0

Merging of contacts

When contacts are merged in Customer Insights – Journeys, only analytics, segments, and journey data from the primary contact are retained; data from the secondary contact is not carried over.


Thi...

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Category: General (201)

STATUS DETAILS
New
11

Change the Unified Activity table header when displayed on the Timeline.

Issue:

After enabling showing CID activities in CIJ timeline: Show activities with Dynamics 365 timelines - Dynamics 365 Customer Insights | Microsoft Learn, the Unified Activity table stores the activities from CID and is d...

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4 Comments

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Category: General (201)

STATUS DETAILS
New
0

Notes and Emails

  1. It would be nice to be able to cancel/delete draft emails. Currently the only way to discard emails it to send it to self otherwise it sits under unactioned activity.
  2. Ability to edit Notes after they are saved.



Th...

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0 Comments

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Category: General (201)

STATUS DETAILS
New
27

We would like to be able to confirm the projected consumption of "Interacted People" in Dynamics 365 Customer Insights – Journeys.

Currently, there is no available function that allows us to verify the projected consumption of "Interacted People."

Therefore, we would like to request the implementation of a feature that enables us to confirm this projected consumption.

To support this, we request the implementa...

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0 Comments

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Category: General (201)

STATUS DETAILS
New
0

We would like to be able to confirm the projected consumption of "Interacted People" in Dynamics 365 Customer Insights – Journeys.

現在、「Interacted People」の予測消費を検証できる機能はありません。

したがって、この予測消費量を確認できる機能の実装をお願いしたいと思います。

これを支援するために、以下の機能の実装をお願いします。

  • リード/連絡 GUID
  • インスタンス情報
  • その人物が「インタラクト・パーソン」としてカウントされた日付
  • 実際の交流日
  • インタラクションチャネル

この機能を実装することで、ユーザーはアプリケーションの使用状況をより詳細に理解できるようにな...

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0 Comments

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Category: General (201)

STATUS DETAILS
New
2

Error creating SMS after enabling the setting to block unmanaged customizations from power platform admin center

When we enable the block unmanaged customizations setting in Dataverse and try to create a new SMS message in Dynamics 365 Customer Insights - Journeys, we receive the error: 'This environment doesn't allow unmanaged customizations.'


As per the documentation this is a known li...

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0 Comments

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Category: General (201)

STATUS DETAILS
New
1

Remove Colors on locked Microsoft Fields

I found on "Marketing Modules" there is auto-coloring of that weird standard bright blue that sometimes choice fields are designated. When trying to opt in for colors on my view it's very jarring visually on the UE. I'd rather there be no colors assigned automatically.


Can...

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0 Comments

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Category: General (201)

STATUS DETAILS
Needs Votes
1

Unify search fields

Search fields work differently across the platform.


Quick search, look ups - basically most search fields that show a magnifier as a search icon - use "begins with" as the search logic and one has to put * to search with the "contains" logic.


However, there ...

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0 Comments

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Category: General (201)

STATUS DETAILS
Needs Votes
15

Track the actions which have resulted in a Lead Score change

We want to be able to identify and update records based on the actions that result in a Lead becoming Marketing Qualified. In order to do this, we need to know which actions (behavioural or record attribute) a contact has performed which have resulted in the Lead Score changing. Having this da...

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0 Comments

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Category: General (201)

STATUS DETAILS
Needs Votes
12

Enabled Copilot for customer insight journey in GEO CAN

Enabled Copilot for customer insight journey in GEO CAN. The feature is enabled by default for all supported geos, without needing to enable it in feature switches.


Unfortunately, CAN is not a support...

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0 Comments

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Category: General (201)

STATUS DETAILS
Backlog