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...
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 ...
Dynamics 365 CRM Marketing Human resources and applicants CRM business lead contacts Conversion option
Future featuring option to easily convert human resources and applicants option to CRM business account leads maybe optimum ideal for purpose to trace potential events, tasks (e.g. hiring calling process, layoff hiring calling process, upsell, invites, journey-campaigns, meetings, etc..)
CIJ Lead Scoring Model Including "But not" and "or"
Give boolean options "or" and "not" for lead scoring inclusions.
One use case is Form Visit "but not" Form Completed would be very useful. using a negative maybe they visited once but filled out 2 would start to give negatives since they won't exactly cancel out.
CIJ Lead Scoring for Contacts (without lead)
Is there an update on if contacts without leads are planned for lead scoring in Customer Insights Journeys. Any directional info is helpful. Thank you.
CIJ Lead Scoring for Contacts (without lead)
Is there an update on if contacts without leads are planned for lead scoring in Customer Insights Journeys. Any directional info is helpful. Thank you.
Reopen LinkedIn integration feature for D365 CI - Journey or have other features as alternative
LinkedIn integration feature is deprecated, this can help a lot in terms of business wise
Marketing emails added to Opportunity Scoring
Our Business users would like to see marketing email opens and clicks to be included in Opportunity scoring. It adds to the overall picture of the salability of a contact.
Event Registrations related to specific Events: set-up advanced lead scoring condition by using traversals
For advanced lead scoring conditions I know about using traversals (in order to create "hops")
Anyhow:
I am missing entities here, that could be very helpful in order to specify further criteria.
Currently: "Event regsitrations.Event" would be needed in order to specify furth...
Not enough votes.
Sincerely, PM, Microsoft.
Dynamics 365 Maketing crm prospect background research tracking
Wish there is an option to easily identify, maintain, inquiry and track prospect research backgrounds, basing mainly on potential interest, sales values, royalties.... may not be enough, when potentially creating a customer journey-campaign.
Featuring option to track prospect...
Administrator
We don't have currently on our plans to add scoring for Oppertunity.
Sincerely, PM, Microsoft.