Dynamics 365 Sales Reporting Tool Selection Strategy

DRAG DROP
Case Study
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Background
AdventureWorks Cycles is a global manufacturer of high-performance bicycles headquartered in Seattle. The company sells products through distributors, specialty retailers, and a growing direct-to-consumer online channel. AdventureWorks Cycles recently expanded its product catalog to include the athlete package, which includes a cycle, connected devices and subscription-based analytics services.
The sales operations team is responsible for configuring the new Dynamics 365 Sales environment. Their goal is to implement AI-driven processes that streamline the lead-to-cash workflow while ensuring that sellers can easily identify the most promising opportunities.
Current Environment
Product managers maintain products and pricing in spreadsheets. Information regarding custom relationships, competitor analysis, and region-specific marketing content is stored in a SharePoint site called the sales portfolio.
The organization has identified reporting challenges they want to resolve:
Regional managers require in-depth reporting using information from the sales pipeline and seller activities, the point-of-sale solution, website analytics, and the accounting system.
Team leads require real-time information on active opportunities, as well as visibility of seller’s appointments and phone calls, without needing to navigate into multiple views.
Sellers must be able to quickly view their own opportunities by phase.
All sellers are assigned Dynamics 365 Sales Enterprise licenses, also, the CFO has requested that Copilot message packs are pre-purchased by using the Copilot Studio subscription license.
A Dynamics 365 sales sandbox environment has been in use for six months. There are 60 leads records with 30 records that are qualified and 20 that are disqualified. Ten of the qualified leads are over three months old.
Business Requirements
Sellers in all regions should be able to review the new mountaineer cycles. The cycles include economy and premium fittings. When creating opportunities, sellers should be able to select a metal type when adding a mountaineer cycle to an opportunity. The metal types include chrome, aluminum, and titanium.
Pricing managers must be able to create deals for the same products in their own currencies and at their own prices, without reference to the cost of the product.
Predictive scoring should be enabled for leads created within the last three months in the sandbox environment.
A segment of leads named Hot is needed that will contain all leads where the source is phone, employee referral or partner. Leads from this segment should be distributed to sellers using a round robin method.
Agents should not be able to take action on any data that is created in the production environment before they are started.
All sellers should be able to access leads disqualified by agents.
Technical Information & Requirements
Agents must use a dedicated service identity to execute write actions with a controlled security role in Dataverse.
The sales operations team lead must be assigned the Power Platform administrator role.
The lead pricing manager must be assigned to the Microsoft 365 billing admin role.
The vice president of sales must be assigned the AI admin role.
Both the sandbox and production environments must be enabled for AI capacity, but usage should be capped on the sandbox environment.
A trial environment must be created, with the sales qualification agent configured. Outreach emails must be automatically generated for leads but only sent when sellers deem it necessary.
All sellers must be assigned a customized version of the salesperson role on the production environment. This role should grant read access only to the leads that the sellers own.
The EnableRoleBasedSystemViews property must be set to true for the production environment.
No Azure subscriptions are available in the tenant.
Issues
The sales qualification agent has disqualified several leads in the trial environment. The vice president of sales has requested to understand the reason for the disqualified leads.
Sellers are not able to create agents in the production environment.
Agent consumption has been unreliable. The company requires that AI capacity is always available to sellers.
You need to recommend the appropriate reporting tool for each group of users.
Which reporting tool should be used for each scenario? To answer, move the appropriate reporting options to the correct requirements. You may use each reporting option once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.