Enable the audit history tab on the Real-time segments
“Although the audit summary is available, it seems we must now know entity name and do some searching ourselves. An audit summary tab in OBM was more user-friendly and provided a quick view of the audit history”.
Ability to create System views and adjust standard views
As global company, it will be good if we have option to create system views and also adjust standard views as per company requiremnt in Real time journeys.
The Segment field on the Contact entity does not update automatically when a Segment record is added to the Segment subgrid on the Contact form.
When a Segment record is added to the Segment subgrid, the Segment field on the Contact form should automatically update in real-time without requiring a manual refresh of the form.
Add Custom Columns in Excel Template from Segments - Export Members
We are identifying clients by their Client Code. This Client Code is a custom column on Contact table.
We need the possibility to add custom columns in "Export Members" functionality/excel template from Segments for better identifying segment members.
Possibility to use Customer Insights - Data Segments in Customer Insights - Journey segment builder
Currently it is only possible to select CI-J Segments in the CI-J segment builder. It would be great if it was possible to also combine CI-D segments in the CI-J segment builder.
Enable Organisations / Accounts as a target audience
We would like to suggest the ability to send messages to Business accounts. In current state we can build segments and journeys for Contacts and Leads but we can not include the Businesses that we have setup in the CRM. It would be beneficial for sending both marketing and transactional messag...
Include Realtime Segments in "Lists and Segments" - "Add to segment", from Contacts or Leads
Segment Filtering Issue: when adding contacts to a segment from a contact view, the segment list currently shows only outbound segments and not real-time segments. We need to include realtime segments in this list or at least provide a filtered view option to be able to select...
OBM segment transition to RTM
Once OBM is depreciated in June 2025 , the OBM segments will no longer be accessible.
Why has this not been considered by Microsoft in terms of the volume of work required for users of the system to now have to re-create a large number of Segments in RTM?
If we have mu...
Enable Custom columns or attributes in the segment membership export
Will it one day be possible to customize the columns displayed in the export of members of a Dynamics customer insight segment?
Entity List View for Segment to contain a column to show Refresh Rate
Hi team,
Given that there's a feature in Segments to either "automatic refresh" or make it a "static snapshot", it would be crucial to have a column / field to show the Refresh Rate on the Entity List View.
The reason for this ask is there are cases where we w...