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    Seema Tyagi Dynamics 365 Power Platform Developer

    Seema Tyagi

    Joined: 8/21/2024

    • Blog Posts
    • Ideas
    • Forum Posts
    • Email Interaction data in Real Time Marketing is not providing the consolidated information, as it provide it in outbound marketing.

      Wed, 08 Nov 2023 14:27:11 GMT – Dynamics 365 Customer Insights - Journeys – Completed 

      Email Interaction data in Real Time Marketing is not providing the consolidated information, as it provide it in outbound marketing.


      User want to track the customer journey, at what point customer left reading the email, did they click the link provided in the email?


      How many customer clicked on the link, what is link details & how many customer clicked on it.



    • Add link name to the Unique click view in Delivery and interaction details

      Wed, 08 Nov 2023 15:34:49 GMT – Dynamics 365 Customer Insights - Journeys – Rejected 

      Go To Real Time Marketing -> Journeys -> Select the email -> Delivery and interaction details -> Interactions -> Unique Clicks -> at this view, Link detail for the unique click will be very useful.


      This will help in tracking what link customer clicked on and track the number of click for each weblink.

    • Add 'Select All' feature for import emails & email templates in Real Time Marketing

      Thu, 09 Nov 2023 09:55:39 GMT – Dynamics 365 Customer Insights - Journeys – Needs Votes 

      Currently selecting emails or email template for import need to be done manually, or using shift key and scrolling.


      If number of emails or email templates are more, it will be good to have 'Select All' feature, to select all the email or email template for the import.

    • Email Delivery and Interaction details screen in Real Time Marketing need filter & sort option

      Thu, 09 Nov 2023 13:24:56 GMT – Dynamics 365 Customer Insights - Journeys – Needs Votes 

      Now email interaction data can be exported up to 49902 records.


      In case there are record more than 50,000, then record need to be exported in multiple batches.


      Currently there is no way to divide the record in multiple batches for export, if filter and sort is available on the column displayed on Email Delivery and Interaction details screen in Real Time Marketing then it will be possible to export record in batches.

    • Creating Segment using include contact group do not give option to search the contact by email address

      Tue, 14 Nov 2023 14:46:24 GMT – Dynamics 365 Customer Insights - Journeys – New 

      Create a new segment -> select Include Contacts group -> search for the contact -> it only allow search using first name and last name


      Contact email address is unique in this environment. There are multiple record with same name, so to select the exact contact, either need to hover on the each search result to see which email contact to select or need to use advanced find to select the contact email wise.


      If search is on contact email at first screen instead of going to Advanced then it will be great.

    • Real Time Marketing Journey list cannot be exported in excel sheet

      Mon, 04 Dec 2023 16:32:07 GMT – Dynamics 365 Customer Insights - Journeys – New 

      Real Time Marketing Journey list cannot be exported in excel sheet.


      Export to excel for pulling out list of all journey name is useful, if migrating from one environment to another environment.

    • Swim lane option is not available in Real Time Marketing Journey

      Mon, 04 Dec 2023 16:53:35 GMT – Dynamics 365 Customer Insights - Journeys – Needs Votes 

      Swim lane option is not available in Real Time Marketing Journey

    • Allow Real Time Marketing Segment to include more than 4 segment with or condition

      Mon, 29 Jan 2024 13:41:51 GMT – Dynamics 365 Customer Insights - Journeys – Completed 

      Allow Real Time Marketing Segment to include more than 4 segment with or condition


      For example a segment is created using multiple segment with or conditions, Real Time Marketing only allow 4 segment with or conditions, but Outbound Marketing allow more than 4 segment. Build the same functionality in Real time Marketing.

    • Virtual Entity is not available for segmentation and personalization of email in Dynamics 365 Customer Insights - Journeys

      Thu, 12 Sep 2024 08:34:17 GMT – Dynamics 365 Customer Insights - Journeys – Needs Votes 

      Virtual Entity is not available for segmentation and personalization of emailĀ in Dynamics 365 Customer Insights - Journeys.


      Multiple external data source data need to be used in DCRM, so using virtual entity can help pulling out data from externa data source and can be accessed in DCRM Segmentation and personalization of email, without storing the data in DCRM.


      Make Virtual Entity available in DCRM for segmentation and personalization of email.

    • Running Social Media campaign using Customer Insights - Journeys

      Thu, 12 Sep 2024 13:51:52 GMT – Dynamics 365 Customer Insights - Journeys – Rejected 

      Running Social Media campaign using Customer Insights - Journeys


      This feature was available in Outbound Marketing but not there is real time marketing. Outbound Marketing will not be in use from June'2025.

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