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| Section | Weight | Objectives |
|---|---|---|
| Extend and enhance Sales | 10–15% | - Extending Dynamics 365 Sales with AI capabilities - Integration with Microsoft Copilot and Power Platform |
| Develop deals using intelligent opportunity research | 25–30% | - Opportunity insights and forecasting - AI-assisted deal progression strategies |
| Qualify and prioritize leads using AI | 15–20% | - AI-driven lead prioritization workflows - Lead scoring and qualification models |
| Configure Dynamics 365 Sales core features for AI | 15–20% | - Data and process setup for AI features - Sales environment configuration |
| Optimize AI-driven sales | 20–25% | - Sales productivity and automation enhancement - Copilot and AI assistant capabilities in Sales |
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NEW QUESTION # 68
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:
Requirement
Solution
Provide an interface to capture data during calls
Embedded canvas app
Display revenue analytics in the opportunity record
Power BI report
Send a Microsoft Teams alert when an opportunity value exceeds a specific amount Power Automate flow Allow sellers to view product sales trends by region Power BI report 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.
References/topics: Embedded canvas apps; Power BI embedded analytics; Power BI Q & A; Power Automate Dataverse triggers; Microsoft Teams connector; Dynamics 365 Sales extensibility.
NEW QUESTION # 69
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: D
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 # 70
Drag and Drop Question
You are implementing Dynamics 365 Sales for a company that sells products in different markets.
The company has the following requirements:
- Must define pricing for products.
- Must automatically use a localized price list.
- Must group product prices for each region.
You need to determine how each pricing component should be configured.
Which configuration should be used? To answer, move the appropriate configurations to the correct requirements. You may use each configuration 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:
The correct component for defining product-specific prices is the Price list item. In Dynamics 365 Sales, price list items connect a product, unit, pricing method, and amount to a specific price list.
Microsoft's product pricing guidance states that price lists and price list items are used to define product pricing, and price list items are where the per-product pricing details are configured.
To automatically use a localized price list, configure Territory. Dynamics 365 Sales can automatically select a default price list for opportunities, quotes, orders, and invoices based on the sales territory of the user. Microsoft states that a price list can be associated with a territory by using the Territory Default Pricelist connection role, allowing users in that territory to have the correct price list selected by default.
To group product prices for each region, use a Price list. A price list is the container that groups the prices charged for products or services. Microsoft guidance explains that organizations can create multiple price lists to maintain separate pricing structures for different regions, sales channels, or territories. Currency supports monetary localization, but it does not group regional product prices by itself. Product bundle is unrelated because it combines products for sale as a package, not regional pricing.
NEW QUESTION # 71
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear on the review screen.
You are deploying AI agents for a company using Microsoft Dynamics 365 Sales.
The company wants to ensure that AI usage is tracked and billed monthly.
The company requires that AI billing uses pre-paid credits.
You need to configure the billing based on the requirements.
Solution: Create a billing policy for the Dynamics 365 Sales environment.
Does the solution meet the goal?
Answer: A
Explanation:
The solution does not meet the goal because a billing policy for the Dynamics 365 Sales environment is associated with the pay-as-you-go consumption model, not the prepaid-credit model required in the question. Microsoft separates Dynamics 365 Sales Copilot and agent billing into two models:
prepaid capacity and pay-as-you-go. Prepaid capacity uses Copilot Studio message pack subscriptions that are purchased in advance, while pay-as-you-go charges for the actual number of messages consumed by agents during the month.
For prepaid AI credits, the correct configuration is to purchase the Copilot message pack subscription and then assign that prepaid capacity to the required Power Platform/Dynamics 365 Sales environment. Microsoft's setup steps for prepaid capacity specifically state that admins must purchase Copilot message packs through the Microsoft 365 admin center or Partner Center and assign prepaid capacity to the Power Platform environment through the Power Platform admin center.
So the proposed solution is wrong for the stated requirement. It may support monthly tracked consumption under pay-as-you-go, but it does not satisfy the explicit requirement to use pre-paid credits.
NEW QUESTION # 72
A company uses Dynamics 365 Sales to manage enterprise opportunities. The sales team enables the Sales Research Agent to generate research summaries for each opportunity.
Sales managers must determine whether opportunities have strong external indicators that support deal progression.
You need to analyze insights from the research canvas for evidence that a deal environment is favorable.
Which two research canvas insights should you provide to the sales managers? Each correct answer presents part of the solution. Choose two.
NOTE: Each correct selection is worth one point.
Answer: A,C
Explanation:
The correct insights are recent public developments and strategic landscape analysis relative to the seller's value proposition. The question is asking for external indicators that show whether the account's deal environment is favorable. Sales Research Agent is designed to analyze business questions using sales and business data, generate a blueprint with analysis, recommendations, charts, and graphs, and allow users to add external data sources such as PDFs, Excel, or CSV files to augment research. Microsoft describes the blueprint as a research output containing findings, visualizations, and recommendations that can support evidence-based sales decisions.
Option B is correct because recent public developments can reveal external buying triggers, market pressure, expansion activity, regulatory change, funding, partnerships, or competitive movement that may support deal progression. Option D is correct because strategic landscape analysis connects those external conditions to the seller's value proposition, which is exactly what managers need to judge deal favorability.
NEW QUESTION # 73
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