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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Configure Dynamics 365 Sales core features for AI | 15-20% | - Set up core sales entities and relationships - Integrate Microsoft Power Platform components - Design and configure sales data model - Configure security and access for AI features |
| Topic 2: Extend and enhance sales solutions with AI | 10-15% | - Deploy and manage AI agents - Configure reporting and visualization - Monitor and optimize AI performance - Implement collaboration features |
| Topic 3: Optimize AI-driven sales workflows and insights | 20-25% | - Configure Copilot for Sales - Configure Sales accelerator and work distribution - Set up conversational intelligence - Implement predictive scoring and relationship intelligence |
| Topic 4: Qualify and prioritize leads by using AI | 15-20% | - Configure lead qualification processes - Fine-tune predictive lead scoring models - Implement Sales Qualification Agent - Automate lead routing and prioritization |
| Topic 5: Develop deals by using intelligent opportunity research | 25-30% | - Deploy and configure Sales Close Agent - Use AI for opportunity research and insights - Optimize opportunity management workflows - Configure forecasting and goal management |
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NEW QUESTION # 29
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear on the review screen.
You are deploying AI agents for a company using Microsoft Dynamics 365 Sales.
The company wants to ensure that AI usage is tracked and billed monthly.
The company requires that AI billing uses pre-paid credits.
You need to configure the billing based on the requirements.
Solution: Create a billing policy for the Dynamics 365 Sales environment.
Does the solution meet the goal?
Answer: A
Explanation:
The solution does not meet the goal because a billing policy for the Dynamics 365 Sales environment is associated with the pay-as-you-go consumption model, not the prepaid-credit model required in the question. Microsoft separates Dynamics 365 Sales Copilot and agent billing into two models:
prepaid capacity and pay-as-you-go. Prepaid capacity uses Copilot Studio message pack subscriptions that are purchased in advance, while pay-as-you-go charges for the actual number of messages consumed by agents during the month.
For prepaid AI credits, the correct configuration is to purchase the Copilot message pack subscription and then assign that prepaid capacity to the required Power Platform/Dynamics 365 Sales environment. Microsoft's setup steps for prepaid capacity specifically state that admins must purchase Copilot message packs through the Microsoft 365 admin center or Partner Center and assign prepaid capacity to the Power Platform environment through the Power Platform admin center.
So the proposed solution is wrong for the stated requirement. It may support monthly tracked consumption under pay-as-you-go, but it does not satisfy the explicit requirement to use pre-paid credits.
NEW QUESTION # 30
You are implementing an agent in Dynamics 365 Sales for a company.
The customer runs weekly webinars that generate thousands of inbound leads.
The sales team needs to automate the first part of qualification but transfer promising leads to sellers.
The marketing team needs to analyze lead information and determine qualification possibility. However, all outreach to prospects must be managed by human sellers due to compliance requirements.
You have the following requirements for the agent:
. The agent must research inbound leads and if they match the target customer profile.
. The agent must evaluate Budget, Authority, Need, and Timeline during early engagement before transferring to sellers.
. The agent must send the initial outreach email automatically, manage responses, and detect positive intent.
. The leads that do NOT match the target customer profile should be disqualified automatically, and sales supervisors should be notified.
. The qualified and positive intent leads should be transferred to sellers.
You need to determine which configuration should be used.
Which agent and mode should you use?
Answer: B
Explanation:
The correct configuration is Sales Qualification Agent in Research and engage mode . The question contains one conflicting sentence about human-managed outreach, but the explicit agent requirements require autonomous outreach, response handling, BANT evaluation, positive-intent detection, disqualification of poor- fit leads, supervisor notification, and seller handoff. Those capabilities map only to Research and engage mode.
Microsoft's Sales Qualification Agent documentation states that both modes can research leads and check target customer profile fit, but only Research and engage mode checks BANT criteria, sends outreach emails, detects positive intent, sends follow-up emails, and engages with leads based on their responses.
Microsoft's handoff criteria documentation also states that BANT criteria are only used by Research and engage mode, and that leads satisfying BANT and purchase-interest criteria are handed over to sellers, while leads that do not satisfy the configured criteria are disqualified and added for supervisor review.
Option B or D would be correct only if the controlling requirement were strictly "human sellers must manage all outreach." But the listed automation requirements go beyond Research-only mode, so the exam answer is C
.
References/topics: Sales Qualification Agent; Research and engage mode; target customer profile; BANT; purchase intent; lead handoff; supervisor review.
NEW QUESTION # 31
An organization wants Copilot responses to include CRM information while respecting existing security permissions. What should administrators expect?
Answer: A
Explanation:
Copilot follows existing Dynamics 365 security models and only surfaces information users are already authorized to access. This ensures AI-generated responses remain consistent with organizational security and data governance policies.
NEW QUESTION # 32
Your company is preparing sellers for complex enterprise opportunities.
The company wants sellers to gather relevant insights before initial account engagement.
You need to determine when using the Sales Research Agent is appropriate.
In which two scenarios are you able to use the Sales Research Agent? Each correct answer is a complete solution. Choose two.
NOTE: Each correct selection is worth one point.
Answer: A,C
Explanation:
The correct scenarios are B and C . Sales Research Agent is designed for research and analysis, not autonomous record updates or email engagement. Microsoft describes the agent as an AI-powered research canvas that lets users solve complex business questions through natural language, generate research blueprints, review sales-data insights, and ask follow-up questions to refine the analysis. It can use Dynamics
365 Sales data, uploaded offline files such as CSV, Excel, or PDF, and connected data sources to support pipeline exploration and sales operations analysis.
Option B is correct because Microsoft states that Sales Research Agent may use Bing Search only when the Bing search consent setting is enabled. When Bing search is disabled, the agent operates only on internal data sources that the user already has permission to access. Option C is also correct because the agent generates a research blueprint with visualizations and a text overview, and users can continue iterating by asking follow- up questions or changing visualizations on the canvas. Option A is wrong because Sales Research Agent is analytical; it does not update opportunities with risk or importance values. Option D is wrong because automatic email engagement is the domain of sales/qualification engagement agents, not Sales Research Agent.
References/topics: Sales Research Agent; research canvas; AI-generated blueprints; Bing search consent; internal sales data analysis; intelligent opportunity research.
NEW QUESTION # 33
A seller notices that an opportunity score increased significantly after several customer meetings and email exchanges. Which AI capability most likely influenced the updated prediction?
Answer: B
Explanation:
Opportunity scoring evaluates multiple relationship signals such as meeting frequency, email engagement, customer responsiveness, and historical behaviors. Increased positive interactions often improve opportunity health and raise the predicted likelihood of successfully closing the deal.
NEW QUESTION # 34
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