Please support the relative time feature in the scoring model feature.
Currently, the lead scoring model feature does not support relative time. By implementing the relative time function, if you can refer to the fields such as the contact person's birthday and score them, you can lead to more effective sales activities.
Lead Score Model - Allow "does not equal" null
Allow an expression to check if a CRM field is null or not null. For example, if >this specific CRM field< is not null, then add 50 points. Or, if >this specific CRM field< is null, deduct 50 points.
Planned for new version of RTM Lead scoring
Ability to set lead scoring in [Contacts]
In the current Dynamics 365 (Online), lead scorings can only be set for Accounts. However, if it becomes possible to set lead scoring for contacts as well, we believe that visualization of scoring for each contacts will improve the operational efficiency of users.
Lead Scoring on specific links within the Marketing E-Mail
Currently it is not possible to score a specific click on a link witrhin a Marketing E-Mail (e.g. social links, buttons). There should be the possibility to add specific links to the lead scoring properties.
Thank you for your feedback.
We have released this feature.
Sincerely, PM, Microsoft
Lead Scoring - Field contains data
It's not possible to sort fields contain data in Marketing -> Scoring models. Example: Last name - we cannot ask for all names that exist but only want to know if the field last name contains data. Cannot find possibility to do that directly. Have also checked to build a segment and ask for who i...
want to add Appointments, Emails, Phone calls entities in Scoring models
Cx want Appointment, Emails, Phone calls entities to be added to lead scoring model search entity so that they can create a condition based on those activities.
Thank you for the idea submission.
Follow up questio from my end, what would the user want to do with those conditions? For visibility, these conditions still do not have an ETA but potentially the final objective of the condition can be achieved in a diff way.
OR operator between expressions in Lead Scoring Model
OR operator between expressions in Lead Scoring Model. There can be condition wherein we need to use OR operator for calculating score.
Thank you for your feedback. Currently this is not on our roadmap, but we are tracking it, and with more feedback and support from the community we may consider it in the future.
Sincerely, PM, Microsoft |
Lead Scoring on Real Time Marketing Area
Hey,
I would like to target my lead scoring model on the "Real-time marketing" Area.
Currently i can only use the emails that are used in the Outbound Area - I dont understand in general why there is a spereation of...
Planned for RTM Lead scoring launch, please see new release notes
Use dynamic segments on LinkedIn Matched Audiences
It's possible to use Dynamics 365 Marketing segments on LinkedIn in order to use LinkedIn Matched Audiences. However, this is just static lists. It should be possible to allow dynamic lists in order to use triggers in the segment to turn on and off ads on LinkedIn. This is possible on other p...
Lead qualification pop up window should not show Opportunity as the option.
In the marketing application, we do not use opportunity entity. The privileges for the security roles like read, create, edit privileges are removed. Even then, when an qualify button is clicked on the lead entity, it shows the pop up with Opportunity as the option. When the users do not have a...
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Idea: Ideas PM Triage: Lead source tracking methods - Dynamics 365