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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Configure Dynamics 365 Sales core features for AI | 15–20% | - Configure mailboxes and business process flows - Evaluate prerequisites for deploying Sales - Examine Sales security model - Configure timeline and data import/export |
| Topic 2: Develop deals using intelligent opportunity research | 25–30% | - Configure Sales Close Agent and interpret actions - Optimize opportunity management and pipeline views - Configure and use Sales Research Agent insights |
| Topic 3: Extend and enhance Sales | 10–15% | - Create Power Platform components (Power Automate, Power Apps, Power BI) - Deploy and configure Sales mobile app and Teams calling |
| Topic 4: Qualify and prioritize leads using AI | 15–20% | - Configure Sales Qualification Agent and monitor its performance - Configure lead and opportunity experience - Fine-tune predictive scoring model |
| Topic 5: Optimize AI-driven sales | 20–25% | - Prepare and deploy AI agents in Sales - Set up conversational intelligence and forecasting - Design AI-first sales strategy with Copilot and agents - Configure predictive scoring and relationship intelligence |
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NEW QUESTION # 14
A company is using Dynamics 365 Sales and Microsoft 365.
The company has the following requirements for sales representatives:
. Must store opportunity files in a central location.
. Must collaborate using chat conversations associated with sales records.
You need to configure the required integrations.
Which two integrations should you configure? Each correct answer presents part of the solution. Choose two.
NOTE: Each correct selection is worth one point.
Answer: A,E
Explanation:
The correct integrations are SharePoint document management and Teams conversation collaboration .
SharePoint document management is required because the company wants opportunity files stored in a central location. Microsoft's Dynamics 365 Sales SharePoint integration is specifically designed to store documents related to Sales records in SharePoint while allowing users to access, share, and manage those documents from the Sales app. Opportunity is one of the standard Sales records supported for SharePoint document integration.
Teams conversation collaboration is required because sellers must collaborate using chat conversations associated with sales records. Microsoft's Teams chat integration for Dynamics 365 Sales lets sellers start a new Teams chat or connect an existing chat directly to a Sales record, so conversations remain associated with the relevant opportunity, lead, account, or other record.
OneNote integration is for note-taking, not centralized file storage. Conversation intelligence analyzes calls and seller conversations for coaching and insights; it is not the feature for record-linked chat collaboration.
Server-side synchronization with Exchange Online supports email, appointments, contacts, and tasks synchronization, but it does not satisfy the SharePoint file storage or Teams chat association requirements.
References/topics: SharePoint document management; Microsoft Teams chat integration; Dynamics
365 Sales collaboration; Sales record document storage.
NEW QUESTION # 15
You use price lists in Dynamics 365 Sales. Some price lists have expired.
Users need to be able to continue to manage their opportunities.
Which option is possible?
Answer: D
NEW QUESTION # 16
Hotspot Question
A company generates leads from a webform. Salespeople manage leads by country/region. All salespeople are part of the same Dynamics 365 Sales team.
The sales manager requires the following functionality:
- Automate lead assignments.
- Ensure each seller can never have more than 20 open leads.
You create a country/region attribute for the process. You must simplify the process. You plan to use segments when possible.
You need to create a lead assignment rule for each country/region.
Which configurations should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
The clean configuration is to create one reusable segment for webform leads, then add the varying country/region condition inside each country-specific assignment rule. Dynamics 365 Sales assignment rules are built by selecting the eligible segment first, then adding rule conditions to further filter records. Microsoft also recommends splitting conditions between segments and assignment rules to keep rules simpler and more efficient.
For routing to the correct sellers, use sellers with matching attributes. The scenario says salespeople manage leads by country/region and that a country/region attribute has been created. Assignment rules support assigning records to sellers who satisfy matching seller attributes or existing seller record fields, which avoids hardcoding individual sellers and is much easier to maintain as sellers change regions.
For distribution, use load balancing because the requirement is capacity-based: no seller should exceed 20 open leads. Dynamics 365 Sales load balancing distributes records based on seller workload/capacity, and seller capacity is calculated by subtracting active assigned records from the maximum configured capacity. Round robin is weaker here because it primarily considers assignment order, not workload.
NEW QUESTION # 17
A sales manager needs to set up goals in Dynamics 365 Sales for salespeople.
The measurement of goals must be based on the total deal amount upon closing an opportunity.
The fiscal year for the goals must be based on the calendar year.
You need to create the rollup query for the goal metrics.
Which options should you select? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Parameter
Option
Entity
Opportunity
Date field
Actual Close Date
Revenue field
Actual Revenue
The correct table is Opportunity because the goal measurement is based on deal amounts when opportunities are closed. In Dynamics 365 Sales goal metrics, rollup fields define which table and source attribute are used to calculate actual or in-progress goal values. Microsoft's goal metric documentation gives the direct example of using the Opportunity table with the opportunity actual value/source attribute to track actual money amounts from opportunities closed as Won .
The correct date field is Actual Close Date because the goal period must be determined by when the deal was actually closed, not when the opportunity was created. Microsoft's goal metric configuration guidance states that the Date Field determines the goal period that records roll up into, and gives Actual Close Date as the relevant example.
The correct revenue field is Actual Revenue because the requirement is based on the total deal amount upon closing the opportunity. Budget Amount and Total Amount do not represent the final closed deal value for goal actuals. Goal rollup fields calculate actual performance values for completed measurable results, which fits closed opportunity revenue.
References/topics: Dynamics 365 Sales goals; goal metrics; rollup fields; opportunity actual revenue; actual close date; sales performance tracking.
NEW QUESTION # 18
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear on the review screen.
You are deploying AI agents for a company using Microsoft Dynamics 365 Sales.
The company wants to ensure that AI usage is tracked and billed monthly.
The company requires that AI billing uses pre-paid credits.
You need to configure the billing based on the requirements.
Solution: Create a billing policy for the Dynamics 365 Sales environment.
Does the solution meet the goal?
Answer: A
Explanation:
The solution does not meet the goal because a billing policy for the Dynamics 365 Sales environment is associated with the pay-as-you-go consumption model, not the prepaid-credit model required in the question. Microsoft separates Dynamics 365 Sales Copilot and agent billing into two models:
prepaid capacity and pay-as-you-go. Prepaid capacity uses Copilot Studio message pack subscriptions that are purchased in advance, while pay-as-you-go charges for the actual number of messages consumed by agents during the month.
For prepaid AI credits, the correct configuration is to purchase the Copilot message pack subscription and then assign that prepaid capacity to the required Power Platform/Dynamics 365 Sales environment. Microsoft's setup steps for prepaid capacity specifically state that admins must purchase Copilot message packs through the Microsoft 365 admin center or Partner Center and assign prepaid capacity to the Power Platform environment through the Power Platform admin center.
So the proposed solution is wrong for the stated requirement. It may support monthly tracked consumption under pay-as-you-go, but it does not satisfy the explicit requirement to use pre-paid credits.
NEW QUESTION # 19
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