25

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.

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2 Comments

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Category: Segmentation (74)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for submitting this idea. This feature is in progress and is currently on our roadmap for April 2019 delivery.

14

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.

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3 Comments

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Category: Segmentation (74)

STATUS DETAILS
Completed
Ideas Administrator

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

10

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...

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0 Comments

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Category: Segmentation (74)

STATUS DETAILS
Completed
Ideas Administrator

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.

9

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.

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1 Comments

Read more... 1 Comments

Category: Segmentation (74)

STATUS DETAILS
Completed
Ideas Administrator

Partial fix is available now and the other fixes are on the roadmap for April 2019.

8

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 ...

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4 Comments

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Category: Segmentation (74)

STATUS DETAILS
Completed
Ideas Administrator

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.

4

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.





 


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0 Comments

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Category: Segmentation (74)

STATUS DETAILS
Completed
Ideas Administrator

This issue is addressed in the new segmentation experience in Real-Time Marketing. 

4

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.

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1 Comments

Read more... 1 Comments

Category: Segmentation (74)

STATUS DETAILS
Completed
Ideas Administrator

This feature was released earlier than expected and is available in our December 2018 UpdatePlease note that the Release Date noted doesn't match the actual due to limitations in the tool at this time.

 

 

3

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.

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0 Comments

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Category: Segmentation (74)

STATUS DETAILS
Completed
Ideas Administrator

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.

3

Show display ames of instead of database names of custom fields in field selector

When creating a segment the fields that are custom made are shown with their database name in the dropdown selector, not Display name. For example "abc_accountnumber". The users don't know which field to select because they are not familiar with the database names, only Display Names that are ...

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0 Comments

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Category: Segmentation (74)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

This is a great suggestion! We will consider this in our roadmap.

Please expect this to be fully available with the transition to the new marketing analytics backend (in June 2019) and face lift of the segmentation UI in upcoming release.

Sincerely,

Christian Abeln, PM,

Microsoft.

1

Copy of a Segment

Please provide the possibility of copying a segment, so that you can create a new segment with only few changes starting from the old one.

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0 Comments

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Category: Segmentation (74)

STATUS DETAILS
Completed
Ideas Administrator

This capability already exists in Dynamics Marketing. You can go into any segment and select 'Duplicate' on the top bar.