Mapping of Parent Contact for Lead


Background - Issue

When Selecting "Parent Contact for Lead" field, few fields are getting populated automatically like "Business Phone", "Email", "Mobile", etc.

  1. When removing the Parent Contact for Lead these fields are not getting cleared
  2. If selecting...

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    Category: Lead Management (91)

    STATUS DETAILS
    New

Allow export of Email as PDF or HTML


Allow export of Email as PDF or HTML so that it can be sent to the required compliance, legal or other team members who do not have access to Dynamics 365 or send it around as Email Attachment for approval and review process.

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Category: Email (389)

STATUS DETAILS
Needs Votes

Capture Additional Data about Journey


In Sales/old Marketing, there was a campaign where we could capture additional details like description, category, or add any custom fields.


Now with journey, such things are not available.


Idea


Option 1:

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Category: Customer Journey Design (223)

STATUS DETAILS
Needs Votes

Journey Calendar


On Events - We have a Show As option "Marketing Calendar" which displays a calendar view with all the Event based on their run time


As part of Events, Users create multiple Journeys and even outside of events, multiple journeys are planned to execute on same or the future date...

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Category: Customer Journey Design (223)

STATUS DETAILS
New

Topics and Sub Topics


Right now, we can have multiple which can be added in Preference centre for Subscription purposes. Sometimes, there are multiple sub topics available for primary topic.


Support Event is a topic then under that there can be multiple categories of Events from which Clients are i...

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1 Comments

Category: Consent and Compliance (75)

STATUS DETAILS
Needs Votes

Deduplication Options on Mobile phone and corresponding branch in Journey


Scenario:


  1. There is a Journey where input flow is 1000 contacts.
  2. There are 2 branches: SMS and Email.
  3. Now for SMS, there is no deduplication on Mobile number, so SMS is sent to all 1000 contacts (one person probably receiving SMS more than once) ->

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    Category: Customer Journey Design (223)

    STATUS DETAILS
    New