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Hello,
What is the best way to view lead and opportunity scoring in Marketing and Sales app?
I planned on adding a widget to the forms, but when I configure the form I only see the deprecated scoring options. Thank you!
Hi nvrhughes,
There are different processes for configuring lead scoring in Dynamics 365 Marketing or lead and opportunity scoring in Dynamics 365 Sales.
D365 Marketing lead scoring uses a rule based system. A guide from configuration can be found here: learn.microsoft.com/.../score-manage-leads
D365 Sales lead and opportunity scoring both use a machine learning model. Guides for that can be found here: learn.microsoft.com/.../configure-predictive-lead-scoring
learn.microsoft.com/.../configure-predictive-opportunity-scoring
I hope that's helpful.
Very best,
AJ
Link to add predictive scoring widget on different form : Add the lead scoring widget to a form | Microsoft Learn , Add the opportunity scoring widget to a form | Microsoft Learn
Please see answers from AJ and Terlochan below!
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