2

Dynamic Marketing Lists Member Count

Include the ability to display the number of members for a Dynamic Marketing list on the form

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
1

Marketing lists for users

We would like to use CRM to communicate with the users. For this reason we need to be able to add them to a marketing list.
Today, the work around is an Account for our Company and all the users created as contacts. But pulling them directly from the User entity would be much more cool.

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Category: Lists and Campaign (91)

STATUS DETAILS
Declined
7

Ability to have marketing list available on custom entity apart from lead, account and contact.

We are restricted to use lead, contact and account for marketing list.

In one of our implementations, we wanted to run Campaign and create marketing list on Credit Card Information of record (Contact), for which had to create a custom entity.

We could not use lead, contact and ...

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
1

Deafult view to be set as Active marketing list

Issue: User is unable to change the default view from the marketing list view, when the user changes the lookup to Active Marketing List it goes back to associated list view.

Impact: Functionality loss. Not user friendly.

 

Ask: User should be able to&nbs...

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
0

CRM 2015 | Need to see the campaign activities on the social activity pane of the record.

Users are willing to see the campaign activities on the social activity pane.

It becomes easier for the marketing users to quickly use the functionality and save time.

It is possible for them to use the associated records from the lead record however it would be great if this f...

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1 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
6

Quick Campaign for Emails

We would like to change the default setting for Quick Campaign for Emails. The function "Mark email messages to be send and close corresponding email activities" is always set as a default value. i.e. is it always checked.

 We want that to be not marked as a default sett...

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1 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
3

Member sub grid on Marketing list form

After removing Member sub grid on Marketing list form, there is no way to get it back

The only solution is to export a solution from a vanilla org which contains marketing list form > import in the affected org > create a new form.

There should be an option on Marketing l...

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
1

CRM 2016 | Unable to add Leads to Static Marketing List

Creating Static Marketing List

  1. Navigate to Service-> Marketing List
  2. Click on New Marketing List
  3. Enter Value for all Mandatory Fields
  4. Name : TEST
  5. List Type : Static
  6. Targeted At : Contact – This is NOT Contact, but Lead…ho...

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    Category: Lists and Campaign (91)

    STATUS DETAILS
    Needs Votes
1

User is facing issue in CRM 2016 Organization-Https://int-dynamicsuat.bcg.com/BCGDynamicUAT when we try to add member in the static marketing list , the member gets added in the marketing list but the progress bar on IE 11 does not show the progress.

 Repro Steps:

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1. Open Internet Explorer 11
2. Login to CRM 2016 organization.
3. Click on Marketing Module.
4. Click Marketing list.
5. Click New button from the command bar.
6. Select the list type field as "Static" from the form.

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
2

Feature request for Campaign Activity

Please provide function Which you can associate "Campaign Response" to "Campaign Activity".

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes