Thomas_Morgadin

Level 3

Joined the community 31-08-2017

Level 3

Digital communication specialist

Lyon, France

Badges

Accepted Solutions

View leaderboards

Filter by user contributions

Microsoft Dynamics > Manage the transformation from Lead to Contact wi...

by Thomas_Morgadin 06-23-2021

Good morning, I'm reaching out to you because we want to change the way our sales handles the MQLs from Marketo. Up until now, when we sync a new lead from Marketo, I ask Marketo to sync it as a lead and built the GUID with a Contact ID. Now, we want to improve this process and sync them as Leads, a...

Discussions

644 0 0
Re: Revenue Cycle Model Best Practices

by Thomas_Morgadin 09-21-2020

Following up on this topic, I had the time to think and improve the way we manage leads between marketing & sales. 3) If a person already reached a WON stage which means a successful business then what is the reason to move him back as recycle? Are you using the same status for Lead and Contact obje...

Discussions

6252 0 0
Re: MS Dynamics Opportunities info not syncing on Marketo

by Thomas_Morgadin 09-21-2020

Hi, I'm updating this thread since I fixed the issue just recently. Two things were missing in our Opportunity sync configuration. The first one : https://nation.marketo.com/t5/Knowledgebase/Opportunity-Attribution-for-Dynamics-Integrations/ta-p/250296 The customerid hidden field was empty and was n...

Discussions

4504 3 0
Re: Sales Insight access troubleshoot (Microsoft Dynamics)

by Thomas_Morgadin 09-16-2020

Awesome, glad it could help you 🙂

Discussions

3290 0 0
Re: Sales Insight access troubleshoot (Microsoft Dynamics)

by Thomas_Morgadin 09-10-2020

Ok so we fixed this issue with the precious help of support and engineer teams, I will share the results with the community. Seems like it's a known problem for Marketo and many others encountered that very same issue. A fix in under development and will be release in a couple of weeks. On our hand,...

Discussions

3334 2 2
Re: Member of Revenue Model is empty ?

by Thomas_Morgadin 08-25-2020

Well that's not the case. For some reason, 34 leads now are not part of any Stage (at least from what is set on filters). Yet when I open the logs, they all are and the update of stage is skipped because "they already are in the current stage".

Discussions

2822 0 0
Sales Insight access troubleshoot (Microsoft Dynamics)

by Thomas_Morgadin 08-25-2020

Hi everyone, Lately we are having some trouble with Sales Insight functionalities on Microsoft Dynamics. We recently updated our Dynamics version from Online 2016 to Online 1710 (9.1.0.21048). After that, we still had the data showing in Sales Insight (Intersting moments...) but we could not confirm...

Discussions

3381 0 3

Dynamics 365 Sync Sales Insight
Re: Member of Revenue Model is empty ?

by Thomas_Morgadin 08-23-2020

Hi @Matt_Tonkin-RP, ok I get it. This is weird, as I only have 1 Revenue Model (and it's the only one approved of course). So is there a way to set a SL to see if I have leads that are not part of any Revenue Model? Too bad I can't set to "empty" the "Memebr of Revenue Model" filter.

Discussions

2845 0 2
Member of Revenue Model is empty ?

by Thomas_Morgadin 08-21-2020

Hi, I recently created my Revenue Model, and assigned every lead I have to a specific stage. Yet, when I'm using the following SL, it's returning 100~ leads. The problem I see is that in the lead details, they are linked to a stage. How come these leads are not members of the revenue model, but a...

Discussions

2881 0 4

revenue model
Re: Revenue Cycle Model Best Practices

by Thomas_Morgadin 07-19-2020

Hello @Harish_Gupta6 and thank you for your contribution. Here are the details of my case: 1) If a person is already on the Prospect stage then why to move him back on Interested or Known. The person has already reached the desired score. Are you following the reduction scoring model?=> Yes, after 3...

Discussions

6409 0 1