50

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...

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2 Comments

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Category: Lists and Campaign (89)

STATUS DETAILS
Completed
Ideas Administrator

 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.

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 (89)

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.

3

Activities concerning campaigns must be possible

It should be possible to have a campaign as a regarded object in an activity.
= It should be possible to have activities for campaigns, just as you can have activities in other entities (like account, order, ...)

Remark: I know there are Planning tasks in campaign and activitie...

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1 Comments

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Category: Lists and Campaign (89)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

We released this feature as part of the functionality in a previous major release. Planning activities are maintained in the Activity Timeline.

 

Sincerely,

Christian Abeln, PM,

Microsoft.

0

Error when adding members to a Marketing List

Hi,

I'm getting an error when adding users to a marketing list. Below is the error I get when I run a trace. The users just get an error message saying an error has occured.

The error seems to appear when I'm using Advanced Find to add the members and then choose "Add all...

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2 Comments

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Category: Lists and Campaign (89)

STATUS DETAILS
Completed
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,

PM,

Microsoft.

1

Marketing List member count not display correct count in CRM 2013

Issue
-------------
Count of records associated to marketing list and displayed by 'Members Count' are incorrect in CRM 2013
Marketing List has 100 members added but in the 'Member Count' Field that display <> 100
Creating new Marketing List with same records resolved...

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0 Comments

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Category: Lists and Campaign (89)

STATUS DETAILS
Completed
Ideas Administrator

 Thank you for reaching out.

Your suggestion seems to be a product bug. We had provided a bug fix in that area.

Please reach out to the relevant support channels as specified in Product support (http://go.microsoft.com/fwlink/?LinkID=616937).

Sincerely,

PM,

Microsoft.

1

"Contact" record with field "donotsendmm" = "Do Not Send", should not appear, while adding, to a new Marketing List

Hi Team,

A Contact entity in CRM, has a field called as "Send Marketing Materials". The logical name of this field is "donotsendmm". It is a type "two option" field with values are "Send" and "Do Not Send".

This field is displayed in the Contact main form under the sectio...

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2 Comments

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Category: Lists and Campaign (89)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

We released this feature as part of the functionality in the UCI client for marketing lists management.

The contact lookup allows you select a view. Therefore we recommend that you create the view of contacts that excludes those that you desire not to add to marketing lists in certain use cases - like building the invite lists for a new offer. You view would exclude any one without sufficient consent or content preference.

 Sincerely,

Christian Abeln, PM,

Microsoft.

1

Scheduled mass email

From: Melanie Malay [mailto:melanie.malay@claricode.com]
Sent: 04 June 2010 18:30
To: Vinod Shyam Prasad
Subject: CRM Request

Hello Microsoft Team,

I am writing to you in hopes that you will consider adding a feature to the Microsoft CRM. Currently, I can ...

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1 Comments

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Category: Lists and Campaign (89)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

We are not considering the suggestion at this time due to the following reason:

With Dynamics 365 for Marketing we are providing a marketing automation tool that allows planning and automation of email messaging and much more.

Sincerely,

Christian Abeln, PM,

Microsoft.

1

Preview capabilities for campaign email

A shortcoming with the marketing module of MS CRM is the lack of preview abilities for campaign emails. Users have to actually distribute the emails to a test group before mass distribution.

A single preview form should be a necessity

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2 Comments

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Category: Lists and Campaign (89)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

We released this feature as part of the functionality in Dynamics 365 for Marketing. The marketing product has a rich ad-hoc preview capability and even lets you to preview on specific devices using Litmus. Of course a test send is also included in Dynamics 365 for Marketing.

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.