Surface the next best action to sales when a lead engages with Marketing


This content is archived and is not being updated. For the latest documentation, go to What's new in Dynamics 365 Marketing. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview Early access General availability
Admins, makers, marketers, or analysts, automatically May 2, 2023 - May 2, 2023

Business value

As you nurture leads and opportunities with real-time journeys, leads' signals might indicate an urgency to engage with your sales teams. With Dynamics 365 Marketing, you can now create sales activities such as tasks and phone calls directly from journeys so that leads get individualized attention when they’re most likely to engage. You can also activate a sales sequence to accelerate a deal, ensuring that sellers receive automated recommendations based on the sales playbook associated with the campaign.

Feature details

  • Respond quickly to incoming leads by routing them directly to sales agents.
  • Add sales activities such as phone calls and tasks to your nurture journeys.
  • Trigger a sales sequence in Dynamics 365 Sales to surface contextual recommendations for the seller picking up the lead.

Image shows creation and handoff of a lead

See also

Optimize Lead management by engaging sellers right away (docs)