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| Section | Weight | Objectives |
|---|---|---|
| Qualify and prioritize leads using AI | 15–20% | - Configure lead and opportunity experience - Fine-tune predictive scoring model - Configure Sales Qualification Agent and monitor its performance |
| 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 |
| Optimize AI-driven sales | 20–25% | - Set up conversational intelligence and forecasting - Design AI-first sales strategy with Copilot and agents - Configure predictive scoring and relationship intelligence - Prepare and deploy AI agents in Sales |
| 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) |
| Configure Dynamics 365 Sales core features for AI | 15–20% | - Configure mailboxes and business process flows - Evaluate prerequisites for deploying Sales - Examine Sales security model - Configure timeline and data import/export |
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質問 # 21
Drag and Drop Question
You are configuring a Dynamics 365 Sales implementation for a company.
The company has the following requirements:
- Must enable guided sales qualifications.
- Must allow sellers to create multiple opportunities when qualifying a lead.
- Must display full related emails with images on opportunities.
- Must notify supervisors when leads are qualified.
You need to configure the lead-to-opportunity qualification process based on the company's requirements.
What should you configure? 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.
正解：
解説：
Explanation:
Guided sales qualification is handled by a Business process flow because BPFs define the sales stages and required steps sellers follow during lead-to-opportunity execution. Microsoft describes lead qualification as the movement of a lead through the sales process into an opportunity, and business process flows are the native model-driven mechanism for guided stage-based work.
Creating multiple opportunities during qualification is controlled by the Lead qualification experience. Microsoft's lead qualification configuration allows administrators to customize how account, contact, and opportunity records are created when a lead is qualified, including seller- controlled conversion behavior.
Full related emails, including rich email content, belong in the Timeline because the timeline control displays activities related to a record, including emails, appointments, phone calls, notes, and tasks. Microsoft also states the enhanced email experience is available from the Timeline section of customer engagement apps.
Supervisor notification should be implemented with a Power Automate cloud flow. A Dataverse- triggered cloud flow can run when a lead row changes status or when a qualification process creates an opportunity, then notify the supervisor.
質問 # 22
A company enables Copilot for sellers. Management wants representatives to generate personalized customer emails while preserving seller control before messages are sent. Which behavior should be expected?
正解：B
解説：
Copilot generates personalized draft emails using CRM information and customer context, but sellers review, edit, and approve the content before sending. This approach balances AI productivity with human oversight and organizational communication standards.
質問 # 23
A company uses the Sales Close Agent to assist sellers during the closing phase of opportunities.
The Sales Close Agent must meet the following requirements:
. Recommend targeted action for disengaged deals.
. Generate insights from CRM records, emails, meetings, and web research into a unified deal view.
. Ensure customer interactions are compliant with company policies.
You need to identify the agent mode for each requirement.
Which agent mode should you recommend? To answer, move the appropriate requirements to the correct agent modes. You may use each agent mode 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.
正解：
解説：
Explanation:
Requirement
Agent mode
Recommend action for disengaged deals
Research
Generate insights from records and research into a unified deal view
Research
Ensure customer interactions are compliant
Engage
The first two requirements belong to Research mode because they are insight-generation functions for opportunity management. Microsoft describes the opportunity-focused Sales agent as identifying risks such as disengaged stakeholders, slowing momentum, and competitive pressure, then recommending targeted actions to keep the deal moving forward. It also provides a comprehensive deal view by surfacing buyer needs, stakeholder roles, competitor mentions, and deal health in one unified place. This directly matches both
"recommend targeted action for disengaged deals" and "generate insights from CRM records, emails, meetings, and web research into a unified deal view." The compliance requirement maps to Engage mode because compliance matters when the agent communicates externally with customers. Sales Close Agent Engage mode automates customer engagement through outreach and follow-up emails, and Microsoft states that admins configure an email delivery compliance profile so the agent's communications follow organizational policies and regulatory requirements.
Research mode produces insights for sellers; it does not perform customer outreach. Therefore, use Research for opportunity intelligence and Engage for compliant customer interaction.
References/topics: Sales Close Agent; Sales Opportunity Agent Research mode; Sales Close Agent Engage mode; opportunity risk insights; compliance profile for agent email communications.
質問 # 24
You are customizing Dynamics 365 Sales for a company.
Sales representatives need several enhancements to the opportunity form.
The enhancements must include the following:
Provide a guided interface to capture custom data during calls.
. Display revenue analytics directly within the opportunity record with the ability to ask questions.
. Automatically send a Microsoft Teams alert when an opportunity value exceeds a specific amount.
. Allow sellers to view product sales trends by region.
You need to determine which Microsoft Power Platform component should be implemented.
Which solution should you use for each requirement? To answer, move the appropriate solutions to the correct requirements. You may use each solution 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.
正解：
解説：
Explanation:
Requirement
Solution
Provide an interface to capture data during calls
Embedded canvas app
Display revenue analytics in the opportunity record
Power BI report
Send a Microsoft Teams alert when an opportunity value exceeds a specific amount Power Automate flow Allow sellers to view product sales trends by region Power BI report An embedded canvas app is the correct component for capturing custom data during calls because canvas apps are used to design tailored interfaces and can be embedded inside model-driven app forms. This gives sellers a purpose-built call capture experience directly on the Opportunity form instead of forcing them to use only standard fields or a rigid stage process. A Business process flow guides users through stages, but it is not the best fit for a custom call-data capture interface. Microsoft describes business process flows as guided process bars that lead users through defined stages and steps, not as custom UI components for call forms.
A Power BI report is required for both revenue analytics inside the opportunity record and product sales trends by region. Microsoft states that Power BI reports can be embedded in model-driven app main forms to bring rich reporting and analytics directly into record context, and Power BI Q & A allows users to ask natural language questions over report data.
A Power Automate flow is the correct solution for sending a Teams alert when opportunity value exceeds a threshold. A Dataverse-triggered cloud flow can run when an opportunity is created or updated, evaluate the value condition, and use the Microsoft Teams connector to post a message or card.
References/topics: Embedded canvas apps; Power BI embedded analytics; Power BI Q & A; Power Automate Dataverse triggers; Microsoft Teams connector; Dynamics 365 Sales extensibility.
質問 # 25
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.
正解：
解説：
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.
質問 # 26
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