Form Enhancement: Simultaneous Creation of Leads and Contacts
Our client is encountering difficulties with the new real-time form feature, restricting them to create either a lead or contact, which becomes particularly challenging when dealing with events due to the fact that the lead matching strategy does not work with leads created through events. Thi...
Form Enhancement: Simultaneous Creation of Leads and Contacts
Our client is encountering difficulties with the new real-time form feature, restricting them to create either a lead or contact, which becomes particularly challenging when dealing with events due to the fact that the lead matching strategy does not work with leads created through events. Thi...
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
Ability to use javascript in realtime forms
Currently realtime forms do not allow javascript. We are finding that if we add any javascript, it is dumped out when we save the form. This significantly limits what we can achieve the the forms.
We could do so much more if the forms allowed the use of javascript.
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.
Scoring leads based on specific website page address visits
Pain point: Only marketing pages and marketing page visits can be used in scoring model.
Goal: Lead scoring conditions should be able to score Leads based on web page address (not marketing pages only).
Pu...
Remove reauthorization every 30 days for LinkedIn Lead Gen Forms integration
The Linkedin Lead Gen form integration with Dynamics 365 should not have to be reauthorized every 30 days to keep the integration up and running.
As it is set up now, the responsible user profil...