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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Extend and enhance sales solutions with AI | 10-15% | - Configure reporting and visualization - Implement collaboration features - Deploy and manage AI agents - Monitor and optimize AI performance |
| Topic 2: Qualify and prioritize leads by using AI | 15-20% | - Fine-tune predictive lead scoring models - Automate lead routing and prioritization - Implement Sales Qualification Agent - Configure lead qualification processes |
| Topic 3: Optimize AI-driven sales workflows and insights | 20-25% | - Configure Sales accelerator and work distribution - Set up conversational intelligence - Implement predictive scoring and relationship intelligence - Configure Copilot for Sales |
| Topic 4: Configure Dynamics 365 Sales core features for AI | 15-20% | - Integrate Microsoft Power Platform components - Configure security and access for AI features - Set up core sales entities and relationships - Design and configure sales data model |
| Topic 5: Develop deals by using intelligent opportunity research | 25-30% | - Configure forecasting and goal management - Deploy and configure Sales Close Agent - Use AI for opportunity research and insights - Optimize opportunity management workflows |
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NEW QUESTION # 20
You manage Dynamics 365 Sales.
The sales managers want to confirm that the Sales Close Agent generates insights that help progress deals.
When monitoring the Sales Close Agent, you observe that some engagements are failing.
You need to determine how the Sales Close Agent handles engagement failures.
How should you expect the agent to behave when an error occurs?
Answer: C
Explanation:
The correct behavior is that the Sales Close Agent retries up to three times within the next hour , using an exponential backoff strategy. If those immediate attempts fail, the system continues retrying the engagement over the next three days . If the engagement still fails after that retry window, the record is marked as a failure . Microsoft's Sales Close Agent documentation explicitly describes this retry pattern for engagement errors and also identifies the possible run statuses as Active, Failure, and Completed.
Option A is wrong because the agent does not retry only once after 24 hours, and failed records are not marked Completed. Option B is wrong because the agent has a defined automatic retry cycle before failure status is finalized. Option C is also wrong because the retry behavior is bounded; it does not retry indefinitely every few minutes. The failure handling is controlled, time-limited, and designed to avoid uncontrolled AI- credit consumption while still giving transient failures a chance to recover. This matters for sales managers because failed engagements must be monitored and remediated through the Sales Agent Runs view rather than assuming every selected record was successfully progressed.
References/topics: Sales Close Agent; engagement processing; retry behavior; Sales Agent Runs monitoring; opportunity/deal progression.
NEW QUESTION # 21
A seller receives dozens of customer emails daily. The organization wants AI to summarize long conversations and highlight important commitments before meetings. Which Copilot capability provides the greatest benefit?
Answer: C
Explanation:
Copilot email summarization analyzes lengthy conversations and produces concise summaries highlighting customer requests, commitments, and recent interactions. This reduces preparation time before meetings and helps sellers quickly understand ongoing discussions without reading every individual message.
NEW QUESTION # 22
You configure Dynamics 365 Sales for a company.
The company plans to implement the Sales Close Agent in Research mode.
You need to identify the capabilities of the agent.
Which two capabilities should you identify? Each correct answer presents a complete solution.
Choose two.
NOTE: Each correct selection is worth one point.
Answer: B,C
Explanation:
The correct Research mode capabilities are analyzing historical interaction data to generate opportunity insights and reviewing deal signals with risks and recommended mitigations.
Microsoft's Sales Opportunity Agent documentation describes the opportunity-focused agent as helping sellers focus on important opportunities by identifying high-value and at-risk deals, providing critical insights and recommendations, and helping sellers mitigate risks. Microsoft also states that the agent gathers information from multiple sources and provides a streamlined research experience, stakeholder and competitor intelligence, and actionable risk mitigation strategies.
Option C is correct because the agent uses opportunity context, CRM history, emails, meetings, and other available signals to generate deal insights. Option D is also correct because Microsoft's Responsible AI FAQ specifically identifies early risk detection and recommended mitigation strategies based on historical data and communication analysis.
NEW QUESTION # 23
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.
Answer:
Explanation:
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.
NEW QUESTION # 24
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:
Requirement
Configuration
Open the Pipeline view by default in Opportunities
Configure Opportunity main form
Open a specific form for the opportunity side panel
Set the default Opportunity form
Ability to expand or collapse the grid by sections
Enable aggregation on view controls
Display the average value at the bottom of the grid
Enable aggregation on view controls
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.
References/topics: Opportunity pipeline view; Opportunity main form; side panel default form; grouping and aggregation; pipeline grid configuration.
NEW QUESTION # 25
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