Dynamics 365 Marketing CRM option to track business lead strengths types and scorings
Wish there is an open to easily track business leads strengths types and scorings with option to easily transfer to a customer or a vendor converted record (e.g. multiple locations, brand, quality, service personnel, founded history, management, etc...).
Dynamic 365 Marketing Business contact lead name data safe prevention record entry
Wish there is an option to easily prevent specific business leads data entry (e.g. name, address, telephone, contact name, zip code, etc...) for purpose to prevent user from saving record. (e.g. VIP records of contact persons, business, competition, legal cases etc..)
Lead Scoring that Filters Out Machine Clicks and Opens
Such a basic function in any world class MAP. Current functionality artificially augments scores that include opens and clicks because tech sitting on email servers 'test' incoming mail by opening and clicking all links. Good luck figuring out what's legitimate opens/clicks and what's machine g...
Dynamic 365 Marketing Business lead contacts Line of expertise
Wish there is an option to easily visualize line of expertise in addition to sector, segment or subsegment, for purpose to easily identify, deal with, trade offerings, or for purpose to easily transfer from CRM leads or business leads contacts to the actual converted record customer, vendor or em...
Dynamic 365 Marketing Business relation contact Open up dialog assignment from listing available prevention tracking
Wish there is future option to easily maintain, track, inquiry or report potential open dialog conversation to prevent to a business contact lead (e.g. dead of family member, specific item or service, or service technical, geographical location, competition, etc...) Not featuring option to easil...
Dynamic 365 Marketing Business relation contact Open up dialog assignment from listing available tracking
Wish there is future option to easily maintain, track and easily assign open dialog conversation assigned to a business contact lead, not featuring listing of available listing of open up dialogs for eligible to be assigned business contact lead, user might potentially track open eligible dialog ...
Dynamics 365 Marketing open up dialog business relation contacts and leads
Wish there is a future option to easily maintain, track, inquiry and report on business relation contact and/or leads open up dialogs, not featuring option to easily identify open up dialog, sales manager may not easily identify, follow up, visualize, strategize open up dialog conversations. Not...
Dynamic 365 Marketing Business prospect leads contacts relationship aging calculations
Wish there is a future option to easily identify, inquiry, report or potentially dashboard business leads contacts relationships aging calculation as of today. Not featuring option to visualized aging relationship, user may not easily account, identify or potentially relied on relationship charac...
Dynamic 365 Marketing Business contact leads - negative and + positive scorings
Wish there is future option to easily conventional and auto-evaluate - negative and + positive scorings (e.g. - negative scoring due to a missed scheduled phone call, + positive scoring when an apology, etc...) Not featuring business contact lead scorings for sales agents, sales representatives, ...
Lead qualification pop up window should not show Opportunity as the option.
In the marketing application, we do not use opportunity entity. The privileges for the security roles like read, create, edit privileges are removed. Even then, when an qualify button is clicked on the lead entity, it shows the pop up with Opportunity as the option. When the users do not have a...