5

Segment-Based Lead Scoring in Dynamics 365

Current Limitation:

Dynamics 365’s lead scoring models lack the capability to incorporate conditions that evaluate whether a Lead’s associated Contact record belongs to a specific Marketing Segment (e.g., "High-Value Prospects" or "Re-Engagement Campaigns"). This functio...

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Category: Lead Management and LinkedIn (106)

STATUS DETAILS
New
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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0 Comments

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Category: Lead Management and LinkedIn (106)

STATUS DETAILS
Needs Votes
5

Lead Scoring Model : Dynamics Values in Lead Scoring Model

There can be scenarios where we want to use the value of particular field which is to be added in lead score in lead scoring model. Like if we have custom score against a page on website.

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1 Comments

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Category: Lead Management and LinkedIn (106)

STATUS DETAILS
Needs Votes
4

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...

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Category: Lead Management and LinkedIn (106)

STATUS DETAILS
Completed
Ideas Administrator

This is already implemented.

Sincerely, PM, Microsoft.

4

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...

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0 Comments

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Category: Lead Management and LinkedIn (106)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Currently this is not on our roadmap, but we are tracking it, and with more feedback and support from the community we may consider it in the future.

 

Sincerely, PM, Microsoft

4

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...

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0 Comments

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Category: Lead Management and LinkedIn (106)

STATUS DETAILS
Declined
Ideas Administrator

Not enough votes.


Sincerely, PM, Microsoft

4

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...

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0 Comments

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Category: Lead Management and LinkedIn (106)

STATUS DETAILS
Needs Votes
4

Customer survey and leads

Hello, in all companies i've worked with, a lead become a contact after he buys something. So companies don't need to create contacts every time that a lead is created. But they do want to create segments with the leads data (if they accepted to receive emails). Why it isn't possible? Thanks...

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0 Comments

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Category: Lead Management and LinkedIn (106)

STATUS DETAILS
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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1 Comments

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Category: Lead Management and LinkedIn (106)

STATUS DETAILS
Needs Votes
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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0 Comments

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Category: Lead Management and LinkedIn (106)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Currently this is not on our roadmap, but we are tracking it, and with more feedback and support from the community we may consider it in the future.

 

Sincerely, PM, Microsoft