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| Section | Weight | Objectives |
|---|---|---|
| Optimize AI-driven sales workflows and insights | 20-25% | - Configure Copilot for Sales - Implement predictive scoring and relationship intelligence - Configure Sales accelerator and work distribution - Set up conversational intelligence |
| Configure Dynamics 365 Sales core features for AI | 15-20% | - Configure security and access for AI features - Integrate Microsoft Power Platform components - Set up core sales entities and relationships - Design and configure sales data model |
| Qualify and prioritize leads by using AI | 15-20% | - Fine-tune predictive lead scoring models - Automate lead routing and prioritization - Implement Sales Qualification Agent - Configure lead qualification processes |
| Extend and enhance sales solutions with AI | 10-15% | - Configure reporting and visualization - Deploy and manage AI agents - Implement collaboration features - Monitor and optimize AI performance |
| Develop deals by using intelligent opportunity research | 25-30% | - Deploy and configure Sales Close Agent - Configure forecasting and goal management - Use AI for opportunity research and insights - Optimize opportunity management workflows |
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NEW QUESTION # 56
A company wants sellers to add products to opportunities and ensure the deal value is automatically calculated.
Sales managers report that when adding products from the product catalog to Opportunities, the Price Per Unit remains at zero. This results in incorrect total calculations.
You need to ensure the estimated revenue on opportunities is correct.
Which action should you perform?
Answer: D
Explanation:
The correct action is to select a valid price list on the opportunity and verify that the product has a matching price list item for the selected unit. Dynamics 365 Sales calculates Price Per Unit from the price list item when an existing catalog product is added to an opportunity, quote, order, or invoice. Microsoft states that if an existing product is associated with a price list, the price per unit is calculated from the related price list item; otherwise, it is set to 0.
The failure pattern described in the question is classic missing or mismatched price-list setup.
Price calculation will not occur when no price list is selected, when the selected price list does not contain the product, or when the required price list item is missing. Microsoft also notes that price lists tie the product, unit, and pricing details together. Option A is incomplete because matching currency alone does not create the product/unit price list item. Option B is wrong because User Provided revenue bypasses system calculation. Option D handles discounts only; it does not fix a zero base unit price.
NEW QUESTION # 57
A company plans to deploy a Dynamics 365 Sales Hub app.
An administrator creates a Power Platform environment with the following configuration:
- The environment does not have a database.
- The environment is a sandbox environment.
- Access to the environment is restricted to a security group.
- The administrator has the System Administrator role.
You need to ensure that the administrator can deploy Dynamics 365 Sales.
Which two actions should you perform? Each correct answer presents part of the solution.
Choose two.
NOTE: Each correct selection is worth one point.
Answer: D,E
Explanation:
The administrator must have both the correct license and an environment that supports Dynamics
365 apps. Microsoft states that when creating a production or sandbox Power Platform environment with a Dataverse database, administrators can add Dynamics 365 apps such as Dynamics 365 Sales, but they must select Enable Dynamics 365 apps during database provisioning. Microsoft also states that a valid Dynamics 365 license is required to enable Dynamics 365 apps.
Therefore, the administrator must be assigned a Dynamics 365 Sales Enterprise license, and the environment must have Dataverse added with Dynamics 365 apps enabled. After the Sales license is available, Dynamics 365 Sales apps such as Sales Hub can be installed from the Power Platform admin center under the environment's Dynamics 365 apps resources.
NEW QUESTION # 58
Case Study 2 - Contoso Ltd
Background
Contoso Ltd. is a global technology distributor headquartered in Redmond, Washington. The company sells networking equipment, cloud infrastructure, and managed services to enterprise customers across North America and Europe.
Contoso Ltd. currently manages its sales operations by using Microsoft Dynamics 365 Sales and plans to enable Sales Insights in the future.
The leadership team wants to modernize the sales organization by introducing capabilities that help sellers prioritize leads, analyze opportunities, and accelerate deal closure.
The company has approximately 150 field sellers, 40 insider sellers, 20 sales managers, and a central IT team responsible for configuring the sales platform. Contoso Ltd.'s executive leadership has defined the following goals for the new sales platform implementation:
Improve seller productivity by reducing manual research and data entry.
Use Al insights to prioritize leads and opportunities.
Provide automated recommendations to sales representatives throughout the deal lifecycle.
Improve collaboration between sellers and sales managers.
Current Environment:
Sales platform
Contoso Ltd. uses Microsoft Dynamics 365 Sales integrated with Microsoft 365 services.
The following components are currently deployed:
Data and lead management
Leads are important for driving new business at Contoso Ltd. They are generated from multiple sources including:
- Marketing automation campaigns
- Website registrations
- Partner referrals
- Trade show contact imports
Marketing teams import lead lists weekly into Dynamics 365 Sales by using spreadsheet imports.
Sellers currently evaluate leads manually.
Sales managers report that this process results in inconsistent prioritization across regions.
Opportunity management
Opportunities are tracked in Dynamics 365 Sales through a defined qualification-to-opportunity lifecycle to ensure accurate reporting.
Sales leadership has requested the Contoso Ltd. IT team to evaluate the following capabilities:
- AI-generated summaries of opportunity records.
- AI-driven research for customer organizations.
- Automated recommendations for closing deals.
Business Requirement:
Contoso Ltd.'s executives have defined the following business requirements:
Lead management
Inside sellers must use a seller engagement workspace that prioritizes leads automatically based on predicted likelihood to convert.
All sellers are guided through a consistent set of qualification steps aligned to Contoso Ltd.'s sales strategy.
Leads cannot be advanced to the development stage until a decision maker has been confirmed.
Sales leadership requires flexibility in how leads are converted. Inside sales need automatic opportunity creation. Field sellers need the option to manually decide whether an opportunity should be created when a lead is qualified.
Lead scoring must be implemented to help sellers identify high potential leads automatically.
Lead scoring must continuously improve based on historical sales outcomes.
Opportunity development
The opportunity flow must be improved by using Al-driven research and automated insights.
Field sellers must be able to access contextual research about customers and competitors while working on opportunities.
Opportunity records must display Al-generated summaries to reduce the time required to review historical activities.
Field sellers must use the Opportunity pipeline view to visualize, prioritize, and manage opportunities.
All opportunity revenue must be calculated using opportunity line items based on selected Contoso Ltd.'s products and standard pricing.
Sales managers must receive an external quarterly competitive intelligence brief to help with their research. This should be delivered as a PDF document.
Sales performance
Sales managers require improved pipeline and revenue forecasting capabilities. The managers need to report on their business performance and use insights, visuals, and recommended next actions.
The new solution must provide the following:
- Allow sales managers to configure forecasts for opportunity pipelines.
- Notify the seller's manager when a draft quote is created and requires approval.
- Allow leadership to track performance against revenue goals.
- Ask questions about Dynamics 365 Sales data to support executive analysis and decision making.
- Support data definitions used at Contoso Ltd. when reporting.
Technical Requirement:
Contoso Ltd.'s IT department defines the following priorities for the sales platform.
AI capabilities
The platform must support the following Al features:
- Lead scoring to guide sellers to priority items.
- Opportunity research insights to prepare deal analysis.
- Copilot-generated summaries of sales records to help with decision making.
- AI-powered research and analytics to aid leadership reporting.
- When performing sales research, sales managers must be able to save their favorite prompts.
Automation
Automation must be implemented to guide sellers through recommended next steps during the sales cycle.
Any approvals must use the Power Automate Approvals connector.
Field sellers use the existing Lead to Opportunity Business Process Flow to manage their leads.
A Power Automate desktop flow is used to process orders into a partner ordering application that completes fulfillment.
Collaboration
All sellers must be able to collaborate by using Teams and store related sales documents in SharePoint.
AI-driven insights
The company is deploying the Sales accelerator to guide seller activities.
The Sales Research Agent
Sales managers will use the Sales Research Agent to gather intelligence about customer organizations.
The sales managers have the following requirements:
- Must be able to reuse visualizations after they are created; they don't want to recreate them.
- Must have a consistent method to quickly return to a blueprint that they frequently use.
- Must be able to retain a library of questions to receive consistent responses based on definitions approved by the company.
- Should have Bing search enabled on the environment for generative Al feature settings.
Platform extensions
The IT department plan to extend the platform by doing the following:
- Create Power Automate flows to automate seller tasks.
- Embed Power Apps components inside model-driven forms.
- Embed Power BI reports for sales analytics.
Testing
The IT department is testing predictive lead scoring with a small group of sellers.
The IT department edits the existing lead scoring model by adding new fields.
Issues:
Users have reported the following issues:
- Field sellers spend a significant amount of time researching customers before engaging with prospects.
- Sales managers cannot easily identify the most promising opportunities across regions.
- Lead prioritization varies significantly between sales teams.
- Testers report they cannot access the field changes in the lead score.
- A sales manager generated a blueprint but forgot the competitive intelligence brief.
You need to resolve the competitive intelligence brief issue for the sales manager.
What three actions should you do? Each correct answer presents part of the solution. Choose three.
Answer: A,C,D
Explanation:
The issue is that the sales manager already generated a Sales Research Agent blueprint but forgot to include the quarterly competitive intelligence brief. The brief is an external document and the case study states it is delivered as a PDF document, so the correct first content action is to upload the competitive intelligence brief as a PDF file, not CSV. Microsoft's Sales Research Agent documentation states that users can select Add data to upload files including CSV, Excel, or PDF to augment research with additional data.
The second required action is to add a data source, because the competitive intelligence brief is not part of the default Dynamics 365 Sales data. Sales Research Agent connects to Dynamics
365 Sales data by default, but additional external files must be added as supporting data sources before they can influence the analysis. The documentation identifies the Data area as the place where the research data source is specified and where additional data sources can be added.
The final action is to regenerate the canvas/blueprint so the agent reprocesses the analysis using the newly added PDF. Refreshing alone is not the best answer because the problem is not stale data; it is missing context. Regeneration creates updated research output with the new source included.
NEW QUESTION # 59
A company is using Dynamics 365 Sales and Microsoft 365.
The company has the following requirements for sales representatives:
Must store opportunity files in a central location.
Must collaborate using chat conversations associated with sales records.
You need to configure the required integrations.
Which two integrations should you configure? Each correct answer presents part of the solution. Choose two.
NOTE: Each correct selection is worth one point.
Answer: A,D
NEW QUESTION # 60
A company plans to deploy AI agents in Dynamics 365 Sales to help sellers research accounts and summarize opportunity activity.
The company has the following requirements:
. AI capabilities must be activated in the environment.
. Administrators must be able to design, create, and manage AI agents.
. Sellers must have permissions that allow them to interact with AI-generated insights in Sales.
. AI agents must be able to read and analyze the organization's sales data stored in the platform.
You need to configure platform capabilities required for AI agents.
Which configuration should you apply for each requirement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Requirement
Configuration
Enable AI features in the environment
Deploy Copilot in Dynamics 365 Sales
Allow administrators to create agents
Assign Copilot Studio author role
Allow sellers to use AI insights
Assign Dynamics 365 Sales security roles
Allow agents to analyze sales records
Configure Dataverse security permissions
The environment-level AI prerequisite is to deploy Copilot in Dynamics 365 Sales . Microsoft states that Copilot features must be turned on for Dynamics 365 Sales and that enabling Copilot activates the embedded chat and Copilot experiences in sales apps. Microsoft also identifies AI Agents and AI insight cards as environment capabilities required for Sales agents.
Administrators who design or create agents need Copilot Studio author capability. Microsoft's Copilot Studio licensing guidance specifically lists the Copilot Studio authors role as a supported access configuration and explains that this role is assigned through the Power Platform admin center.
Sellers must receive appropriate Dynamics 365 Sales security roles because Sales agent access is role- driven. Microsoft states that users must be assigned Sales Manager or Salesperson roles to use Sales agent capabilities in Dynamics 365 Sales.
Finally, agents can only analyze sales records when Dataverse access is correctly configured. Dataverse security roles define table privileges such as Read, Create, Write, Delete, Append, and Append To, so sales data access must be governed through Dataverse security permissions .
References/topics: Copilot in Dynamics 365 Sales; Sales agents prerequisites; Copilot Studio author role; Dynamics 365 Sales security roles; Dataverse security permissions.
NEW QUESTION # 61
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