Thomas_Morgadin

Since this is not written anywhere nor on the docs : For Dynamics users having the same issue, Best Bets is available on MS Dynamics. Our configuration did not display it at first but with the support of the IT team we were able to have this function available, as well as the Lead Feed. For anyone e...

Thanks for the support @Oz_Platero. I will try updating the 2018 opportunities to check if the data value changes on Marketo. I will file a support ticket right after that I guess and provide the solution (crossing fingers) here for everyone to benefit from it. Keep you posted.

Hi @Oz_Platero and thank you for your help. I tried several options :Added to OpportunityAdded to Opportunity (Contact)Added to Opportunity (Account) But still nothing triggering... For a curious reason, I have maybe 50 leads that answers the "Has an Opportunity" filter, but they are all from 2018....

Thank you Sylvain.You confirm what I feared. But without this whole display (best bets, whatchlist), it feels like Sales Insights for Microsoft Dynamics is just incomplete.It's a shame IMO... addons should be developped the same way on every decent CRM on the market. Well, we will do without it

Ok, the nuance is slim, but I get the possibilities offered by each filter now.Thank you Amit

Hi Andy, first of all, thank you for the confirmation about MSI.Today, qualified leads are given to sales reps, they call them, log a phone call on Dynamics & log a phone call description in Dynamics.My issue with the current process: I have no idea if they did call the lead we shared with them, and...