Ready to use sample models for Leads and Opportunities

Predict4Dynamics transforms how CRM users handle leads and opportunities by embedding ready-to-use AI models directly within Dynamics 365.

The Sample Models for Leads and Opportunities feature enables administrators to instantly start using ML-Driven predictive models within Dynamics 365 CRM without building models from scratch. These ready-to-use models can be trained using your organization’s existing CRM data to forecast lead conversions and opportunity outcomes accurately.

These predictive models instantly analyze your organizational data to forecast lead conversion, opportunity success rates, and revenue potential. Users can simply train the models on their own datasets, enabling personalized predictions tailored to their business context.

For example, you can quickly identify which leads are most likely to convert or which opportunities require immediate attention, allowing your sales teams to focus on high-value prospects and make smarter, data-driven decisions.

Step 1: Navigate to the Sample Models Section

• Open the Predict4Dynamics app inside your Dynamics 365 CRM environment.

• Go to the Predict AI Models area from the left-side navigation panel.

• You will see Sample AI models available for common CRM entities such as Leads and Opportunities.

Step 2: Select a Sample Model

• Choose the model you want to configure — for example, Lead Prediction Model or Opportunity Prediction Model.

• Click on the model record to open its details page.

Step 3: Configure the Model

• On the model record page, click the Configure Model button.

• In the configuration window, review or modify:

Select a table to predict: Select the entity for which you want to train the model

Select existing data to train your model on: Here, paste a fetchxml with the entity and entity field based on which you want to configure the model.

• Save your configuration settings.

Tip: Default configurations work for most organizations, but you can tailor them for higher accuracy by including business-specific fields such as lead source, region, or probability score.

Step 4: Train the Model

• Click the Configure Model button to start the training process.

• The model will use your organization’s CRM data to learn patterns and generate predictive intelligence.

• While training is in progress, the model status will show Queued or Running.

Step 5: Verify Training Completion

• Once training completes successfully, the model status will automatically change to Ready.

Step 6: Use the Model for Prediction

• After the model status is Ready, it becomes active for prediction.

• Predictions are triggered automatically when a Lead or Opportunity record is created or updated.

• Open any record and view the prediction results in the Predict4Dynamics side pane, which displays both prediction outcomes and explanation details.

Outcome By following these steps, administrators can quickly deploy AI-driven predictive scoring for Leads and Opportunities without complex setup. The sample models shorten the implementation time, enhance forecasting accuracy, and enable proactive decision-making directly within Dynamics 365 CRM.

For any queries, reach out to us at [email protected]