1

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...

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Category: Lead Management and LinkedIn (74)

STATUS DETAILS
New
1

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...

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Category: Lead Management and LinkedIn (74)

STATUS DETAILS
New
1

Dynamics 365 Marketing business contact of interest tracking

Wish there is an option to future easily identify, monitor, inquiry, report and track business contact of interest, RATHER then conventional tracking of business contact of potential history or of potential relationship.



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Category: Lead Management and LinkedIn (74)

STATUS DETAILS
New
1

Dynamics 365 Marketing CRM reportable interaction count

Wish there is future option to easily capture reportable integration count and/or potential future business lead account relation aging count days, for purpose of future easy dashboard graph generation or statistics. (e.g. upload balances)

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Category: Lead Management and LinkedIn (74)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback.

 

Can you please provide more details on your use case?

 

Sincerely,

Microsoft Dynamics 365 Marketing team.

1

Dynamics 365 Marketing-CRM contact person lead accounts relationship aging days count

Wish there is an option to easily visualize, identify, inquiry or report on business contact person relationship account leads per aging day count. For purpose to identify legal entity business relationship aging count in number of days or number of interactions by main responsibles. Not easily ...

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Category: Lead Management and LinkedIn (74)

STATUS DETAILS
Under Review
Ideas Administrator

Hi,

Thank you for submitting your suggestion.

To clarify, is the request to see the age of a lead entity?

Sincerely,

Dynamics 365 Marketing team. 

1

Dynamics 365 Marketing CRM no contact policies hide option from user tools

Wish there is an option to easily hide the no contact listing per own user policies structures (e.g. ONLY account payable job roles), since the user maybe an accounts receivable responsible, or option to not hide any contact, since the user maybe a CEO. Not featuring CRM-Marketing no contact pol...

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Category: Lead Management and LinkedIn (74)

STATUS DETAILS
New
1

Dynamic 365 Marketing business leads contact introductions priority or preference

Wish there is an option to easily arrange introductions by easily matching main responsible and new or existing business contact leads. For purpose to arrange topics, schedule, agendas, products, other business prospects, events, presentations, etc...

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1 Comments

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Category: Lead Management and LinkedIn (74)

STATUS DETAILS
Needs Votes
1

Dynamic 365 Marketing business customer contact leads geographical requests

Wish there is an option to easily request for business contact geographical leads, for purpose to potentially increase growth in an expected marketing target market.

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Category: Lead Management and LinkedIn (74)

STATUS DETAILS
Needs Votes
1

Dynamic 365 Marketing Business contact network group requirements

Wish there is an option to easily visualize network group requirements, for purpose to focus on (e.g. behavior specialist, network specialist, marketing specialists, etc..)

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Category: Lead Management and LinkedIn (74)

STATUS DETAILS
Needs Votes
1

Dynamic 365 Marketing Business contact network group requirements requests

Wish there is future option to easily visualize and easily identify business contact network group requests and requirements for purpose to easily search, maintain, and easily future convert records from marketing to finance (e..g accounts payables, account receivables, human resources applicants...

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0 Comments

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Category: Lead Management and LinkedIn (74)

STATUS DETAILS
Needs Votes