1

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...

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Category: Lead Management and LinkedIn (84)

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Needs Votes
1

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:...

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Category: Lead Management and LinkedIn (84)

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Needs Votes
45

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...

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2 Comments

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Category: Lead Management and LinkedIn (84)

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Needs Votes
4

Lead Scoring - Copy-Function for whole Lead Scoring Models

It should be possible to copy complete lead scoring models.

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Category: Lead Management and LinkedIn (84)

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Needs Votes
14

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...

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Category: Lead Management and LinkedIn (84)

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Needs Votes
15

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.

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Category: Lead Management and LinkedIn (84)

STATUS DETAILS
Under Review
4

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...

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Category: Lead Management and LinkedIn (84)

STATUS DETAILS
Under Review
2

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 ...

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Category: Lead Management and LinkedIn (84)

STATUS DETAILS
Needs Votes
5

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...

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Category: Lead Management and LinkedIn (84)

STATUS DETAILS
Needs Votes
16

Please support the relative time feature in the scoring model feature.

Currently, the lead scoring model feature does not support relative time. By implementing the relative time function, if you can refer to the fields such as the contact person's birthday and score them, you can lead to more effective sales activities.

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Category: Lead Management and LinkedIn (84)

STATUS DETAILS
Under Review