• Dynamics Marketing: open Library Files in browser window instead of downloading them

    We want to send marketing emails which contain links to docucments (e.g. PDF). The document is a File in the Library which comes with the outbound marketing solution by Microsoft. Currently the PDF document is downloaded by the browser because http header enforces all files to be downloaded. It is a desired behaviour to open the document in a browser, so the users immediatly see the information.


    Downloading documents in the background is no good usability and users don't see the document which they wanted to open.


    For any details feel free to contact me - karin.feichtner@biz-up.at


    It was recommended by Microsoft support team to add an idea based on this ticket:  TrackingID#2312190050001634

  • Export event registration including registration esponses of custom registration fields

    Currently it is possible to export event registrations with standard fields only.

    In OBM there are custom registration fields with registration responses (which should also be implemented in RTM), which can only be exported response by response.


    For event management it is necessary to export event registrations with all available information (including all registration responses in one line). A solution could be to iterate over all available registration responses and add them as columns for the export. There are already relations from event to custom registration fields and these could also be used for the export.


    Also views and filtering with all information for the event registration would be great.


    Feel free to get in contact for further information and clarification.

  • Templates for customer journeys and segments

    Hello,


    please support templates for customer journeys and segments how we have it also in Outbound Marketing.


    Thanks,

    Karin

  • Support multiple

    Please support multivalue lookup columns in Customer Insights - Data segments. Currently there is a restriction:

    • Multivalue lookup (PartyList). Some system lookup columns can contain multiple values. For example, the To lookup column of Email rows can contain multiple recipients. Searching multivalue lookup columns isn't supported.


    Example:

    Query required participants of appointments in a segment. Currently only first contact is delivered in segment for each appointment.


    Related support case:

    2404250050000272

  • Provide segment templates in RTM

    In OBM there was the option to create segment templates which is quite useful for complex segments. Also there was a query view to see the segment definition in text. Both options are currently unavailable in OBM and we need such functionality again.


    With lots of custom entities which we want to query and also lots of non-technical marketing users there is a high need for templates. Copying segments is risky because segments used by customer journeys might be changed by users by fault.

  • Change log: do not cut long values

    In Outbound Marketing there is the limitation that values in change log are cut by 5kb/5000 characters. In RTM there should also be an audit log (e.g. for HTML of marketing forms), which should display the full HTML value in the change log entry. Currently it does not make a difference if long value is displayed in GUI, over Web API or SDK.

  • RTM - Prefill marketing forms

    There is an existing idea with lots of votes which requests a "remember me" functionality for form prefill (which exists in OBM):

    https://experience.dynamics.com/ideas/idea/?ideaid=ea3dcc31-e198-ee11-a81c-000d3a0daa43


    The current implementation currently does not cover the cookie/remember me functionality and only links in mails can be used to prefill forms with contact data.


    Please also add the existing OBM feature to add a "remember me" checkbox using cookies.



  • Event migration tool for existing OBM events to RTM events

    We created lots of OBM events with event registration which need to be migrated to RTM events before June 30, 2025. Currently there is no migration tool and all events (including all relations) need to be created manually. Please provide a proper migration tool to transfer OBM events to RTM events.

  • Option to disable Copilot query assistants for generating segments or customer journeys

    Copilot query assistants for generating segments or customer journeys currently does not support custom fields and custom entities (all languages affected, English and non-English like German). Please provide an option to remove Copilot query assistants as we know it's not working properly or in other cases it's not desired to use this.