Edit

Add the lead scoring widget to a form

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By default, the predictive lead scoring widget is available only in the out-of-the-box Sales Insights form. If you're using a customized form for leads, you can add the predictive lead scoring widget to it.

Important

  • You can add a lead scoring widget to a form only in Unified Interface apps.
  • You can't use the legacy form designer to add a lead scoring widget to a form.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise
More information: Dynamics 365 Sales pricing
Security roles System Administrator
More information: Predefined security roles for Sales

Add the lead scoring widget to a custom form

  1. Sign in to the Power Apps portal and select an environment.

  2. Select Data > Tables.

  3. Open the Lead table, select the Forms tab, and then select a main form to add the widget to.

    Note

    If the table to which you want to add the widget isn't listed, in the upper-right corner of the page, change the filter to All.

    Screenshot of selecting the Lead main form on the Forms tab of the Lead table.

  4. In the form designer, select Component > Layout > 1-Column section to add a placeholder for the widget.

    Screenshot of adding a column to the form as a placeholder.

  5. With the placeholder column selected, select Display > Predictive score.

    Note

    Make sure the placeholder column is selected. If it isn't, the widget will be added at a random place in the form.

    Screenshot of selecting the Predictive score widget to display in the placeholder column.

  6. In the Edit predictive score window, select Done.

    The predictive score widget is added to the form, as shown in the following image:

    Screenshot of the Predictive score widget added to the form.

  7. To hide the New section label, select the Properties tab of the New Section settings pane, and then select Hide label.

  8. Save and publish the form.

Can't find the options in your app?

There are three possibilities:

  • You don't have the necessary license or role.
  • Your administrator hasn't turned on the feature.
  • Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.