Sales Accelerator Flashcards
What is a Sales routing rule?
Think about what ‘routing’ is
Rules automatically route new leads and opportunities to the right sellers or sales teams.
Replacing the need to manually assign new leads and opps to a person in your org.
How do you design a lead and opportunity routing rule?
Put these steps in order.
a. Enter a rule name
b. Assign leads to sellers or team
c. Select, Sales Insights Settings>Sales Accelerator>Assignment Rules
d. Select eligible leads for rule
A. Select, Sales Insights Settings>Sales Accelerator>Assignment Rules
B. Enter a rule name
C. Select eligible leads for this rule
D. Assign leads to sellers or a team
How would you go about configuring a Workspace within D365?
A. Adding components to your WS
B. Configuring WS Settings
C. Filtering WS content
D. Renaming and moving WS within a dashboard
E. All of them?
You can configure the Workspace by:
- Renaming and moving workspace within a dashboard
- Adding Components to your WS
- Configuring WS Settings
- Filtering WS Content
so yes all of them
What are the 7 high level steps to creating a Workspace within D365?
Put these steps in order
a. Configure workspace settings
b. Rename and move workspace
c. Navigate to the workspace
d. Add a workspace
e. Filter Workspace Content
f. Personilize the workspace
g. Add components to your workspace
A. Navigate to the workspace
B. Personalize the workspace
C. Add a workspace
D. Rename and move Workspace
E. Add components to your Workspace
F. Configure Workspace Settings
G. Filter Workspace Content
What are the 5 high level steps that concern sales accelerator?
Put these steps in order.
a. Select record types
b. Enable sales accelerator
c. Access sales insights settings
d. Activate sales accelerator
e. Define users permissions
A. Access Sales Insights Settings
B. Enable Sales Accelerator
C. Define User Permissions
D. Select record types
E. Activate Sales Accelerator
What must you remember to configure before working with sequences?
Think security and sales accelerator
You must have the appropriate security roles assigned to your profile.
These are either system admin, sequence manage or sales manager.
You must also ensure that Sales Accelerator has been configured for your org.
There are 4 types of steps you can add to a sequence.
Can you name them?
Steps - Engagement tasks that guide sellers
Conditions - These determine the next course of action based on a completed activity
Commands - Determine the next course of action according to a value given in the field or the stage of a business process
LinkedIn - Includes social selling functions steps to engage with customers
7 high level steps to creating a sequence in D365
Put these steps in order.
a. Define Properties
b. Access Sales Insights Settings
c. Connect Sequence to records
d. Use Sequence Designer
e. Set Sequence steps
f. Activate Sequence
A. Access Sales Insights Settings
B. Create or select a Sequence
C. Define Properties
D. Set Sequence steps
E. Activate Sequence
F. Connect Sequence to records
G. Use Sequence Designer
What are sequences?
A set of consecutive activities…
A set of consecutive activities that guide your employees through a sales process.
They enforce best practices for your sellers.
What is the next up widget?
it is a OOTB feature that…
It is a OOTB feature that helps salespeople manage their work by showing them what is coming up in their day.
It can relate directly to a sequence or manual activities can be added by yourself or a manager.
You are configuring the ‘Next up’ widget
Put these steps in order
a. Select open new tab icon
b. Select: Site map>Select Related Data>Sequence (up next)
c. Select: Sales Insights Settings>Sales Accelerator>Set Up
d. Select Done.
e. Choose content and layout to select the custom form you want to add the widget to.
f. Select: Form Designer> Select component, then from layout drag the column to the form
A. Select; Sales Insights Settings>Sales Accelerator>Set Up
B. Choose content and layout to select the custom form you want to add the widget to.
C. Select open new tab icon
D. Form Designer> Select component, then from layout drag the column to the form
E. Site map>Select Related Data>Sequence (up next)
F. Select Done.
