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| Section | Weight | Objectives |
|---|---|---|
| Qualify and prioritize leads by using AI | 15-20% | - Configure lead qualification processes - Fine-tune predictive lead scoring models - Automate lead routing and prioritization - Implement Sales Qualification Agent |
| 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 |
| Optimize AI-driven sales workflows and insights | 20-25% | - Configure Copilot for Sales - Configure Sales accelerator and work distribution - Implement predictive scoring and relationship intelligence - Set up conversational intelligence |
| Extend and enhance sales solutions with AI | 10-15% | - Configure reporting and visualization - Monitor and optimize AI performance - Deploy and manage AI agents - Implement collaboration features |
| 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 # 75
A company uses the Sales Close Agent in Dynamics 365 Sales to help sellers close deals.
The sales managers want to ensure the agent is used only in specific scenarios.
You need to identify the behavior of the Sales Close Agent.
What should you use to review the agent's behavior?
Answer: A
Explanation:
The correct answer is C. To review the Sales Close Agent behavior for an opportunity, you open an opportunity researched by the agent and select See full research. Microsoft's current Dynamics 365 Sales documentation describes this flow: sellers open the My top opportunities from AI agent view, open an opportunity, review the summary section, and then select See full research to open the Opportunity research page, which contains the complete research insights and recommendations.
This page is the right place to understand what the agent is surfacing and why it is helping progress deals. The Opportunity research page includes deal importance, deal risks and mitigations, deal overview, key signals, and other research-driven insights.
NEW QUESTION # 76
A company uses Dynamics 365 Sales with the Sales Research Agent enabled. Sellers review the research canvas before planning outreach to customers.
You generate a Sales Research Agent blueprint on the research canvas.
You need to update a single component in the blueprint.
What should you do?
Answer: B
Explanation:
The correct action is Update a single block in the canvas . In Sales Research Agent, the research canvas generates a blueprint that contains research findings, visualizations, and blocks of insight. Microsoft states that users can interact with visualizations through the AI cursor, ask follow-up questions, and then choose whether to update the existing block or generate a new blueprint. If Update block is selected, the existing block is updated with the new information; if Generate new blueprint is selected, the agent creates a new blueprint and adds a journey line.
This distinction matters. The requirement is to update one component , not rebuild the full blueprint.
Regenerate the blueprint or Refresh the blueprint would affect the broader blueprint output: Microsoft documents refresh/regenerate as actions for using latest data or producing new visualizations and insights, not for targeted single-block editing. The Dynamics 365 AI Optimization hub is unrelated to editing individual research canvas blocks.
References/topics: Sales Research Agent; research canvas; blueprint blocks; AI cursor; update block; intelligent opportunity research.
NEW QUESTION # 77
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 # 78
A company uses the Sales Qualification Agent to analyze leads and determine qualification probability.
The Sales Qualification Agent is configured in Research-only mode. The agent processes a lead and determines the lead's target customer profile suitability is Low.
You need to determine the outcome of the agent's action.
What should you infer about the agent?
Answer: C
Explanation:
The correct outcome is that the agent disqualifies the lead, notifies the supervisor, and the lead continues to be assigned to the agent. In Research-only mode, the Sales Qualification Agent evaluates whether the lead fits the target customer profile. Microsoft states that when target customer profile suitability is high or medium, the lead is handed over to a seller according to the configured assignment rule. When target customer profile suitability is low, the agent disqualifies the lead, notifies the supervisor, and the lead remains assigned to the agent.
Option A is wrong because Research-only mode does not always transfer every lead to a seller; low- fit leads can be disqualified. Option C describes Research and engage behavior, where the agent sends outreach, manages responses, and hands over leads when positive intent is detected. Research-only mode generates outreach drafts but does not send outreach emails or engage with leads. Option D is also wrong because BANT criteria are only used by Research and engage mode, not Research-only mode. Therefore, a low target customer profile suitability result in Research-only mode results in agent disqualification and supervisor notification.
NEW QUESTION # 79
A sales manager wants to set up goals for all salespeople. The goal measurement is based on the total outgoing calls finished each year. The goals for the fiscal year are based on a calendar year, January- December.
You need to create the rollup query for the goal metrics.
Which option should you select? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
The correct date field is Actual End because the goal is based on calls that are finished during the calendar year. For the Phone Call table, Microsoft defines Actual End as the actual end date and time of the phone call, which is the proper date to evaluate whether the completed call falls within the January-December goal period.
The correct rollup field is Actual (Integer) because the goal measures the number of outgoing calls, not revenue or another money-based amount. Microsoft's goal metric guidance explains that goal metrics can use count/integer values, and specifically gives sales calls made by a salesperson as an example of an integer goal metric. The actual integer field represents the achieved count as of the latest rollup calculation.
The correct source record type status is Made because the requirement is for outgoing calls that were completed. Microsoft's Phone Call status reason options include Open , Made , Canceled , and Received ;
"Made" represents completed outgoing phone calls, while "Received" represents completed incoming calls.
Therefore, the rollup must count Phone Call records with status Made , using Actual End as the date boundary and Actual (Integer) as the accumulated value.
References/topics: Dynamics 365 Sales goals; goal metrics; rollup fields; phone call activity status; Actual End date; completed outgoing call tracking.
NEW QUESTION # 80
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