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Dynamics 365 Predictive Lead Scoring

Post Author: Joe D365 | December 5th, 2018

If you're using Dynamics 365 for Sales, you may be familiar with the Predictive Lead Scoring (PLS) feature. It scores all open Leads based on an administrator-configurable model that helps salespersons prioritize and qualify potential Leads, thus hopefully increasing conversion rates. If you're not yet familiar with this feature, today's blog is for you! We're going to describe this feature and show you how to configure it and interpret the results. Enjoy!

PLS comes as a part of the Sales AI offering that is fed from a cloud-based predictive machine learning model from Dynamics Customers Insights. A business administrator can define scoring ranges in the model and apply the model to the get scores for all open Leads in the system. And just in case the business administrator prefers to re-score the Leads with current data, the Retrain Model option will help obtain updated scores. Yep, they thought of everything.

Configuration prerequisites

  • Dynamics 365 V9 or above.
  • The model requires no fewer than 100 Qualified and 100 Disqualified Leads.

Configuration steps

  • Go to: Settings > Sales AI > Get it now.

predictive lead scoring

  • Click Continue to install the feature.

predictive lead scoring

  • After the installation, go to the Predictive lead scoring tab to define grading your Lead score grading. When finished, click Apply Model.

predictive lead scoring

Lead scoring – output

  • Once the lead scoring is enabled in the organization, go to the My Open Leads Scored view to see the Lead Score, Lead Score Trend, and Lead Grade columns:

predictive lead scoring

  • A description of each column follows:
Lead Score Represented value of the Lead where highest value symbolizes the highest likelihood of successful conversion.
Lead Score Trend Specifies the Lead trending direction, such as Improving (up arrow), Declining (down arrow), Steady (right arrow), or Not enough info. These trends are displayed by comparing the present lead score with the previous score.
Lead Grade Represented grade of the Lead (Grade A, B, C, and D) where Grade A symbolizes the highest likelihood of successful conversion.
  • Lead score insights – The Lead Form is customized with the Lead Scoring widget that contains scoring insights:

predictive lead scoringpredictive lead scoring

  • Lead score insights explained
Basic Info Basic details: Lead Score, Lead Trend, and Lead Grade
Top Reasons Top 10 reasons for the Lead being scored as it was scored, which allows for further analysis to improvise the scoring.
Give Feedback Provides the ability for a User to provide feedback on the current score by indicating Expected score and associated comments.

Points to note

  • Configuration experience will be in Web client and end-user experience will be in UCI.
  • There will be only one score per Lead in the current version.
  • All integer, date, decimal, and dropdown (non-string) attributes of Lead, Contact, and Account entities (with their correlation) will be the primary factors contributing to the score generation.

Hopefully, you can see how this will benefit your organization. After all, pretty much every organization in every line of business has Leads – the trick is getting valuable insight into the quality of those Leads. And the Predictive Lead Scoring within Dynamics 365 gives you just that.

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Happy Lead Scoring and Dynamics 365'ing!

Joe CRM
By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

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