69

Ability to select custom 'email enabled' entities for marketing list member types

Currently, marketing list members must either be contacts, accounts, or leads. With the introduction of email enabled custom entities, it makes sense to be able to utilise these email enabled entities when creating marketing lists.

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13 Comments

Read more... 13 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your feedback. We are not considering the suggestion at this time.

Sincerely,

Christian Abeln

PM, Microsoft

50

Rich E-mail Template Editor

The CRM e-mail template editor is restricted to a few basic functions such as changing fonts, colours, bullets and text alignment. We need an editor that allows us to imbed image links, hyperlinks and other rich HTML formating, in order to create templates that can be adhere to corporate brand...

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2 Comments

Read more... 2 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Completed
Ideas Administrator

 Please refer to the following link for more information:

 https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/prepare-marketing-emails

Sincerely,

Christian Abeln, PM,

Microsoft.

22

Marketing List Query Issue: Ampersand (&) in associated record name causes error when searching in associated view.

In CRM 2013, an issue has been noted when attempting to search the results of a Marketing List using the associated record view.

The Marketing List is dynamic and the query includes an associated record that has an ampersand (&) in the name field (i.e. Account Name). The query w...

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1 Comments

Read more... 1 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Declined
Ideas Administrator

Thanks for the feedback this product suggestion looks like it is a bug not a suggestion. We have made note of the issue, this item will be closed out as postponed and this is a bug not a feature. Please use the following link https://community.dynamics.com/crm/p/support.aspx to enter a support case if you would like to make sure to have the issue tracked more closely. Thanks for the feedback. Larry

18

Should be possible to import members to marketing lists

If a user has a list of Companies (that may already be in CRM) from an external source it should be possible to import these Companies as members to an existing marketing list. Same goes for contact and lead members on marketing lists.

I saw another similar feedback item in this for...

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0 Comments

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Category: Lists and Campaign (89)

STATUS DETAILS
Needs Votes
14

Add campaign responses to tablet app

Many customers use campaign responses and treat them as leads and want salespeople to follow up on them. Currently, campaign responses are not available from the tablet app. Please update the campaign response and campaign entities to be available from CRM for Tablets.

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0 Comments

Read more... 0 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

We released this feature as part of the functionality with the UCI client release

Please refer to the following link for more information:

 https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/about-unified-interface

Sincerely,

Christian Abeln, PM,

Microsoft.

14

Send Email (with attachment) to Marketing Lists

Presently, you can only easily email marketing lists using Send Direct Email feature using Advance find on Account/Related/Marketing Lists. This is nice, but cannot send attachment with it! The only ways to do this now are:

1) Open a new email and add each individual member to it us...

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1 Comments

Read more... 1 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Needs Votes
12

Related Campaign Response field is not mapped when converting Campaign Response to Lead

Related Campaign Response field is not mapped when converting Campaign Response to Lead

It is very difficult to track which one is the original Campaign Response of The Lead and somehow users want to copy the fields, we cannot use this relationship to track which Campaign Response r...

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0 Comments

Read more... 0 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Needs Votes
12

Convert Lead dialog box cannot be customized

Convert Lead dialog box cannot be customized.

Specifically, we have an "Existing Account" field on the Lead form that we would like to map to the "Potential Customer" field on the Convert Lead dialog box.

(Similarly to how the Currency field is mapped from the Lead record...

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1 Comments

Read more... 1 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your suggestion. This is not possible because of non-cofigurability of the options in lead convert dialogue. You can try writing workflow rules to covert lead and have these fields. Having said that, we will consider this suggestion to improve this dialogue in a future release. Best regards. This posting is provided "AS IS" with no warranties, and confers no rights.

11

After application of UR12, Notes now show new owner / modified by instead of how it has worked previously (ANOTHER BUG)

Following RU12 the note creation date has been removed and it now just shows a modified date.

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2 Comments

Read more... 2 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for reaching out. Your suggestion seems to be a product bug. Please reach out to the relevant support channels as specified in Product support (http://go.microsoft.com/fwlink/?LinkID=616937).

Sincerely,

Christian Abeln

PM, Microsoft

11

Add any mailable entity type to a marketing list

Currently MS added the option to make an entity mailable which was a step in the right direction. However, if custom entities can be created to send emails to, they should also be available for the marketing module.
Basically, you should really be able to add those custom entity types to ...

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1 Comments

Read more... 1 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Needs Votes