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D365 Customer Engagement Plan - Marketing app

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Posted on by Microsoft Employee

Dynamics 365 for Marketing keeps a detailed record of all the ways in which each contact interacts with your marketing initiatives, but monitors just a few key interaction types when it comes to identifying marketing contacts.

The key interaction types are: 1) Contact used in customer journey, 2) Marketing email sent, 3) Event check-in, 4) Event registration, 5) Marketing form submitted and 6) LinkedIn form submission.

Question:

1. Is Campaign response considered as an interaction type to identify Marketing Contacts ?

We also understand Lead Scoring Model is present in D365 Marketing app.

1. Does Lead scoring happen just on the configured scoring model or other MS built-in parameters too ?
2. Is Lead scoring Sync or Async ?
3. Does Lead Scoring work with D365 CE plan ?

  • Suggested answer
    AmeyHolden Profile Picture
    AmeyHolden 230 on at
    RE: D365 Customer Engagement Plan - Marketing app

    In terms of question 3)

    Lead scoring is also available outside of Marketing with the Advanced Sales Insights features which comes under the Dynamics 365 Sales Insights license. Under standard CE license lead scoring is not available.

    docs.microsoft.com/.../configure-predictive-lead-scoring

  • Suggested answer
    d_radulova Profile Picture
    d_radulova 2 User Group Leader on at
    RE: D365 Customer Engagement Plan - Marketing app

    Hi @KKBK,

    good questions! Inline answers below -

    Question:

    1. Is Campaign response considered as an interaction type to identify Marketing Contacts ?

    [DR] - Campaigns are not really used in D65 Marketing that much. You could use them but they have been mostly replaced with customer journeys (automated campaigns).

    Campaign response doesn't affect your marketing contacts quota. Customer journey interactions do.

    Example use case is -  if a lead is created as part of a customer journey, you will have the journey name against the lead, so you would normally use that to calculate the ROI later on, rather than a campaign.

    -------

    We also understand Lead Scoring Model is present in D365 Marketing app.

    1. Does Lead scoring happen just on the configured scoring model or other MS built-in parameters too ?

    [DR]: I am not sure I understand what you mean here. However, lead scoring models can be configured to score on any data stored in D365 or in the behavioural database. This means anything you could filter on in Advanced Find, you could use as a criteria for a score.

    You could also use behaviours, which are things like marketing form submissions, pages visited, emails blocked, emails opened, links clicked, etc.

    ------

    2. Is Lead scoring Sync or Async ?

    [DR]: Async.

    It happens outside of the D365 Marketing App. Your data is sent to external  Customer Insights Services, processed and then a score is displayed in your app.

    -----

    3. Does Lead Scoring work with D365 CE plan ?

    [DR]: It comes as part of the Marketing App. Which you can get on its own or as part of your CE plan if you have the number of users required.

    Reference point - dynamics.microsoft.com/.../

    ------

    Hope that helps any. Let me know if not.

    Thanks,

    -DD

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