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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1 Comments

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Category: Segmentation (42)

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 (42)

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

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Category: Segmentation (42)

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 (42)

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

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

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Category: Segmentation (42)

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.