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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: Configure Dynamics 365 Sales core features for AI | 15–20% | - Data and process setup for AI features - Sales environment configuration |
| Topic 3: Extend and enhance Sales | 10–15% | - Integration with Microsoft Copilot and Power Platform - Extending Dynamics 365 Sales with AI capabilities |
| Topic 4: Qualify and prioritize leads using AI | 15–20% | - Lead scoring and qualification models - AI-driven lead prioritization workflows |
| Topic 5: Optimize AI-driven sales | 20–25% | - Copilot and AI assistant capabilities in Sales - Sales productivity and automation enhancement |
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NEW QUESTION # 52
A seller is reviewing an opportunity in Dynamics 365 Sales. The Sales Close Agent in Research mode generates a summary.
The seller must decide how to proceed with the opportunity. The seller plans to use the research insights to move the deal forward.
You need to identify the information that the agent provides.
Which agent-provided insights should you share with the seller?
Answer: B
Explanation:
The correct insight to share is Recommended actions . Sales Close Agent in Research mode is opportunity- focused: it helps sellers understand the state of a deal, identify risks, and decide what to do next. Microsoft explains that the opportunity agent provides critical insights and recommendations so sellers can ramp up on opportunities, engage the right stakeholders, and mitigate risks effectively. The Responsible AI FAQ also describes the agent as identifying deal risks early and providing recommended mitigation strategies based on historical data and communication analysis.
The question specifically says the seller must decide how to proceed and wants to move the deal forward.
That points directly to recommended actions, not static context. Financial health may be part of a broader opportunity view, but it is not the best answer for next-step guidance. Budget, Authority, Need, and Timeline is BANT qualification and belongs to lead qualification scenarios, especially Sales Qualification Agent, not opportunity research. Blueprints are generated by the Sales Research Agent on a research canvas for analytics-style exploration, not by the Sales Close Agent opportunity summary. Therefore, the correct insight category is Recommended actions .
References/topics: Sales Close Agent Research mode; opportunity recommendations; deal risk mitigation; Sales Opportunity Agent insights; opportunity progression.
NEW QUESTION # 53
Hotspot Question
You are customizing a workspace in the sales accelerator.
The workspace must display the industry of a company.
You need to configure the work item appearance for a company.
Which two settings should you modify? To answer, select the appropriate UI element in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
The correct two UI elements are the Select record type dropdown and one of the Customize field dropdowns on the work item card. In Dynamics 365 Sales, a "company" record is represented by the Account table. The screenshot currently shows the selected record type as Contacts, which would expose contact-related fields such as Full Name, Job Title, and Company Name. That is not the correct entity if the requirement is to display the industry of a company. Therefore, the record type must first be changed to Accounts.
After selecting Accounts, modify the card layout by selecting the Industry field in the Customize section. Microsoft's sales accelerator workspace guidance states that work item appearance can be customized for each record type so sellers see the most relevant information in their work list.
The work item appearance page lets administrators choose the record type and configure the fields displayed on the work item card.
Do not modify Lock customization as the answer target. That controls whether users can personalize the layout; it does not select the account entity or display the Industry field.
NEW QUESTION # 54
Hotspot Question
You manage Dynamics 365 Sales for a company.
A sales manager wants a weekly performance view of the Sales Close Agent in Research mode.
The sales manager also reports that a specific Opportunity stopped receiving automated outreach from the Sales Close Agent in Engage mode.
You need to do the following:
- Determine if the engagement for the opportunity record is pending,
completed, or failed.
- Provide a performance view that includes the Last refreshed and the
time period filter.
You need to identify the correct monitoring metrics for each requirement.
Which metrics should you review? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
For a specific opportunity that stopped receiving automated outreach, use the Sales Agent Runs table view. Microsoft states that to resolve the engagement status of a specific record, administrators can go to the sales agent run record view and filter the Regarding column by the record of interest. The Status field shows whether the engagement is Active, Failure, or Completed; Active means pending, Failure means the engagement failed, and Completed means it finished successfully.
For the manager's weekly performance requirement, use Insights and metrics for the Sales Close Agent. That is the performance reporting surface for the agent, not the per-record run table. The requirement specifically mentions a weekly performance view plus Last refreshed and a time period filter, which maps to the agent's insights dashboard/metrics area. The Sales Agent Runs view is operational monitoring for individual records, while the insights and metrics view is for aggregate performance analysis such as engagement outcomes, response rates, and trend monitoring. Do not select Engage settings because settings configure how the agent behaves; they do not provide performance metrics. Opportunity pipeline view helps sellers manage opportunities, but it is not the agent performance monitoring dashboard.
NEW QUESTION # 55
A representative asks Copilot why an opportunity is considered high priority. What information should Copilot most likely reference?
Answer: B
Explanation:
Copilot explains recommendations using available Dynamics 365 Sales information, including customer interactions, opportunity history, engagement patterns, and CRM attributes. These contextual insights help users understand why AI generated a specific recommendation.
NEW QUESTION # 56
A seller is reviewing an opportunity in Dynamics 365 Sales. The Sales Close Agent in Research mode generates a summary.
The seller must decide how to proceed with the opportunity. The seller plans to use the research insights to move the deal forward.
You need to identify the information that the agent provides.
Which agent-provided insights should you share with the seller?
Answer: B
Explanation:
The correct insight to share is Recommended actions. Sales Close Agent in Research mode is opportunity-focused: it helps sellers understand the state of a deal, identify risks, and decide what to do next. Microsoft explains that the opportunity agent provides critical insights and recommendations so sellers can ramp up on opportunities, engage the right stakeholders, and mitigate risks effectively. The Responsible AI FAQ also describes the agent as identifying deal risks early and providing recommended mitigation strategies based on historical data and communication analysis.
The question specifically says the seller must decide how to proceed and wants to move the deal forward. That points directly to recommended actions, not static context. Financial health may be part of a broader opportunity view, but it is not the best answer for next-step guidance. Budget, Authority, Need, and Timeline is BANT qualification and belongs to lead qualification scenarios, especially Sales Qualification Agent, not opportunity research. Blueprints are generated by the Sales Research Agent on a research canvas for analytics-style exploration, not by the Sales Close Agent opportunity summary. Therefore, the correct insight category is Recommended actions.
NEW QUESTION # 57
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