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| Section | Weight | Objectives |
|---|---|---|
| Develop deals by using intelligent opportunity research | 25-30% | - Deploy and configure Sales Close Agent - Optimize opportunity management workflows - Configure forecasting and goal management - Use AI for opportunity research and insights |
| Extend and enhance sales solutions with AI | 10-15% | - Monitor and optimize AI performance - Implement collaboration features - Configure reporting and visualization - Deploy and manage AI agents |
| Optimize AI-driven sales workflows and insights | 20-25% | - Configure Copilot for Sales - Implement predictive scoring and relationship intelligence - Configure Sales accelerator and work distribution - Set up conversational intelligence |
| Configure Dynamics 365 Sales core features for AI | 15-20% | - Design and configure sales data model - Set up core sales entities and relationships - Configure security and access for AI features - Integrate Microsoft Power Platform components |
| Qualify and prioritize leads by using AI | 15-20% | - Configure lead qualification processes - Implement Sales Qualification Agent - Automate lead routing and prioritization - Fine-tune predictive lead scoring models |
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NEW QUESTION # 58
Sellers at a company require access to Dynamics 365 Sales from mobile devices.
Some sellers cannot access records after installing the sales mobile app.
You need to ensure that the sellers can use the mobile application.
Which two components should you configure? Each correct answer presents part of the solution.
Choose two.
NOTE: Each correct selection is worth one point.
Answer: B,D
Explanation:
The correct components are mobile security roles and appropriate user licenses. Installing the mobile app alone does not grant access to Dynamics 365 Sales records. Microsoft's mobile setup guidance states that Dataverse security privileges control access to Dynamics 365 mobile apps, and the required mobile privilege is preconfigured for Sales roles but may need to be added to custom roles. It also states that the app must be shared with the security role assigned to the user, and users without the privilege can see an empty app list or an access error.
The license requirement is equally important. The Dynamics 365 Sales mobile experience exposes Sales Hub or Sales Professional according to the user's license, so sellers must have the correct Dynamics 365 Sales license assigned before they can access the appropriate Sales app and records. Mobile offline profiles are used for offline synchronization scenarios; they are not the base requirement for record access after app installation. Inbound and outbound profiles are unrelated to Sales mobile access and are not used to authorize sellers in the mobile application.
NEW QUESTION # 59
Hotspot Question
You are configuring Dynamics 365 Sales for a company.
Sales leadership wants to track monthly revenue targets for each seller and evaluate whether targets are achieved.
The configuration must include the following:
- Define measurable sales targets.
- Aggregate opportunity revenue.
You need to configure the system so that the sales performance can be measured using defined targets.
What should you configure for each requirement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
The correct configuration for defining measurable sales targets is Goal metric. In Dynamics 365 Sales, goals are measured by using goal metrics, which define what is being measured and how performance is calculated. Microsoft's goal documentation explains that goals help measure progress toward targets such as revenue, while goal metrics and their rollup fields define the values used to calculate performance against those targets.
To aggregate opportunity revenue, use the Rollup column. A goal metric uses rollup fields/columns to calculate actual, in-progress, or custom values. Microsoft specifically describes a money-based goal metric that uses the Opportunity table and the opportunity actual revenue field to track money amounts from opportunities closed as won. This matches the requirement to aggregate opportunity revenue for monthly seller targets. Rollup query is not the best answer because it only adds filtering criteria to an existing goal metric, such as limiting records by owner, territory, or other conditions; it does not define the revenue aggregation itself. Goal hierarchy organizes parent-child goals, and forecasting supports pipeline projections, but neither defines the measurable target calculation or aggregates opportunity revenue for goal achievement.
NEW QUESTION # 60
A sales manager needs to set up goals in Dynamics 365 Sales for salespeople.
The measurement of goals must be based on the total deal amount upon closing an opportunity.
The fiscal year for the goals must be based on the calendar year.
You need to create the rollup query for the goal metrics.
Which options should you select? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Parameter
Option
Entity
Opportunity
Date field
Actual Close Date
Revenue field
Actual Revenue
The correct table is Opportunity because the goal measurement is based on deal amounts when opportunities are closed. In Dynamics 365 Sales goal metrics, rollup fields define which table and source attribute are used to calculate actual or in-progress goal values. Microsoft's goal metric documentation gives the direct example of using the Opportunity table with the opportunity actual value/source attribute to track actual money amounts from opportunities closed as Won .
The correct date field is Actual Close Date because the goal period must be determined by when the deal was actually closed, not when the opportunity was created. Microsoft's goal metric configuration guidance states that the Date Field determines the goal period that records roll up into, and gives Actual Close Date as the relevant example.
The correct revenue field is Actual Revenue because the requirement is based on the total deal amount upon closing the opportunity. Budget Amount and Total Amount do not represent the final closed deal value for goal actuals. Goal rollup fields calculate actual performance values for completed measurable results, which fits closed opportunity revenue.
References/topics: Dynamics 365 Sales goals; goal metrics; rollup fields; opportunity actual revenue; actual close date; sales performance tracking.
NEW QUESTION # 61
A company is implementing the Dynamics 365 Sales mobile app.
The company requires setup of several push notifications for sellers who use the app.
You need to create the push notifications.
Which feature should you use?
Answer: A
Explanation:
The correct feature is Cloud flow . Dynamics 365 Sales mobile app push notifications are created through Power Automate by using the Send push notification V2 action. Microsoft's Sales mobile documentation states that the Dynamics 365 Sales mobile app supports push notifications created with the Send push notification V2 action, where the mobile app is set to Sales , the target app is selected, recipients are defined, and the notification can open a specific table record when selected.
Power Automate documentation also describes the creation process as a notification from a flow : go to Power Automate, create an automated flow, choose a trigger such as Microsoft Dataverse, then add the Send push notification V2 action. That matches the requirement to configure several seller notifications for the Sales mobile app. Classic flow is not the correct answer because modern mobile notification automation should be implemented with Power Automate cloud flows, not legacy/classic workflow patterns. Plug-in is also wrong because plug-ins are server-side Dataverse extensions for custom business logic; they are not the standard no- code configuration mechanism for mobile push notifications.
References/topics: Dynamics 365 Sales mobile app; custom push notifications; Power Automate cloud flows; Send push notification V2; Dataverse-triggered seller automation.
NEW QUESTION # 62
A company notices that sales representatives often forget to contact prospects after meetings.
Managers want AI to automatically recommend follow-up activities based on customer engagement without requiring custom workflows. Which capability best satisfies this requirement?
Answer: A
Explanation:
Sales Accelerator combines worklists with AI-generated recommendations to suggest the next best actions. Representatives receive prioritized activities such as follow-up calls or emails based on engagement signals, allowing them to maintain consistent communication without relying solely on manually designed automation.
NEW QUESTION # 63
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