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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: 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 2: 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 3: 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 |
| Topic 4: Configure Dynamics 365 Sales core features for AI | 15–20% | - Configure mailboxes and business process flows - Configure timeline and data import/export - Evaluate prerequisites for deploying Sales - Examine Sales security model |
| Topic 5: Optimize AI-driven sales | 20–25% | - Prepare and deploy AI agents in Sales - Configure predictive scoring and relationship intelligence - Set up conversational intelligence and forecasting - Design AI-first sales strategy with Copilot and agents |
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26. Frage
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?
Antwort: B
Begründung:
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.
References/topics: Sales Close Agent; Research mode versus Engage mode; opportunity insights; deal risk analysis; AI-assisted opportunity management without autonomous outreach.
27. Frage
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?
Antwort: A
Begründung:
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.
28. Frage
You are creating a pricing list in Dynamics 365 Sales. All prices must end in $.98.
You need to select the function that establishes this pricing requirement.
What should you use?
Antwort: A
Begründung:
The correct answer is Rounding Amount . In Dynamics 365 Sales price list item configuration, rounding is used when calculated prices must follow a specific price-ending convention, such as ending in .98 or .99 .
Microsoft's pricing guidance explains that price list items can use rounding behavior so calculated product prices can be rounded and made to end in a specified amount, such as 99 cents. The value that defines the exact ending amount is the Rounding Amount . Therefore, to make all calculated prices end in $.98 , the administrator would configure the rounding amount as 0.98 .
Rounding Policy is not precise enough by itself. It controls the direction of rounding, such as rounding up, down, or to the nearest value, but it does not define the exact cents-ending requirement. Pricing Method determines how the price is calculated, such as a currency amount, percentage of list price, markup, or margin. Percentage is used when a percentage-based pricing method is selected, but it does not force prices to end in $.98 . The requirement is explicitly about the final rounded price ending, so Rounding Amount is the correct function.
References/topics: Price lists; price list items; rounding amount; rounding policy; Dynamics 365 Sales product pricing.
29. Frage
A sales team uses Dynamics 365 Sales to manage leads and opportunities.
Sales managers must be able to ensure that every qualified lead results in a follow-up task for the opportunity owner.
You need to create an automated solution by using Power Automate.
Which type of trigger should you use to start the flow?
Antwort: A
Begründung:
The correct trigger type is Automated . The requirement is event-driven: when a lead is qualified and an opportunity is created or updated, the system must automatically create a follow-up task for the opportunity owner. In Power Automate, this is implemented as an automated cloud flow that starts when a Dataverse event occurs, such as when a row is added, modified, or deleted. Microsoft's Dataverse trigger documentation states that the When a row is added, modified or deleted trigger runs a flow whenever a selected Dataverse table row is created or changed.
A scheduled trigger is wrong because the requirement is not time-based. Running the process hourly or daily would delay task creation and could miss the intended immediate follow-up behavior. An instant trigger is also wrong because it requires a user to manually start the flow. Microsoft describes instant cloud flows as manually triggered flows, while automated flows run after an event triggers them. For this case, the flow should listen for the qualifying lead or opportunity event in Dataverse, then create the follow-up task and assign it to the opportunity owner.
References/topics: Power Automate automated cloud flows; Dataverse row triggers; lead qualification; opportunity follow-up task automation; Dynamics 365 Sales extensibility.
30. Frage
Hotspot Question
A sales manager wants to set up goals for all salespeople. The goal measurement is based on the total outgoing calls finished each year. The goals for the fiscal year are based on a calendar year, January-December.
You need to create the rollup query for the goal metrics.
Which option should you select? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Antwort:
Begründung:
Explanation:
The correct date field is Actual End because the goal is based on calls that are finished during the calendar year. For the Phone Call table, Microsoft defines Actual End as the actual end date and time of the phone call, which is the proper date to evaluate whether the completed call falls within the January-December goal period.
The correct rollup field is Actual (Integer) because the goal measures the number of outgoing calls, not revenue or another money-based amount. Microsoft's goal metric guidance explains that goal metrics can use count/integer values, and specifically gives sales calls made by a salesperson as an example of an integer goal metric. The actual integer field represents the achieved count as of the latest rollup calculation.
The correct source record type status is Made because the requirement is for outgoing calls that were completed. Microsoft's Phone Call status reason options include Open, Made, Canceled, and Received; "Made" represents completed outgoing phone calls, while "Received" represents completed incoming calls. Therefore, the rollup must count Phone Call records with status Made, using Actual End as the date boundary and Actual (Integer) as the accumulated value.
31. Frage
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