Assistant Configuration Quiz
5 questions Pass: 70% +25 pts (50 with Pro)
Quiz covering Sales Insights
What you'll be asked
- Which area in the Dynamics 365 Sales Hub allows a system administrator to enable or disable specific Assistant cards?
- An organization wants to ensure that the Assistant only suggests meetings that have not had any activity in the last 5 days. Where should this be configured?
- A user reports that they are not seeing any 'Email opened' or 'Link clicked' insight cards. What is the most likely cause?
- You have been asked to create a custom insight card for the sales team. Which tool is used to build custom cards in Dynamics 365 Sales?
- When configuring a custom insight card using Power Automate, what is the mandatory requirement for the flow to successfully surface a card to the Assistant?
Answers and explanations come after you submit.
Course Content
- Predictive Lead and Opportunity Scoring
- Predictive Scoring Quiz5q
- Lead Qualification Experience
- Lead Qualification Quiz5q
- Opportunity Pipeline View Configuration
- Pipeline View Quiz5q
- Sales Pipeline Chart Interpretation
- Pipeline Chart Quiz5q
- Sales Mobile App Configuration
- Sales Mobile App Quiz5q
- Copilot in Sales Configuration
- Copilot Sales Quiz5q
- Sales Order Processing
- Sales Order Processing Quiz5q
- Lead and Opportunity Status Reasons
- Status Reasons Quiz5q
- Automatic Lead Creation Rules
- Auto Lead Creation Quiz5q
- Sales Territories Management
- Sales Territories Quiz5q
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