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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Optimize AI-driven sales | 20–25% | - Set up conversational intelligence and forecasting - Prepare and deploy AI agents in Sales - Configure predictive scoring and relationship intelligence - Design AI-first sales strategy with Copilot and agents |
| Topic 2: Qualify and prioritize leads using AI | 15–20% | - Fine-tune predictive scoring model - Configure lead and opportunity experience - Configure Sales Qualification Agent and monitor its performance |
| Topic 3: Configure Dynamics 365 Sales core features for AI | 15–20% | - Configure mailboxes and business process flows - Examine Sales security model - Evaluate prerequisites for deploying Sales - Configure timeline and data import/export |
| Topic 4: 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 5: Develop deals using intelligent opportunity research | 25–30% | - Configure Sales Close Agent and interpret actions - Configure and use Sales Research Agent insights - Optimize opportunity management and pipeline views |
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NEW QUESTION # 59
A company plans to deploy a Dynamics 365 Sales Hub app.
An administrator creates a Power Platform environment with the following configuration:
. The environment does not have a database.
The environment is a sandbox environment.
. Access to the environment is restricted to a security group.
. The administrator has the System Administrator role.
You need to ensure that the administrator can deploy Dynamics 365 Sales.
Which two actions should you perform? Each correct answer presents part of the solution. Choose two.
NOTE: Each correct selection is worth one point.
Answer: B,C
Explanation:
The administrator must have both the correct license and an environment that supports Dynamics 365 apps .
Microsoft states that when creating a production or sandbox Power Platform environment with a Dataverse database, administrators can add Dynamics 365 apps such as Dynamics 365 Sales, but they must select Enable Dynamics 365 apps during database provisioning. Microsoft also states that a valid Dynamics 365 license is required to enable Dynamics 365 apps.
Therefore, the administrator must be assigned a Dynamics 365 Sales Enterprise license , and the environment must have Dataverse added with Dynamics 365 apps enabled . After the Sales license is available, Dynamics 365 Sales apps such as Sales Hub can be installed from the Power Platform admin center under the environment's Dynamics 365 apps resources.
Option A is wrong because server-side synchronization is used for Exchange email, appointments, contacts, and tasks integration; it is not required to deploy Sales Hub. Option D is not required because a sandbox environment can support Dynamics 365 apps when Dataverse and Dynamics 365 apps are enabled. Option E is unnecessary unless the administrator is excluded from the security group; the scenario already states the administrator has the System Administrator role.
References/topics: Power Platform environment provisioning; Dataverse database; Enable Dynamics
365 apps; Dynamics 365 Sales licensing; Sales Hub deployment.
NEW QUESTION # 60
Sales representatives work remotely and access Dynamics 365 Sales from mobile devices.
Meetings are created in Outlook for the sales team.
Users report that after installing the mobile app, they are unable to update meetings by setting the Regarding record in the mobile app.
You need to ensure users are able to track meetings to customer records without issues.
Which two actions should you perform? Each correct answer presents part of the solution.
Choose two.
NOTE: Each correct selection is worth one point.
Answer: A,C
Explanation:
The correct actions are to enable server-side synchronization and approve the users' mailboxes.
This is a very specific Dynamics 365 Sales mobile prerequisite. Microsoft's Sales mobile setup guidance states that to set a regarding record for a meeting, server-side synchronization must be enabled in the environment and the email address must be approved. The mobile meeting documentation repeats the same requirement: users can set the regarding record only when server-side synchronization is enabled and the email address is approved.
This makes options A and B the only correct pair. Server-side synchronization connects Dynamics 365 with Exchange/Outlook data for appointments, contacts, tasks, and email synchronization. Microsoft's server-side synchronization documentation describes it as the synchronization mechanism between customer engagement apps and Exchange, including support for appointments and mobile scenarios. A mobile offline profile controls offline data availability, not whether Outlook meetings can be tracked to customer records. Relevance search improves search behavior and performance, but it does not enable the Regarding field for meetings.
NEW QUESTION # 61
Drag and Drop Question
A company tracks opportunities using the pipeline view.
The sales managers want pipeline stages configured so they can quickly identify deal progress.
The configuration must meet the following requirements:
- Open the Pipeline view by default in Opportunities.
- Open a specific form for the opportunity side panel.
- Provide the ability to expand or collapse the grid by sections, for
example Owner or Account.
- Display the average value at the bottom of the grid.
You need to identify the opportunity configuration.
Which configuration should you apply for each requirement? To answer, move the appropriate configurations to the correct requirements. You may use each configuration 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:
To open the Pipeline view by default, configure the Opportunity main form by adding the Pipeline view control for Opportunities. Microsoft states that the read-only grid is the default view for opportunities, but administrators can set the Opportunities pipeline view as the default by customizing the Opportunity table form and adding the Pipeline view component. The configuration includes selecting the Opportunities table, choosing the opportunity view, and enabling grouping and aggregation.
To open a specific form in the opportunity side panel, use Set the default Opportunity form.
Microsoft's configuration guidance states that when sellers open an opportunity from the pipeline view, the side panel displays opportunity details, and administrators can change the default side- panel form to the main opportunity form or a custom form.
For expanding/collapsing by sections such as Owner or Account and displaying average values at the bottom of the grid, enable aggregation/grouping behavior on the Pipeline view control.
Microsoft states that Enable grouping and Enable aggregation allow sellers to group and aggregate opportunities in the pipeline view. This supports sectioned grid behavior and aggregate values such as average, sum, or count. The quick create form is irrelevant because it controls record creation, not pipeline display behavior.
NEW QUESTION # 62
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: B
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 # 63
Case Study 2 - Contoso Ltd
Background
Contoso Ltd. is a global technology distributor headquartered in Redmond, Washington. The company sells networking equipment, cloud infrastructure, and managed services to enterprise customers across North America and Europe.
Contoso Ltd. currently manages its sales operations by using Microsoft Dynamics 365 Sales and plans to enable Sales Insights in the future.
The leadership team wants to modernize the sales organization by introducing capabilities that help sellers prioritize leads, analyze opportunities, and accelerate deal closure.
The company has approximately 150 field sellers, 40 insider sellers, 20 sales managers, and a central IT team responsible for configuring the sales platform. Contoso Ltd.'s executive leadership has defined the following goals for the new sales platform implementation:
Improve seller productivity by reducing manual research and data entry.
Use Al insights to prioritize leads and opportunities.
Provide automated recommendations to sales representatives throughout the deal lifecycle.
Improve collaboration between sellers and sales managers.
Current Environment:
Sales platform
Contoso Ltd. uses Microsoft Dynamics 365 Sales integrated with Microsoft 365 services.
The following components are currently deployed:
Data and lead management
Leads are important for driving new business at Contoso Ltd. They are generated from multiple sources including:
- Marketing automation campaigns
- Website registrations
- Partner referrals
- Trade show contact imports
Marketing teams import lead lists weekly into Dynamics 365 Sales by using spreadsheet imports.
Sellers currently evaluate leads manually.
Sales managers report that this process results in inconsistent prioritization across regions.
Opportunity management
Opportunities are tracked in Dynamics 365 Sales through a defined qualification-to-opportunity lifecycle to ensure accurate reporting.
Sales leadership has requested the Contoso Ltd. IT team to evaluate the following capabilities:
- AI-generated summaries of opportunity records.
- AI-driven research for customer organizations.
- Automated recommendations for closing deals.
Business Requirement:
Contoso Ltd.'s executives have defined the following business requirements:
Lead management
Inside sellers must use a seller engagement workspace that prioritizes leads automatically based on predicted likelihood to convert.
All sellers are guided through a consistent set of qualification steps aligned to Contoso Ltd.'s sales strategy.
Leads cannot be advanced to the development stage until a decision maker has been confirmed.
Sales leadership requires flexibility in how leads are converted. Inside sales need automatic opportunity creation. Field sellers need the option to manually decide whether an opportunity should be created when a lead is qualified.
Lead scoring must be implemented to help sellers identify high potential leads automatically.
Lead scoring must continuously improve based on historical sales outcomes.
Opportunity development
The opportunity flow must be improved by using Al-driven research and automated insights.
Field sellers must be able to access contextual research about customers and competitors while working on opportunities.
Opportunity records must display Al-generated summaries to reduce the time required to review historical activities.
Field sellers must use the Opportunity pipeline view to visualize, prioritize, and manage opportunities.
All opportunity revenue must be calculated using opportunity line items based on selected Contoso Ltd.'s products and standard pricing.
Sales managers must receive an external quarterly competitive intelligence brief to help with their research. This should be delivered as a PDF document.
Sales performance
Sales managers require improved pipeline and revenue forecasting capabilities. The managers need to report on their business performance and use insights, visuals, and recommended next actions.
The new solution must provide the following:
- Allow sales managers to configure forecasts for opportunity pipelines.
- Notify the seller's manager when a draft quote is created and requires approval.
- Allow leadership to track performance against revenue goals.
- Ask questions about Dynamics 365 Sales data to support executive analysis and decision making.
- Support data definitions used at Contoso Ltd. when reporting.
Technical Requirement:
Contoso Ltd.'s IT department defines the following priorities for the sales platform.
AI capabilities
The platform must support the following Al features:
- Lead scoring to guide sellers to priority items.
- Opportunity research insights to prepare deal analysis.
- Copilot-generated summaries of sales records to help with decision making.
- AI-powered research and analytics to aid leadership reporting.
- When performing sales research, sales managers must be able to save their favorite prompts.
Automation
Automation must be implemented to guide sellers through recommended next steps during the sales cycle.
Any approvals must use the Power Automate Approvals connector.
Field sellers use the existing Lead to Opportunity Business Process Flow to manage their leads.
A Power Automate desktop flow is used to process orders into a partner ordering application that completes fulfillment.
Collaboration
All sellers must be able to collaborate by using Teams and store related sales documents in SharePoint.
AI-driven insights
The company is deploying the Sales accelerator to guide seller activities.
The Sales Research Agent
Sales managers will use the Sales Research Agent to gather intelligence about customer organizations.
The sales managers have the following requirements:
- Must be able to reuse visualizations after they are created; they don't want to recreate them.
- Must have a consistent method to quickly return to a blueprint that they frequently use.
- Must be able to retain a library of questions to receive consistent responses based on definitions approved by the company.
- Should have Bing search enabled on the environment for generative Al feature settings.
Platform extensions
The IT department plan to extend the platform by doing the following:
- Create Power Automate flows to automate seller tasks.
- Embed Power Apps components inside model-driven forms.
- Embed Power BI reports for sales analytics.
Testing
The IT department is testing predictive lead scoring with a small group of sellers.
The IT department edits the existing lead scoring model by adding new fields.
Issues:
Users have reported the following issues:
- Field sellers spend a significant amount of time researching customers before engaging with prospects.
- Sales managers cannot easily identify the most promising opportunities across regions.
- Lead prioritization varies significantly between sales teams.
- Testers report they cannot access the field changes in the lead score.
- A sales manager generated a blueprint but forgot the competitive intelligence brief.
You need to resolve the competitive intelligence brief issue for the sales manager.
What three actions should you do? Each correct answer presents part of the solution. Choose three.
Answer: C,D,E
Explanation:
The issue is that the sales manager already generated a Sales Research Agent blueprint but forgot to include the quarterly competitive intelligence brief. The brief is an external document and the case study states it is delivered as a PDF document, so the correct first content action is to upload the competitive intelligence brief as a PDF file, not CSV. Microsoft's Sales Research Agent documentation states that users can select Add data to upload files including CSV, Excel, or PDF to augment research with additional data.
The second required action is to add a data source, because the competitive intelligence brief is not part of the default Dynamics 365 Sales data. Sales Research Agent connects to Dynamics
365 Sales data by default, but additional external files must be added as supporting data sources before they can influence the analysis. The documentation identifies the Data area as the place where the research data source is specified and where additional data sources can be added.
The final action is to regenerate the canvas/blueprint so the agent reprocesses the analysis using the newly added PDF. Refreshing alone is not the best answer because the problem is not stale data; it is missing context. Regeneration creates updated research output with the new source included.
NEW QUESTION # 64
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