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...
Lead Scoring - add "less than" or "greater than" operators for Visit Duration Field in the "Website visited" interaction
I'd like to be able to add a condition in a lead scoring model that uses a web site visit duration to add points if the duration is longer than a certain time. Currently, only the expressions "=", "<>" or "contains" operators are available, as if the "Website visit" field type is a string. Cons...
Individual Contact Score for Account-based Lead Scoring Model
Our organization has implemented Account Based Leads as described in MS documentation below: Account-based leads are associated with an account record. They are scored based on information from the account, plus information and interactions related to each contact that belongs to that accoun...
Use Geo/Ip Location data for Lead Management
Marketing form currently submit this data to blob storage and we are able to use it in our PowerBI dashboarding. However, it would be even better if Dynamics could do this out of the box in order to make lead management a lot easier. We for example have different business units for different co...
Lead Scoring Model : Dynamics Values in Lead Scoring Model
There can be scenarios where we want to use the value of particular field which is to be added in lead score in lead scoring model. Like if we have custom score against a page on website.
Form Enhancement: Simultaneous Creation of Leads and Contacts
Our client is encountering difficulties with the new real-time form feature, restricting them to create either a lead or contact, which becomes particularly challenging when dealing with events due to the fact that the lead matching strategy does not work with leads created through events. Thi...
Scoring leads based on specific website page address visits
Pain point: Only marketing pages and marketing page visits can be used in scoring model.
Goal: Lead scoring conditions should be able to score Leads based on web page address (not marketing pages only).
Pu...
Remove reauthorization every 30 days for LinkedIn Lead Gen Forms integration
The Linkedin Lead Gen form integration with Dynamics 365 should not have to be reauthorized every 30 days to keep the integration up and running.
As it is set up now, the responsible user profil...
Thank you for your feedback.
We are going to review this idea for possible implementation.
Sincerely, PM, Microsoft
Lead source tracking methods
It would be great to add the lead source tracking feature in Marketing 365. Right now when a prospect submits a form which is hosted on a landing page in the website the lead comes in as Landing page. Instead it should show the lead came in from google to the landing page.
The...
Hi
Thanks this idea is now under review. Appreciate your feedback.
Customer survey and leads
Hello, in all companies i've worked with, a lead become a contact after he buys something. So companies don't need to create contacts every time that a lead is created. But they do want to create segments with the leads data (if they accepted to receive emails). Why it isn't possible? Thanks...
Administrator
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