83

Show Lead Scoring Details at Lead

We want to see the details of the score, not only the overall score. I.e. someone got scoring points because he has clicked 5 emails, submitted 1 form and his position is CEO. At the moment you have to compare the scoring model with the fields and actions of the lead but it would be easier if ...

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4 Comments

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Category: Lead Management and LinkedIn (106)

STATUS DETAILS
Planned
2023 Release Wave 2
Ideas Administrator

Hi, we're looking to significantly improve the lead scoring experience with Real-time marketing and we plan to solve for this as part of that bigger overhaul.

Thanks for all the feedback

Ayush

44

Need the ability to show Overall Score on Leads

Currently the way the Lead scoring works in Realtime Marketing has a massive flaw. It would be easy to have an Overall Score field that is a Rollup of related Lead score records that are Active. However, this isn't possible due to the following:


  1. Scoring model is created a...

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    1 Comments

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    Category: Lead Management and LinkedIn (106)

    STATUS DETAILS
    Needs Votes
7

Lead Scoring: Re-Naming groups inside the models in real-time marketing

When creating a new lead scoring model in real-time marketing, there is no way to rename a group to have a better overview when there are more groups in bigger models.


In Outbound Marketing you could give the condition a display name and therefore easily find your condition, e...

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0 Comments

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Category: Lead Management and LinkedIn (106)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Currently this is not on our roadmap, but we are tracking it, and with more feedback and support from the community we may consider it in the future.

Sincerely, PM, Microsoft

5

Segment-Based Lead Scoring in Dynamics 365

Current Limitation:

Dynamics 365’s lead scoring models lack the capability to incorporate conditions that evaluate whether a Lead’s associated Contact record belongs to a specific Marketing Segment (e.g., "High-Value Prospects" or "Re-Engagement Campaigns"). This functio...

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0 Comments

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Category: Lead Management and LinkedIn (106)

STATUS DETAILS
New
1

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

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0 Comments

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Category: Lead Management and LinkedIn (106)

STATUS DETAILS
New