Templates editables in Dynamics 365


Templates are very useful and in dynamics 365 very hard to set up and use. 1 ) why we can't see a template in the templates window of the crm? 2 ) why we can't edit a template (word) directly into the crm? This need to be improved! Thanks

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Category: General (980)

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New

Charts and dashboard printables


We need to save dashboards or charts. Reporting doesn't give you the same possibilities to create charts and to drill down, so how come we cannot save or print a chart in a dashboard? It shouldn't be that hard Thanks a lot

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Category: Reporting and Dashboards (23)

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New

Marketing content duplication


Hi, it will be very useful if we could copy or duplicate elements like emails or segments or forms. I know there are templates, but often we we make modification on something, we would like to copy that and reuse. Or create a template from an email (segments, etc) Thanks a lot

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Category: Marketing Pages & Forms (74)

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New

Customer survey and leads


Hello, in all companies i've worked with, a lead become a contact after he buys something. So companies don't need to create contacts every time that a lead is created. But they do want to create segments with the leads data (if they accepted to receive emails). Why it isn't possible? Thanks...

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Category: Segmentation (46)

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New

Leads should be used in marketing processes without contact relationship


Leads are very often used as lists of 'potential' customers, so we should use them in the marketing process alone, and only after scoring transform them in contacts and accounts. Case study : A company has on the website a webform that takes requests. The form creates leads and contacts, but w...

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Category: Lead Management (23)

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New