A sales operations lead wants Dynamics 365 Sales to automatically surface products a customer has not yet purchased but that similar customers with comparable profiles have adopted, so sellers can proactively pitch expansion deals during renewal conversations. Which AI capability should the consultant configure to support this goal?
Select an answer to reveal the explanation.
Short Explanation
You want the predictive cross-sell and upsell recommendations based on purchase patterns across similar accounts. They spot what a customer hasn't bought yet by comparing them to lookalike accounts, giving sellers a concrete expansion pitch. The other options answer different questions, like lead conversion, churn risk, or call sentiment.
Full Explanation
The correct capability is predictive cross-sell and upsell recommendations based on purchase patterns across similar accounts. These recommendations are built specifically to compare a customer's current purchase footprint against similar accounts and surface products those peers have adopted but this account has not, which is exactly the expansion signal the operations lead is asking for. The lead scoring model that ranks inbound leads by likelihood to convert is incorrect because it ranks brand-new inbound leads by conversion likelihood; it has no visibility into an existing customer's product mix or renewal opportunity. The relationship health scoring that flags accounts at risk of churn is incorrect because it is a risk signal aimed at flagging accounts likely to churn, which is the opposite orientation of identifying expansion potential. The conversation intelligence sentiment analysis drawn from recorded sales calls is incorrect because it measures tone and engagement quality within recorded calls, not product ownership gaps against a peer set. A consultant configuring this scenario needs to recognize that each of these artificial-intelligence capabilities answers a different sales question, and matching the operations lead's actual goal, growing revenue within existing accounts, to the recommendation engine built for that purpose is what makes the configuration effective rather than just technically functioning.