Configure additional tools and services
This domain tests the add-on productivity services around Sales Hub: Sales Accelerator sequences and segments, email engagement tracking, conversation intelligence, and collaboration through Teams, SharePoint, and LinkedIn Sales Navigator. Questions focus on prerequisites and what activates each capability.
Sales Accelerator
Sequences are ordered steps such as email, phone call, task, and wait conditions. Segments define which records enter a sequence using filters. The Up next widget surfaces the next action for sellers. A record can be in only one sequence at a time, and a sequence must be activated and connected to a segment before records progress.
Email engagement and conversation intelligence
Email engagement tracks opens, link clicks, attachment views, and time spent, but requires the system setting and user opt-in. Conversation intelligence records and transcribes calls, typically Teams calls, and produces KPIs and insights; recording depends on telephony configuration and user consent.
Collaboration and documents
SharePoint server-based integration enables document libraries and the Documents tab on records. Teams integration lets sellers collaborate on records and link channels. LinkedIn Sales Navigator integration surfaces LinkedIn profile data inside Dynamics and requires Sales Navigator licensing.
Worked example
A manager wants enterprise leads to follow a five-step outreach cadence. Create a segment filtering industry equals Enterprise. Create a sequence with email, wait two days, phone call, and task, then activate it and associate the segment. Ensure representatives are included and email engagement is enabled system-wide and per user. Records meeting the filter enter the sequence and appear in Up next.
Traps
Forgetting to activate a sequence, filters that exclude intended records, email engagement enabled at system level but not per user, and assuming conversation intelligence records every call regardless of telephony.