What two actions should you perform?

Replace the current online form used by their team to capture new leads. The new form should automatically handle duplicates using the rules the team currently applies manually.

You need to update the role configuration for the digital sales team to enable the capability requested.

What two actions should you perform? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point. Choose two.
A . Grant View Audit Summary permissions to the Digital seller security role.
B . Assign the Sales Copilot user role to the members of the digital sales team.
C . Grant View Audit History permissions to the Digital seller security role.
D . Grant View Audit Partitions permissions to the Digital seller security role.

View Answer

Answer: B, C

Explanation:

To enable the digital sales team’s request to use Copilot for summarizing changes to lead records, you need to ensure that they have the necessary permissions and access to the required features. Here’s how to proceed:

Assign the Sales Copilot User Role:

Dynamics 365 Copilot in Sales is a feature that assists users by providing insights and summaries based on data within the system.

To allow the digital sales team to access and utilize Copilot’s capabilities, they must have the Sales Copilot user role assigned. This role enables users to interact with Copilot and benefit from its AI-driven functionalities such as summarizing changes and insights in records.

Microsoft Documentation

Reference: Dynamics 365 Sales Copilot Setup Grant View Audit History Permissions:

The View Audit History permission is essential for team members to access audit logs, which is necessary for reviewing and summarizing changes made to lead records.

Enabling this permission will allow the digital sales team to view a history of modifications in lead records, thus allowing them to generate summaries based on this audit trail.

The View Audit Summary permission specifically lets them see summaries of audit data, which complements Copilot’s functionality by allowing Copilot to access detailed change history for summarization.

Microsoft Documentation

Reference: Security Roles and Privileges

By implementing these two actions, the digital sales team will have both the necessary access to Copilot features and the required permissions to audit lead record changes, enabling them to leverage Copilot for summarizing changes to leads effectively.