1

Remove limit of 100 manually added contacts in a segment

You can manually include and exclude members of a segment as per this functionality:


https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/real-time-marketing-include-exclude


When using this, it turned out that there is a limit of 100 membe...

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Category: Segmentation (217)

STATUS DETAILS
New
11

Enhance Graph on Segments Member Insight to Show Real-Time Trends

Currently, the graph on the Segments Member Insight dashboard displays a flat line, which does not accurately reflect the ongoing trends and insights we need to monitor. To better understand and analyze the data, it would be highly beneficial to have a graph that shows the real-time trends and...

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0 Comments

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Category: Segmentation (217)

STATUS DETAILS
New
11

Create Segments based on Accounts

We request the ability to use the account entity in the RTM segment for marketing emails. Many clients use accounts as a prospect funnel, but D365 Marketing currently supports only contacts and leads

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Category: Segmentation (217)

STATUS DETAILS
New
7

Change, and edit the segment members view

We have a huge demand to be able to change and edit the view of all members in the segment view. Today we only see the Full name and Email. Would be a huge advantage if we could add/change columns and fields. Both other Contact attributes but also important to have Company information. In Outb...

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3 Comments

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Category: Segmentation (217)

STATUS DETAILS
New
3

Specify channel when adding purpose to segment

When adding a 'Purpose' (or Topic) criteria to a segment, users should be able to also specify a channel.


Currently if you have a general "Commercial Consent" purpose that you use across multiple channels, it's impossible to identify contact/lead records who have opted-in to a...

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Category: Segmentation (217)

STATUS DETAILS
New
11

Using Customer Insights Data Segments as part of the segment definition on Customer Insights Journeys side

All the created CID segments are nicely visible in CIJ RTM side but you cannot use them as basis for other segments. When you have some external data on CID side and you create a segment there, it would be really useful to be able to use that segment of accounts (for example) connected to actu...

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0 Comments

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Category: Segmentation (217)

STATUS DETAILS
New
3

Fix the time limit on segment estimation

The estimate on segments is a synchronous call, meaning it has a time limit. If the segment calculation takes too long, the request will timeout. It is time consuming to work with big or complicated queries. However, this does not apply to live segments. Live segment calculations are performed...

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Category: Segmentation (217)

STATUS DETAILS
New
3

Delete/Deactivate Segments

We really really need the ability to delete or deactivate Segments!!

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1 Comments

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Category: Segmentation (217)

STATUS DETAILS
New
4

Segments: Unable to filter (define attributes) while traversing

Hi team,

 

In OBM, users have the ability to traverse multiple entities and filter within each entity.

 

However in RTJ, although traversing multiple entities is possible, filtering (or defining attributes) is only limited to the top most entity.

 

U...

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Category: Segmentation (217)

STATUS DETAILS
Needs Votes
3

New Create Segment from View Feature

Customers often want to create Segments from views that they've already created, know and trust. What if you added a button/option to the command bar that let a user with the proper permissions create a dynamic segment or create a static segment from the view - which would automatically conve...

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1 Comments

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Category: Segmentation (217)

STATUS DETAILS
Needs Votes