But pulling them directly from the User entity would be much more cool.

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0 Comments

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Category: Lists and Campaign (11)

STATUS DETAILS
Under Review
1

Deafult view to be set as Active marketing list

Issue: User is unable to change the default view from the marketing list view, when the user changes the lookup to Active Marketing List it goes back to associated list view.

Impact: Functionality loss. Not user friendly.

 

Ask: User should be able to&nbs...

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0 Comments

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Category: Lists and Campaign (11)

STATUS DETAILS
Under Review
1

CRM 2016 | Unable to add Leads to Static Marketing List

Creating Static Marketing List

  1. Navigate to Service-> Marketing List
  2. Click on New Marketing List
  3. Enter Value for all Mandatory Fields
  4. Name : TEST
  5. List Type : Static
  6. Targeted At : Contact – This is NOT Contact, but Lead…ho...

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    0 Comments

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    Category: Lists and Campaign (11)

    STATUS DETAILS
    Under Review
1

User is facing issue in CRM 2016 Organization-Https://int-dynamicsuat.bcg.com/BCGDynamicUAT when we try to add member in the static marketing list , the member gets added in the marketing list but the progress bar on IE 11 does not show the progress.

 Repro Steps:

============

1. Open Internet Explorer 11
2. Login to CRM 2016 organization.
3. Click on Marketing Module.
4. Click Marketing list.
5. Click New button from the command bar.
6. Select the list type field as "Static" from the form.

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0 Comments

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Category: Lists and Campaign (11)

STATUS DETAILS
Under Review