• 1

    Allow Multiple Paths to Connect Activities to Customer Profile

    Suggested by Emma Meade New  0 Comments

    Currently, you can only select one path to connect an Activity to a Customer Profile table (ex: If you're building Customer Profiles off of Contacts and Leads, you can only select one way to connect an Activity to a Contact, and one way to connect an Activity to a Lead. )


    Since Activities may not directly refer to that Contact/Lead, but might connect to the Opportunity the Contact is tied to, or there might be another field (like the "To" line in an email activity), it'd be helpful to be able to specify multiple pathways where, similar to mapping in the Data Unification, if the first path doesn't yield results, it moves the next path, and so on.


  • 1

    Local Administrative Sale manager on Google, Microsoft and Meta Company

    Suggested by Marko Alic New  0 Comments

    New wave researcher baseline and AI competition.



  • 1

    PowerBI as a Data Source

    Suggested by Keetha Sukumaran New  0 Comments

    It'd be nice to use PowerBI as a data source which would allow users to use their calculated columns and measures within the unified customer profiles.


    This would be very powerful in enhancing the personalization capabilities of Customer Insights - Data



  • 1

    Multi select fields as a Primary Key in Unify or activities or datasources

    Suggested by Charan Nalluri New  0 Comments

    Hi,

    I am from a D365fno background, here normally all tables or entities support a single field as a primary key ,in the D365 fno example SalesLine table the primary key is (SalesId and line number fields). Is there any possibility achieve this? or do we need to expect this feature in next release?


  • 1

    Export/Import secment deffinition

    Suggested by Luis Forero New  0 Comments

    We've encountered the necessity to transfer segments between environments (Production/QA). Given the significant volume of segments, along with their complexity, the task of moving/copying segments between environments can become quite tedious.

    Exporting segment definitions to a text format and subsequently importing these definitions into a different environment could potentially alleviate the challenges associated with such tasks.


  • 1

    Copy Segments between environments

    Suggested by Luis Forero New  0 Comments

    Develop a method to copy segments between different environments, such as from production to QA and vice versa.


    Presently, achieving this requires going through each segment individually. In some instances, there might be a large number of segments or complex segments, which complicate this process.


    Enabling a means to move segments within environments would be greatly beneficial.


  • 1

    Date range in insights report should also impact Top 10 link table

    Suggested by Radhika Tadinada New  0 Comments

    Currently there is a bug in the insights tab - when I select a data range it only impacts the data in the tiles at the top. It doesn't impact the Top 10 Links table. This is confusing since the same stat in 2 different places in the same report can show different numbers.


    When I sent this to support, I was informed this is "ex expected" aka by design. In which case the design needs to be modified since the current behavior is confusing and can lead to incorrect data interpretations.


  • 1

    Editing the Results column when using Advanced Find on Marketing Lists

    Suggested by Linh Ung New  0 Comments

    This ticket is for Dynamics 365 | CRM.


    When using advanced find on marketing lists, the results default to customer name and business phone. The ability to adjust result columns to expand beyond those categories would be useful for our processes.


    Results within the traditional menu of Advanced Find can display name, email, organization, etc, but the results of queries created on marketing lists are rather limited.


  • 1

    When trying to use WebAPI wrapper: Shell is undefined

    Suggested by Sri Nithin Nangunoori New  0 Comments

    When we copy the Wrapper that is described here: https://learn.microsoft.com/en-us/power-pages/configure/web-api-http-requests-handle-errors#example-wrapper-ajax-function-for-the-csrf-token in the power pages we get error, the documentation lacks information about header.


    Editing the header fixed the issue however, so we request to update the documentation with complete steps which will help other users who are referring to the article.



  • 1

    Folders for journey's, segments and emails

    Suggested by Nicole Vaughton New  0 Comments

    Being able to set different views is great but is far more time-consuming than just allocating a journey, segment or email design to a folder that is specific to a certain campaign, project, year or month. Folders would help us be able to quickly see all the journey's or emails that belong to a specific campaign we are running and easily pick them out for analysis etc.