You manage a Dynamics 365 Sales environment.
You need to ensure that all possible activities are automatically converted to leads by using the record creation rule.
Which three activities can you convert to leads? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
In Dynamics 365 Sales, certain activities can be automatically converted to leads using record creation rules. These activities include emails, phone calls, and tasks. Emails are often used to establish initial contact and can trigger interest, making them suitable for lead conversion. Phone calls serve as direct communication with potential customers, also making them appropriate for lead generation. Tasks are general activities that might pertain to various follow-ups or engagements with prospects, thereby qualifying for lead conversion. Service activities and custom activities, on the other hand, are typically not used for direct lead generation in this context.
The question is about automatic creation rules. Though automatic creation rules, every option is correct - just tried it - so... what is the correct answer? https://docs.microsoft.com/en-us/dynamics365/customer-service/set-up-rules-to-automatically-create-or-update-records
I think answer is ABE. Because Phone Call, Task, & Appointments can be converted to Opportunity or case- Reason being, you capture these records in CRM with relation to an existing record like contact, account, order etc., thats why system does not gives you convert to lead button Email can be converted to Lead, Opportunity or case- Reason being, email can be received from an unresolved recipient which means email id might not exist in the system; thats why system gives you convert to lead button Its by design but if you still want it, you can do it by multiple ways like creating a plugin or custom workflow or a real time workflow. Simplest would be creating a real time workflow. You will have to create 3 different workflows each for task, phone call and appointment.
I think this is right
All answers are correct in the MS document. Logically, I think the question mentioned about "Leads" creation and this exam is D365 Sales. We normally generate a lead when contacting customers by Phone call, Email or Task. So, I think BCD are make sense in this scenario
The correct answer is BCD, with a creation rule if it is possible to convert a call into a lead ... verified with a trial environment
Previous question stated - Phone call cannot be converted to lead, only case and opportunity
The monitored activity for a new Record Creation and Update Rule in my testing environment are: Phone Call, Email, Service Activity, Task, Appointment, Social Activity, Customer Voice survey invite, Customer Voice survey response, Booking Alert and Customer Voice alert. Each of these activities can be converted to leads (as you can find here: https://docs.microsoft.com/en-us/dynamics365/customer-service/set-up-rules-to-automatically-create-or-update-records), but we can choose the right response among only four of them (the first four) and "Service Activity" probably is the less correct one to create a lead.
in sure, all of them are right....
created several "Record Creation and update rules, all of the types could be created.
Confused, correct answer is all 5 can be converted into a lead - https://docs.microsoft.com/en-us/dynamics365/customer-service/set-up-rules-to-automatically-create-or-update-records
All the possible answers look correct based on my search: "In Microsoft Dynamics 365 Customer Service, record creation rules can automatically convert incoming activities into leads and other records without writing code. These activities include: Email, Social activities, Custom activities, Tasks, Phone calls, Appointments, and Service activities"
corretto
corretto
correct
Phone Call, Task, & Appointments can be converted to Opportunity or case hence what remains is correct answer
Test on original setup, CD can convert to case / opportunity, so the answer is ABE
Phone call and task cannot be converted to a lead
Phone Call and Task can't be converted to Leads. So the correct answer is ABE
the correct answer is ABE, the CE can convert to opportunity and case.