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Choose the best response for each question.
A seller's organization wants to use the Sales Close Agent to manage outreach for a high-volume product launch targeting small to mid-sized businesses—sending personalized emails, handling product questions, and following up automatically with non-responsive contacts. Which mode of the Sales Close Agent is designed for this scenario?
Sales Close Agent – Research, which gathers stakeholder intelligence and surfaces competitive insights
Sales Close Agent – Engage, which autonomously manages customer communication for high-velocity, low-complexity deals
The Sales Research Agent, which suggests talking points and drafts personalized outreach for sellers
Copilot in Microsoft 365, which drafts emails based on CRM context
A customer responds to an outreach email from the Sales Close Agent – Engage with a detailed compliance question that falls outside the agent's configured knowledge scope. How does the seller find out, and what does the seller see when they act on it?
The agent sends the seller a personal email summarizing the customer's question
The seller receives an in-app notification and can access the escalated record in the Opportunities from Sales Close Agent – Engage view, where the Timeline shows the full interaction history
The seller must check the agent insights dashboard manually each morning to identify escalated records
The agent closes the record as lost and notifies the seller that the opportunity requires manual re-opening
A seller is preparing to reach out to a CFO with no prior engagement on an active opportunity. Which feature is most likely to identify this gap and provide useful background to help the seller craft a first message?
The Focused View, which prioritizes opportunities based on close date and health score
The Sales Close Agent – Engage, which sends outreach to all contacts on the opportunity record
The Sales Close Agent – Research, which maps stakeholders, identifies engagement gaps, and surfaces professional background information
The Sales Research Agent, which monitors social signals and drafts personalized outreach messages
An administrator wants to understand how many of the records being managed by the Sales Close Agent – Engage were completed without any human intervention versus how many required escalation to a seller. Where does this information appear?
The Timeline section of individual opportunity records
The Opportunities from Sales Close Agent – Engage view in the Sales Hub app
The agent insights dashboard in the Dynamics 365 AI Hub, which displays the autonomous resolution rate and escalation rate as KPIs
The Focused View, which aggregates all agent activity alongside the seller's daily priorities
After a 90-minute proposal review call, a seller needs to send a meeting summary to three stakeholders, log the key decisions and action items in Dynamics 365 Sales, and draft a follow-up email to the evaluation lead. What is the most efficient way to accomplish all three tasks?
Manually write notes immediately after the call, update CRM separately, and compose the email from scratch
Use Copilot in Microsoft Teams to generate a meeting summary, extract follow-up suggestions, and draft the follow-up email—with the relevant details flowing back to the Dynamics 365 Sales opportunity record
Ask a colleague who was on the call to handle the note-taking and CRM update
Use the Sales Close Agent – Engage to generate and send the follow-up email autonomously
A seller has 14 active opportunities and opens Dynamics 365 Sales in the morning. They want to immediately see which deals need attention today—including any records escalated by the Sales Close Agent—without scrolling through a flat list. Which feature should they use?
The full pipeline list view sorted by close date
The Opportunities from Sales Close Agent – Engage view in the view selector
The Focused View, which applies AI-driven prioritization and surfaces agent escalations alongside the seller's highest-priority daily actions
The agent insights dashboard in the Dynamics 365 AI Hub
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