Dynamics Marketing: open Library Files in browser window instead of downloading them
We want to send marketing emails which contain links to docucments (e.g. PDF). The document is a File in the Library which comes with the outbound marketing solution by Microsoft. Currently the PDF document is downloaded by the browser because http header enforces all files to be downloaded. I...
Export event registration including registration esponses of custom registration fields
Currently it is possible to export event registrations with standard fields only.
In OBM there are custom registration fields with registration responses (which should also be implemented in RTM), which can only be exported response by response.
For event management it i...
Templates for customer journeys and segments
Hello,
please support templates for customer journeys and segments how we have it also in Outbound Marketing.
Thanks,
Karin
Support multiple
Please support multivalue lookup columns in Customer Insights - Data segments. Currently there is a restriction:
- Multivalue lookup (PartyList). Some system lookup columns can contain multiple values. For example, the To lookup column of Email rows can contain multiple recipients.
STATUS DETAILSNew
Provide segment templates in RTM
In OBM there was the option to create segment templates which is quite useful for complex segments. Also there was a query view to see the segment definition in text. Both options are currently unavailable in OBM and we need such functionality again.
With lots of custom entit...
Change log: do not cut long values
In Outbound Marketing there is the limitation that values in change log are cut by 5kb/5000 characters. In RTM there should also be an audit log (e.g. for HTML of marketing forms), which should display the full HTML value in the change log entry. Currently it does not make a difference if long...
RTM - Prefill marketing forms
There is an existing idea with lots of votes which requests a "remember me" functionality for form prefill (which exists in OBM):
https://experience.dynamics.com/ideas/idea/?ideaid=ea3dcc31-e198-ee11-a81c-000d3a0daa43
The current implementation currently does not cover t...
Event migration tool for existing OBM events to RTM events
We created lots of OBM events with event registration which need to be migrated to RTM events before June 30, 2025. Currently there is no migration tool and all events (including all relations) need to be created manually. Please provide a proper migration tool to transfer OBM events to RTM ev...
Option to disable Copilot query assistants for generating segments or customer journeys
Copilot query assistants for generating segments or customer journeys currently does not support custom fields and custom entities (all languages affected, English and non-English like German). Please provide an option to remove Copilot query assistants as we know it's not working properly or ...