Microsoft Dynamics 365 Fundamentals Practice Exam

How can a business provide relevant information related to a customer's sales pipeline?

1. Customer dashboard

2. Sales assistant studio

3. Insight cards

4. Customer insights report

The correct answer is: Insight cards

The correct choice for providing relevant information related to a customer's sales pipeline is the use of insight cards. Insight cards within Microsoft Dynamics 365 deliver concise and actionable data about customers, prospects, and sales activities. These cards display critical information such as status updates, next steps in the sales process, key metrics, and insights that empower sales teams to make informed decisions quickly. Using insight cards allows teams to stay updated on various stages of the sales pipeline and understand where potential deals stand, which ultimately aids in enhancing customer engagement and facilitating timely actions. This targeted information helps in gaining a clear view of customer interactions and expectations, thereby improving the overall sales process. In contrast, a customer dashboard, while useful for displaying various metrics and performance indicators, may not focus specifically on the sales pipeline and can include a broader range of data. The sales assistant studio could provide tools and resources for sales users but doesn’t inherently focus on delivering concise pipeline information. Lastly, a customer insights report typically compiles aggregated data and trends, which might not provide the real-time, actionable insights that the sales team requires in relation to the active sales pipeline.