You configure Dynamics 365 Sales for a company.
The company plans to implement the Sales Close Agent in Research mode.
You need to identify the capabilities of the agent.
Which two capabilities should you identify? Each correct answer presents a complete solution. Choose two.
NOTE: Each correct selection is worth one point.
The correct Research mode capabilities are analyzing historical interaction data to generate opportunity insights and reviewing deal signals with risks and recommended mitigations. Microsoft's Sales Opportunity Agent documentation describes the opportunity-focused agent as helping sellers focus on important opportunities by identifying high-value and at-risk deals, providing critical insights and recommendations, and helping sellers mitigate risks. Microsoft also states that the agent gathers information from multiple sources and provides a streamlined research experience, stakeholder and competitor intelligence, and actionable risk mitigation strategies.
Option C is correct because the agent uses opportunity context, CRM history, emails, meetings, and other available signals to generate deal insights. Option D is also correct because Microsoft's Responsible AI FAQ specifically identifies early risk detection and recommended mitigation strategies based on historical data and communication analysis. Options A and B describe customer engagement behavior: running sales sequences or initiating follow-up communication. That belongs to engagement automation, not Research mode. Option E is too workflow-task oriented; Research mode surfaces insights and recommendations, but it is not primarily a task-generation or outreach automation engine.
References/topics: Sales Close Agent Research mode; Sales Opportunity Agent; opportunity insights; deal signals; risk mitigation; intelligent opportunity research.
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