want to add Appointments, Emails, Phone calls entities in Scoring models
Cx want Appointment, Emails, Phone calls entities to be added to lead scoring model search entity so that they can create a condition based on those activities.
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...
Dynamics 365 Marketing business contact of interest tracking
Wish there is an option to future easily identify, monitor, inquiry, report and track business contact of interest, RATHER then conventional tracking of business contact of potential history or of potential relationship.
Dynamics 365 Marketing CRM reportable interaction count
Wish there is future option to easily capture reportable integration count and/or potential future business lead account relation aging count days, for purpose of future easy dashboard graph generation or statistics. (e.g. upload balances)
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 ...
Additional field for e-mail addresses for LinkedIn Matched Audience Matching
Please integrate an additional and separate field that is used for creating the LinkedIn Matched Audience. The e-mail address used in the regular field for e-mail is most of the time a different e-mail than the one used by the customers on LinkedIn. So the LinkedIn Matched Audience can’t be used ...
Extended matching strategy for LinkedIn Matched Audience
At this moment, the matching rule only applies for the e-mail address. Some people have different e-mail addresses for their LinkedIn profile though. It would be amazing to change the algorithm according to this logic: If email address matches, then match If email address does not match, then ch...
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...
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 ...