Force Sync Qualification/Scoring models calculation and Status reason update
Same force sync idea for the Qualification/Scoring models as the one for "Add use" button in PPAC which forces the user sync.
As well as updating the "Status Reason" under the Qualification Model
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:
- Scoring model is created a...
STATUS DETAILSNew
Upgrade number of possibly used tables/joins in Real Time Scoring Models
When rebuilding our Scoring Models in Real-Time Marketing we noticed that currently only 6 tables/table joins can be used in total. Since there is a number in the total number of Scoring Models, which can be created as well, we highly recommend to increase this number. For us internally, going...
Bring Linkedin LeadGen to real-time journeys
As of today, the documentation states that the LinkedIn LeadGen capabilities will be removed from Customer Insights - Journeys on December 2, 2024. Microsoft is considering adding LinkedIn Lead Gen to real-time journeys in a future release, but there is no timeline for the feature.
Insights on Qualification
This is related to Lead Scoring Model and Qualification.
Like Scoring Model Insights, If we can have Insights for Qualifications as well, it will be easy for tracking for which leads we are setting the value sales ready to yes.
Better Support of Multi-Select Fields in RTM Lead Scoring
Currently we are unable to fully reference multi-select fields in RTM Lead Scoring. For example we are unable to use the "Contains any of" selector within the scoring criteria or as a condition on the audience.
This functionality would greatly improve the usefulness of Lead Sc...
Improve LinkedIn Consent Field Mapping to custom choice field or to OOTB DoNotSendMM or DoNotBulkEmail field
Improve LinkedIn Consent Field Mapping to custom choice field or to OOTB DoNotSendMM or DoNotBulkEmail field
Currently only mapping of the LinkedIn consent checkbox field to a custom bool field seems to be possible with appropriate field ids/labels set based on a product suppo...
Real Time Marketing - Provide Engagement Scoring instead of Lead Scoring
- Engagement Scoring - 90% of our clients do not use Leads at all so when I introduce the concept of Lead Scoring it causes a lot of confusion and concern. When you re-invent lead scoring for D365 Marketing > Real Time Marketing, please make it more general like "
STATUS DETAILSNeeds Votes
AI based lead scoring
Please add an option to use AI based lead scoring. AI could score leads based on marketing interactions, lead pipeline data and demographic / firmographic details.
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.