How to create Lead Scoring Model in D365 Real Time Journeys | Lead Scoring Models in Lead Management

In this article, I will provide an overview of how to create a Lead Scoring Model in Real-Time Journeys within Lead Management. Before delving into that, it's worth noting that Microsoft is currently placing a greater emphasis on Real-Time Journeys over Outbound Marketing.

To utilize the Lead Scoring Model in Real-Time Journeys, you must first activate this feature. Follow these steps:

Navigate to the Setting Area.

Click on Feature Switches.
Look for Lead Management.

Turn ON Lead Scoring.

Enabling Lead Scoring Model in Real-Time Journeys also requires you to refresh the Real-Time Journeys page to see the Scoring Model and Qualification entities on the left-hand side of the page.

Now, let's discuss how to create a Scoring Model:

Click on Scoring Model.
Click on New and give a name to your model, then click Create.
Choose the type of element you want to add (Attributes/Behavioral).
For this example, I am creating a Behavioral model.
Select the triggers you desire and determine the points you want to assign (from the top of the group).
You can add multiple triggers and assign points based on your process.
Save and Publish.