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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 functionality was previously available in the legacy Marketing application and is critical for aligning lead prioritization with real-time audience segmentation strategies.

Impact on Processes:

Without this feature, marketing teams cannot dynamically score leads based on segmented audience membership, which limits the ability to:

  • Automate lead nurturing for targeted campaigns.
  • Prioritize high-intent segments in sales pipelines.
  • Replicate legacy workflows that relied on segment-driven scoring logic.

Proposed Solution:

Implement a native condition within lead scoring models to check Contact-to-Segment membership, similar to the legacy system. This would enable dynamic alignment between Customer Journey segments and lead prioritization.

Request to Microsoft:

Please prioritize this enhancement in future D365 updates to restore parity with legacy marketing tools and support data-driven campaign execution.

STATUS DETAILS
New