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Sean_Tierney2
Sean_Tierney2
Level 3
February 8, 2018
解決済み

MSI for Dynamics- Lead/RSS Feed, Best Bets, Watch List, etc.

  • February 8, 2018
  • 2 の返信
  • 3417 ビュー

Hi,

Any Microsoft Dynamics CRM users out there using Marketo Sales Insights features; Lead/RSS Feed, Best Bets, Watch List, etc.??

The product docs are not always completely clear if certain MSI features are exclusive to SFDC or just the example CRM of choice. I also see conflicting community discussions regarding MSI functionality in Dynamics.

Thanks,

Sean

このトピックへの返信は締め切られました。
ベストアンサー Dan_Stevens_

Sean - we just use the MSI iframe that's included on both the lead/contact records.  Specifically:

We also include a history of Interesting Moments and Web Site activity in our MQL alerts for sales and marketing.

There is definitely some functionality that is missing on the MSD version of MSI from the SFDC version.

2 の返信

Dan_Stevens_
Dan_Stevens_回答
Level 10
February 8, 2018

Sean - we just use the MSI iframe that's included on both the lead/contact records.  Specifically:

We also include a history of Interesting Moments and Web Site activity in our MQL alerts for sales and marketing.

There is definitely some functionality that is missing on the MSD version of MSI from the SFDC version.

    Sean_Tierney2
    Sean_Tierney2作成者
    Level 3
    February 12, 2018

    Thanks Dan, very helpful to see how view from MSD is working for you.

    Did you have any trouble getting priority flames and stars indicators displaying appropriately in MSD?

    When you say "history of Interesting Moments and Web Site activity" in MQL alerts...do you mean using the last interesting moment token or have you configured a way to pull a more extensive list in to the alert?

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