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!
Please see answers from AJ and Terlochan below!
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
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
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