web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Marketing vs Sales Lea...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Marketing vs Sales Lead/Opportunity Scoring

(0) ShareShare
ReportReport
Posted on by nvrhughes 319

I am in the process of setting up Lead and Opportunity scoring and noticed quite a difference between Marketing and Sales scoring. 

Can you add conditions to Sales Scoring like you can in Marketing or can you only select fields to add in Sales? 

Also, what is the best way to view the scores? I added the Predictive Score field to Opportunity views but none are populated. Is this the correct field to use? How can you add a widget to a form? 

I have the same question (0)
  • Suggested answer
    Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at

    Hi nvrhughes,

    Marketing automatic lead scoring only works for leads that are associated with a parent contact or an account. Scores won't appear for leads that don't have a parent contact or account associated with them.

    Lead and opportunity scoring harness the power of AI to get insights into which deals are most likely to close so your team can prioritize better.

    In a nutshell, a marketing score is artificially designed to get a specific score, and a sales score is trained on a model to get an AI score.

    Please make sure you have the Lead and opportunity scoring turned on before everything starts:

    pastedimage1668672690898v1.png

    About the Training Model: https://learn.microsoft.com/en-us/dynamics365/sales/configure-predictive-opportunity-scoring#create-and-add-a-scoring-model

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
11manish Profile Picture

11manish 176

#2
ManoVerse Profile Picture

ManoVerse 56 Super User 2026 Season 1

#3
Niki Patel Profile Picture

Niki Patel 42

Last 30 days Overall leaderboard

Featured topics

Welcome to the Microsoft Dynamics 365 forum!
Identifying an Org as CDS or Dynamics
Get batch job history log from D365 FO to Power Automate
Gross and Net Weight of Shipments feeding back into Sales Order (from External Source)

Product updates

Dynamics 365 release plans