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| Section | Weight | Objectives |
|---|---|---|
| Extend and enhance sales solutions with AI | 10-15% | - Monitor and optimize AI performance - Deploy and manage AI agents - Implement collaboration features - Configure reporting and visualization |
| 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 |
| Qualify and prioritize leads by using AI | 15-20% | - Automate lead routing and prioritization - Implement Sales Qualification Agent - Configure lead qualification processes - Fine-tune predictive lead scoring models |
| Develop deals by using intelligent opportunity research | 25-30% | - Deploy and configure Sales Close Agent - Optimize opportunity management workflows - Use AI for opportunity research and insights - Configure forecasting and goal management |
| Optimize AI-driven sales workflows and insights | 20-25% | - Implement predictive scoring and relationship intelligence - Configure Copilot for Sales - Configure Sales accelerator and work distribution - Set up conversational intelligence |
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NEW QUESTION # 86
A company notices that sales representatives often forget to contact prospects after meetings.
Managers want AI to automatically recommend follow-up activities based on customer engagement without requiring custom workflows. Which capability best satisfies this requirement?
Answer: B
Explanation:
Sales Accelerator combines worklists with AI-generated recommendations to suggest the next best actions. Representatives receive prioritized activities such as follow-up calls or emails based on engagement signals, allowing them to maintain consistent communication without relying solely on manually designed automation.
NEW QUESTION # 87
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 # 88
You are implementing an agent in Dynamics 365 Sales for a company.
The customer runs weekly webinars that generate thousands of inbound leads.
The sales team needs to automate the first part of qualification but transfer promising leads to sellers.
The marketing team needs to analyze lead information and determine qualification possibility.
However, all outreach to prospects must be managed by human sellers due to compliance requirements.
You have the following requirements for the agent:
- The agent must research inbound leads and if they match the target
customer profile.
- The agent must evaluate Budget, Authority, Need, and Timeline during
early engagement before transferring to sellers.
- The agent must send the initial outreach email automatically, manage
responses, and detect positive intent.
- The leads that do NOT match the target customer profile should be
disqualified automatically, and sales supervisors should be notified.
- The qualified and positive intent leads should be transferred to
sellers.
You need to determine which configuration should be used.
Which agent and mode should you use?
Answer: B
Explanation:
The correct configuration is Sales Qualification Agent in Research and engage mode. The question contains one conflicting sentence about human-managed outreach, but the explicit agent requirements require autonomous outreach, response handling, BANT evaluation, positive- intent detection, disqualification of poor-fit leads, supervisor notification, and seller handoff. Those capabilities map only to Research and engage mode.
Microsoft's Sales Qualification Agent documentation states that both modes can research leads and check target customer profile fit, but only Research and engage mode checks BANT criteria, sends outreach emails, detects positive intent, sends follow-up emails, and engages with leads based on their responses. Microsoft's handoff criteria documentation also states that BANT criteria are only used by Research and engage mode, and that leads satisfying BANT and purchase-interest criteria are handed over to sellers, while leads that do not satisfy the configured criteria are disqualified and added for supervisor review.
Option B or D would be correct only if the controlling requirement were strictly "human sellers must manage all outreach." But the listed automation requirements go beyond Research-only mode, so the exam answer is C.
NEW QUESTION # 89
Hotspot Question
You are configuring Dynamics 365 Sales for a company.
Sales leadership wants to track monthly revenue targets for each seller and evaluate whether targets are achieved.
The configuration must include the following:
- Define measurable sales targets.
- Aggregate opportunity revenue.
You need to configure the system so that the sales performance can be measured using defined targets.
What should you configure for each requirement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
The correct configuration for defining measurable sales targets is Goal metric. In Dynamics 365 Sales, goals are measured by using goal metrics, which define what is being measured and how performance is calculated. Microsoft's goal documentation explains that goals help measure progress toward targets such as revenue, while goal metrics and their rollup fields define the values used to calculate performance against those targets.
To aggregate opportunity revenue, use the Rollup column. A goal metric uses rollup fields/columns to calculate actual, in-progress, or custom values. Microsoft specifically describes a money-based goal metric that uses the Opportunity table and the opportunity actual revenue field to track money amounts from opportunities closed as won. This matches the requirement to aggregate opportunity revenue for monthly seller targets. Rollup query is not the best answer because it only adds filtering criteria to an existing goal metric, such as limiting records by owner, territory, or other conditions; it does not define the revenue aggregation itself. Goal hierarchy organizes parent-child goals, and forecasting supports pipeline projections, but neither defines the measurable target calculation or aggregates opportunity revenue for goal achievement.
NEW QUESTION # 90
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:
Requirement
Configuration or action
Make a product available for selling
Publish product
Organize related products so they inherit shared attributes
Product family
Create a combined offering of several products
Bundle
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.
References/topics: Product catalog lifecycle; publish product; product families; product bundles; Dynamics 365 Sales product catalog configuration.
NEW QUESTION # 91
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