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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Extend and enhance sales solutions with AI | 10-15% | - Monitor and optimize AI performance - Implement collaboration features - Configure reporting and visualization - Deploy and manage AI agents |
| Topic 2: Configure Dynamics 365 Sales core features for AI | 15-20% | - Configure security and access for AI features - Design and configure sales data model - Integrate Microsoft Power Platform components - Set up core sales entities and relationships |
| Topic 3: Develop deals by using intelligent opportunity research | 25-30% | - Deploy and configure Sales Close Agent - Configure forecasting and goal management - Use AI for opportunity research and insights - Optimize opportunity management workflows |
| Topic 4: Optimize AI-driven sales workflows and insights | 20-25% | - Configure Sales accelerator and work distribution - Configure Copilot for Sales - Set up conversational intelligence - Implement predictive scoring and relationship intelligence |
| Topic 5: Qualify and prioritize leads by using AI | 15-20% | - Implement Sales Qualification Agent - Fine-tune predictive lead scoring models - Configure lead qualification processes - Automate lead routing and prioritization |
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NEW QUESTION # 34
You manage Dynamics 365 Sales.
The sales managers want to confirm that the Sales Close Agent generates insights that help progress deals. When monitoring the Sales Close Agent, you observe that some engagements are failing.
You need to determine how the Sales Close Agent handles engagement failures.
How should you expect the agent to behave when an error occurs?
Answer: D
Explanation:
The correct behavior is that the Sales Close Agent retries up to three times within the next hour, using an exponential backoff strategy. If those immediate attempts fail, the system continues retrying the engagement over the next three days. If the engagement still fails after that retry window, the record is marked as a failure. Microsoft's Sales Close Agent documentation explicitly describes this retry pattern for engagement errors and also identifies the possible run statuses as Active, Failure, and Completed.
NEW QUESTION # 35
You are configuring Dynamics 365 Sales for a company.
Sales leadership wants to track monthly revenue targets for each seller and evaluate whether targets are achieved.
The configuration must include the following:
Define measurable sales targets.
. Aggregate opportunity revenue.
You need to configure the system so that the sales performance can be measured using defined targets.
What should you configure 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
Define measurable sales target
Goal metric
Aggregate opportunity revenue
Rollup column
The correct configuration for defining measurable sales targets is Goal metric . In Dynamics 365 Sales, goals are measured by using goal metrics, which define what is being measured and how performance is calculated.
Microsoft's goal documentation explains that goals help measure progress toward targets such as revenue, while goal metrics and their rollup fields define the values used to calculate performance against those targets.
To aggregate opportunity revenue, use the Rollup column . A goal metric uses rollup fields/columns to calculate actual, in-progress, or custom values. Microsoft specifically describes a money-based goal metric that uses the Opportunity table and the opportunity actual revenue field to track money amounts from opportunities closed as won. This matches the requirement to aggregate opportunity revenue for monthly seller targets. Rollup query is not the best answer because it only adds filtering criteria to an existing goal metric, such as limiting records by owner, territory, or other conditions; it does not define the revenue aggregation itself. Goal hierarchy organizes parent-child goals, and forecasting supports pipeline projections, but neither defines the measurable target calculation or aggregates opportunity revenue for goal achievement.
References/topics: Dynamics 365 Sales goals; goal metrics; rollup columns/fields; opportunity revenue aggregation; seller revenue target tracking.
NEW QUESTION # 36
A company wants sellers to add products to opportunities and ensure the deal value is automatically calculated.
Sales managers report that when adding products from the product catalog to Opportunities, the Price Per Unit remains at zero. This results in incorrect total calculations.
You need to ensure the estimated revenue on opportunities is correct.
Which action should you perform?
Answer: B
Explanation:
The correct action is to select a valid price list on the opportunity and verify that the product has a matching price list item for the selected unit. Dynamics 365 Sales calculates Price Per Unit from the price list item when an existing catalog product is added to an opportunity, quote, order, or invoice. Microsoft states that if an existing product is associated with a price list, the price per unit is calculated from the related price list item; otherwise, it is set to 0.
The failure pattern described in the question is classic missing or mismatched price-list setup.
Price calculation will not occur when no price list is selected, when the selected price list does not contain the product, or when the required price list item is missing. Microsoft also notes that price lists tie the product, unit, and pricing details together. Option A is incomplete because matching currency alone does not create the product/unit price list item. Option B is wrong because User Provided revenue bypasses system calculation. Option D handles discounts only; it does not fix a zero base unit price.
NEW QUESTION # 37
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: E
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.
The other options do not enforce a structured qualification path. Sales accelerator helps prioritize seller activities and guide daily work, but it is not the core process-control mechanism for lead qualification. Lead activity timeline displays activities, emails, notes, and interactions; it does not define qualification stages.
Lead assignment rules route leads to sellers or teams, but they do not structure the seller's qualification steps. Predictive lead scoring helps prioritize leads by likelihood to qualify, but it does not require sellers to complete a defined qualification process. Therefore, to make sellers follow a controlled lead qualification sequence before converting leads to opportunities, configure a Business process flow .
References/topics: Business process flows; lead qualification; structured sales process; lead-to- opportunity conversion; Dynamics 365 Sales process guidance.
NEW QUESTION # 38
A sales manager wants AI-generated forecasts but also requires representatives to adjust projections when unique business circumstances exist. Which statement is correct?
Answer: B
Explanation:
Dynamics 365 forecasting combines AI-generated insights with seller expertise. Representatives and managers can review predicted outcomes and manually adjust forecasts when exceptional circumstances or business knowledge justify modifications beyond AI recommendations.
NEW QUESTION # 39
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