Unable to add custom entities to DCI data-export profile
I have created a custom entity in D365. I want to add this entity to the data-export profile to allow this entity to be sync:ed to DCI. However, when I go to "Marketing Settings"->"Customer Insights Sync" this custom entity is not found in the list, and I therefore canno...
Additional operators when defining segments
As have been noted in several feedback items, additional operators are needed when defining segments in order to be able to create the same queries - and user-friendlyness - that we have today when creating dynamic marketing lists in D365 using advanced find.
The business case fo...
Missing "Email delivered" condition in Trigger rule
I want to create a rule on a Trigger where the source is a Marketing Email, that triggers when the email is delivered. I am missing a condition for "Email Delivered" in the dropdown of available conditions.
Suggestion - Default to "General" tab on newly created Customer Journey
Currently when creating a new Customer Journey, the "Designer" tab is shown by default. For a newly created Customer Journey it makes more sense to default to the "General Page", so that Name, Start- and End Date, etc, can be filled in directly.
Click on a tile in Customer Journey should show the "Properties" tab
I have created a Customer Journey with a number of tiles in the flow. When I click a tile in the Customer Journey it would be good if the "Properties" tab on that tile was made active automatically. Currently, the "Toolbox" tab is shown and I have to click the "Propert...
Possibility to add contacts to Marketing Lists from the Customer Journey
I would be good to be able to add contacts to a Marketing List from the Customer Journey flow. It is already possible to add contacts to a segment, for example when a Marketing Mail has been sent to that contact - but it would be good also to be able to add the contact to a Marketing List.&nbs...
Create a segment based on a dynamic marketing list
I would be good to be able to base a segment query on a dynamic marketing list. Currently it is possible to create a segment based on a static marketing list, but as I understand it the same functionality for dynamic marketing list is not currently planned for...
Templates for Segments
It would be good to be able to create templates for Segments, and to create new segments based on these templates.
An alternative would be to add the possibility to copy existing segments.
Business case - it is a common scenario that segments are based on some initia...
Automatically set name of Segment tile in Customer Journey to name of related Segment
I add a Segment Group to a Customer Journey and then select the "Segment" tile in that segment group. The name of that "Segment" tile defaults to "New Segment". I then associate a Segment to that Segment tile from the "Properties" tab. I would be good if...
Possibility to create new segment directly from Customer Journey
We are missing the ability to create a new Segment from within the Customer Journey designer. After adding a segment group and clicking properties on the segment tile, it would be good if there was a "new"-button in the "Segment" lookup, so that a segment could be created f...