Gather Intelligence on Sales Deals by Using the Sales Research Agent AB-210 Practice Questions (Page 2)

Questions 6–10

1. 6application · medium

   A Dynamics 365 Sales organization wants the Sales Research Agent to include the latest news about the prospect company in the research brief. The organization has a preferred news provider that they subscribe to. Which configuration should the consultant set up?

   • AConfigure the agent to use the organization's preferred news provider as a data source.
   • BUse the research canvas to manually add news articles to each opportunity.
   • CDisable the agent and use a separate news alert service.
   • DEnable the agent with default web search and hope it finds the same news.
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2. 7application · medium

   A sales operations manager uses the research canvas to review a pipeline. The canvas shows that opportunities with a specific product line have a significantly lower win rate than others. The manager wants to understand why. Which action should the consultant recommend?

   • ARecommend that the company discontinue that product line immediately.
   • BSuggest that the sales team increase the estimated value of those opportunities to improve win rate.
   • CUse the research canvas to drill into the opportunities in that product line and compare their attributes, such as deal size, sales stage, and competitor presence, against higher-performing product lines.
   • DAdvise the manager to ignore the low win rate because the product line is new.
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4. 8application · medium

   A Dynamics 365 Sales organization wants the Sales Research Agent to automatically generate research briefs for all opportunities with an estimated value above $50,000. The sales team currently uses a custom field 'Priority' to flag strategic deals. Which configuration should the consultant implement?

   • AEnable the research agent for all opportunities and instruct sellers to manually run it on high-value deals.
   • BSet up a scheduled job that runs the research agent on all opportunities every night.
   • CConfigure the research agent to run only when the 'Priority' field is set to 'High'.
   • DCreate a Power Automate flow that triggers the research agent when the estimated value field is updated to a value above $50,000.
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5. 9application · medium

   A sales manager wants to use the research canvas to identify which salespeople are using the Sales Research Agent effectively. The manager needs to see the number of research reports generated per salesperson. What should the manager do?

   • ACreate a custom workflow to log research usage.
   • BUse the Sales Research Agent to generate a report on usage.
   • CAsk each salesperson to manually report their usage.
   • DConfigure the research canvas to group opportunities by owner and count research reports.
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6. 10application · medium

   A sales manager wants to use the Sales Research Agent to prepare for a quarterly business review with leadership. The manager needs a summary of key trends across all active opportunities, including win rates and average deal sizes. Which approach should the consultant recommend?

   • AExport all opportunities to Excel and create a pivot table.
   • BRun the Sales Research Agent on each individual opportunity and manually compile the results.
   • CUse the research canvas to aggregate the opportunity data and generate a summary of trends for the review.
   • DAsk the sales team to provide their own summaries of their opportunities.
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