Drag and Drop Matching Questions

A potential customer who has shown interest but not yet qualified

A qualified lead with a potential deal value and close date

An organization or company that you do business with

A specific person associated with an account or lead

A task, appointment, email, or phone call tracked in the system

Guide users through a series of stages and steps to complete a process

Automated background process that performs actions based on conditions

Simple logic to set field values, show/hide fields, or validate data

Service Level Agreement that defines response and resolution time targets

Algorithm used in Field Service to optimize resource scheduling

Automate workflows and processes across Dynamics 365 and other apps

Create interactive dashboards and reports from Dynamics 365 data

Build custom apps that extend Dynamics 365 functionality

Common data platform that stores and manages Dynamics 365 data

Integrate LinkedIn insights into Dynamics 365 for sales prospecting

Assign privileges to roles, then assign users to roles

Restrict access to specific fields within an entity

Control which records a user can read, write, or delete

Hierarchical grouping of users and records for data isolation

Groups of users that can be assigned roles and access rights

Consistent user experience across web, tablet, and phone

View all activities and notes related to a record in one feed

Automatically link contacts to their LinkedIn profiles

AI-driven lead and opportunity scoring to prioritize efforts

Central repository for articles to help resolve cases faster

Small to medium businesses needing basic sales automation

Large organizations requiring advanced sales capabilities

Teams needing case management and knowledge base

Enterprises requiring omnichannel and AI-driven service

Users who need read-only or limited interaction access

AI-powered assistant that helps draft emails, summarize, and generate insights

Unify customer data from multiple sources to create a single view

Create and send surveys to measure customer satisfaction

Integrate IoT data to proactively detect and resolve issues

Use AI to prioritize leads and recommend next best actions

Manage leads, opportunities, and sales processes

Track cases, service level agreements, and knowledge articles

Create and manage marketing campaigns, segments, and journeys

Schedule and dispatch work orders and resources

Manage project-based sales, resourcing, and delivery

Microsoft-hosted, subscription-based, always up-to-date

Customer-managed servers and infrastructure, older version

Mix of cloud and on-premises components

Dynamics 365 deployed and managed by a third-party partner

Free, time-limited environment for evaluation purposes

Monitor team performance, forecasts, and pipeline reviews

Respond to and resolve customer cases and incidents

Plan campaigns, manage segments, and analyze marketing ROI

Configure security, customize entities, and manage users

Schedule work orders and assign resources to jobs