View Leads, Contacts & Account In Real Time Marketing
Within the real-time marketing section would be very helpful to be able to easily view leads, contacts and accounts from the left hand menu. This is the case in Sales and Outbound so it would make sense to also include it in real time.
Digital Ads Attribution
We need the ability to attribute lead generation to the relevant ad campaign. The source could be from various advertisers e.g. Google Ads, LinkedIn, Facebook etc.
Currently we can collect this information with each of the ad platforms, but there is no simple way to pass this ...
Lead fuzzy deduplication (diminutives of names)
When a new lead is created, fuzzy deduplication rules should attempt to match it to existing contacts and leads on diminutives of common names according to the language settings (e.g. Bob Smith should link to Robert Smith). The fuzzy matched records...
Lead scoring based on form purpose
Please make it possible to score a form submission based on Form purpose (event registration, contact us, newsletter subscription etc.). Now we need to select between a certain form or use the form name. The first option means a lot of work if you have tens of forms and the latter is subject to ...
Dynamics 365 CRM Marketing Human resources and applicants CRM business lead contacts Conversion option
Future featuring option to easily convert human resources and applicants option to CRM business account leads maybe optimum ideal for purpose to trace potential events, tasks (e.g. hiring calling process, layoff hiring calling process, upsell, invites, journey-campaigns, meetings, etc..)
Detailed Lead Scoring
In D365 Marketing you are not able to see a detailed Lead Scoring, e.g. someone has gained + 50 points for a special marketingform submission. In the standard view the user only sees the summarized scoring.
Ability to use javascript in realtime forms
Currently realtime forms do not allow javascript. We are finding that if we add any javascript, it is dumped out when we save the form. This significantly limits what we can achieve the the forms.
We could do so much more if the forms allowed the use of javascript.
Marketing emails added to Opportunity Scoring
Our Business users would like to see marketing email opens and clicks to be included in Opportunity scoring. It adds to the overall picture of the salability of a contact.
Event Registrations related to specific Events: set-up advanced lead scoring condition by using traversals
For advanced lead scoring conditions I know about using traversals (in order to create "hops")
Anyhow:
I am missing entities here, that could be very helpful in order to specify further criteria.
Currently: "Event regsitrations.Event" would be needed in order to specify furth...
Dynamics 365 Maketing crm prospect background research tracking
Wish there is an option to easily identify, maintain, inquiry and track prospect research backgrounds, basing mainly on potential interest, sales values, royalties.... may not be enough, when potentially creating a customer journey-campaign.
Featuring option to track prospect...
Administrator
Marking this as planned as most of the features request will be there during 2023 wave 1 release. However, account viewer still needs an ETA