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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 - Configure timeline and data import/export - Examine Sales security model - Evaluate prerequisites for deploying Sales |
| Topic 2: Extend and enhance Sales | 10–15% | - Deploy and configure Sales mobile app and Teams calling - Create Power Platform components (Power Automate, Power Apps, Power BI) |
| Topic 3: Optimize AI-driven sales | 20–25% | - Configure predictive scoring and relationship intelligence - Prepare and deploy AI agents in Sales - Design AI-first sales strategy with Copilot and agents - Set up conversational intelligence and forecasting |
| Topic 4: Qualify and prioritize leads using AI | 15–20% | - Configure Sales Qualification Agent and monitor its performance - Fine-tune predictive scoring model - Configure lead and opportunity experience |
| Topic 5: Develop deals using intelligent opportunity research | 25–30% | - Optimize opportunity management and pipeline views - Configure Sales Close Agent and interpret actions - Configure and use Sales Research Agent insights |
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NEW QUESTION # 84
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:
Issue
Configuration
Sellers are not able to access the dialer in Sales Hub
Assign the security role to the root business unit.
Existing third-party telephony system stopped working
Disable the Microsoft Teams dialer for sellers using the third-party system.
Dialer is not accessible in a custom model-driven app
Set the custom app as an available app in the dialer configuration.
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.
References/topics: Microsoft Teams dialer; Dynamics 365 Sales calling; security roles; root business unit; Channel Integration Framework; custom model-driven app availability.
NEW QUESTION # 85
A sales director wants representatives to focus on high-priority prospects every morning without manually reviewing hundreds of records. Which feature best supports this objective?
Answer: D
Explanation:
Sales Accelerator provides prioritized worklists that organize daily activities based on AI insights, sequence assignments, and customer engagement. Representatives receive a structured list of recommended actions, allowing them to spend more time selling and less time searching for work.
NEW QUESTION # 86
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
Explanation:
The correct answer is D. Opportunities that use the expired price list can continue through their lifecycle. In Dynamics 365 Sales, a price list can include a Start Date and End Date to define the effective period for that price list, such as a promotional pricing period. Microsoft's pricing guidance explains that price lists and price list items define pricing for products, and that price calculation applies across opportunity, quote, order, and invoice records.
The expiration date controls the effective availability of the price list going forward; it does not automatically invalidate existing opportunity records that already reference that price list. This distinction matters operationally: if an opportunity was already created with a valid price list, the sales process can continue without forcing users to replace pricing midstream. That preserves pricing consistency across the opportunity lifecycle and prevents disruption to quotes, orders, and downstream sales documents.
NEW QUESTION # 87
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: B
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.
Option A is wrong because creating a new environment does not automatically provide AI capacity. The existing Dynamics 365 Sales environment can consume AI credits only when capacity is assigned or available to it. Option C is also wrong because Copilot Studio author permissions allow users to design or create agents; that is an authoring permission, not a capacity configuration. Option D is useful after deployment because administrators can monitor consumption in the Power Platform admin center, but monitoring does not make credits available. Microsoft also notes that AI Builder capacity is licensed as an add-on that must be allocated to a Power Platform environment by an administrator.
References/topics: AI capacity allocation; Copilot/AI credits; Power Platform environment capacity; Dynamics 365 Sales AI agents; agent deployment prerequisites.
NEW QUESTION # 88
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 # 89
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