Suggest a new Idea

  • 0

    Please allow Lookup/Option Set user experience when working with Segment Builder

    Suggested by ANDRE MARGONOUnder Review 0
    Category: Segmentation

    It would be beneficial to be able to select the Dynamics 365 native UX behaviour for Lookup/Option Set when building the Segment query. Currently, it all become free text field that is subject to typo.
  • 0

    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.
  • 0

    Please allow keyboard shortcut or something similar on static segment

    Suggested by ANDRE MARGONOUnder Review 0
    Category: Segmentation

    when configuring a static segment, I need to tick the member 1-by-1. Keyboard shortcuts like Ctrl + click or Ctrl + Shift + click to select multiple doesn't work in the static segment grid.
    This is time consuming
  • 0

    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.
  • 0

    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.
  • 0

    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.