1

Dynamics 365 Marketing-CRM contact person lead accounts relationship aging days count

Wish there is an option to easily visualize, identify, inquiry or report on business contact person relationship account leads per aging day count. For purpose to identify legal entity business relationship aging count in number of days or number of interactions by main responsibles. Not easily ...

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Category: Lead Management and LinkedIn (81)

STATUS DETAILS
Under Review
Ideas Administrator

Hi,

Thank you for submitting your suggestion.

To clarify, is the request to see the age of a lead entity?

Sincerely,

Dynamics 365 Marketing team. 

1

Dynamics 365 Marketing CRM no contact policies hide option from user tools

Wish there is an option to easily hide the no contact listing per own user policies structures (e.g. ONLY account payable job roles), since the user maybe an accounts receivable responsible, or option to not hide any contact, since the user maybe a CEO. Not featuring CRM-Marketing no contact pol...

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Category: Lead Management and LinkedIn (81)

STATUS DETAILS
New
1

Dynamic 365 Marketing business leads contact introductions priority or preference

Wish there is an option to easily arrange introductions by easily matching main responsible and new or existing business contact leads. For purpose to arrange topics, schedule, agendas, products, other business prospects, events, presentations, etc...

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1 Comments

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Category: Lead Management and LinkedIn (81)

STATUS DETAILS
Needs Votes
1

Dynamic 365 Marketing business customer contact leads geographical requests

Wish there is an option to easily request for business contact geographical leads, for purpose to potentially increase growth in an expected marketing target market.

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0 Comments

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Category: Lead Management and LinkedIn (81)

STATUS DETAILS
Needs Votes
1

Dynamic 365 Marketing Business contact network group requirements

Wish there is an option to easily visualize network group requirements, for purpose to focus on (e.g. behavior specialist, network specialist, marketing specialists, etc..)

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Category: Lead Management and LinkedIn (81)

STATUS DETAILS
Needs Votes
1

Dynamic 365 Marketing Business contact network group requirements requests

Wish there is future option to easily visualize and easily identify business contact network group requests and requirements for purpose to easily search, maintain, and easily future convert records from marketing to finance (e..g accounts payables, account receivables, human resources applicants...

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0 Comments

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Category: Lead Management and LinkedIn (81)

STATUS DETAILS
Needs Votes
1

Dynamic 365 Finance Network contact type and characteristics requests

Wish there is an option to easily visualize network contact requests from legal entity and/or departments, for purpose to easily focus on.

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0 Comments

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Category: Lead Management and LinkedIn (81)

STATUS DETAILS
Needs Votes
1

Dynamic 365 Marketing Business contact lead network requirements tracking

Wish there is an option to future easily identify business contact lead network requirements, for purpose to easily visually identify requirements, versus expectations and actuals.

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0 Comments

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Category: Lead Management and LinkedIn (81)

STATUS DETAILS
Needs Votes
1

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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0 Comments

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Category: Lead Management and LinkedIn (81)

STATUS DETAILS
Needs Votes
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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0 Comments

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Category: Lead Management and LinkedIn (81)

STATUS DETAILS
Needs Votes