25

Please allow Lookup/Option Set user experience when working with Segment Builder

It would be beneficial to be able to select the Dynamics 365 native UX behaviour for Lookup/Option Set when building the Segment query. Currently, it all become free text field that is subject to typo.

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2 Comments

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Category: Segmentation (58)

STATUS DETAILS
Completed
27

Please allow to customise the segment members grid

At this moment the segment members grid is hardcoded to show the predefined columns. It will be useful to honour Dynamics 365 view or something similar when displaying the grid.

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1 Comments

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Category: Segmentation (58)

STATUS DETAILS
Planned
2023 Release Wave 1
7

Please allow keyboard shortcut or something similar on static segment

when configuring a static segment, I need to tick the member 1-by-1. Keyboard shortcuts like Ctrl + click or Ctrl + Shift + click to select multiple doesn't work in the static segment grid. This is time consuming

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1 Comments

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Category: Segmentation (58)

STATUS DETAILS
Needs Votes
9

Please make relationship name to be more user friendly

At this moment on the segment definition page, where I need to set related entity, it is giving the entity relationship name that only system customizer would understand. Please allow a user readable name for the relationship.

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1 Comments

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Category: Segmentation (58)

STATUS DETAILS
Completed
4

Please allow more meaningful name for segment (not restricting it without space)

At this moment the segment name only allows straight name (could not have space or any special character). Flexible naming is useful in searching the segment.

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1 Comments

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Category: Segmentation (58)

STATUS DETAILS
Completed
50

Please provide preview before making the segmentation live

At this moment for the dynamic segment, it doesn't give us the ability to preview the member list before the segment is made live. And even after it made live, it took some time for the segment to be populated. From the usability point of view, this is inefficient for the marketing manager to ...

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2 Comments

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Category: Segmentation (58)

STATUS DETAILS
Planned
2022 Release Wave 1
8

CRM lacks advanced HTML Editor to be able to send newsletter emails to marketing lists

MS Dynamics CRM 2011 does not have the full capability to send newsletters that contain HTML to marketing lists in CRM. Current content on help forums suggest to use copy and paste method onto e-mail templates.

However, based on our tests in CRM along with our discussions with our ...

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4 Comments

Read more... 4 Comments

Category: Segmentation (58)

STATUS DETAILS
Completed