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    Eline Blom

    Eline Blom

    Joined: 5/14/2019

    • Blog Posts
    • Ideas
    • Forum Posts
    • Support Form Capture in Event Module

      Tue, 22 Sep 2020 11:14:54 GMT – Dynamics 365 Customer Insights - Journeys – Needs Votes 

      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

      Thu, 10 Dec 2020 08:04:35 GMT – Dynamics 365 Field Service – Completed 

      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

      Thu, 10 Dec 2020 16:37:32 GMT – Dynamics 365 Customer Service – Needs Votes 

      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.

      Mon, 30 May 2022 15:57:05 GMT – Dynamics 365 Customer Insights - Journeys – Completed 

      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.



    • Viewaswebpageurl in Real time marketing

      Mon, 19 Sep 2022 11:23:26 GMT – Dynamics 365 Customer Insights - Journeys – Planned 

      Currently there is no Viewaswebpageurl in Real Time Marketing available, as is in Outbound Marketing

      Please add those functionality.

    • Customizable "Send to" Field in Real Time Marketing

      Thu, 14 Sep 2023 11:55:01 GMT – Dynamics 365 Customer Insights - Journeys – Needs Votes 

      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.


    • Add to calendar function for Event Forms

      Tue, 23 Jan 2024 08:32:48 GMT – Dynamics 365 Customer Insights - Journeys – Needs Votes 

      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.

    • Enable Website Tracking in RTM

      Mon, 29 Apr 2024 07:16:47 GMT – Dynamics 365 Customer Insights - Journeys – Planned 

      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

    • Create segments with repeating entities

      Mon, 26 Aug 2024 05:49:50 GMT – Dynamics 365 Customer Insights - Journeys – New 

      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.

    • Schedule board - Enable grouping in requirements panel

      Mon, 14 Oct 2024 12:03:57 GMT – Dynamics 365 Field Service – New 

      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.




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