Store favourites for all templates (email, journeys and forms) server-side instead of in browser storage
Template favorites for emails, journeys and forms in Customer Insights - Journeys are currently stored only in browser local storage. This causes favorites to be lost when users switch devices, use incognito mode, or when browser profiles are reset or website data is automatically cleared. Ple...
Allow Viewing and Editing of Conditions in Dynamic Lists
In Customer Insights – Journeys emails, the conditions used in dynamic lists cannot be viewed or edited after the list is created. This makes it difficult to adjust or verify segmentation logic. Enable users to open, view, and modify the filter conditions of dynamic lists at any time.
allow conditional content for more than 1 record in a M*M relationship
Currently, when you want to setup conditional content within a section for a related record that has a M*M to your target table, you can only select 1 of the related records from that list. You can apply a filter to determine which record is selected.
However, we would like to be able t...
Ability to organize emails and Journeys into folders and highlight them in some way, with flags or colors to better identify the records we are looking for.
Ability to organize emails and Journeys into folders and highlight them in some way, with flags or colors to better identify the records we are looking for.
In large organizations, there are countless emails, journeys, and segments: the ability to organize them could improve the usabilit...
The entity name should be translated with the supposed language customization when selecting attribute patch in the segment
When user use the languages other than English in Customer Journey Insights, they entity name are not translated to the supposed language, it still remains English. For example, when use go to Segment and select the attribute patch, the UI language is French, but the table names are English.
Fix product bug around timezone
Hi Our company chose to go with CIJ because it was integrated with CE and CS.
Unfortunately our business and marketing team is based in Australia +10 h from UTC and NZ +12h from UTC.
Our problem is that CE's data is showing information as per our time zone in the UI but the data i...
Allow Customization for Modern Advanced Find
Please allow customization script for Modern Advanced Find
Audience Configuration for Custom Tables
May CIJ allow emails address taken from custom tables associated with customer or leads as customer may have product level or LOB level communication address? Thanks.
Improvements for Email sending and Email personalization in Customer Insights - Journeys
1. In Real-time Journeys email personalization, it should be possible allow more than one condition hop when filtering personalization data in the Email builder. For example, we create an N:N relationship between Contact and Account with the table RelatedContact. It...
Virtual Entity is not available for segmentation and personalization of email in Dynamics 365 Customer Insights - Journeys
Virtual Entity is not available for segmentation and personalization of email in Dynamics 365 Customer Insights - Journeys.
Multiple external data source data need to be used in DCRM, so using virtual entity can help pulling out data from externa data source and can be accesse...