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...
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...
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.
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)
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 ...
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.
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...
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...
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.
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..)
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...
Administrator
Thank you for your feedback.
Can you please provide more details on your use case?
Sincerely,
Microsoft Dynamics 365 Marketing team.