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| Section | Weight | Objectives |
|---|---|---|
| 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 |
| 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 |
| Develop deals using intelligent opportunity research | 25–30% | - Configure and use Sales Research Agent insights - Configure Sales Close Agent and interpret actions - Optimize opportunity management and pipeline views |
| Configure Dynamics 365 Sales core features for AI | 15–20% | - Configure mailboxes and business process flows - Evaluate prerequisites for deploying Sales - Examine Sales security model - Configure timeline and data import/export |
| Optimize AI-driven sales | 20–25% | - Configure predictive scoring and relationship intelligence - Set up conversational intelligence and forecasting - Design AI-first sales strategy with Copilot and agents - Prepare and deploy AI agents in Sales |
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NEW QUESTION # 28
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: D
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 # 29
Sales representatives work remotely and access Dynamics 365 Sales from mobile devices.
Meetings are created in Outlook for the sales team.
Users report that after installing the mobile app, they are unable to update meetings by setting the Regarding record in the mobile app.
You need to ensure users are able to track meetings to customer records without issues.
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 correct actions are to enable server-side synchronization and approve the users' mailboxes.
This is a very specific Dynamics 365 Sales mobile prerequisite. Microsoft's Sales mobile setup guidance states that to set a regarding record for a meeting, server-side synchronization must be enabled in the environment and the email address must be approved. The mobile meeting documentation repeats the same requirement: users can set the regarding record only when server-side synchronization is enabled and the email address is approved.
This makes options A and B the only correct pair. Server-side synchronization connects Dynamics 365 with Exchange/Outlook data for appointments, contacts, tasks, and email synchronization. Microsoft's server-side synchronization documentation describes it as the synchronization mechanism between customer engagement apps and Exchange, including support for appointments and mobile scenarios. A mobile offline profile controls offline data availability, not whether Outlook meetings can be tracked to customer records. Relevance search improves search behavior and performance, but it does not enable the Regarding field for meetings.
NEW QUESTION # 30
A seller asks Copilot to prepare for an upcoming customer meeting. The customer has multiple open opportunities, recent emails, and support cases. What should Copilot primarily generate?
Answer: B
NEW QUESTION # 31
You use price lists in Dynamics 365 Sales. Some price lists have expired.
Users need to be able to continue to manage their opportunities.
Which option is possible?
Answer: C
NEW QUESTION # 32
Drag and Drop Question
You are implementing Dynamics 365 Sales for a company that sells products in different markets.
The company has the following requirements:
- Must define pricing for products.
- Must automatically use a localized price list.
- Must group product prices for each region.
You need to determine how each pricing component should be configured.
Which configuration should be used? To answer, move the appropriate configurations to the correct requirements. You may use each configuration 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 component for defining product-specific prices is the Price list item. In Dynamics 365 Sales, price list items connect a product, unit, pricing method, and amount to a specific price list.
Microsoft's product pricing guidance states that price lists and price list items are used to define product pricing, and price list items are where the per-product pricing details are configured.
To automatically use a localized price list, configure Territory. Dynamics 365 Sales can automatically select a default price list for opportunities, quotes, orders, and invoices based on the sales territory of the user. Microsoft states that a price list can be associated with a territory by using the Territory Default Pricelist connection role, allowing users in that territory to have the correct price list selected by default.
To group product prices for each region, use a Price list. A price list is the container that groups the prices charged for products or services. Microsoft guidance explains that organizations can create multiple price lists to maintain separate pricing structures for different regions, sales channels, or territories. Currency supports monetary localization, but it does not group regional product prices by itself. Product bundle is unrelated because it combines products for sale as a package, not regional pricing.
NEW QUESTION # 33
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