Please allow Lookup/Option Set user experience when working with Segment Builder
It would be beneficial to be able to select the Dynamics 365 native UX behaviour for Lookup/Option Set when building the Segment query. Currently, it all become free text field that is subject to typo.
Ability to export Segment members to Excel
It would be very useful to be able to export the members of a segment to excel. This is a feature that has been requested by a number of our customers.
Thank you for your feedback, Andreas!
This feautre idea has been delivered and can be found in the documentation here:
https://docs.microsoft.com/en-us/dynamics365/marketing/segments-export-members
Thanks,
PM
Dynamics 365 Marketing
Please improve the page load time
The current page load time for segment definition/builder, segment members, Insights are quite slow. This is distracting the focus of the user.
Thank you for your feedback.
We released further enhancements as part of the functionality in Spring 2019 release. With the introduction and migration of the new marketing analytical backend the performance for many user experiences has dramatically improved. We will deliver further enhancement, like an upcoming face lift for segmentation design experience which will bring further performance and usability enhancements.
Stay tuned!
Sincerely,
Christian Abeln, PM,
Microsoft.
Quick update segments
Segments can take up to 6 hours to update, which in turn means more than a 6 hours wait time for actions to occur in a Customer journey based on this segment. It is totally understandable that the heaviest of segments require some time to update, where the segments are building on several othe...
Thank you for your feedback.
We released this feature as part of the functionality in April 2019 and everyone should see significant improvements by June 2019. This is when all organizations will be migrated to the new marketing insights backend.
The performance of segment calculations is on a whole other level of performance now.
Sincerely,
Christian Abeln, PM,
Microsoft.
Please make relationship name to be more user friendly
At this moment on the segment definition page, where I need to set related entity, it is giving the entity relationship name that only system customizer would understand. Please allow a user readable name for the relationship.
Partial fix is available now and the other fixes are on the roadmap for April 2019.
The limit of total number of active segments need to be increased!
Does Microsoft have a plan of increasing active dynamic segments limits? We met the issue that we almost reached active dynamic segment limit (up to 100), which is not enough to use, since there would be a lot of dynamic segments to be used in the future, like different customer groups, segmented...
OBM segment has a limit of 1000 segments. However, segment builder in RTM is Generally Available and does not have a limit issue. Please migrate to RTM builder if you are facing limit issues in Outbound.
CRM lacks advanced HTML Editor to be able to send newsletter emails to marketing lists
MS Dynamics CRM 2011 does not have the full capability to send newsletters that contain HTML to marketing lists in CRM. Current content on help forums suggest to use copy and paste method onto e-mail templates.
However, based on our tests in CRM along with our discussions with our ...
This is base functionality with the release of Dynamics 365 for Marketing. You can setup segments to use Marketing Lists to send out HTML newsletters.
Would like to display more than 15 records per page in Segments Members Tab?
would like to add more data records rows in segments when clicking on the members tab.
Currently we able to see only 15 members per page and wanted to display more than 15.
This issue is addressed in the new segmentation experience in Real-Time Marketing.
Please allow more meaningful name for segment (not restricting it without space)
At this moment the segment name only allows straight name (could not have space or any special character). Flexible naming is useful in searching the segment.
This feature was released earlier than expected and is available in our December 2018 Update. Please note that the Release Date noted doesn't match the actual due to limitations in the tool at this time.
Please show only field Display Names in the query builder
Please show only field Display Names in the query builder. Schema names are often not that user friendly. Plese also consider is it necessary to show contact GUIDs in the segment's contact view.
Thank you for your feedback.
This is a great suggestion! Most placed where internal names that had been observed before have been replaced by the display names. With the introduction of the new marketing analytical backend this will be completed.
Special consideration was the situation of org default language, UI language and respective fall backs - which ultimately will fall back to the internal name, if not respective translation can be found in the organization
Sincerely,
Christian Abeln, PM,
Microsoft.
Administrator
Thank you for submitting this idea. This feature is in progress and is currently on our roadmap for April 2019 delivery.