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A seller has 80 new leads in their Dynamics 365 Sales queue after a recent trade show. What is the most efficient way for the seller to determine which leads deserve the most immediate attention?
Assign all 80 leads to a single sales sequence and wait for responses.
Manually review each lead record and rank them based on personal judgment.
Use Copilot's predictive lead scoring to prioritize leads based on their likelihood to convert.
Forward all leads to the marketing team for initial qualification.
A sales manager wants to ensure that every seller on their team follows a consistent outreach process for new leads, including specific activities on specific days. Which feature in Dynamics 365 Sales should the manager configure?
Lead scoring thresholds
Sales forecasting templates
Sales sequences
LinkedIn InMail campaigns
The Sales Qualification Agent is running in Engage mode for a batch of new leads. What action is the agent capable of taking?
Generating a quarterly sales forecast based on current opportunities.
Scheduling LinkedIn Sales Navigator campaigns.
Reaching out to prospects, asking qualifying questions, and updating lead status based on responses.
Notifying the marketing team to send follow-up campaigns.
A seller is about to join a Teams call with a prospect they haven't spoken with in three months. They want a quick summary of what was discussed previously and the current state of the opportunity. Which feature should they use?
The Dynamics 365 Sales work list
Sales in Microsoft 365 Copilot's pre-meeting briefing
The Sales Research Agent in Research mode
A LinkedIn Sales Navigator lead recommendation
What distinguishes Research mode from Engage mode in the Sales Qualification Agent?
Research mode is available only to sales managers, while Engage mode is available to all sellers.
Research mode gathers information about leads without contacting them, while Engage mode takes active steps to reach out and qualify prospects directly.
Research mode applies AI scoring while Engage mode applies only predefined rules.
Research mode sends InMail messages while Engage mode sends emails.
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