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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 - Evaluate prerequisites for deploying Sales - Examine Sales security model - Configure timeline and data import/export |
| Topic 2: Develop deals using intelligent opportunity research | 25–30% | - Configure and use Sales Research Agent insights - Configure Sales Close Agent and interpret actions - Optimize opportunity management and pipeline views |
| Topic 3: Optimize AI-driven sales | 20–25% | - Set up conversational intelligence and forecasting - Configure predictive scoring and relationship intelligence - Design AI-first sales strategy with Copilot and agents - Prepare and deploy AI agents in Sales |
| Topic 4: Qualify and prioritize leads using AI | 15–20% | - Configure lead and opportunity experience - Configure Sales Qualification Agent and monitor its performance - Fine-tune predictive scoring model |
| Topic 5: 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) |
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質問 # 70
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.
正解：C、D
解説：
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.
References/topics: Dynamics 365 Sales mobile app; meeting tracking; Regarding record; server-side synchronization; mailbox approval; Outlook appointments.
質問 # 71
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.
正解：C、E
解説：
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.
質問 # 72
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?
正解：C
質問 # 73
Drag and Drop Question
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:
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.
質問 # 74
Hotspot Question
A company plans to deploy AI agents in Dynamics 365 Sales to help sellers research accounts and summarize opportunity activity.
The company has the following requirements:
- AI capabilities must be activated in the environment.
- Administrators must be able to design, create, and manage AI agents.
- Sellers must have permissions that allow them to interact with AI-
generated insights in Sales.
- AI agents must be able to read and analyze the organization's sales
data stored in the platform.
You need to configure platform capabilities required for AI agents.
Which configuration should you apply for each requirement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
正解：
解説：
Explanation:
The environment-level AI prerequisite is to deploy Copilot in Dynamics 365 Sales. Microsoft states that Copilot features must be turned on for Dynamics 365 Sales and that enabling Copilot activates the embedded chat and Copilot experiences in sales apps. Microsoft also identifies AI Agents and AI insight cards as environment capabilities required for Sales agents.
Administrators who design or create agents need Copilot Studio author capability. Microsoft's Copilot Studio licensing guidance specifically lists the Copilot Studio authors role as a supported access configuration and explains that this role is assigned through the Power Platform admin center.
Sellers must receive appropriate Dynamics 365 Sales security roles because Sales agent access is role-driven. Microsoft states that users must be assigned Sales Manager or Salesperson roles to use Sales agent capabilities in Dynamics 365 Sales.
Finally, agents can only analyze sales records when Dataverse access is correctly configured.
Dataverse security roles define table privileges such as Read, Create, Write, Delete, Append, and Append To, so sales data access must be governed through Dataverse security permissions.
質問 # 75
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