A consultant is enabling Conversation Intelligence for a sales team that already places all calls through the Teams dialer embedded in Dynamics 365 Sales. Which two additional actions must the consultant complete before the feature will begin transcribing and analyzing those calls for the team? (Select TWO.)
Select all correct answers, then click Submit.
Short Explanation
Two switches have to be flipped before Conversation Intelligence starts working, and calls through the Teams dialer don't do it for you. You need to grant access to the right security roles on the feature's configuration page, and set the organization's default conversation language to match what sellers speak. A scoring model and auto capture aren't what unlock call transcription.
Full Explanation
The required actions are assigning the security roles that should have Conversation Intelligence access on the feature's configuration page, and setting the organization's default conversation language to match the language sellers speak on calls. Conversation Intelligence only analyzes calls for the security roles or teams explicitly granted access on its configuration page, so even with Teams calling already in place, the feature must be turned on for those users before it will process anything of theirs. It also relies on the organization's configured conversation language to transcribe accurately, so setting that language to match what sellers actually speak on calls is required for the transcripts and derived insights to be usable. The predictive opportunity scoring action is incorrect because predictive opportunity scoring is a separate Sales Insights capability built on opportunity and pipeline data; Conversation Intelligence does not depend on it and can run whether or not scoring is enabled. The auto capture action is incorrect because auto capture governs whether emails and appointments are automatically tracked against CRM records; calls placed through the embedded Teams dialer are already tied to the record the seller is working from, so auto capture has no bearing on whether Conversation Intelligence processes those calls.