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| Section | Weight | Objectives |
|---|---|---|
| Develop deals by using intelligent opportunity research | 25-30% | - Use AI for opportunity research and insights - Configure forecasting and goal management - Optimize opportunity management workflows - Deploy and configure Sales Close Agent |
| Optimize AI-driven sales workflows and insights | 20-25% | - Configure Sales accelerator and work distribution - Configure Copilot for Sales - Implement predictive scoring and relationship intelligence - Set up conversational intelligence |
| Extend and enhance sales solutions with AI | 10-15% | - Monitor and optimize AI performance - Configure reporting and visualization - Deploy and manage AI agents - Implement collaboration features |
| Configure Dynamics 365 Sales core features for AI | 15-20% | - Set up core sales entities and relationships - Design and configure sales data model - Integrate Microsoft Power Platform components - Configure security and access for AI features |
| Qualify and prioritize leads by using AI | 15-20% | - Automate lead routing and prioritization - Fine-tune predictive lead scoring models - Configure lead qualification processes - Implement Sales Qualification Agent |
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NEW QUESTION # 47
A sales team contacts customers to promote and sell products.
You need the sales team to place outbound calls directly from Dynamics 365 Sales records using Microsoft Teams.
You need to enable calling directly from records.
What should you configure?
Answer: C
Explanation:
The correct configuration is to enable the Microsoft Teams dialer . Microsoft's Dynamics 365 Sales documentation states that Microsoft Teams dialer brings Teams calling directly into Dynamics 365 Sales so sellers can make and receive calls without leaving the application. The documented setup path is to go to Sales Hub app settings, open Teams calls , and turn on Teams calls for the selected security roles and apps.
This matches the requirement precisely: the sales team must place outbound calls directly from Dynamics 365 Sales records using Microsoft Teams. Phone numbers and PSTN connectivity are prerequisites for Teams calling, but option A is not the Dynamics 365 Sales feature that enables record-level calling. The mobile app is irrelevant because the question asks for calling from Dynamics 365 Sales records, not mobile access. Teams meeting integration supports meetings and collaboration, but it does not enable click-to-call or Teams dialer calling from Sales records. Therefore, the required feature is Microsoft Teams dialer .
References/topics: Microsoft Teams dialer; Teams calls in Dynamics 365 Sales; outbound calling from Sales records; Sales Hub Teams calls configuration.
NEW QUESTION # 48
Drag and Drop Question
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.
Answer:
Explanation:
Explanation:
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.
NEW QUESTION # 49
You are the Dynamics 365 Sales administrator for an electronics company.
The sales team is having difficulty locating different products in the same category -- for instance, all versions of flat screen TVs available.
You need to organize the products in a way that makes it easier for the sales team to search for products.
What should you use?
Answer: A
Explanation:
The correct answer is Product families because the requirement is to organize similar products into searchable categories. In Dynamics 365 Sales, product families are used to classify and group related products under a product hierarchy. Microsoft's product catalog guidance explains that products can be created as standalone products or inside a family depending on how the organization wants to organize and classify them, and the training module specifically describes creating product family hierarchies that include product bundles and individual products.
For the example in the question, "flat screen TV" would be the product family, while individual versions such as 42-inch, 55-inch, OLED, QLED, or 4K models would be products inside that family. This makes browsing and searching easier for sellers because related variants are grouped logically. Product unit groups define how products are sold, such as each, box, or case; they do not categorize products. Related products are used for cross-sell, upsell, substitute, or accessory recommendations, not primary catalog organization. Product bundles combine multiple products sold together as a package. Therefore, the correct catalog structure is Product families.
NEW QUESTION # 50
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?
Answer: B
Explanation:
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.
NEW QUESTION # 51
You are configuring Microsoft Teams calling for a company. The company uses Dynamics 365 Sales and Microsoft Teams. The Microsoft Teams dialer is enabled with all the prerequisites.
Sellers report the following issues:
. The Microsoft Teams dialer is enabled and the security role is assigned in the dialer configuration, but sellers in the security role are not able to access the dialer in Sales Hub.
. Sellers report that their existing third-party telephony system stopped working in Sales.
. Sellers are able to use the Microsoft Teams dialer in Sales Hub, but sellers that are using a custom model- driven app are not able to access the dialer.
You need to resolve the issues.
How should you configure the Microsoft Teams dialer setup? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Issue
Configuration
Sellers are not able to access the dialer in Sales Hub
Assign the security role to the root business unit.
Existing third-party telephony system stopped working
Disable the Microsoft Teams dialer for sellers using the third-party system.
Dialer is not accessible in a custom model-driven app
Set the custom app as an available app in the dialer configuration.
For the first issue, the security role must be associated with the root business unit . Microsoft states that when Teams dialer is enabled for specific security roles, the selected roles must be associated with the root business unit; otherwise, users do not see the Teams dialer in Sales Hub. Merely assigning the role in the dialer configuration is not enough if the role is not rooted correctly.
For the second issue, Teams dialer conflicts with third-party telephony integrations that use Dynamics 365 Channel Integration Framework. Microsoft explicitly notes that when Microsoft Teams dialer is enabled, other telephony systems connected through Channel Integration Framework stop working for users for whom Teams dialer is enabled. Therefore, sellers who must continue using the third-party telephony system should not have Teams dialer enabled.
For the custom model-driven app issue, the dialer must be made available for that app in the dialer configuration. In the Teams dialer advanced options, administrators select the apps where the dialer should be available; Sales Hub is selected by default, so custom apps must be added explicitly.
References/topics: Microsoft Teams dialer; Dynamics 365 Sales calling; security roles; root business unit; Channel Integration Framework; custom model-driven app availability.
NEW QUESTION # 52
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