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...
Integrate D365 Country look-up fields with LinkedIn Lead Gen Forms
We auto route all Leads based on the Countries when a form is submitted. This feature however is not possible with LinkedIn Lead Gen Forms and the Country field is a standard text field and not a look-up connected to 365.
Lead Scoring that Filters Out Machine Clicks and Opens
Such a basic function in any world class MAP. Current functionality artificially augments scores that include opens and clicks because tech sitting on email servers 'test' incoming mail by opening and clicking all links. Good luck figuring out what's legitimate opens/clicks and what's machine g...
Lead Scoring - Copy-Function for whole Lead Scoring Models
It should be possible to copy complete lead scoring models.
LinkedIn Elevate
Build LinkedIn Elevate into D365 platform to enable social amplification.
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 ...
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.
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 ...
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...
Dynamics 365 Business relationship engagement tracking
Wish there is an option to easily visualize, identify engaged business lead account records, featuring status of a business lead maybe helpful, however easily identifying if the record contact has been engaged with legal entity and/or legal entity main responsibles maybe optimum ideal, as stan...