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| Section | Weight | Objectives |
|---|---|---|
| Configure Dynamics 365 Sales core features for AI | 15-20% | - Design and configure sales data model - Set up core sales entities and relationships - Integrate Microsoft Power Platform components - Configure security and access for AI features |
| Extend and enhance sales solutions with AI | 10-15% | - Configure reporting and visualization - Implement collaboration features - Monitor and optimize AI performance - Deploy and manage AI agents |
| Qualify and prioritize leads by using AI | 15-20% | - Automate lead routing and prioritization - Implement Sales Qualification Agent - Fine-tune predictive lead scoring models - Configure lead qualification processes |
| Optimize AI-driven sales workflows and insights | 20-25% | - Configure Sales accelerator and work distribution - Set up conversational intelligence - Configure Copilot for Sales - Implement predictive scoring and relationship intelligence |
| Develop deals by using intelligent opportunity research | 25-30% | - Optimize opportunity management workflows - Deploy and configure Sales Close Agent - Configure forecasting and goal management - Use AI for opportunity research and insights |
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NEW QUESTION # 32
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 # 33
You are configuring a Dynamics 365 Sales implementation for a company.
The company has the following requirements:
. Must enable guided sales qualifications.
. Must allow sellers to create multiple opportunities when qualifying a lead.
. Must display full related emails with images on opportunities.
. Must notify supervisors when leads are qualified.
You need to configure the lead-to-opportunity qualification process based on the company ' s requirements.
What should you configure? 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:
Requirement
Configuration
Enable guided sales qualifications
Business process flow
Allow sellers to create multiple opportunities when qualifying a lead
Lead qualification experience
Display emails with images
Timeline
Notify supervisors when leads are qualified
Power Automate cloud flow
Guided sales qualification is handled by a Business process flow because BPFs define the sales stages and required steps sellers follow during lead-to-opportunity execution. Microsoft describes lead qualification as the movement of a lead through the sales process into an opportunity, and business process flows are the native model-driven mechanism for guided stage-based work.
Creating multiple opportunities during qualification is controlled by the Lead qualification experience .
Microsoft's lead qualification configuration allows administrators to customize how account, contact, and opportunity records are created when a lead is qualified, including seller-controlled conversion behavior.
Full related emails, including rich email content, belong in the Timeline because the timeline control displays activities related to a record, including emails, appointments, phone calls, notes, and tasks. Microsoft also states the enhanced email experience is available from the Timeline section of customer engagement apps.
Supervisor notification should be implemented with a Power Automate cloud flow . A Dataverse-triggered cloud flow can run when a lead row changes status or when a qualification process creates an opportunity, then notify the supervisor.
References/topics: Business process flows; lead qualification experience; Dynamics 365 Sales timeline; Power Automate Dataverse triggers; lead-to-opportunity qualification automation.
NEW QUESTION # 34
Sellers at a company require access to Dynamics 365 Sales from mobile devices.
Some sellers cannot access records after installing the sales mobile app.
You need to ensure that the sellers can use the mobile application.
Which two components should you configure? Each correct answer presents part of the solution. Choose two.
NOTE: Each correct selection is worth one point.
Answer: B,D
Explanation:
The correct components are mobile security roles and appropriate user licenses . Installing the mobile app alone does not grant access to Dynamics 365 Sales records. Microsoft's mobile setup guidance states that Dataverse security privileges control access to Dynamics 365 mobile apps, and the required mobile privilege is preconfigured for Sales roles but may need to be added to custom roles. It also states that the app must be shared with the security role assigned to the user, and users without the privilege can see an empty app list or an access error.
The license requirement is equally important. The Dynamics 365 Sales mobile experience exposes Sales Hub or Sales Professional according to the user's license, so sellers must have the correct Dynamics 365 Sales license assigned before they can access the appropriate Sales app and records. Mobile offline profiles are used for offline synchronization scenarios; they are not the base requirement for record access after app installation. Inbound and outbound profiles are unrelated to Sales mobile access and are not used to authorize sellers in the mobile application.
References/topics: Dynamics 365 Sales mobile app; Dataverse security roles; mobile access privilege; Sales Hub mobile access; Dynamics 365 Sales licensing.
NEW QUESTION # 35
A sales team contacts customers to promote and sell products.
You need the sales team to place outbound calls directly from Dynamics 365 Sales records using Microsoft Teams.
You need to enable calling directly from records.
What should you configure?
Answer: C
Explanation:
The correct configuration is to enable the Microsoft Teams dialer. Microsoft's Dynamics 365 Sales documentation states that Microsoft Teams dialer brings Teams calling directly into Dynamics 365 Sales so sellers can make and receive calls without leaving the application. The documented setup path is to go to Sales Hub app settings, open Teams calls, and turn on Teams calls for the selected security roles and apps.
This matches the requirement precisely: the sales team must place outbound calls directly from Dynamics 365 Sales records using Microsoft Teams. Phone numbers and PSTN connectivity are prerequisites for Teams calling, but option A is not the Dynamics 365 Sales feature that enables record-level calling. The mobile app is irrelevant because the question asks for calling from Dynamics 365 Sales records, not mobile access. Teams meeting integration supports meetings and collaboration, but it does not enable click-to-call or Teams dialer calling from Sales records.
Therefore, the required feature is Microsoft Teams dialer.
NEW QUESTION # 36
A company uses AI agents to support opportunity management.
Sales managers require sellers to collaborate with the Dynamics 365 Sales AI agent for the following scenarios:
. Assessing opportunity risk.
. Recommending opportunity products to clients automatically.
. Prioritizing opportunities that are gaining traction.
You need to determine the AI agent that should be used for each scenario.
Which agent should you use for each? To answer, move the appropriate agents to the correct scenarios. You may use each agent 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 Sales Close Agent in Research mode is the correct fit for assessing opportunity risk and prioritizing opportunities that are gaining traction. Microsoft's AI agents guidance states that the opportunity-focused sales agent helps sellers close deals faster by autonomously researching opportunities, providing visibility into emerging risks, and highlighting promising opportunities. It is designed to identify high-value and at-risk opportunities so sellers can prioritize their effort and act on critical insights.
The Sales Close Agent in Engage mode is the correct fit for recommending opportunity products to clients automatically. Microsoft describes Sales Close Agent as an autonomous agent for high-velocity sales execution that engages customers, recommends products, handles objections, and drives transactions toward closure using configured product catalog and pricing information.
The Sales Qualification Agent is not appropriate for these scenarios because it is lead-focused, not opportunity-focused. It researches inbound leads, evaluates fit, generates outreach, and can hand promising leads to sellers depending on the configured mode. It does not manage opportunity risk, opportunity traction, or client product recommendations for active deals.
References/topics: Sales Close Agent; opportunity research; opportunity risk; opportunity prioritization; Sales Close Agent Engage mode; product recommendations.
NEW QUESTION # 37
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