Digital Ads Attribution
We need the ability to attribute lead generation to the relevant ad campaign. The source could be from various advertisers e.g. Google Ads, LinkedIn, Facebook etc.
Currently we can collect this information with each of the ad platforms, but there is no simple way to pass this ...
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...
Lead scoring based on form purpose
Please make it possible to score a form submission based on Form purpose (event registration, contact us, newsletter subscription etc.). Now we need to select between a certain form or use the form name. The first option means a lot of work if you have tens of forms and the latter is subject to ...
Dynamics 365 CRM Marketing Human resources and applicants CRM business lead contacts Conversion option
Future featuring option to easily convert human resources and applicants option to CRM business account leads maybe optimum ideal for purpose to trace potential events, tasks (e.g. hiring calling process, layoff hiring calling process, upsell, invites, journey-campaigns, meetings, etc..)
Reopen LinkedIn integration feature for D365 CI - Journey or have other features as alternative
LinkedIn integration feature is deprecated, this can help a lot in terms of business wise
Integration with Meta and Google Ads
Automatically add leads from Meta and Google Ad campaigns as well as access to data points based on interactions.
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.
We don't have currently on our plans to add scoring for Oppertunity.
Sincerely, PM, Microsoft.
Event Registrations related to specific Events: set-up advanced lead scoring condition by using traversals
For advanced lead scoring conditions I know about using traversals (in order to create "hops")
Anyhow:
I am missing entities here, that could be very helpful in order to specify further criteria.
Currently: "Event regsitrations.Event" would be needed in order to specify furth...
Not enough votes.
Sincerely, PM, Microsoft.
Dynamics 365 Maketing crm prospect background research tracking
Wish there is an option to easily identify, maintain, inquiry and track prospect research backgrounds, basing mainly on potential interest, sales values, royalties.... may not be enough, when potentially creating a customer journey-campaign.
Featuring option to track prospect...
Reminder to reathorize LinkedIn connection
Rather than just switching off at the end of the authorized period, it would be helpful it the system notified users that the LinkedIn connection required reauthorizing, and that if this does not happen by X date that lead gen forms will stop syncing.
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