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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Develop deals using intelligent opportunity research | 25–30% | - Opportunity insights and forecasting - AI-assisted deal progression strategies |
| Topic 2: Optimize AI-driven sales | 20–25% | - Sales productivity and automation enhancement - Copilot and AI assistant capabilities in Sales |
| Topic 3: Qualify and prioritize leads using AI | 15–20% | - AI-driven lead prioritization workflows - Lead scoring and qualification models |
| Topic 4: Extend and enhance Sales | 10–15% | - Integration with Microsoft Copilot and Power Platform - Extending Dynamics 365 Sales with AI capabilities |
| Topic 5: Configure Dynamics 365 Sales core features for AI | 15–20% | - Sales environment configuration - Data and process setup for AI features |
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36. Frage
A business wants to reduce administrative work after customer meetings. Which Copilot capability directly supports this objective?
Antwort: B
Begründung:
Copilot can summarize meetings by extracting important discussion points, decisions, and action items. This reduces documentation effort while ensuring important customer information is captured consistently for future sales activities.
37. Frage
A sales team uses Dynamics 365 Sales to manage leads and opportunities.
Sales managers must be able to ensure that every qualified lead results in a follow-up task for the opportunity owner.
You need to create an automated solution by using Power Automate.
Which type of trigger should you use to start the flow?
Antwort: B
Begründung:
The correct trigger type is Automated. The requirement is event-driven: when a lead is qualified and an opportunity is created or updated, the system must automatically create a follow-up task for the opportunity owner. In Power Automate, this is implemented as an automated cloud flow that starts when a Dataverse event occurs, such as when a row is added, modified, or deleted.
Microsoft's Dataverse trigger documentation states that the When a row is added, modified or deleted trigger runs a flow whenever a selected Dataverse table row is created or changed.
A scheduled trigger is wrong because the requirement is not time-based. Running the process hourly or daily would delay task creation and could miss the intended immediate follow-up behavior. An instant trigger is also wrong because it requires a user to manually start the flow.
Microsoft describes instant cloud flows as manually triggered flows, while automated flows run after an event triggers them. For this case, the flow should listen for the qualifying lead or opportunity event in Dataverse, then create the follow-up task and assign it to the opportunity owner.
38. Frage
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.
Antwort: B,C
Begründung:
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.
39. Frage
A seller asks Copilot to identify important customer concerns discussed across multiple emails before preparing a proposal. Which capability should be used?
Antwort: B
Begründung:
Conversation summarization analyzes multiple email exchanges to identify recurring concerns, commitments, questions, and discussion themes. Sellers receive a concise overview that helps them prepare proposals aligned with customer priorities and expectations.
40. Frage
A company enables Copilot for sellers. Management wants representatives to generate personalized customer emails while preserving seller control before messages are sent. Which behavior should be expected?
Antwort: A
Begründung:
Copilot generates personalized draft emails using CRM information and customer context, but sellers review, edit, and approve the content before sending. This approach balances AI productivity with human oversight and organizational communication standards.
41. Frage
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