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?
Force Sync Qualification/Scoring models calculation and Status reason update
Same force sync idea for the Qualification/Scoring models as the one for "Add use" button in PPAC which forces the user sync.
As well as updating the "Status Reason" under the Qualification Model
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...
Setting the QualificationComments field of the lead table as a condition in the lead scoring model
Currently, the lead scoring model does not allow the QualificationComments field in the lead table to be specified as a condition. For improved convenience, please allow the QualificationComments field to be specified as a condition.
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.
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
Customer Insights Journeys - Automatic Lead Scores Clean-Up
Within Outbound Marketing there is a piece of functionality that allows automatic lead scoring clean-up when the associated lead scoring model is stopped.
This can be found within - Settings > Lead management > Scoring configuration
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
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.
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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 |
Administrator
Idea: Ideas PM Triage: Lead source tracking methods - Dynamics 365