• Insights like click or open for double opt-in emails are not tracking

    Insights like click or open for double opt-in emails are not available. The problem is that the open data and click through data is completely wrong. In the attached example you can see, that the system thinks that the mail was not opened in 4 months. We have checked new subscrition lists members and can see that they have completed the double opt in flow - but they do not appear in the insigts as even having opened the mail.
  • Add multiple attachments functionality does not create multiple notes in Portals

    Multiple notes are not creating while adding multiple attachments to the notes in the portal. We can able to select multiple files, but only one file is adding to the notes. However, this functionality is working fine while attaching multiple files to the attachments in the portal.
  • Error on Test of Marketing-E-Mail: "Failed to pre create email test send"

    -Test send is not working for “Transactional Emails” type. However, error throws a OOB plugin failed. -By any chance can we have this functionality back ? https://docs.microsoft.com/en-us/dynamics365/marketing/double-opt-in#create-a-subscription-confirmation-request-message
  • Customer journey if/then tile not working as expected

    When the new customer journey design was introduced some thing changes First you can not start a customer journey with a form or a page it has to start always with a segment Now we have experienced the following which one of our clients learned When you use the template Event marketing Customer journey template, there is an if/then tile where you can set the conditions if registered The problem is the Wait up to condition that is required for this tile Image Documentation is saying: If/then: This tile has replaced the Trigger tile. The If/then tile holds contacts either until a defined condition is true, or until a defined amount of time expires. The If/then tile splits the path. Contacts who fulfill the conditions in time will follow the true path. Contacts who haven't met the conditions when the time expires will follow the false path. The default value for the wait up to time is 1 hour ...... so due to an mistake when creating the live journey it was it was set to 1 hour. We had 45 event registrations and we noticed that only 5 have had a confirmation e-mail We experienced that all the registrations at the event page when they register later than 1 hour did not received any confirmation mail at all.. We did some research to find out why this had happend 1. We saw that some contacts where not in the segment list, when registered for the event. Is this the problem that they did not get an confirmation mail ? 2. When you do not pay attention to the wait up to time and read the docs again, we think that when the wait up time expires then all the none registered are following the false path?? In the old customer journey tiles it was clear what tile was ment for All what we want is a customer journey: If someone register for an event today or for example three weeks later always send a confirmation mail If someone has received an invitation and does not register in 5 days or certain amount of time we want to send a reminder mail Do we have to change the wait up to until 5 days and when someone registered at day 6. Will this person receive a confirmation mail or do we have to set up seperate swim lanes or do something else? is this a bug that there where no confirmations sent after 1 hour or is this a misunderstanding https://community.dynamics.com/365/marketing/f/dynamics-365-for-marketing-forum/413817/customer-journey-tile-trigger-behavior-and-settings
  • Export sales forecast data in sales hub to excel

    How to export sales forecast data in sales hub to excel ? As forecast is the component which Stores sales predictions for your team or organization. For internal use. https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/msdyn_forecastinstance?view=dynamics-ce-odata-9
  • Bulk edit on portal records of case entity

    Issue: Is it possible to bulk edit on portal records of case entity? : : 

    Resolution : As per the current functionality, It is not possible in OOB.

    Alternate approach is to use Portals web api and custom codes to achieve the same, and we do not support for custom codes.


    Ask: Is there any near updates, can we expect to bulk edit the portal records in case entity.

  • Increase the size of table to create extra fields

    Issue : Getting SQL error when we create fields.

    Cause : Due to existence of maximum number of fields(Table size is full).


    Ask : Increase the size of table to create extra fields

  • Auditing on Modifying and deletion of Entities.

    No auditing is captured while updating/deleting entities.

    Navigation : Settings -> Auditing ->Audit summary view.



  • Emails/case related information is showing up in the timeline on Opportunity entity

    Emails/case related information is showing up in the timeline on Opportunity entity

    This requirement can be achieved by using activity rollup type. But this is only for Account and contact.


  • Clear lookup fields cascading record

    Clear lookup fields cascading record


    Field1 & Field2 are two fields, lookup data type


    Field2 data will be filtered based on the field1 entry.

    Field1 is filled with some data and related data was selected in field2. However, when we remove the data in field1, field2 data is not clearing.


    Ask : is they any OOB feature to control field2, based on the field1 data entry and clearing of data.