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 :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Lead scoring/management with multiple product-lines

(0) ShareShare
ReportReport
Posted on by

I am looking for input and recommendations on best practices in lead life cycle strategy when there are multiple products's being managed within 1 Dynamics instance.

Traditional lead scoring and life cycle stages pose a challenge when a lead can show interest with different products within an organization. For example, if we are promoting 4 completely different products or services within the same workspace, how should the lead management capabilities in dynamics be configured?

For example, Joe Bloggs has been engaging with content for products 1, 2, 3 & 4. If he hits the score threshold for 'Product 4' you'd expect an MQL for Product 4 while his score/engagement remains in pre-MQL for Products 1 - 3.

How's this usually configured?

I have the same question (0)
  • Suggested answer
    Nya Profile Picture
    29,060 on at

    Hi,

    Sorry but I can't understand your description well.

    But you could try to create a relationship between Lead and Product and use the following expression to configure the Lead Scoring Model.

    Create advanced lead scoring conditions by using traversals

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!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 189 Super User 2026 Season 1

#2
CU11031447-0 Profile Picture

CU11031447-0 100

#3
NeerajPawar Profile Picture

NeerajPawar 66

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans