Segmentation improvement idea
Can we have similar query workflow and query view beneath the segment in real time marketing same as we have in outbound marketing.
We need some sort of capability preview the estimate member and option of export to excel in terms of member in real time as well.
Frequency Cap - yearly
Our customer has a requirement to frequency cap on a yearly basis (e.g. 5 emails a year) instead of monthly or even weekly.
Could you please add the option to yearly frequency capping?
Segmentation from Purposes and Topics
Hello,
with the new realtime segments it would be really necessary to be able to create segments from given consent to purposes and topics. As topics are the new subscription lists this would be the easiest way to create dynamic segments for any newsletter marketing.
Ability to delete Draft or Stopped Segments
Currently it is not possible to delete Segments in Realtime Marketing. Sometimes a client wants to clean up old (stopped or draft) Segments but is not able to do so. Even I cannot do this from the web interface while I'm having System Administrator privileges.
Can this be made...
Reference Static Marketing Lists in Real-Time Segment Builder
We are migrating from using Marketing Lists to Real-Time Segments. Dynamic Segments have been quite easy to replicate in Real-Time. However our large static lists are proving to be a challenge.
We need a way to either copy across or reference static marketing lists in the real...
Bug: Unable to Edit or Stop Published Segment
In real-time marketing, I created a dynamic segment and clicked "ready to use" (why was this changed from Go Live - please be consistent). It took over an hour to publish with just 2 members in it.
Now, there appears to be no way to edit this segment or turn it back to draft ...
Full support for Hierarchical operators in the Query Editor
TLDR: Add support for ALL hierarchical operators in the Query Editor
Hierarchies is a data modeling feature that is both powerful and elegant.
https://learn.microsoft.com/en-us/power-apps/developer/data-platform/query-hierarchical-data
...
Would like to display more than 15 records per page in Segments Members Tab?
would like to add more data records rows in segments when clicking on the members tab.
Currently we able to see only 15 members per page and wanted to display more than 15.
This issue is addressed in the new segmentation experience in Real-Time Marketing.
Make life more simple: Categorise segments, fields, attributes, entities
With no doubt MS Dynamics 365 is the most advanced segmentation builder for marketers comparing to other marketing automation platforms. There are a ton of capabilities to make the segment that you want. But...... there is a huge con on to the way that Dynamics 365 helps the marketer to make fast...
Custom Workflows to Create and Associate Contact from Lead
In the user guide on page 665, Microsoft states they are considering these features. I can't find them anywhere on the roadmap or in these new idea suggestions. This suggestion is primarily for #1 which would create a marketing-only contact when a lead is created and associate it with the lead un...
Administrator
Thank you for your feedback. Currently this is not on our roadmap, but we are tracking it, and with more feedback and support from the community we may consider it in the future.
Sincerely, Will Genge, PM, Microsoft