Stephani Nicole Project Manager & Dynamics 365 Enthusiast

In the Real Time Email Designer, under the Email Header in Email Settings - there is a drop-down (choice) field labelled "Email Content Type". It has 1 option "Default".

Clients would like to update the choices for this field to make it relevant for their business. Unfortunately, we cannot do that today because it is a managed field.

Can you make this field editable for us?

Thanks!

Is there a way to add/move/remove fields from the Email Header/Email Settings areas of the Real Time Email Designer?

We often have 1 main BU with many child BU's and some grandchild BU's. The MAIN BU has access to all assets and contacts for all child and grandchild BUs.

We have clients who want to share assets such as email templates, emails, journeys, triggers, and forms between BUs. Salesforce Marketing Cloud allows this by providing a shared folder. Here are examples of what, what is needed:

1. Main_BU creates a compliance profile, email template with locked content blocks, trigger, and trigger based journey. They want to provide all of these assets to each CHILD BU as a starting point to keep consistency but allow unique content. The Main BU wants to SHARE these because they do not want to own them. The Main BU cannot support updates for all of their CHILD BUs. So they want to share the high level assets to all CHILD BUs to make their own and manage.

1. CHILD1_BU creates an email template, segment, and segment based Journey. They want to share this with CHILD2_BU and CHILD4_BU but no other BUs. This is because CHILD1_BU is Ohio and they only want to share with neighboring BUs who have similar needs. CHILD2 is Indiana and CHILD3 is Michigan. Again, the other CHILD_BUs would make the assets their own & then manage.

1. Same as above but CHILD1_BU wants to share with GRANDCHILD4_BU.

I don't know if we're logging ideas for Real Time marketing under D365 Customer Insights now or still under D365 Marketing - so I will log under both until confirmed.

Today, when you navigate to RT Segments - you can click an Import button and select OB segments. However, once you start the import - there is no where to see the status of the import. Some of our imports are extremely large and at times we've thought they've failed because we get an error saying we cannot import another segment - but it turns out, the first import is still processing.

We also can't tell if our import had any errors, was completely successful, or completely unsuccessful.

Can you provide a way for us to see the status of these imports and if any errors occurred, why they occurred? Perhaps include a start time and eta for finish time and actual finish time?

I don't know if we're logging ideas for Real Time marketing under D365 Customer Insights now or still under D365 Marketing - so I will log under both until confirmed.

Today, when you navigate to RT Segments - you can click an Import button and select OB segments. However, once you start the import - there is no where to see the status of the import. Some of our imports are extremely large and at times we've thought they've failed because we get an error saying we cannot import another segment - but it turns out, the first import is still processing.

We also can't tell if our import had any errors, was completely successful, or completely unsuccessful.

Can you provide a way for us to see the status of these imports and if any errors occurred, why they occurred? Perhaps include a start time and eta for finish time and actual finish time?

Hello, to make the most of AI/copilot, we would like the ability to create our own rules/definitions. Here is our idea and how it would be implemented:

SETUP/CONFIGURATION

1. Ideally we could navigate to D365 Customer Insights - Journeys > Settings > Copilot Rules. 
2. Here we could create a new record. 
3. That record would have a keyword or key term like “redshirt”
4. Then we would create the definition using a new Rule Builder similar to the Segment Builder. In this example, our definition would be “The Contact entity where Volunteer field = Yes and Status = Active”
5. Then we could save & close

USE CASE

1. Now, anytime someone types the word “redshirt” into Copilot, it looks at our Rule to understand what that means and suggests the next word(s). 
2. If we use Copilot for creating a new dynamic segment – and enter "All redshirts in Indiana", AI would know to pull all Contacts where Volunteer field = Yes and Status = Active and State = In or Indiana
3. If we use Copilot for email - and enter a goal like "increase event attendance for redshirts", AI would know to recommend content with personalization for Contacts where Volunteer field = Yes and Status = Active

Due to new regulatory/compliance requirements, many SMS providers are requiring documentation to purchase a phone number. This documentation appears standard across the providers - and it would be a huge help if Microsoft could provide us with templates for it. This would not only expedite our process but help give clients what they need to be successful for SMS.

For example, TeleSign now requires screenshots of the opt-in and opt-out process (along with flow diagrams). Per TeleSign, this is not THEIR requirement but a requirement of the number providers and will become standard across all SMS providers.

If Microsoft could provide the following assets/items, it would greatly expedite the setup process and enable more clients to use/be successful with SMS.

1. Initial Opt-In Information Text Message
2. Initial Opt-In Information Marketing Form
3. Opt-In Confirmation Text Message
4. Opt-Out Marketing Form
5. Opt-Out Information Text Message
6. Opt-out confirmation text message
7. Opt-In Journey
8. Opt-out Journey
9. In Settings, have an SMS Opt-in/Opt-out page that has information about what the templates are, how they work, and a high level flow diagram of the process using the templates

Create Power Query connectors for the standard Social Media platforms so that clients don't have to build them custom or purchase third party tools. These are very common and should be available out of the box:

• Facebook/Facebook Ads
• Instagram/Instagram Ads
• TikTok/TikTok Ads
• Twitter

We need Real-time Journeys to support the Parent/Child relationship between Business Units. Meaning, a user in a Parent Business Unit can create assets that allow Contacts in both the Parent BU and its Children BUs. A user in a Child Business Unit can only create assets that allow Contacts in the Child BU.

Today, even when we have the real-time feature switch for BU support and modernized business unit support features enabled - the system does not allow this. This means we have to duplicate every single asset we want to use for every single child BU which is not feasible.

If my parent BU is USA and every city is a child BU - that would mean 19,495 copies of the same asset is needed to support a common marketing campaign. Consider the use case: send a welcome email to any new resident in the USA. This would require 19,495 copies of the same trigger, 19495 copies of the same email, and 19495 copies of the same journey to support every city.

Here are our official use cases in more detail:

BUSINESS UNIT CONFIGURATION

1. The parent business unit is USA. We could also consider this the “corporate” level.
2. Each city is setup as a child business unit. We could also consider this the “franchise” level. For Example: Chicago, New York, Fort Wayne, Birmingham, etc.

USE CASE 1 - PARENT LEVEL

·        The Parent Business Unit should have access to see all assets for all of its Child Business Units

·        The Parent Business Unit should have access to create and share any Marketing asset with a single or multiple Child Business Units – it should not have to duplicate the same asset for each individual Child Business Unit

·        The Parent Business Unit should have access to all dashboards and reports with data for itself and all Child Business Units

·        The Parent Business Unit should have access to create a Journey that allows Contacts or Leads to enter for itself and any child business unit – it should not have to duplicate the same Journey for each individual Child Business Unit. If the Parent Business Unit wants to create a Journey for only its contacts, it can apply a condition.

·        The Parent Business Unit should have access to create a Trigger that allows Contacts or Leads to enter for itself and any child business unit – it should not have to duplicate the same Trigger for each individual Child Business Unit. If the Parent Business Unit wants to create a Trigger for only its contacts, it can apply a condition.

USE CASE 2 - CHILD LEVEL

·        The Child Business Unit should only have access to see assets for itself and those shared with it by other Business Units

·        The Child Business Unit should have access to create and share any Marketing asset with a single or multiple Child Business Units – it should not have to duplicate the same asset for each individual Child Business Unit

·        The Child Business Unit should have access to all dashboards and reports with data for itself only, no other Business Unit

·        The Child Business Unit should only have access to create a Journey that allows its Contacts or Leads to enter – it should not allow Contacts or Leads from any other Business Unit. 

·        The Child Business Unit should only have access to create a Trigger for its own Contacts or – it should not have access to create a Trigger that allows Contacts or Leads from another Business Unit.

·        The Child Business Unit should have access to create and share any Marketing asset with a single or multiple Child Business Units

Organizational Impact

·        Let's say an organization has 102 BUs, having to individually manage a marketing asset 102 times is a huge burden that they do not have support staff for. Any condition change that they want to make, they are unable to apply that to all areas

·        Most BUs do not have their own IT support staff to manage marketing assets, it is managed at the USA level so asking them to replicate a change 102 times is not sustainable

·        Many competitive offerings can share an asset across multiple business units and security layers

·        This need is not unique to our client nd will be a major issue for any federated or affiliated organization with similar needs

We love that brand profiles now support themes! However, we need the ability to create a copy of a Brand Profile - like a Save As or Duplicate.

Use Case - with Business Units

I need to create a Brand Profile for each Business Unit - and the Theme must default to corporate styles. Today I must manually configure each Theme on each Brand Profile instead of doing a Save As or Duplicate and changing the Business Unit.

Use Case - without Business Units

The company has updated their brand/styling guidelines. I want to create a copy of my current Brand Profile to make changes to instead of starting from scratch.