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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Configure Dynamics 365 Sales core features for AI | 15-20% | - Integrate Microsoft Power Platform components - Set up core sales entities and relationships - Configure security and access for AI features - Design and configure sales data model |
| Topic 2: Qualify and prioritize leads by using AI | 15-20% | - Automate lead routing and prioritization - Fine-tune predictive lead scoring models - Configure lead qualification processes - Implement Sales Qualification Agent |
| Topic 3: Develop deals by using intelligent opportunity research | 25-30% | - Configure forecasting and goal management - Use AI for opportunity research and insights - Deploy and configure Sales Close Agent - Optimize opportunity management workflows |
| Topic 4: Optimize AI-driven sales workflows and insights | 20-25% | - Implement predictive scoring and relationship intelligence - Configure Sales accelerator and work distribution - Set up conversational intelligence - Configure Copilot for Sales |
| Topic 5: Extend and enhance sales solutions with AI | 10-15% | - Monitor and optimize AI performance - Deploy and manage AI agents - Implement collaboration features - Configure reporting and visualization |
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NEW QUESTION # 53
A company plans to implement AI capabilities in Dynamics 365 Sales to automate multiple seller workflow tasks.
The company needs to assign AI capabilities that provide the following:
. Must identify contextual insights about accounts before outreach.
. Must generate overviews of opportunity activities and emails.
. Must evaluate and qualify incoming leads automatically.
You need to match the appropriate AI capability to each seller workflow task.
Which configuration should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Requirement
Configuration
Identify insights about accounts
Sales Research Agent
Generate opportunity overview
Copilot summarization
Automate lead processing
Sales Qualification Agent
The correct capability for identifying contextual account insights before outreach is Sales Research Agent .
This agent is designed to help sellers and sales leaders gather AI-generated research about customers, prospects, and sales targets, which directly supports pre-outreach preparation and account intelligence. It is not Conversation Intelligence, because Conversation Intelligence analyzes calls and seller-customer conversations after or during interactions, not account research before outreach.
For generating an opportunity overview, the correct capability is Copilot summarization . Copilot in Dynamics 365 Sales can generate quick summaries of opportunity and lead records, including relevant activity and communication context, so sellers can quickly understand the state of a deal without manually reviewing all historical interactions.
For automating lead processing, the correct capability is Sales Qualification Agent . This agent evaluates incoming leads against qualification criteria, researches lead context, determines fit, and can qualify or disqualify leads according to configured business rules. Predictive lead scoring prioritizes leads by likelihood to convert, but it does not perform autonomous lead qualification processing. Sales Close Agent is focused on opportunity/deal execution, not lead qualification.
References/topics: Sales Research Agent; Copilot record summarization; Sales Qualification Agent; AI- driven seller workflow automation; Dynamics 365 Sales AI capabilities.
NEW QUESTION # 54
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 # 55
A sales company uses the Sales Qualification Agent to evaluate inbound leads.
A sales manager updates the qualification criteria to better align with the target customer profile.
After the update, monitoring data shows the following:
- A shift in how leads are categorized compared to earlier results.
- Continued processing of incoming leads.
- No gaps in evaluation activity.
You need to interpret the monitoring data to understand the agent's behavior.
What should you conclude?
Answer: D
Explanation:
The correct conclusion is that lead outcomes reflect updated evaluation criteria applied during processing. The Sales Qualification Agent evaluates inbound leads against the configured target customer profile and qualification settings. Microsoft states that the target customer profile suitability is determined by the attributes defined in the agent configuration's handoff criteria, and the agent categorizes leads as high, moderate, or low fit based on how well the lead matches those attributes.
Therefore, when the sales manager updates the qualification criteria, a shift in categorization is expected. It means the agent is applying the new criteria to processed leads, not that the old evaluations were incomplete or that external factors are necessarily driving the change. The continued processing and absence of evaluation gaps also indicate normal operational continuity.
Microsoft's Sales Qualification Agent setup guidance explains that the agent works on assigned leads based on configured selection criteria and that stopping the agent prevents new lead processing; here, processing continued, so the agent remained active while using the revised configuration. Option A is too speculative: tuning might be useful later, but the evidence given does not prove a tuning problem. The clean interpretation is D.
NEW QUESTION # 56
Hotspot Question
You are configuring Microsoft Teams calling for a company. The company uses Dynamics 365 Sales and Microsoft Teams. The Microsoft Teams dialer is enabled with all the prerequisites.
Sellers report the following issues:
- The Microsoft Teams dialer is enabled and the security role is
assigned in the dialer configuration, but sellers in the security role
are not able to access the dialer in Sales Hub.
- Sellers report that their existing third-party telephony system
stopped working in Sales.
- Sellers are able to use the Microsoft Teams dialer in Sales Hub, but
sellers that are using a custom model-driven app are not able to access the dialer.
You need to resolve the issues.
How should you configure the Microsoft Teams dialer setup? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
For the first issue, the security role must be associated with the root business unit. Microsoft states that when Teams dialer is enabled for specific security roles, the selected roles must be associated with the root business unit; otherwise, users do not see the Teams dialer in Sales Hub. Merely assigning the role in the dialer configuration is not enough if the role is not rooted correctly.
For the second issue, Teams dialer conflicts with third-party telephony integrations that use Dynamics 365 Channel Integration Framework. Microsoft explicitly notes that when Microsoft Teams dialer is enabled, other telephony systems connected through Channel Integration Framework stop working for users for whom Teams dialer is enabled. Therefore, sellers who must continue using the third-party telephony system should not have Teams dialer enabled.
For the custom model-driven app issue, the dialer must be made available for that app in the dialer configuration. In the Teams dialer advanced options, administrators select the apps where the dialer should be available; Sales Hub is selected by default, so custom apps must be added explicitly.
NEW QUESTION # 57
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 # 58
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