You are a Dynamics 365 Sales administrator for a company.
All sales representatives at the company have smart phones.
You need to recommend a solution that allows sales representatives to take photos of the opportunity notes and use the photo as input for new opportunities in Dynamics 365
Which two options will achieve the goal? Each correct answer presents a complete solution.
NOTE: Each correct answer is worth one point.
Click on the arrows to vote for the correct answer
A. B. C. D.BC.
The best options to achieve the goal of allowing sales representatives to take photos of the opportunity notes and use the photo as input for new opportunities in Dynamics 365 are A. AI Builder with Dynamics 365 for phones and C. AI Builder with Power Automate instant flow.
Explanation:
A. AI Builder with Dynamics 365 for phones: This solution involves using AI Builder, a low-code artificial intelligence platform, with Dynamics 365 for phones, which allows sales representatives to take photos of opportunity notes using their smartphones and use those photos as input for new opportunities in Dynamics 365. AI Builder can be used to create a custom model that extracts information from the photo and populates the relevant fields in Dynamics 365, reducing the manual data entry required by the sales representative. Dynamics 365 for phones is a mobile app that provides access to the Dynamics 365 Sales application on a smartphone. This solution provides a seamless experience for sales representatives to capture information about opportunities on the go.
C. AI Builder with Power Automate instant flow: This solution involves using AI Builder with Power Automate, a cloud-based service that allows you to create automated workflows between applications and services. Power Automate instant flow allows you to create a flow that starts when a new image is added to a specified folder in OneDrive, SharePoint, or other cloud storage solutions. The flow can then use AI Builder to extract the relevant information from the image and create a new opportunity in Dynamics 365. This solution allows sales representatives to take photos of opportunity notes using their smartphones and upload them to a specified folder, which triggers the creation of a new opportunity in Dynamics 365 without manual data entry.
Option B. Canvas App with a flow button: This solution involves creating a custom canvas app that allows sales representatives to take photos of opportunity notes using their smartphones and upload them to a specified folder. The canvas app can then use Power Automate to create a new opportunity in Dynamics 365 using the information extracted from the photo. While this solution provides a custom app experience for sales representatives, it may require more development effort and maintenance compared to the other options.
Option D. Dynamics 365 for phones only: This solution involves using the Dynamics 365 for phones mobile app to create new opportunities and manually enter the information from the photo taken by the sales representative. This solution requires more manual data entry and does not leverage the capabilities of AI Builder or Power Automate to automate the process.