Insights like click or open for double opt-in emails are not tracking


Insights like click or open for double opt-in emails are not available. The problem is that the open data and click through data is completely wrong. In the attached example you can see, that the system thinks that the mail was not opened in 4 months. We have checked new subscrition lists member...

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Category: Email (372)

STATUS DETAILS
Needs Votes

Add multiple attachments functionality does not create multiple notes in Portals


Multiple notes are not creating while adding multiple attachments to the notes in the portal. We can able to select multiple files, but only one file is adding to the notes. However, this functionality is working fine while attaching multiple files to the attachments in the portal.

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Category: General (197)

STATUS DETAILS
Needs Votes

Error on Test of Marketing-E-Mail: "Failed to pre create email test send"


-Test send is not working for “Transactional Emails” type. However, error throws a OOB plugin failed. -By any chance can we have this functionality back ? https://docs.microsoft.com/en-us/dynamics365/marketing/double-opt-in#create-a-subscription-confirmation-request-message

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1 Comments

Category: Email (372)

STATUS DETAILS
Declined

Customer journey if/then tile not working as expected


When the new customer journey design was introduced some thing changes First you can not start a customer journey with a form or a page it has to start always with a segment Now we have experienced the following which one of our clients learned When you use the template Event marketing Custo...

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Category: Setup and Administration (131)

STATUS DETAILS
Needs Votes

Export sales forecast data in sales hub to excel


How to export sales forecast data in sales hub to excel ? As forecast is the component which Stores sales predictions for your team or organization. For internal use. https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/msdyn_forecastinstance?view=dynamics-ce-odata-9

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Category: Forecasting, Goals, and Territories (46)

STATUS DETAILS
New

Bulk edit on portal records of case entity


Issue: Is it possible to bulk edit on portal records of case entity? : : 

Resolution : As per the current functionality, It ...

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Category: General (325)

STATUS DETAILS
New

Increase the size of table to create extra fields


Issue : Getting SQL error when we create fields.

Cause : Due to existence of maximum number of fields(Table size is full).


Ask : Increase the size of table to create extra fields

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Category: Unified Interface (646)

STATUS DETAILS
New

Auditing on Modifying and deletion of Entities.


No auditing is captured while updating/deleting entities.

Navigation : Settings -> Auditing ->Audit summary view.



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Category: General (2075)

STATUS DETAILS
New

Emails/case related information is showing up in the timeline on Opportunity entity


Emails/case related information is showing up in the timeline on Opportunity entity

This requirement can be achieved by using activity rollup type. But this is only for Account and contact.

Clear lookup fields cascading record


Clear lookup fields cascading record


Field1 & Field2 are two fields, lookup data type


Field2 data will be filtered based on the field1 entry.

Field1 is filled with some data and related data was selected in field2. However, when we remove the data in f...

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1 Comments

Category: General (2075)

STATUS DETAILS
New
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