5

CRM- Allow to add file attachments to email campaigns

It's possible to define attachments in an EMail-template to distribute EMails with attachments. But if I don't have a template, i can't choose attachments to distribute with.

The possibility to distribute campaign activities with EMail-attachments would be nice.

Read more...

1 Comments

Read more... 1 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Needs Votes
5

Send Email (with attachment) to Marketing Lists

When trying to make a quick campaign or campaign that will send an e-mail, I am not able to add an attachment to the e-mail. Attachments are not allowed until you save the e-mail, but there is no "save" button, only continue. This needs to be added. The workaround was to make an e-mail templat...

Read more...

1 Comments

Read more... 1 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Needs Votes
4

Please provide the solution to change the name of 'Targeted At' field in marketing list

When we changed the name of the Account for example, 'Targeted At' field in marketing list must be reflected as well. It will be great to have this function to be added.

Read more...

1 Comments

Read more... 1 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Needs Votes
4

Allow mixted marketing list

Allow a marketing list which inlcudes contacts AND accounts

Read more...

1 Comments

Read more... 1 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Needs Votes
4

Send Email (with attachment) to Marketing Lists

When you create an Email Quick Campaign there is an attachments area, but you can only add attachments once the email is saved (which in this case means once the emails have been sent).

There should be an easy way (other than using templates) to add attachments to emails. As neither...

Read more...

1 Comments

Read more... 1 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Needs Votes
4

Can't view associated dynamic marketing lists from a contact

Dynamic marketing lists add members based on advanced find view filter criteria. When you look at list members from the marketing list record, you see those contacts or leads. However, when you open a contact that is listed as a member of that list, and look at the contact's associated marketi...

Read more...

1 Comments

Read more... 1 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Needs Votes
4

Allow filter in advanced views "Member of" a Dynamic Marketing List

If you use the advanced views you can filter with a condition to know wich records are in in a Marketing List, but it only works with statics Lists, and with the Dynamic views it doesn't work.

Read more...

1 Comments

Read more... 1 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Needs Votes
4

Restrict duplicate e-mails when using Campaigns

If you have an account and a contact registered with the same e-mailadress and you create a campaign & marketing list which results in both being a part of the campaign.
Then create a campaign activity of type = e-mail
When "Distribute Campaign Activity" CRM will then send the sa...

Read more...

0 Comments

Read more... 0 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.

 But please note, the strategic investments for marketing automation are being made on Dynamics 365 for Marketing. Here we can control if for contacts with the same email address one email should be send each or only to one of the contacts.

Sincerely,

Christian Abeln, PM,

Microsoft.

3

Update Email Template Editor

• you cannot see the source code when editing • hyperlinking words • lack of control changing font and size of text

Read more...

0 Comments

Read more... 0 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Needs Votes
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...

Read more...

0 Comments

Read more... 0 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Needs Votes