View Leads, Contacts & Account In Real Time Marketing
Within the real-time marketing section would be very helpful to be able to easily view leads, contacts and accounts from the left hand menu. This is the case in Sales and Outbound so it would make sense to also include it in real time.
Lead source tracking methods
It would be great to add the lead source tracking feature in Marketing 365. Right now when a prospect submits a form which is hosted on a landing page in the website the lead comes in as Landing page. Instead it should show the lead came in from google to the landing page.
The...
Missing options regarding behavior of scoring for email opens
Iam currently facing issues during lead scoring regarding behavier of opening emails. I need the option not only to choose if one specific email is opened, but for example score all email opens when name of the mail contains e.g. "campaign one".
Currently I can choose one spec...
Reminder to reathorize LinkedIn connection
Rather than just switching off at the end of the authorized period, it would be helpful it the system notified users that the LinkedIn connection required reauthorizing, and that if this does not happen by X date that lead gen forms will stop syncing.
Fully support Business Process Flows in Dynamics Marketing (e.g. when a lead is created by form submission)
We found out and also raised a support ticket at MS because using the business process flows in Dynamics Marketing doesn´t seem to be fully supported, e.g. when a lead is created automatically by a form submission.
It would be ideal if this would be supported including the pro...
Lead Matching - Multiple Emails
Many of our contacts have multiple emails they use in various instances, but with lead matching we can only use the email they use in the lead form to match exactly to the email in the main email field for a contact. It would be helpful if the lead form email could look at multiple email fiel...
Digital Ads Attribution
We need the ability to attribute lead generation to the relevant ad campaign. The source could be from various advertisers e.g. Google Ads, LinkedIn, Facebook etc.
Currently we can collect this information with each of the ad platforms, but there is no simple way to pass this ...
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...