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.
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...
want to add Appointments, Emails, Phone calls entities in Scoring models
Cx want Appointment, Emails, Phone calls entities to be added to lead scoring model search entity so that they can create a condition based on those activities.
Use dynamic segments on LinkedIn Matched Audiences
It's possible to use Dynamics 365 Marketing segments on LinkedIn in order to use LinkedIn Matched Audiences. However, this is just static lists. It should be possible to allow dynamic lists in order to use triggers in the segment to turn on and off ads on LinkedIn. This is possible on other p...
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...
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.
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...
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...
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.