Implementing the Solution for Trending Customer Relationships in Dynamics 365 Sales

Trending Customer Relationships in Dynamics 365 Sales

Question

You manage a Dynamics 365 Sales environment.

Many activities are associated with opportunities.

Managers must be able to determine how the relationship with customers is trending for each opportunity.

You need to implement a solution.

Which solution should you implement?

Answers

Explanations

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A. B. C. D. E.

D.

The solution to implement for managers to determine how the relationship with customers is trending for each opportunity in Dynamics 365 Sales environment would be the Sales Insights.

Sales Insights is a built-in feature within Dynamics 365 Sales that provides advanced analytics and insights to help sales teams improve their performance and drive more revenue. Sales Insights includes several components, including Relationship Analytics, Predictive Lead Scoring, and Conversation Intelligence.

The Relationship Analytics component of Sales Insights provides an analysis of the customer engagement and relationship with the sales team. Relationship Analytics captures and measures the activities associated with opportunities and provides managers with an insight into the health of the relationship with each customer. Managers can view the activities, such as emails, calls, meetings, and notes, that are associated with each opportunity, and track their progress over time. Managers can also see how frequently the sales team is engaging with the customer, and whether the engagement is increasing or decreasing over time.

By using the Sales Insights Relationship Analytics, managers can determine how the relationship with customers is trending for each opportunity, and take appropriate actions to improve the relationship if needed. For example, if the engagement with the customer is decreasing, managers can instruct the sales team to increase their engagement to avoid losing the opportunity.

In contrast, the other options presented in the question are not directly related to providing analysis of customer engagement and relationship with the sales team. The Dynamics 365 for Sales content pack for Microsoft Power BI provides a set of pre-built reports and dashboards for sales performance analysis, but it does not provide insights into the customer engagement activities associated with each opportunity. The Social Selling Assistant and LinkedIn Sales Navigator provide tools for social selling and lead generation, but they do not provide analysis of customer engagement activities. The Relationship Assistant provides guidance to salespeople by surfacing relevant information and insights based on their activities, but it does not provide analysis of customer engagement activities associated with opportunities.