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Customer experience | Sales, Customer Insights,...
Answered

Add Lead Scoring Widget to form

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Posted on by 319

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! 

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I have the same question (0)
  • Verified answer
    AJ Ezzour Profile Picture
    on at

    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

  • terlochansingh Profile Picture
    Microsoft Employee on at

    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

  • Suggested answer
    Autumn Arbury Profile Picture
    Moderator on at

    Please see answers from AJ and Terlochan below!

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