Make life more simple: Categorise segments, fields, attributes, entities
With no doubt MS Dynamics 365 is the most advanced segmentation builder for marketers comparing to other marketing automation platforms. There are a ton of capabilities to make the segment that you want. But...... there is a huge con on to the way that Dynamics 365 helps the marketer to make fast...
Custom Workflows to Create and Associate Contact from Lead
In the user guide on page 665, Microsoft states they are considering these features. I can't find them anywhere on the roadmap or in these new idea suggestions. This suggestion is primarily for #1 which would create a marketing-only contact when a lead is created and associate it with the lead un...
Ability to see all what segments a contact is in from the Contact record.
It would be great to see which segments a contact is in from the contact record, rather than just which members are in a single segment.
Make it possible to create a STATIC segment based on a segment template
Today, it is only possible to use a segment template to create a DYNAMIC segment. Because in a lot of cases a static segment starts with the execution of a query, it would be useful to also make it possible to start the creation of a static segment with the available segment templates.
The limit of total number of active segments need to be increased!
Does Microsoft have a plan of increasing active dynamic segments limits? We met the issue that we almost reached active dynamic segment limit (up to 100), which is not enough to use, since there would be a lot of dynamic segments to be used in the future, like different customer groups, segmented...
Email Validation / Email Clean-Up / Email Verification
Add functionality that validates email addresses like Neverbounce does. This will allow users to clean-up segments and subscription lists. We need real time email verification and cleaning. https://neverbounce.com/ Some examples of how to include this feature could be: 1. When I build or view...
Segment filter condition
Our Client want to see only shared contacts as per the business unit using Segment filter
セグメントから重複した取引先担当者を除外する
セグメントする時に重複顧客を除外する方法がないので、メールが重複で送信してしまう可能性があるので、できれば除外する方法、もしくは重複がある時に警告メッセージを表示するとかの機能があれば助かります
Audit segment membership - Static and Dynamic
It would be helpful to have a clear audit of who joined and left the segment and when both for static and dynamics - I know the dynamic one has some charts about size but no specific details on who/why/when. I cannot see any audit for static segments.
Segment Relationship 1:N from Contact
It would be great to be able to view what Segments a Contact is a member of and view this relationship from the Contact record. Currently this is not achievable.