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The current design of Dynamics 365 Customer Insights - Journeys restricts users from updating the Status Reason field for segments in bulk. At present, changes to this field are managed automatically by the system and cannot be modified directly by users. Updates must be carried out individually, even at the backend, making the process time-consuming for organizations managing a large number of segments.


Introduce a feature to allow authorized users to perform bulk updates to the Status Reason field across multiple segments within Dynamics 365 Customer Insights - Journeys. This could be facilitated through the following approaches:

Bulk Edit Interface: Add a bulk edit function in the segment management view to select multiple segments and apply a new status reason to all selected records at once.

Advanced Filtering and Update Tools: Provide filtering capabilities to easily identify segments needing updates and an option to apply status reason changes in bulk.

API/Workflow Enhancements: Extend the API or workflow capabilities to support programmatic bulk updates to the Status Reason field, enabling integration with automation tools or custom scripts.


By streamlining the process of managing segment statuses, enabling bulk updates would save time and reduce manual effort for users. This capability would help maintain data integrity and ensure consistency across large datasets by minimizing the risk of manual errors. Furthermore, it would support scalability, allowing organizations with extensive marketing operations to adapt quickly to shifts in campaign or segment strategy.


Enabling bulk updates for the Status Reason field will significantly enhance the usability of Dynamics 365 Customer Insights - Journeys for organizations with complex segmentation needs. This improvement aligns with user expectations for efficiency and adaptability, ultimately empowering users to manage their marketing data more effectively.

Category: Segmentation
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Comments

D

Wonderful Idea! I can't want this to be implemented!

Category: Segmentation