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Support Form Capture in Event Module
In the event module it is currently not possible to use an external Captured Form. It is needed to manage Event Registrations directly from our own website with our own forms in stead of embedded forms. -
Customization of the Calendar Control in Field Service Mobile MDA 2020 app
Make it possible to customize the out of the box calendar control in the Field Service Mobile App 2020 Model Driven App We want to change the fields, fe. “Incident type” which is displayed on the bookings card form in the Calendar View in the Field Service Mobile App 2020 Model Driven App. -
Make the Create PDF files functionality in Sales Enterprise also available for Customer Service entities like Cases
Make the Create PDF files functionality in Sales Enterprise also available for Customer Service entities like Cases https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-quote-pdf -
Create a form capture based on a specific form, not a specific webpage.
Currently you have to create a form capture for every separate webpage/ url. If the same form, fe. the newsletter form, is placed in the footer over a 100 pages. You have to create 100 separate form captures in stead of 1 form capture capturing this form at all webpages/urls.
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Viewaswebpageurl in Real time marketing
Currently there is no Viewaswebpageurl in Real Time Marketing available, as is in Outbound Marketing
Please add those functionality.
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Customizable "Send to" Field in Real Time Marketing
Make it possible to select a different type of emailaddress (emailadress1, emailadress2, emailadress from secretary, etc.) based on conditions. And maybe even better make it possible to send an email to a contact in a lookupfield. (fe. secretary is as well a contact in the system and available at the contact)
Now in Real time marketing it is only possible to send an email to the same emailadress every time. In outbound marketing it was already possible to customize (but not based on conditions).
Aware that consent should also be created for the other emailadresses.
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Add to calendar function for Event Forms
In marketingemails we have the Add to Calendar functionality available. It would be nice if we have a similar functionality at the event form.
So a customer can add the invite to their calendar from there as well.
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Enable Website Tracking in RTM
Hi,
In Outbound marketing we had the possibility to track website interactions. In RTM it is not there and it looks like it also removed from the roadmap.
Best regards,
Eline
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Create segments with repeating entities
In outbound we had the possibility to use an entity twice in segment filter.
eg. contact > connection > account > connection > opportunity
Make it possible to use a connection twice in your filter.
With announced removal of outbound this is really necessary as well as the possibility to relate to related contacts.
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Schedule board - Enable grouping in requirements panel
The requirement panel in the schedule board does not support grouping, like OOB in Dynamics.
If your view filtering contains a 1:N relationship, it will show more lines of the same requirement.
Eg.
1 resource requirement > related to
1 workorder > related to
3> records of a custom entity
gives 3 lines in stead of 1 line expected and shown in the view.