Ability to export Members of Real Time Marketing Segment to Excel
Outbound marketing provided the ability to export members of a Segment to Excel. Real Time marketing no longer provides this feature, which is still very much required by customers. Business scenario's we have encountered is where the business sends out physical print to customers via post. Th...
Allow us to force a segment refresh
Currently there is some mystical timeframe which segments refresh the members. Maybe once an hour. For someone who is trying to create a segment and test it to see what members it returns this is impossibly slow. If you make a first stab at the list, you can't expect people to go away for an h...
This has been released as of February 2025
Minor enhancements to improve journey
The ability to share a segment with other team members
Currently it’s not possible to share segments with other team members which is a major impact on customers. Can this be changed so that the creator of a template can share it with their team members?
Update as of 2/20/2025:
The ability to assign a segment to another team member is expected in Feb 2025.
For the journey default start date, please open a relevant idea in the ideas forum.
Export Segment / associated Segment members from Real-time Marketing
Currently unable to export Segment or members of segment from Real-time Marketing. Our Marketing team require this feature.
This has been released
Increase the size of the Segment Query definition
Request is to increase the size of the Segment Query definition. Our customer has quite complex segment needs and when the segment editor converts the code to the query language, they often get the ‘you have exceeded the 4,000 character limit’ error. They are looking to building sub-segments a...
This has now been released and we have increased the total size from 4000 characters to 1.04M characters
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.
Thank you for submitting this idea. This feature is in progress and is currently on our roadmap for April 2019 delivery.
Even in real-time marketing, a function that allows you to output a list of members included in a segment to a file.
Idea Description: Currently, outbound marketing has the ability to export members to an Excel file.
However, real-time marketing doesn't implement that feature.
Adding this feature improves the user's experience.
Released as of December 2024
Export real-time segments
When using outbound marketing, we were able to export the segment member list to excel. As of now this funtionality is not available for real-time marketing. It could be very usefull to add this funtionality also to real-time marketing.
Thahis has been released to customers in December 2024
"save as" or "duplicate" Real Time Marketing segment
Please make it possible to duplicate or "save as" a Real Time Marketing segment, since quite some time you will have to create one, looking like another one, but different.
Released
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
Administrator
The ability to export segment members is now available. Learn more.