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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Qualify and prioritize leads using AI | 15–20% | - Lead scoring and qualification models - AI-driven lead prioritization workflows |
| Topic 2: Develop deals using intelligent opportunity research | 25–30% | - Opportunity insights and forecasting - AI-assisted deal progression strategies |
| Topic 3: Configure Dynamics 365 Sales core features for AI | 15–20% | - Data and process setup for AI features - Sales environment configuration |
| Topic 4: Optimize AI-driven sales | 20–25% | - Copilot and AI assistant capabilities in Sales - Sales productivity and automation enhancement |
| Topic 5: Extend and enhance Sales | 10–15% | - Extending Dynamics 365 Sales with AI capabilities - Integration with Microsoft Copilot and Power Platform |
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NEW QUESTION # 28
You are implementing a sales automation solution for a company.
The sales team wants to automate actions when new leads are created or when opportunities reach specific milestones. The company plans to use Power Automate to automate these actions.
The automation must meet the following requirements:
. Automatically notify a manager when a high-value opportunity is created.
. Validate the products with an external ERP system every Sunday.
. Display a guided lead qualification interface on the lead form.
. Update an external ERP system when an opportunity is won.
You need to identify which automation type to use for each requirement.
Which automation type should you use? To answer, move the appropriate automation types to the correct requirements. You may use each automation type once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Requirement
Automation type
Notify a manager when a high-value opportunity is created
Power Automate automated cloud flow
Validate the products with an external ERP system every Sunday
Power Automate scheduled cloud flow
Display a guided lead qualification interface on the lead form
Business process flow
Update an external ERP system when an opportunity is won
Power Automate automated cloud flow
A Power Automate automated cloud flow is the correct automation type when work must run automatically after a business event occurs. Microsoft describes cloud flows as flows that can perform actions automatically after an event triggers them, such as sending a notification after a triggering event occurs. Therefore, notifying a manager when a high-value opportunity is created and updating an external ERP system when an opportunity is won are both event-driven scenarios, so they should use automated cloud flows with Dataverse triggers.
A Power Automate scheduled cloud flow is correct for validating products with an external ERP system every Sunday. Microsoft states that a scheduled cloud flow runs at a specific time or recurring schedule, such as daily or weekly, and uses a recurrence trigger. That directly matches the weekly Sunday validation requirement.
A Business process flow is correct for displaying a guided lead qualification interface on the lead form.
Business process flows provide a streamlined user experience that guides users through defined processes, and Dynamics 365 Sales documentation explains that stages and steps display in a control at the top of a form.
Instant cloud flow is not used because none of the requirements ask for a manually triggered user action.
References/topics: Power Automate automated cloud flows; scheduled cloud flows; Dataverse triggers; Business process flows; Dynamics 365 Sales automation and extensibility.
NEW QUESTION # 29
A company uses Dynamics 365 Sales with the Sales Research Agent enabled. Sellers review the research canvas before planning outreach to customers.
You generate a Sales Research Agent blueprint on the research canvas.
You need to update a single component in the blueprint.
What should you do?
Answer: A
Explanation:
The correct action is Update a single block in the canvas. In Sales Research Agent, the research canvas generates a blueprint that contains research findings, visualizations, and blocks of insight.
Microsoft states that users can interact with visualizations through the AI cursor, ask follow-up questions, and then choose whether to update the existing block or generate a new blueprint. If Update block is selected, the existing block is updated with the new information; if Generate new blueprint is selected, the agent creates a new blueprint and adds a journey line.
This distinction matters. The requirement is to update one component, not rebuild the full blueprint. Regenerate the blueprint or Refresh the blueprint would affect the broader blueprint output:
Microsoft documents refresh/regenerate as actions for using latest data or producing new visualizations and insights, not for targeted single-block editing. The Dynamics 365 AI Optimization hub is unrelated to editing individual research canvas blocks.
NEW QUESTION # 30
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:
Requirement
Configuration
Filter leads for assignment
Create a segment to filter the lead source. Add country/region as an additional condition.
Assign the country/region to the correct group
Assign the country/region to sellers with matching attributes.
Distribute leads to salespeople
Use load balancing.
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.
References/topics: Sales accelerator work assignment; segments; lead assignment rules; seller attributes; seller capacity; load balancing.
NEW QUESTION # 31
You need to allow sellers to view leads disqualified by the Sales Qualification Agent in production.
Which two actions should you perform? Each correct answer presents part of the solution. Choose two.
Answer: B,C
Explanation:
The required fix is about visibility and security , not agent operating mode. In the scenario, production has EnableRoleBasedSystemViews set to true, which restricts system views based on role configuration. Because the business requirement says all sellers should be able to access disqualified leads , the role-based system view setting must be updated so sellers can access the view that exposes leads disqualified by the Sales Qualification Agent.
The second required action is to change Lead table permissions. The customized Salesperson role currently grants sellers read access only to leads they own. That is too restrictive because leads disqualified by the Sales Qualification Agent may not be owned by each seller. To let all sellers view those records, sellers need organization-level Read permission on the Lead table. Option A is wrong because upgrading the agent to research and engage mode affects how the agent researches and interacts with leads; it does not solve seller access to disqualified records. Option C is also wrong because the look-back period controls which historical leads the agent evaluates, not who can view disqualified leads.
References/topics: Sales Qualification Agent; role-based system views; Dataverse security roles; Lead table read access; AI-driven lead qualification.
NEW QUESTION # 32
A company is implementing the Dynamics 365 Sales mobile app.
The company requires setup of several push notifications for sellers who use the app.
You need to create the push notifications.
Which feature should you use?
Answer: B
Explanation:
The correct feature is Cloud flow . Dynamics 365 Sales mobile app push notifications are created through Power Automate by using the Send push notification V2 action. Microsoft's Sales mobile documentation states that the Dynamics 365 Sales mobile app supports push notifications created with the Send push notification V2 action, where the mobile app is set to Sales , the target app is selected, recipients are defined, and the notification can open a specific table record when selected.
Power Automate documentation also describes the creation process as a notification from a flow : go to Power Automate, create an automated flow, choose a trigger such as Microsoft Dataverse, then add the Send push notification V2 action. That matches the requirement to configure several seller notifications for the Sales mobile app. Classic flow is not the correct answer because modern mobile notification automation should be implemented with Power Automate cloud flows, not legacy/classic workflow patterns. Plug-in is also wrong because plug-ins are server-side Dataverse extensions for custom business logic; they are not the standard no- code configuration mechanism for mobile push notifications.
References/topics: Dynamics 365 Sales mobile app; custom push notifications; Power Automate cloud flows; Send push notification V2; Dataverse-triggered seller automation.
NEW QUESTION # 33
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