Microsoft Dynamics 365
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Show Lead Scoring Details at Lead
We want to see the details of the score, not only the overall score. I.e. someone got scoring points because he has clicked 5 emails, submitted 1 form and his position is CEO. At the moment you have to compare the scoring model with the fields and actions of the lead but it would be easier if ...
Lead Management and LinkedIn (61)
Lead Score Modeling - Phone Call/Activity
We have had a request to score a lead based on a phone-call. For example - the lead calls a certain number. This phone call is logged on their Lead profile under activities. The Marketing App would have a Lead Scoring Model/Rule that says to increase their score by 100. More generally - create...
Scoring of "field does (not) contain data"
Would be great if you could add a scoring expression that says that a lead should be scored because a field is / is not empty. Example: score the field last name if there is any data in it
Lead scoring - related to leads
Currently, automatic lead scoring within the marketing app only works for leads that are associated with a contact or account. However, when creating a new lead, for example via a form, Dynamics doesn't automatically create an account/contact. But the objective of lead scoring is nurturing and...
Dynamics only offers redirects for URL tracking which is very time consuming to use within our ads, social, and email. It would be a lot easier to track social and paid advertising by having a feature that allows us to capture UTM parameters such as UTM campaign, UTM Source, UTM Medium, UTM Conte...
Post to Company LinkedIn Page via Social Posts
Please add the ability to connect and post to a LinkedIn company page as part of the Social Post function of the marketing app. Currently, only a personal page can be connected to the Social Posts section. This means using the marketing app for publishing new posts to a company LinkedIn accoun...
Create & Display a Total Score Out-of-Box
Today, you can setup lead scoring models and see the activity for each model on a Lead form. Can you create a "Total Score" that sums up all of the lead scoring models that is displayed as well, out-of-box?
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.
We are now reviewing this Idea with our team.
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.
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...