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.
Re-calculate lead score on data modification
Currently, when a lead is modified, the lead score is updated with the score of the condition(s) that was met when the lead was initially created/saved. It is not re-evaluating/recalculating the whole score model for the lead which results in discrepancy. It will just add on top of the previous s...
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...
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.
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...
Leads should be used in marketing processes without contact relationship
Leads are very often used as lists of 'potential' customers, so we should use them in the marketing process alone, and only after scoring transform them in contacts and accounts. Case study : A company has on the website a webform that takes requests. The form creates leads and contacts, but w...
client tries to add a custom field to lead scoring form it doenst´appear visible.
Client has created a custom field on marketing form submission entity. Post creating that customer has added a 1:N relationship. Post creating it customer is navigating to Lead scoring and trying to add the custom field but customer is unable to add it on the lead scoring model. Expected result:...
Lead Scoring - Copy-Function for whole Lead Scoring Models
It should be possible to copy complete lead scoring models.
Automatic Lead Account enrichment through domain information
Data enrichment is always a difficult topic, because of GDPR regulations. However, for accounts this is not the case and this could save our users a lot of time. Competitors (like Hubspot for example) use the domain information (which you can read from an email adress/website on a form) to add ...