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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Extend and enhance Sales | 10–15% | - Create Power Platform components (Power Automate, Power Apps, Power BI) - Deploy and configure Sales mobile app and Teams calling |
| Topic 2: Qualify and prioritize leads using AI | 15–20% | - Fine-tune predictive scoring model - Configure Sales Qualification Agent and monitor its performance - Configure lead and opportunity experience |
| Topic 3: Configure Dynamics 365 Sales core features for AI | 15–20% | - Evaluate prerequisites for deploying Sales - Examine Sales security model - Configure timeline and data import/export - Configure mailboxes and business process flows |
| Topic 4: Optimize AI-driven sales | 20–25% | - Prepare and deploy AI agents in Sales - Configure predictive scoring and relationship intelligence - Design AI-first sales strategy with Copilot and agents - Set up conversational intelligence and forecasting |
| Topic 5: Develop deals using intelligent opportunity research | 25–30% | - Configure Sales Close Agent and interpret actions - Optimize opportunity management and pipeline views - Configure and use Sales Research Agent insights |
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NEW QUESTION # 68
Hotspot Question
You are customizing a workspace in the sales accelerator.
The workspace must display the industry of a company.
You need to configure the work item appearance for a company.
Which two settings should you modify? To answer, select the appropriate UI element in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
The correct two UI elements are the Select record type dropdown and one of the Customize field dropdowns on the work item card. In Dynamics 365 Sales, a "company" record is represented by the Account table. The screenshot currently shows the selected record type as Contacts, which would expose contact-related fields such as Full Name, Job Title, and Company Name. That is not the correct entity if the requirement is to display the industry of a company. Therefore, the record type must first be changed to Accounts.
After selecting Accounts, modify the card layout by selecting the Industry field in the Customize section. Microsoft's sales accelerator workspace guidance states that work item appearance can be customized for each record type so sellers see the most relevant information in their work list.
The work item appearance page lets administrators choose the record type and configure the fields displayed on the work item card.
Do not modify Lock customization as the answer target. That controls whether users can personalize the layout; it does not select the account entity or display the Industry field.
NEW QUESTION # 69
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 # 70
A company plans to deploy a Dynamics 365 Sales Hub app.
An administrator creates a Power Platform environment with the following configuration:
. The environment does not have a database.
The environment is a sandbox environment.
. Access to the environment is restricted to a security group.
. The administrator has the System Administrator role.
You need to ensure that the administrator can deploy Dynamics 365 Sales.
Which two actions should you perform? Each correct answer presents part of the solution. Choose two.
NOTE: Each correct selection is worth one point.
Answer: A,C
Explanation:
The administrator must have both the correct license and an environment that supports Dynamics 365 apps .
Microsoft states that when creating a production or sandbox Power Platform environment with a Dataverse database, administrators can add Dynamics 365 apps such as Dynamics 365 Sales, but they must select Enable Dynamics 365 apps during database provisioning. Microsoft also states that a valid Dynamics 365 license is required to enable Dynamics 365 apps.
Therefore, the administrator must be assigned a Dynamics 365 Sales Enterprise license , and the environment must have Dataverse added with Dynamics 365 apps enabled . After the Sales license is available, Dynamics 365 Sales apps such as Sales Hub can be installed from the Power Platform admin center under the environment's Dynamics 365 apps resources.
Option A is wrong because server-side synchronization is used for Exchange email, appointments, contacts, and tasks integration; it is not required to deploy Sales Hub. Option D is not required because a sandbox environment can support Dynamics 365 apps when Dataverse and Dynamics 365 apps are enabled. Option E is unnecessary unless the administrator is excluded from the security group; the scenario already states the administrator has the System Administrator role.
References/topics: Power Platform environment provisioning; Dataverse database; Enable Dynamics
365 apps; Dynamics 365 Sales licensing; Sales Hub deployment.
NEW QUESTION # 71
You are preparing to deploy AI agents for a company ' s sellers.
The company wants to ensure that AI capacity is available before agents begin operating.
You need to configure Dynamics 365 so AI agents can consume AI credits.
Which action should you perform?
Answer: D
Explanation:
The correct action is to assign AI capacity to the Dynamics 365 environment . AI agents and AI-powered features run inside a Power Platform/Dynamics 365 environment, and the environment must have available AI capacity or credits before those features can execute reliably. Microsoft's AI capacity guidance states that once acquired, AI credits can be allocated or assigned to a specific environment, and when an environment has access to the credits, AI features are enabled in that environment. It also states that if consumption exceeds available credits, some features may be blocked.
Option A is wrong because creating a new environment does not automatically provide AI capacity. The existing Dynamics 365 Sales environment can consume AI credits only when capacity is assigned or available to it. Option C is also wrong because Copilot Studio author permissions allow users to design or create agents; that is an authoring permission, not a capacity configuration. Option D is useful after deployment because administrators can monitor consumption in the Power Platform admin center, but monitoring does not make credits available. Microsoft also notes that AI Builder capacity is licensed as an add-on that must be allocated to a Power Platform environment by an administrator.
References/topics: AI capacity allocation; Copilot/AI credits; Power Platform environment capacity; Dynamics 365 Sales AI agents; agent deployment prerequisites.
NEW QUESTION # 72
A company plans to implement AI capabilities in Dynamics 365 Sales to automate multiple seller workflow tasks.
The company needs to assign AI capabilities that provide the following:
. Must identify contextual insights about accounts before outreach.
. Must generate overviews of opportunity activities and emails.
. Must evaluate and qualify incoming leads automatically.
You need to match the appropriate AI capability to each seller workflow task.
Which configuration should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Requirement
Configuration
Identify insights about accounts
Sales Research Agent
Generate opportunity overview
Copilot summarization
Automate lead processing
Sales Qualification Agent
The correct capability for identifying contextual account insights before outreach is Sales Research Agent .
This agent is designed to help sellers and sales leaders gather AI-generated research about customers, prospects, and sales targets, which directly supports pre-outreach preparation and account intelligence. It is not Conversation Intelligence, because Conversation Intelligence analyzes calls and seller-customer conversations after or during interactions, not account research before outreach.
For generating an opportunity overview, the correct capability is Copilot summarization . Copilot in Dynamics 365 Sales can generate quick summaries of opportunity and lead records, including relevant activity and communication context, so sellers can quickly understand the state of a deal without manually reviewing all historical interactions.
For automating lead processing, the correct capability is Sales Qualification Agent . This agent evaluates incoming leads against qualification criteria, researches lead context, determines fit, and can qualify or disqualify leads according to configured business rules. Predictive lead scoring prioritizes leads by likelihood to convert, but it does not perform autonomous lead qualification processing. Sales Close Agent is focused on opportunity/deal execution, not lead qualification.
References/topics: Sales Research Agent; Copilot record summarization; Sales Qualification Agent; AI- driven seller workflow automation; Dynamics 365 Sales AI capabilities.
NEW QUESTION # 73
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