Microsoft Dynamics 365 Sales

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  • Dynamics 365 CE / CRM

    Microsoft Dynamics 365 Sales

    Posted by Mark Allen on April 14, 2025 at 6:48 am

    How can I automate lead scoring and prioritize high-value opportunities in Microsoft Dynamics 365 Sales?

    I’m trying to optimize our sales pipeline using Dynamics 365 Sales, but my team struggles with manually identifying and prioritizing leads. I’ve heard about AI-driven lead scoring, but I’m unsure how to set it up effectively or customize the scoring model to fit our business criteria. Can anyone share step-by-step guidance or best practices for automating lead scoring and ensuring the sales team focuses on the most promising opportunities? Any tips on common pitfalls to avoid would also be appreciated!

    Heidi Neuhauser replied 1 week, 6 days ago 2 Members · 1 Reply
  • 1 Reply

  • Heidi Neuhauser

    Member
    April 15, 2025 at 10:23 am
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    Hi Mark! What sort of Dynamics Sales licensing do your users have? If you’ve got a Premium or Enterprise license, there is out-of-the-box tooling you can use.

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