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Customer experience | Sales, Customer Insights,...
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Can't View Lead Score within Record

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Posted on by 10

Hello, I'm constructing a Lead Scoring Model within Microsoft Dynamics and am running into and issue where I can view the score from the "My Open Leads Scored" form, but when I click into the individual record I can't see the breakdown of the score. 

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Hoping this breakdown and the screenshots help. 

  • JarredR1999 Profile Picture
    JarredR1999 10 on at
    RE: Can't View Lead Score within Record

    Appreciate your response Steve.

    I've checked that the Lead has a related contact associated with it, in which it does.

    I can't seem to upload any screenshots in this response, but I found it something to note that I'm using the Predictive Lead Scoring within the Sales Insights tab of D365.

    Not sure if this makes a difference in your response.

    Thanks again.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Can't View Lead Score within Record

    Hi JarredR1999,

    Unable to view Lead Score in records for tow possible reasons.

    Reason 1: Scoring fails for leads that don’t have a contact associated with them.

    Automatic lead scoring only works for leads that are associated with a contact. It might take a few minutes for the score to be calculated, after it is, you can see that each lead scoring model is listed in the Lead Scores section.

    0743.pic3.png

    Reason 2: A lead’s score doesn’t pass the sales-ready threshold.

    Each scoring model includes a sales-ready threshold. When a lead’s score passes this threshold, it gets marked as sales ready, which can trigger other events within Dynamics 365.

    Or you can take some screenshots about Design in the Lead Scoring Model.

    Please click this link for more details: https://docs.microsoft.com/en-us/dynamics365/marketing/score-manage-leads

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