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Dynamic 365 Marketing Business contact lead network expectations tracking

Wish there is option to easily identify, visualize and track network expectations needs, for purpose to focus on business relations or business relations interests.

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Category: Lead Management and LinkedIn (72)

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1

Dynamic 365 Finance Year end closing marketing business lead record inactivity status update

Wish there is an option to easily set business leads record inactivity to status update when processing year end closing.

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Category: Lead Management and LinkedIn (72)

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1

Dynamic 365 Marketing business lead conversation topic reservations

Wish there is future option to easily reserve a marketing business lead conversation topic, (e.g. not all the facts, not all interest, not all conversation items gathered, conversation not ready, or not ready to be disclosed, reserved for special period range time, or new item, or new resource).

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Category: Lead Management and LinkedIn (72)

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1

Dynamics 365 Marketing CRM option to track business lead strengths types and scorings

Wish there is an open to easily track business leads strengths types and scorings with option to easily transfer to a customer or a vendor converted record (e.g. multiple locations, brand, quality, service personnel, founded history, management, etc...).

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Category: Lead Management and LinkedIn (72)

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1

Dynamic 365 Marketing Business contact lead name data safe prevention record entry

Wish there is an option to easily prevent specific business leads data entry (e.g. name, address, telephone, contact name, zip code, etc...) for purpose to prevent user from saving record. (e.g. VIP records of contact persons, business, competition, legal cases etc..)

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Category: Lead Management and LinkedIn (72)

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1

Dynamic 365 Marketing Business lead contacts Line of expertise

Wish there is an option to easily visualize line of expertise in addition to sector, segment or subsegment, for purpose to easily identify, deal with, trade offerings, or for purpose to easily transfer from CRM leads or business leads contacts to the actual converted record customer, vendor or em...

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Category: Lead Management and LinkedIn (72)

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1

Dynamic 365 Marketing Business relation contact Open up dialog assignment from listing available prevention tracking

Wish there is future option to easily maintain, track, inquiry or report potential open dialog conversation to prevent to a business contact lead (e.g. dead of family member, specific item or service, or service technical, geographical location, competition, etc...) Not featuring option to easil...

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Category: Lead Management and LinkedIn (72)

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1

Dynamic 365 Marketing Business relation contact Open up dialog assignment from listing available tracking

Wish there is future option to easily maintain, track and easily assign open dialog conversation assigned to a business contact lead, not featuring listing of available listing of open up dialogs for eligible to be assigned business contact lead, user might potentially track open eligible dialog ...

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Category: Lead Management and LinkedIn (72)

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1

Dynamics 365 Marketing open up dialog business relation contacts and leads

Wish there is a future option to easily maintain, track, inquiry and report on business relation contact and/or leads open up dialogs, not featuring option to easily identify open up dialog, sales manager may not easily identify, follow up, visualize, strategize open up dialog conversations. Not...

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Category: Lead Management and LinkedIn (72)

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Needs Votes
1

Dynamic 365 Marketing Business prospect leads contacts relationship aging calculations

Wish there is a future option to easily identify, inquiry, report or potentially dashboard business leads contacts relationships aging calculation as of today. Not featuring option to visualized aging relationship, user may not easily account, identify or potentially relied on relationship charac...

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Category: Lead Management and LinkedIn (72)

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