We implemented a JavaScript-based solution to improve lead matching in our partner portal, and it’s significantly enhanced partner engagement and lead quality. Our channel partners were struggling with the default lookup behavior when assigning leads - they’d see hundreds of irrelevant leads and waste time scrolling to find appropriate matches.
The core challenge was lookup field filtering for partner-specific leads. Partners should only see leads in their assigned territories and matching their specialization areas. The default D365 9.0 lookup doesn’t support this level of filtering without custom development. We used the addCustomFilter method on lookup controls to dynamically filter based on partner attributes.
The implementation has dramatically improved partner experience - average time to assign leads dropped from 3-4 minutes to under 30 seconds, and we’ve seen a 45% increase in lead acceptance rates since partners are now matched with truly relevant opportunities.