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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Category: Lead Management and LinkedIn (74)

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Automatic Lead Account enrichment through domain information


Data enrichment is always a difficult topic, because of GDPR regulations. However, for accounts this is not the case and this could save our users a lot of time. Competitors (like Hubspot for example) use the domain information (which you can read from an email adress/website on a form) to add ...

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Category: Lead Management and LinkedIn (74)

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Marketing records file manager/grouping options


Most marketing automation systems work with file explorers. This makes it easy to group records for example all records related to 'campaign x'. I understand that this is not how dynamics works, but at the very minimum, it should be optimized so that people can manage their records more easily. ...

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Category: General (109)

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Timeline: show created on date for activities instead of modified on


The timeline shows all your activities with a date next to it. This is perfect, but this actually is the date the record was modified. So after re-assigning an account, all records are also transferred to the new owner (which is what you should want), but afterwards the timeline shows on all acti...

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Category: Account, Contact, Calendar and Activity Management (578)

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Allow changing default Insights filter range


We are a b2b company with very long marketing/sales cycles. The default insights view is only one month. This is very short and all our users get confused and think there is no information. So every time they visit one of their contacts/account, they have to adjust the filter which is a little an...

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Category: Setup and Administration (184)

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Assign activities to specific persons instead of journey owner/contact owner


Hey, We are trying to find a workflow that allows us to improve the collaboration between marketing and sales. We think this could be possible by assigning tasks/calls/appointments/(emails missing) to specific people. Now you can only choose for customer journey owner (this means the owner gets...

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Category: Customer Journey Design (94)

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