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Dynamics 365 Lead management and contact network relationship category level scorings

Wish we future feature the option to visualized lead management and contact network relationship category level scorings, for purpose to efficient customer journeys (campaigns) and for purpose to accelerate deal closings. (e.g. events, conferences, emails, surveys, acquisition, mergers, etc...) ...

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Category: Lead Management and LinkedIn (74)

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Needs Votes
1

Leads should be used in marketing processes without contact relationship

Leads are very often used as lists of 'potential' customers, so we should use them in the marketing process alone, and only after scoring transform them in contacts and accounts. Case study : A company has on the website a webform that takes requests. The form creates leads and contacts, but w...

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Category: Lead Management and LinkedIn (74)

STATUS DETAILS
Needs Votes
1

client tries to add a custom field to lead scoring form it doenst´appear visible.

Client has created a custom field on marketing form submission entity. Post creating that customer has added a 1:N relationship. Post creating it customer is navigating to Lead scoring and trying to add the custom field but customer is unable to add it on the lead scoring model. Expected result:...

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Category: Lead Management and LinkedIn (74)

STATUS DETAILS
Needs Votes
1

Dynamics 365 Business relation prospect SWOT 2 and 3 way flashcards matching elements profile

Wish there is an option to easily generate flashcard in 2 and/or 3 way comparison matching or not matching element profile.


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Category: Lead Management and LinkedIn (74)

STATUS DETAILS
New