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| Section | Weight | Objectives |
|---|---|---|
| Optimize AI-driven sales | 20–25% | - Sales productivity and automation enhancement - Copilot and AI assistant capabilities in Sales |
| Qualify and prioritize leads using AI | 15–20% | - AI-driven lead prioritization workflows - Lead scoring and qualification models |
| Configure Dynamics 365 Sales core features for AI | 15–20% | - Data and process setup for AI features - Sales environment configuration |
| Develop deals using intelligent opportunity research | 25–30% | - AI-assisted deal progression strategies - Opportunity insights and forecasting |
| Extend and enhance Sales | 10–15% | - Integration with Microsoft Copilot and Power Platform - Extending Dynamics 365 Sales with AI capabilities |
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NEW QUESTION # 12
A sales manager needs to set up goals in Dynamics 365 Sales for salespeople.
The measurement of goals must be based on the total deal amount upon closing an opportunity.
The fiscal year for the goals must be based on the calendar year.
You need to create the rollup query for the goal metrics.
Which options should you select? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Parameter
Option
Entity
Opportunity
Date field
Actual Close Date
Revenue field
Actual Revenue
The correct table is Opportunity because the goal measurement is based on deal amounts when opportunities are closed. In Dynamics 365 Sales goal metrics, rollup fields define which table and source attribute are used to calculate actual or in-progress goal values. Microsoft's goal metric documentation gives the direct example of using the Opportunity table with the opportunity actual value/source attribute to track actual money amounts from opportunities closed as Won .
The correct date field is Actual Close Date because the goal period must be determined by when the deal was actually closed, not when the opportunity was created. Microsoft's goal metric configuration guidance states that the Date Field determines the goal period that records roll up into, and gives Actual Close Date as the relevant example.
The correct revenue field is Actual Revenue because the requirement is based on the total deal amount upon closing the opportunity. Budget Amount and Total Amount do not represent the final closed deal value for goal actuals. Goal rollup fields calculate actual performance values for completed measurable results, which fits closed opportunity revenue.
References/topics: Dynamics 365 Sales goals; goal metrics; rollup fields; opportunity actual revenue; actual close date; sales performance tracking.
NEW QUESTION # 13
Drag and Drop Question
You configure the product catalog for a company that sells coffee machines and accessories.
The company requires that new products be structured and made available to the sales team.
The company also needs to group multiple products under a single parent item. Sellers need to be able to sell coffee machines, filters, and grinders together.
You need to determine the correct action for each catalog requirement.
Which configuration or action should be applied? To answer, move the appropriate configurations or actions to the correct requirements. You may use each configuration or action 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:
The correct action to make a product available for selling is Publish product. In Dynamics 365 Sales, products, families, and bundles are typically created or revised before being published.
Microsoft states that publishing makes products available for selling, and sellers can choose only published products and bundles when creating sales records such as opportunities and quotes.
To organize related products so they inherit shared attributes, use a Product family. Product families provide the hierarchy used to classify and manage similar products. Microsoft's product catalog documentation explains that a product family can contain child product families, products, and bundles in a hierarchy, and the parent family is used to structure related catalog items.
To sell coffee machines, filters, and grinders together, configure a Bundle. A bundle is the correct component when several products are sold together as one combined offering. Microsoft's product catalog guidance distinguishes bundles from product families: families organize related catalog items, while bundles package multiple sellable products together. Currency is not used here because it supports pricing localization and monetary values, not catalog structure, publication, or combined product offerings.
NEW QUESTION # 14
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.
References/topics: Power Automate automated cloud flows; Dataverse row triggers; lead qualification; opportunity follow-up task automation; Dynamics 365 Sales extensibility.
NEW QUESTION # 15
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 # 16
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 # 17
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