Dynamics Community Forum Thread Details

Lead Scores being refreshed every 2 Hours

Hello everybody,

how are you working around the huge issue, that Lead Scores are only being refreshed every 2 hours?

Considering Lead Score is tied to Automated Qualification Proccesses etc. it effectively means, that every lead takes 2 hours before its getting distributed.

That to me seems like a huge oversight and almost renders the entire function useless, if a Lead Score isnt being assigned as soon as the Lead is being created.

Categories:

Dynamics 365 Customer Insights - Journeys

Hi JG-06051246-0,

1) Issue
- Lead Scores in Dynamics 365 are only recalculated and refreshed every 2 hours
- This delay impacts automated qualification and distribution processes that depend on up-to-date lead scores
- Newly created leads are not immediately scored, causing delays of up to 2 hours before they can be routed or processed
- This behavior reduces the effectiveness of real-time or near real-time lead management scenarios

2) Reason
- Lead scoring in Dynamics 365 Customer Insights and Marketing is processed asynchronously using background jobs
- The scoring model runs on a scheduled basis rather than being triggered instantly on lead creation or update
- This design is intentional to optimize system performance and avoid heavy real-time computation on large datasets
- The scoring process evaluates multiple signals and historical data, which requires batch processing instead of immediate execution
- There is no out-of-the-box configuration to reduce the refresh interval below the default system schedule

3) Resolution
- Accept that out-of-the-box lead scoring is designed for batch processing and not real-time decision making
- Implement a parallel real-time scoring mechanism using Power Automate or plugins to assign an initial score when a lead is created
- Use simple rule-based scoring logic for immediate qualification and combine it later with the official lead score once available
- Trigger routing and assignment based on interim scoring fields instead of waiting for the system-generated lead score
- Periodically reconcile or update leads once the official score is refreshed to align with the advanced scoring model
- If near real-time scoring is critical, consider building a custom scoring service using Azure or Dataverse plugins to calculate scores instantly
- Review business requirements and separate real-time operational scoring from analytical scoring to avoid dependency on the 2-hour refresh cycle

For a more detailed answer, please provide more information.

Rg,

Alexander

*Due to the complex and different possibilities of deploying Dynamics 365 I highly recommend not to setup the application without some expert/partner or support. (For more information contact me under anassl@inno-solutions.info or visit www.inno-solutions.de)

*The Information comes directly from the manufacturer or provider and are validated (not guaranteed) up to date of creation of the posting.

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