Use lead entity in customer journey and email marketing
As a customer and consultant I like to have the possibility to use the leaf entity in a customer journey to send marketing emails. A lot of clients use lead as a prospect funnel and now D365 marketing is only built for contact marketing
Category: Customer Journey Design (48)
Marketing manager professional & Marketing manager business role privileges default entities
OOB The marketing roles Marketing manager professional & Marketing manager business have both privileges for the default entities account and contact Grants access to fundamental entities like contacts, leads, accounts, activities (tasks, phone calls, appointments), and marketing lists. Create ...
Category: Consent and Compliance (14)
Cancel event registration button in e-mail
Now it is only possible to cancel an event registration after an attendee has signed in at the portal front end or an event manager can cancel the subscription in the event registration section in the markting app. It possible to customize the customer journey with a customer channel activity a...
Category: Event Planning and Management (115)
Event date at event portal only in UTC format
Hi all, This is maybe also related to the idea to have the abbility to customize the portal within a CMS system and not local in visual studio The event date on the portal is only in UTC format. For european companies this is a problem. In the customer service portal/ADX portal you change it a...
Category: Setup and Administration (175)