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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Configure Dynamics 365 Sales core features for AI | 15-20% | - Design and configure sales data model - Set up core sales entities and relationships - Integrate Microsoft Power Platform components - Configure security and access for AI features |
| Topic 2: Develop deals by using intelligent opportunity research | 25-30% | - Use AI for opportunity research and insights - Optimize opportunity management workflows - Deploy and configure Sales Close Agent - Configure forecasting and goal management |
| Topic 3: Extend and enhance sales solutions with AI | 10-15% | - Implement collaboration features - Deploy and manage AI agents - Monitor and optimize AI performance - Configure reporting and visualization |
| Topic 4: Qualify and prioritize leads by using AI | 15-20% | - Configure lead qualification processes - Automate lead routing and prioritization - Implement Sales Qualification Agent - Fine-tune predictive lead scoring models |
| Topic 5: Optimize AI-driven sales workflows and insights | 20-25% | - Configure Copilot for Sales - Set up conversational intelligence - Implement predictive scoring and relationship intelligence - Configure Sales accelerator and work distribution |
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NEW QUESTION # 19
You need to configure AI-powered research capabilities for the sales team.
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.
Answer:
Explanation:
Explanation:
Requirement
Configuration
Blueprints
Name the blueprint workspace and pin the workspace.
Questions
Create a business function with seeded prompts.
For Blueprints, the correct configuration is to name the blueprint workspace and pin the workspace. The requirement is not asking to regenerate analysis; it asks for a reliable way to return to frequently used research output. In Sales Research Agent, a generated blueprint exists inside a workspace, and Microsoft states that the workspace displays the workspace name, can be renamed, and can be switched from the workspace menu.
That makes naming and pinning the workspace the correct operational pattern for reusable research access.
For Questions, the correct configuration is to create a business function with seeded prompts. Sales Research Agent business functions are designed to tailor research to a specific use case, and administrators can add starter prompts. Microsoft explains that starter prompts appear on the Sales Research Agent home page for quick access and that the full prompt is sent to the agent when selected. This directly satisfies the requirement to retain a reusable library of approved questions.
Do not select regenerate the blueprint because regeneration refreshes or recreates analysis, but it does not create a persistent shortcut to frequently used research. Do not select custom table or manual prompt questions in Sales Copilot because the native Sales Research Agent feature already supports reusable business- function prompts.
References/topics: Sales Research Agent; research blueprints; workspace management; business functions; seeded/starter prompts; intelligent opportunity research.
NEW QUESTION # 20
A company is using Dynamics 365 Sales.
The company is NOT using predictive lead scoring. The company has historical sales records for the last three years.
You need to configure a predictive lead scoring model.
What is the minimum number of records required?
Answer: B
Explanation:
The minimum dataset for a predictive lead scoring model is 40 qualified leads and 40 disqualified leads. Microsoft's Dynamics 365 Sales documentation states that an organization must have created and closed at least 40 qualified and 40 disqualified leads within the selected training period to train the model. The broader lead and opportunity scoring documentation confirms the same threshold and distinguishes lead scoring from opportunity scoring: lead scoring requires qualified and disqualified leads, while opportunity scoring requires won and lost opportunities.
This distinction is critical. Predictive lead scoring predicts the likelihood that a lead will qualify or convert based on historical lead outcomes, so the model needs examples of both successful and unsuccessful lead qualification results. Won and lost opportunities are not the correct training records for lead scoring; they apply to predictive opportunity scoring. The question also states that the company has historical sales records for three years, but the model requirement is based on the minimum qualifying lead dataset, not merely the total age of available data. Therefore, the required minimum is 40 qualified leads and 40 disqualified leads.
NEW QUESTION # 21
A sales executive wants to measure whether Copilot adoption actually improves seller productivity over time. Which metric would provide the strongest evidence?
Answer: C
Explanation:
A meaningful productivity metric evaluates business outcomes rather than technical configuration.
Measuring reduced preparation time alongside maintained or improved customer engagement and sales performance demonstrates whether Copilot delivers measurable operational value without sacrificing effectiveness.
NEW QUESTION # 22
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: Configure capacity overages to the billing plan on the Dynamics 365 Sales environment.
Does the solution meet the goal?
Answer: B
Explanation:
The solution does not meet the goal. The requirement is explicit: AI billing must use pre-paid credits .
Microsoft's Dynamics 365 Sales billing guidance separates 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 bills for the actual number of messages consumed during the month.
Configuring capacity overages to a billing plan is not the prepaid-credit model. Overages are tied to consumption beyond allocated capacity and are handled through billing-plan/pay-as-you-go behavior. That conflicts with the requirement to use pre-purchased credits. For prepaid billing, the correct approach is to purchase Copilot Studio message packs or capacity packs and assign that prepaid capacity to the Dynamics
365/Power Platform environment. Microsoft's Power Platform capacity guidance states that prepaid capacity can be assigned to environments, and when prepaid capacity is exhausted, administrators must reallocate capacity, purchase more credits, or enable pay-as-you-go billing.
Therefore, configuring overages may support monthly usage billing, but it does not satisfy the stated requirement that billing must use prepaid credits.
References/topics: Dynamics 365 Sales consumption-based billing; prepaid capacity; Copilot Studio message packs; Copilot credit capacity; pay-as-you-go overage handling.
NEW QUESTION # 23
Hotspot Question
A company generates leads from a webform. Salespeople manage leads by country/region. All salespeople are part of the same Dynamics 365 Sales team.
The sales manager requires the following functionality:
- Automate lead assignments.
- Ensure each seller can never have more than 20 open leads.
You create a country/region attribute for the process. You must simplify the process. You plan to use segments when possible.
You need to create a lead assignment rule for each country/region.
Which configurations should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
The clean configuration is to create one reusable segment for webform leads, then add the varying country/region condition inside each country-specific assignment rule. Dynamics 365 Sales assignment rules are built by selecting the eligible segment first, then adding rule conditions to further filter records. Microsoft also recommends splitting conditions between segments and assignment rules to keep rules simpler and more efficient.
For routing to the correct sellers, use sellers with matching attributes. The scenario says salespeople manage leads by country/region and that a country/region attribute has been created. Assignment rules support assigning records to sellers who satisfy matching seller attributes or existing seller record fields, which avoids hardcoding individual sellers and is much easier to maintain as sellers change regions.
For distribution, use load balancing because the requirement is capacity-based: no seller should exceed 20 open leads. Dynamics 365 Sales load balancing distributes records based on seller workload/capacity, and seller capacity is calculated by subtracting active assigned records from the maximum configured capacity. Round robin is weaker here because it primarily considers assignment order, not workload.
NEW QUESTION # 24
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