Leads should be used in marketing processes without contact relationship
Leads are very often used as lists of 'potential' customers, so we should use them in the marketing process alone, and only after scoring transform them in contacts and accounts. Case study : A company has on the website a webform that takes requests. The form creates leads and contacts, but w...
Lead Scoring - add "less than" or "greater than" operators for Visit Duration Field in the "Website visited" interaction
I'd like to be able to add a condition in a lead scoring model that uses a web site visit duration to add points if the duration is longer than a certain time. Currently, only the expressions "=", "<>" or "contains" operators are available, as if the "Website visit" field type is a string. Cons...
client tries to add a custom field to lead scoring form it doenst´appear visible.
Client has created a custom field on marketing form submission entity. Post creating that customer has added a 1:N relationship. Post creating it customer is navigating to Lead scoring and trying to add the custom field but customer is unable to add it on the lead scoring model. Expected result:...
UTM Tracking
Dynamics only offers redirects for URL tracking which is very time consuming to use within our ads, social, and email. It would be a lot easier to track social and paid advertising by having a feature that allows us to capture UTM parameters such as UTM campaign, UTM Source, UTM Medium, UTM Conte...
Lead Scoring - Copy-Function for whole Lead Scoring Models
It should be possible to copy complete lead scoring models.
Lead Scoring - Field contains data
It's not possible to sort fields contain data in Marketing -> Scoring models. Example: Last name - we cannot ask for all names that exist but only want to know if the field last name contains data. Cannot find possibility to do that directly. Have also checked to build a segment and ask for who i...
Lead Scoring on specific links within the Marketing E-Mail
Currently it is not possible to score a specific click on a link witrhin a Marketing E-Mail (e.g. social links, buttons). There should be the possibility to add specific links to the lead scoring properties.
Re-calculate lead score on data modification
Currently, when a lead is modified, the lead score is updated with the score of the condition(s) that was met when the lead was initially created/saved. It is not re-evaluating/recalculating the whole score model for the lead which results in discrepancy. It will just add on top of the previous s...
Automatic Lead Account enrichment through domain information
Data enrichment is always a difficult topic, because of GDPR regulations. However, for accounts this is not the case and this could save our users a lot of time. Competitors (like Hubspot for example) use the domain information (which you can read from an email adress/website on a form) to add ...
Use Geo/Ip Location data for Lead Management
Marketing form currently submit this data to blob storage and we are able to use it in our PowerBI dashboarding. However, it would be even better if Dynamics could do this out of the box in order to make lead management a lot easier. We for example have different business units for different co...