You need to identify the data sources that Microsoft Copilot for Sales can use. Which two sources should you identify? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.
A company uses agent productivity tools in Dynamics 365 Customer Sen/ice to assist users with their work. The company does not plan to use knowledge management. Users require a solution that provides the following implementations:
• Reduce the number of user actions to send an email to a customer outside of a conversation.
• Provide step-by-step instructions to ensure accurate legal disclaimers are always given when users speak to customers.
You need to recommend a solution.
Which tool should you recommend? To answer, move the appropriate tool to the correct requirement. You may use each tool once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
A company implements Dynamics 365 Sales.
You need to recommend the features to implement that meet the following requirements:
Display a landing page when a sales manager signs in that shows the pipeline, top leads, open opportunities, and won opportunities.
Display an interactive list that allows sales representatives to see details for their accounts including the name, address, phone number, contact, and last contact date for the account. Allow sorting by any column.
Which features should you recommend?
To answer, drag the appropriate features to the correct requirements. Each feature may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
A company integrates LinkedIn Campaign Manager with Dynamics 365 Marketing.
Which two actions can the company perform using out-of-the-box features? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
A customer plans to use knowledge articles to share information as cases are resolved.
For each of the following statement, select Yes if the statement is true. Otherwise, select No.
NOTE: Each correct selection is worth one point.
A company uses Dynamics 365 Customer Service.
A customer service agent needs to understand how knowledge search works.
How should you explain this feature?
Select the answer that correctly completes the sentence.
You are a consultant working with a company that sells sporting equipment. The company uses Microsoft 365 and Dynamics 365 Sales.
You need to recommend tools that integrate with Dynamics 365 Sales and improve file collaboration.
What three tools should you recommend? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
You are evaluating Dynamics 365 Sales as a potential replacement for your company's existing sales system. What is a lead? To answer, select the appropriate option in the answer area.
A company provides mobile catering services for corporate and special events. A cooking team arrives at a customer site with mobile cooking stations and ingredients to prepare meals for a customer audience.
The company has identified that Dynamics 365 Field Service allows them to respond to the following requirements:
• Schedule mobile catering teams composed of one chef, three cooks, and one presenter.
• Ensure that adequate ingredients are available and track ingredient shortages.
• Capture timing details to complete a customer order within three hours.
You need to configure the system.
You are designing reports for a pharmacy. The pharmacy uses Dynamics 365 Sales.
Match each tool to the reporting requirements.
Instructions: To answer, drag the appropriate tool from the column on the left to the requirements on the right. Each tool may be used once, more than once, or not at all.
NOTE: Each correct match is worth one point.
