Suggest a new Idea

  • 1

    Make tutorials that actually match what the user sees.

    Suggested by Alex CrisanUnder Review 1
    Category: Marketing Pages & Forms

    I'm following your tutorial on Dynamics 365 Marketing and almost nothing that is suggested follows what I'm looking at. The article was written in 9/2017, has that much changed in a year? How about update your information so we don't spend the next 3 years trying to figure this out.

  • 1

    Event Assets Management

    Suggested by Derrick FloresUnder Review 1
    Category: Event Management

    Please add the ability to manage physical marketing materials and assets to be reserved for events. Assets like projectors, laptops, digital screens, microphones, lighting, and any other assets used for hosting events. These assets would be manage so that they won't be double booked. Also, they would be tied to a specific location for events with multiple rooms or areas.

  • 1

    Big Picture View/Insights

    Suggested by Mike HammonsUnder Review 0
    Category: Settings

    Seeing insights for each contact, email, event, website, etc. is fine and good, however, I don't understand how I can see an all up view of all activities. E.g. Total Number of Clicks for All Emails, or All Events, or All Pages. Trending information for these activities? Ability to see these all on a dashboard?

    The need to go into each entity and then to each record to see insights or to get details about performance is extremely limiting.

  • 1

    Enable external forms

    Suggested by Vincent MaliepaardUnder Review 2
    Category: Marketing Pages & Forms

    I can't seem to find how to generate leads from external sources (like with form captures in ClickDImensions). I can't use marketing pages for my most of my marketing forms.
  • 1

    Do not show CDS instances as available in Marketing app setup

    Suggested by Matthew WittemannUnder Review 1
    Category: Setup & Upgrades

    When setting up a trial of the marketing app, the setup experience will show orgs that are available in your subscription for trying out the marketing app. Included in this list are CDS instances, which will not work since they do not have many of the core system entities that the marketing app relies on (such as leads, marketing lists, etc.). If a person tries to deploy a marketing trial on a CDS instance, it will fail after several hours with the message "System deployment failed."

    Therefore, CDS instances should not be displayed as an option for setting up marketing trials.
  • 1

    Please allow to customise the segment members grid

    Suggested by ANDRE MARGONOUnder Review 0
    Category: Segmentation

    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.
  • 1

    Please make relationship name to be more user friendly

    Suggested by ANDRE MARGONOUnder Review 0
    Category: Segmentation

    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.
  • 1

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

    Suggested by ANDRE MARGONOUnder Review 0
    Category: Segmentation

    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.
  • 1

    Please improve the page load time

    Suggested by ANDRE MARGONOUnder Review 2
    Category: Settings

    The current page load time for segment definition/builder, segment members, Insights are quite slow. This is distracting the focus of the user.

  • 1

    Please provide preview before making the segmentation live

    Suggested by ANDRE MARGONOUnder Review 0
    Category: Segmentation

    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 test the segment.