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| Section | Weight | Objectives |
|---|---|---|
| Configure Dynamics 365 Sales core features for AI | 15–20% | - Data and process setup for AI features - Sales environment configuration |
| Qualify and prioritize leads using AI | 15–20% | - AI-driven lead prioritization workflows - Lead scoring and qualification models |
| Extend and enhance Sales | 10–15% | - Extending Dynamics 365 Sales with AI capabilities - Integration with Microsoft Copilot and Power Platform |
| Optimize AI-driven sales | 20–25% | - Sales productivity and automation enhancement - Copilot and AI assistant capabilities in Sales |
| Develop deals using intelligent opportunity research | 25–30% | - AI-assisted deal progression strategies - Opportunity insights and forecasting |
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NEW QUESTION # 64
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.
A company is evaluating AI agent capabilities for opportunity management.
Sales managers require insights about deals. You must ensure that the system does not perform automatic outreach to buyers.
You need to determine whether proposed solutions meet the requirements.
Solution: Configure the Sales Close Agent in Research mode.
Does the solution meet the goal?
Answer: A
Explanation:
Yes, the solution meets the goal. The requirement is very specific: sales managers need deal insights , but the organization must avoid automatic outreach to buyers . Sales Close Agent in Research mode is the correct configuration because it focuses on researching opportunities, analyzing deal context, identifying risks and signals, and providing recommendations to sellers without autonomously engaging customers.
Research mode is intended to help sellers understand an opportunity more quickly by surfacing insights such as deal health, signals, risks, and suggested next actions. It supports opportunity management by giving the team intelligence that can help progress deals, while leaving communication decisions in the hands of the seller. That directly aligns with the stated requirement for insights about deals.
The critical distinction is that Engage mode is the mode that performs automated outreach and customer interaction. Since the company explicitly does not want automatic outreach to buyers, Engage mode would violate the requirement. By configuring the Sales Close Agent in Research mode , the company gets AI- assisted opportunity analysis without autonomous communications.
References/topics: Sales Close Agent; Research mode; opportunity insights; deal analysis; recommended next actions; distinction between Research mode and Engage mode.
NEW QUESTION # 65
A regional manager wants to determine whether a declining opportunity score resulted from reduced customer engagement rather than pricing changes. Which feature provides the most relevant insight?
Answer: D
Explanation:
Relationship Analytics monitors communication frequency, responsiveness, and engagement quality between sellers and customers. Managers can review interaction trends to understand whether reduced communication contributed to declining opportunity health instead of pricing or product-related factors.
NEW QUESTION # 66
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: C,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 # 67
You are preparing to deploy AI agents for a company's sellers.
The company wants to ensure that AI capacity is available before agents begin operating.
You need to configure Dynamics 365 so AI agents can consume AI credits.
Which action should you perform?
Answer: D
Explanation:
The correct action is to assign AI capacity to the Dynamics 365 environment. AI agents and AI- powered features run inside a Power Platform/Dynamics 365 environment, and the environment must have available AI capacity or credits before those features can execute reliably. Microsoft's AI capacity guidance states that once acquired, AI credits can be allocated or assigned to a specific environment, and when an environment has access to the credits, AI features are enabled in that environment. It also states that if consumption exceeds available credits, some features may be blocked.
NEW QUESTION # 68
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.
A company is evaluating AI agent capabilities for opportunity management.
Sales managers require insights about deals. You must ensure that the system does not perform automatic outreach to buyers.
You need to determine whether proposed solutions meet the requirements.
Solution: Configure the Sales Close Agent in Engage mode.
Does the solution meet the goal?
Answer: A
Explanation:
No, the solution does not meet the goal. The requirement clearly states that sales managers need insights about deals, but the system must not perform automatic outreach to buyers. Sales Close Agent Engage mode is designed for autonomous customer engagement. It can interact with buyers, send outreach or follow-up communications, and help progress sales conversations automatically. That violates the restriction in the question.
For this scenario, the appropriate configuration is Sales Close Agent in Research mode, not Engage mode. Research mode supports opportunity management by analyzing deal context, surfacing risks, identifying signals, and providing recommended next actions to sellers. It gives managers and sellers AI-generated deal insights while keeping buyer communication under human control. That is exactly what the company requires.
Engage mode would only be acceptable if the company wanted the agent to actively contact buyers or automate customer-facing communication. Since the requirement explicitly prohibits automatic outreach, Engage mode fails the stated goal.
NEW QUESTION # 69
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