Suggestion for Enhanced Functionality in Dynamics 365 Customer Insights - Data
We propose the implementation of additional functionalities within Dynamics 365 Customer Insights - Data to enhance rule setup flexibility and adaptability.
- Inclusion of "Is Not" Functionality: We suggest incorporating the same capabilities found in the "...
STATUS DETAILSNew
RT Marketing - RT Segment Import from OB - Need Status View
I don't know if we're logging ideas for Real Time marketing under D365 Customer Insights now or still under D365 Marketing - so I will log under both until confirmed.
Today, when you navigate to RT Segments - you can click an Import button and select OB segments. However, onc...
Add ability to filter by dynamic dates in future
The segments UI doesn't allow to refer to dynamic dates in the future, only fixed dates. We need the ability to create segments where RenewalDate is between 7 to 12 weeks in the future. Currently the only dynamic date selection feature is "within last X Days/Weeks/Months', i.e. only w...
Allow Segment data to refresh at local time Midnight instead of UTC +0
Currently, all CI instances segment data refresh at UTC +0, which makes it inconvenient to work with date time fields which are part of the segment critieria. Hence, it will be great if all instances can refresh at their own local time Midnight, so less pre-work will be required to deal with t...
Segments - Measure Searching & Using
In some of the measure tables used in the segments, measure definitions are written as defined in the measure field, while in some others the "_ " s are removed and used within the segment. This causes us to not find it when we search in the measure field.
We can share an example of this...
Combobox to select value for boolean datatype
When customer's are using Customer Insight and when using boolean datatype into Segments an combobox will be much appreciated as this will increase the customer experience.
Combobox suggestion : True/False, or numeric 0 as False and 1 as Tru...
Enrich segments with tags
Since a few days tagging is enabled on segments. Nice to organize your segments.
It would be better though to use tags as key:value pairs.
And it would be amazing if the tags could also be added to the export as an additional column (yes, with redundancy).
Segment pick list for underlying data
Currently, users need to know the underlying data to create segments. It would be valuable if picklists w search where available in the Segment builder for users to access the underlying data.
Segment Customer Attributes
Currently, Segments contain all customer attributes. It would be nice to have functionality to select which attributes to include in the segment and also for the segment export.
Segment Folders