1

Exported segments visibility enhancement in Customer Insights - Data

Description:

Currently, in Customer Insights - Data, there is no consolidated view to check which segments are being exported. Users have to manually click through each export individually to verify the included segments, which is inefficient—especially for orga...

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Category: Segmentation (23)

STATUS DETAILS
New
1

De-duplication of contacts/leads at the segment level

Problem: Marketers do not know the actual audience size for segments since segments cannot deduplicate contacts.


Solution: Segments should have a manual option to deduplicate contacts based on the existing duplicate detection rules applied in ...

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Category: Segmentation (23)

STATUS DETAILS
New
9

Measure individual lead scores when there are multiple leads in a lead score model

You are creating a Lead Score model that sets a score based on email opens sent by Dynamics 365 Customer Experience.

Currently, if the personal information (contact information) that opened the email has multiple leads tied to it, they will all be scored the same with respect to the lead...

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Category: Segmentation (23)

STATUS DETAILS
New
1

Merge Segments and Marketing lists

Please simplify the layout and the process: there is no need to keep marketing lists and segments as two different objects, with different menu items, different features etc. etc. One entity (e.g. marketing lists) that includes all the needed features.

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Category: Segmentation (23)

STATUS DETAILS
New
17

Export Customer Insights - Data segments to Real Time Marketing (CI - Journeys) contacts

I am writing to request an improvement related to the integration of segments between CI - Data and Real Time Marketing.

 

Currently, within CI - Data, there is a connector in the exports section that allows you to export segments to Outbound Marketing, based on the contact entity....

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Category: Segmentation (23)

STATUS DETAILS
Declined
1

Manage time zone in segments in Customer Insight Data

Manage time zones in segments in Customer Insight Data so that every region of the company can adapt their own segments accordingly.

e.g.

  • the US would use GMT-4
  • Italy would use GMT+2

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Category: Segmentation (23)

STATUS DETAILS
New
16

Support multiple

Please support multivalue lookup columns in Customer Insights - Data segments. Currently there is a restriction:

  • Multivalue lookup (PartyList). Some system lookup columns can contain multiple values. For example, the To lookup column of Email rows can contain multiple recipients.

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    Category: Segmentation (23)

    STATUS DETAILS
    New
1

Export/Import secment deffinition

We've encountered the necessity to transfer segments between environments (Production/QA). Given the significant volume of segments, along with their complexity, the task of moving/copying segments between environments can become quite tedious.

Exporting segment definitions to a text for...

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Category: Segmentation (23)

STATUS DETAILS
New
1

Copy Segments between environments

Develop a method to copy segments between different environments, such as from production to QA and vice versa.


Presently, achieving this requires going through each segment individually. In some instances, there might be a large number of segments or complex segments, which c...

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Category: Segmentation (23)

STATUS DETAILS
New
37

Add 'Is Not' and Time Windows to segment definitions (renamed)

We propose the implementation of additional functionalities within Dynamics 365 Customer Insights - Data to enhance rule setup flexibility and adaptability.


  1. Inclusion of "Is Not" Functionality: We suggest incorporating the same capabilities found in the "...

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    Category: Segmentation (23)

    STATUS DETAILS
    Completed