Design an AI-first Sales Strategy AB-210 Practice Questions (Page 4)

Questions 16–20

1. 16expert · hard

   A sales operations team needs to provide executives with a monthly report that includes both historical trends and predictive insights. The data is in Dynamics 365 Sales and also includes external market data. They want to minimize the number of tools used. Which reporting approach should the AI consultant recommend?

   • AUse Excel to create a static report with historical data and a separate AI tool for predictions.
   • BUse Power BI to combine Dataverse data with external market data, create a paginated report for the monthly executive summary, and use AI visuals for predictive insights.
   • CCreate a custom web application to display all data and predictions.
   • DUse the out-of-the-box Dynamics 365 Sales dashboard for historical trends and a separate SSRS report for predictions.
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2. 17foundation · easy

   Which reporting option in Dynamics 365 Sales allows users to create interactive reports with drill-down capabilities and share them across the organization?

   • ASystem charts
   • BPower BI
   • CExcel Online
   • DWord templates
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4. 18foundation · easy

   A small business needs a cost-effective sales solution with core sales features but does not require advanced AI insights. Which Dynamics 365 Sales plan is most appropriate?

   • ADynamics 365 Sales Enterprise
   • BDynamics 365 Sales Premium
   • CDynamics 365 Sales Professional
   • DDynamics 365 Sales Basic
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5. 19application · medium

   A sales team wants to visualize the sales funnel to identify where leads are dropping off. They have data on lead sources, stages, and conversion rates. Which visualization technique should the AI consultant recommend?

   • AA scatter plot of deal size versus days in stage.
   • BA line chart of monthly revenue.
   • CA pie chart showing the proportion of leads by source.
   • DA funnel chart in Power BI that shows the count of leads at each stage.
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6. 20application · medium

   A sales organization wants to use AI to predict which opportunities are likely to close. They have historical data in multiple systems: Excel files, a legacy CRM, and email attachments. They plan to use Dynamics 365 Sales. What should the AI consultant do first to ensure the AI predictions are accurate?

   • AImport all data into Excel and use Excel's forecasting features.
   • BEnable Copilot to summarize historical emails and provide insights to sellers.
   • CDesign a Dataverse data model that consolidates historical opportunity data from all sources into a single, clean table structure.
   • DCreate a Power BI report that shows historical win rates and share it with the sales team.
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