Create Dynamic Forms Using Marketing App for D365


We have customers that need the ability to create dynamic forms using Marketing for D365. Here are a few examples of what we are looking for: 1. Based on the answer to 1 field, hide/display other fields (MOST IMPORTANT) 2. Based on where the form is displayed, hide/display fields 3. Based on w...

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3 Comments

Category: Marketing Pages & Forms (73)

STATUS DETAILS
Under Review

Provide Payment Gateways Out of Box


When the Marketing app is installed, there are some out-of-box configurations - like On24 for webinar integration. This request is to add a few Payment Gateways that are configured out-of-box. I would recommend the most popular like Paypal, Venmo, CashApp. https://docs.microsoft.com/en-us/dyna...

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1 Comments

Category: Event Management (73)

STATUS DETAILS
Under Review

Collaboration Support for Marketing Assets


When two or more people are editing a marketing asset such as an email, the system should notify the users. Today, more than 1 person can edit an asset at the same time and there is no lock or notification. There is also no ability to see the other person's edits. After testing, we've found th...

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Category: Email Marketing (136)

STATUS DETAILS
Under Review

Create & Display a Total Score Out-of-Box


Today, you can setup lead scoring models and see the activity for each model on a Lead form. Can you create a "Total Score" that sums up all of the lead scoring models that is displayed as well, out-of-box?

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Category: Lead Management (19)

STATUS DETAILS
Needs Votes

Lead Score Modeling - Phone Call/Activity


We have had a request to score a lead based on a phone-call. For example - the lead calls a certain number. This phone call is logged on their Lead profile under activities. The Marketing App would have a Lead Scoring Model/Rule that says to increase their score by 100. More generally - create...

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1 Comments

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1 Comments

Category: Lead Management (19)

STATUS DETAILS
Needs Votes

Changes to Content Blocks to Update Existing Communications


Currently, when you make a change to a Content Block - those changes will only apply to new communications. We would like the changes to be applied to existing communications using that Content Block. Here is an example: We use a Content Block to display legal information required by our compa...

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0 Comments

Category: Email Marketing (136)

STATUS DETAILS
Under Review

Changes to Content Blocks should Update Existing Communications


Currently, when you make a change to a Content Block - those changes will only apply to new communications. We would like the changes to be applied to existing communications using that Content Block. Here is an example: We use a Content Block to display legal information required by our compa...

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0 Comments

Category: Email Marketing (136)

STATUS DETAILS
Under Review

Test Subscription Center and/or Subscription Form


Today, there is no way to easily test a Subscription Form/Center. You have to publish it and push it through a Journey. I'd like to be able to test the Subscription Form/Center using my own account or specifying an account without having to push it through a Journey. Let me just open the form ...

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0 Comments

Category: Marketing Pages & Forms (73)

STATUS DETAILS
Under Review

When Do Not Email is selected, de-select all other subscription lists on center/form


I have a subscription center/form with multiple subscription lists and do not email. Currently, I have to add JavaScript to de-select all lists if Do Not Email is picked. It would be nice for the system to do this by default. It's common practice.

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0 Comments

Category: Marketing Pages & Forms (73)

STATUS DETAILS
Under Review

Lead Score Model - Allow "does not equal" null


Allow an expression to check if a CRM field is null or not null. For example, if >this specific CRM field< is not null, then add 50 points. Or, if >this specific CRM field< is null, deduct 50 points.

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2 Comments

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2 Comments

Category: Lead Management (19)

STATUS DETAILS
Under Review