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I have some doubts regarding the Predictive lead and Opportunity Score.
You could refer to this article first, which is the official user guide for Dynamics 365 AI for Sales.
1) According to this paragraph in the user guide:
"Following are the key benefits of this product capability:
The basics and parameters of calculating scores are mainly these four:
2) Based on this section of the user guide, we can know the factors that affect the main score.
There is no specific algorithm. It is based on your existing more than 1000 records, calculating the attributes that affect Lead or Opportunity. And sort according to the degree of influence.
3) Based on the above two points, if your custom field is associated with Lead or Opportunity, and it has affected Lead or Opportunity in existing more than 1000 records, then this custom field will participate in the calculation of the score.
Hope this helps.
Hi Lu Hao,
This is Exactly what I need.
This is very useful information for everyone.
Lu Hao, Thank you so much for your efforts on this.
Thanks and Regards,
Hi, I agree on 1) and 2). But isn't your 3) pure conjecture? I haven't read anywhere that custom fields are used. Of course I also haven't heard or read of them not being used. And this is always one of the first questions asked because not all people use the standard fields. This info would upgrade the whole lead/opportunity scoring from nice-toy-so-far to really-useful-and-ready-to-rock.
Hi Philip, I agree we don't have custom attributes from COLA and has been in our backlog with top priority to get it out ASAP. WIP and will be soon there.
here are the fields used in computing
LEAD Budgetamount, leadsourcecode, createdon, modifiedon, jobtitle, revenue, budgetstatus, estimatedclosedate, estimatedvalue, purchasetimeframe, preferredcontactmethodcode, numberofemployees, address1_country
CONTACT Annualincome, createdon, jobtitle, preferredcontactmethodcode, statecode
ACCOUNT Numberofemployees, industrycode, statecode
OPPORTUNITY Budgetamount, campaigned, completefinalproposal, createdon, estimatedclosedate, estimatedvalue, identifycompetitors, identifycustomercontacts, identifypursuitteam, isrevenuesystemcalculated
ACCOUNT address1_country, createdon, numberofemployees, statuscode, statecode
We are just evaluating Sales Insights features for our CRM365 system.
And we are using a lot of custom fields: can I find anywhere the lastest information on what parameters are set - and if custom fields can be used in meantime - for lead and opportunity scoring?
thanks a lot
Today Predictive Lead/Oppty Scoring model takes care of the custom fields and they are used in scoring. More details here docs.microsoft.com/.../configure-predictive-lead-scoring ... do let us know if you have more questions
Thanks for your prompt reply. I have reviewed these pages. I tried to set up a model, but was not able to select our custom business process flow. It is visible but greyed out. Can you give advice on this?
Thanks and best regards Mirja
You need to allow the custom business process flow's data to be used for analytics.
It is not done yet so you can not select it.
Please follow the instructions from here to enable it.
After this, you should be able to include it for model creation.
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