Personalized Community is here!
Quickly customize your community to find the content you seek.
Check out the latest Marketing updates!Learn about the key capabilities and features of Dynamics 365 Marketing and experience some of the new features.
Download overview guide | Watch Marketing video
2022 Release Wave 1 PlanDynamics 365 release plan for the 2022 release wave 1 describes all new features releasing from April 2022 through September 2022.
2022 release wave 1 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
We know how to create segments. And we know how to use lead scoring models. But did you know you can now use that lead score as a criterion for your segments.
We have already covered how to create segments here. Lead scoring we will cover in some more detail in one of the next blogs, but the Microsoft documentation around it is pretty good, so if you want to know more, head here. The only thing to say here is that the first time I used this feature, a behavioural segment felt like the right segment type choice. But it wasn’t. You need a demographic one.
Before you can select Lead score in your segment criteria, you would need to sync the Lead Score entity with customer insights services.
In D365 > Settings > Marketing Data Configuration > Scroll until you see Lead Score in the list > Check the checkbox > Scroll back up > Click Save in the top right corner.
Depending on how much data you have in the system, you might need to wait a bit before the sync is complete and before you can use this entity in segmentation.
And that’s it. Now we are about 5 clicks away from our segment based on lead score.
Click Segments > New > Demographic and configure it as per the screenshot below. You can change the lead score threshold to be a number that makes sense in your own scenario.
Parent Contact for Lead is a relationship between the Lead and the Contact entity. To see it in the list, you need to, click New > New Related Entity and then it will show in the dropdown.
This is kind of important and cool, because now we can nurture these relationships in a much more personalised way. If we are smart in the way we design our scoring model, then that score could become an entry point to a customer journey and from there the options are endless.
Business Applications communities