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QUESTION 153
A company uses leads and opportunities to track potential sales.
Salespeople have a difficult time determining prioritizing opportunities.
You need to ensure opportunities are categorized to ensure sales efficiency.
Which feature should you implement?
A. Sales forecast
B. Price calculation
C. Predictive opportunity scoring
D. Kanban view
Answer: C
Explanation:
Predictive opportunity scoring
Predictive opportunity scoring uses a predictive machine learning model to calculate a score for open opportunities based on historical data. The score helps sellers prioritize opportunities and achieve higher opportunity won rates, and reduces the time it takes to win an opportunity.
For example, say you have two opportunities, Opportunity A and Opportunity B, in your pipeline. The opportunity scoring model calculates a score of 80 for Opportunity A and 50 for Opportunity B. Based on the scores, you can predict that Opportunity A has a greater chance of being converted into a won deal. Further, you can review the top influencing factors to analyze why Opportunity B’s score is low and decide whether to improve it.
Reference:
https://learn.microsoft.com/en-us/dynamics365/sales/configure-predictive-opportunity-scoring
QUESTION 154
Hotspot Question
You are teaching a Dynamics 365 Sales course to app makers.
You explain the following data configuration:
– The customer’s name is the company name.
– Phone calls and appointments with companies and their employees can be associated with the appropriate records.
You need to specify where customer and phone call data are stored.
In which tables is the data stored?
To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Box 1: Accounts
Account and contact records store much of the information that you and your team collect from your customers.
You store data about companies you do business with in accounts.
Box 2: Activity
The activity and notes area helps you keep track of all the interactions with your customers. Record all important conversations with the customer or the communication with your team members regarding a record in Dynamics 365 Customer Engagement (on-premises). Add a phone call, task, notes, email, or appointments right within the case, account, contact, lead, or opportunity records without navigating to a different area and opening another form.
All activities that you add from within a record appear in the Activities area.
Reference:
https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/how-data-organized
https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/add-phone-call-task-email-appointment-activity-case-record
QUESTION 155
A company plans to use Microsoft Power Platform.
The company requires a solution that includes contact, account, lead, and opportunity tables.
You need to recommend a solution.
Which two apps should the company use? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
A. Microsoft Power Apps
B. Power Automate
C. Dynamics 365 Sales
D. Dynamics 365 Customer Service