A company uses Dynamics 365 Sales and Power BI.
Sales managers must be able to keep track of changes to their pipeline in the following ways:
✑ Notify the sales managers when an Opportunity changes sales stage.
✑ Notify the sales managers when the pipeline drops below 2.5M USD.
✑ When reviewing the pipeline in Power BI, a sales executive must be able to add a Playbook to an Opportunity.
You need to recommend a solution that meets the company’s requirements.
Which combination of solutions should you recommend? To answer, select the appropriate option in the answer area.
NOTE: Each correct selection is worth one point.
Box 1: Microsoft Power Automate, Microsoft Dataverse connector, and Microsoft 365 Outlook connector
Use Microsoft Dataverse as the data source.
While Power Automate is a robust tool with ever-expanding capabilities, it also handles simple tasks with grace. A universal business need for many organizations is the ability to automate email notifications based on certain criteria: an opportunity is won, send an email to the sales manager; a case is closed, send an email to the customer; a work order is completed, send an email to the customer.
Power Automate can easily accommodate this using the Microsoft 365 Outlook connector.
Box 2: Microsoft Power Automate, Power Bi data alerts, and Microsoft 365 connector
Data alerts in the Power BI service: Set alerts to notify you when data in your dashboards changes beyond the limits you set.
Box 3: Microsoft Power Automate, Power BI, Power Apps, and Microsoft Dataverse connector