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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Develop deals using intelligent opportunity research | 25–30% | - Configure and use Sales Research Agent insights - Configure Sales Close Agent and interpret actions - Optimize opportunity management and pipeline views |
| Topic 2: Qualify and prioritize leads using AI | 15–20% | - Configure lead and opportunity experience - Fine-tune predictive scoring model - Configure Sales Qualification Agent and monitor its performance |
| Topic 3: Optimize AI-driven sales | 20–25% | - Set up conversational intelligence and forecasting - Prepare and deploy AI agents in Sales - Design AI-first sales strategy with Copilot and agents - Configure predictive scoring and relationship intelligence |
| Topic 4: Configure Dynamics 365 Sales core features for AI | 15–20% | - Evaluate prerequisites for deploying Sales - Configure mailboxes and business process flows - Configure timeline and data import/export - Examine Sales security model |
| Topic 5: Extend and enhance Sales | 10–15% | - Create Power Platform components (Power Automate, Power Apps, Power BI) - Deploy and configure Sales mobile app and Teams calling |
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NEW QUESTION # 73
Drag and Drop Question
You are responsible for improving lead prioritization in Dynamics 365 Sales.
Sales managers report that predictive scores do not match current conversion trends.
You need to edit the predictive lead scoring model to improve accuracy based on recent lead data.
Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
Explanation:
The correct sequence starts by opening and configuring the predictive scoring settings for lead scoring. The administrator must access the predictive lead scoring configuration page before changing the model. Microsoft's predictive scoring configuration guidance states that the Predictive lead scoring page is where administrators configure model settings, including model criteria and field behavior.
Next, the administrator should edit model attributes. This is the actual model-tuning step.
Microsoft states that Edit model is used to update or add fields that affect the prediction accuracy score, especially when the organization wants the model to consider different fields or a unique business process.
After modifying the attributes, the model must be retrained. Retraining is required when prediction accuracy does not meet expectations or when recent data should be incorporated. Microsoft explains that retraining uses the latest leads in the organization so the model can provide more accurate scores.
Finally, the administrator must verify predictive score accuracy by reviewing the model accuracy and performance. Exporting all lead records is unnecessary, and editing health score grading applies to opportunity health scoring, not predictive lead scoring.
NEW QUESTION # 74
You configure Dynamics 365 Sales for a company.
Sales managers require sellers to use a structured lead qualification process before converting leads to opportunities.
You need to ensure sellers use a structured lead qualification process.
What should you configure?
Answer: A
Explanation:
The correct configuration is Business process flow. A structured lead qualification process requires sellers to move through defined stages and steps before a lead is converted into an opportunity. Microsoft describes business process flows as a way to guide users through stages of sales, marketing, or service processes toward completion. Business process flows can also include branching logic and defined steps, which makes them the correct mechanism for standardizing how sellers qualify leads before conversion.
NEW QUESTION # 75
You are configuring Copilot capabilities in Dynamics 365 Sales for a company.
After enabling Copilot, sellers report that the summary insight banner on Opportunities, Leads, and Accounts is missing key business context and history.
You need to ensure that the missing information is displayed.
Which action should you perform?
Answer: C
Explanation:
The correct action is Configure table auditing . Copilot summaries and recent-change context for Opportunities, Leads, and Accounts depend on audit history. Microsoft's Dynamics 365 Sales Copilot setup guidance states that when Copilot is enabled, administrators can turn on audit history for the Lead, Opportunity, and Account tables, and Copilot needs audit history to display recent changes for those records.
This issue is not solved by predictive scoring or opportunity pipeline settings. Predictive scoring ranks leads or opportunities based on likelihood, but it does not provide historical summary context. The opportunity pipeline view controls how opportunities are displayed and managed in the pipeline, not what Copilot can summarize. AI insight cards are separate guided insight notifications and are not the underlying data-history source for the missing Copilot summary banner context. Microsoft also documents that Copilot's recent changes list is generated from audit history, and if auditing is turned off, the recent changes configuration is unavailable until auditing is enabled. Therefore, table auditing is the required configuration to make key history available for Copilot-generated summaries and recent-change insights.
References/topics: Copilot in Dynamics 365 Sales; record summaries; recent changes; Dataverse table auditing; Lead, Opportunity, and Account tables.
NEW QUESTION # 76
Drag and Drop Question
You are customizing Dynamics 365 Sales for a company.
Sales representatives need several enhancements to the opportunity form.
The enhancements must include the following:
- Provide a guided interface to capture custom data during calls.
- Display revenue analytics directly within the opportunity record with the ability to ask questions.
- Automatically send a Microsoft Teams alert when an opportunity value
exceeds a specific amount.
- Allow sellers to view product sales trends by region.
You need to determine which Microsoft Power Platform component should be implemented.
Which solution should you use for each requirement? To answer, move the appropriate solutions to the correct requirements. You may use each solution once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
An embedded canvas app is the correct component for capturing custom data during calls because canvas apps are used to design tailored interfaces and can be embedded inside model- driven app forms. This gives sellers a purpose-built call capture experience directly on the Opportunity form instead of forcing them to use only standard fields or a rigid stage process. A Business process flow guides users through stages, but it is not the best fit for a custom call-data capture interface. Microsoft describes business process flows as guided process bars that lead users through defined stages and steps, not as custom UI components for call forms.
A Power BI report is required for both revenue analytics inside the opportunity record and product sales trends by region. Microsoft states that Power BI reports can be embedded in model-driven app main forms to bring rich reporting and analytics directly into record context, and Power BI Q&A allows users to ask natural language questions over report data.
A Power Automate flow is the correct solution for sending a Teams alert when opportunity value exceeds a threshold. A Dataverse-triggered cloud flow can run when an opportunity is created or updated, evaluate the value condition, and use the Microsoft Teams connector to post a message or card.
NEW QUESTION # 77
Hotspot Question
You are a Dynamics 365 administrator. The sales team uses goals to track actual to target opportunity amounts.
A salesperson reviews their goals chart and observes the following:
An opportunity updated today is not included in the chart.
The time period for the goal is not accurate.
You need to resolve these issues.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
For the opportunity updated today not appearing in the goals chart, the issue is the goal rollup timing, not the opportunity record itself. Dynamics 365 Sales goal actuals are calculated through rollup processing. Microsoft states that automatic goal rollup duration and frequency are controlled from the Goals tab in system settings, and that manual rollup can also be performed when needed. Therefore, the correct action is to update the roll-up settings so goal charts reflect recent opportunity changes more appropriately. Microsoft also notes that selecting Recalculate updates goal actuals based on the latest data, confirming that goal charts depend on rollup recalculation rather than instant real-time updates.
For the inaccurate goal time period, the correct action is to have the manager update the goal. In Dynamics 365 Sales goal management, the goal manager is responsible for setting or modifying goal targets, adjusting the goal time period, and assigning the goal owner. The salesperson is typically the goal owner who is measured against the target, but the manager controls the goal definition and period.
NEW QUESTION # 78
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