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 / Customer experience | Sales, Customer Insights,... / Set Up Lead Scoring
Customer experience | Sales, Customer Insights,...
Suggested Answer

Set Up Lead Scoring

(0) ShareShare
ReportReport
Posted on by nvrhughes 319

Hello, I am trying to set up Lead Scoring in our Marketing App. 

I followed the path below to create a new model.

Marketing App - Settings - Lead Management - Scoring Configuration

I am not seeing the designer platform to add conditions, fields etc. I am only seeing what is shown in the screen shot. Is there something else I need to turn on to see the designer? 

pastedimage1668543644159v1.png

Also, in the Sales app I see Lead and Opportunity Scoring and am able to configure - but I can only add fields. 

Are you able to add conditions in Sales scoring like you are in Marketing or can you only select fields?  Thank you! 

pastedimage1668543726916v2.png

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

    Hi partner,

    Please refer to the following steps to create Lead Scoring.

    Marketing App->Outbound Marketing->Lead management->scoring models

    pastedimage1668576927347v2.png

    Design lead-scoring models:

    https://learn.microsoft.com/en-us/dynamics365/marketing/score-manage-leads

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!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the February Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 202 Super User 2026 Season 1

#2
CU11031447-0 Profile Picture

CU11031447-0 100

#3
NeerajPawar Profile Picture

NeerajPawar 70

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans