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| Section | Weight | Objectives |
|---|---|---|
| Optimize AI-driven sales workflows and insights | 20-25% | - Implement predictive scoring and relationship intelligence - Configure Sales accelerator and work distribution - Configure Copilot for Sales - Set up conversational intelligence |
| Configure Dynamics 365 Sales core features for AI | 15-20% | - Integrate Microsoft Power Platform components - Configure security and access for AI features - Set up core sales entities and relationships - Design and configure sales data model |
| 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 |
| Extend and enhance sales solutions with AI | 10-15% | - Monitor and optimize AI performance - Deploy and manage AI agents - Configure reporting and visualization - Implement collaboration features |
| Develop deals by using intelligent opportunity research | 25-30% | - Use AI for opportunity research and insights - Configure forecasting and goal management - Deploy and configure Sales Close Agent - Optimize opportunity management workflows |
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問題 #44
A seller receives dozens of customer emails daily. The organization wants AI to summarize long conversations and highlight important commitments before meetings. Which Copilot capability provides the greatest benefit?
答案：A
解題說明：
Copilot email summarization analyzes lengthy conversations and produces concise summaries highlighting customer requests, commitments, and recent interactions. This reduces preparation time before meetings and helps sellers quickly understand ongoing discussions without reading every individual message.
問題 #45
You are configuring a Dynamics 365 Sales implementation for a company.
The company has the following requirements:
. Must enable guided sales qualifications.
. Must allow sellers to create multiple opportunities when qualifying a lead.
. Must display full related emails with images on opportunities.
. Must notify supervisors when leads are qualified.
You need to configure the lead-to-opportunity qualification process based on the company ' s requirements.
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. You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
答案：
解題說明：
Explanation:
Requirement
Configuration
Enable guided sales qualifications
Business process flow
Allow sellers to create multiple opportunities when qualifying a lead
Lead qualification experience
Display emails with images
Timeline
Notify supervisors when leads are qualified
Power Automate cloud flow
Guided sales qualification is handled by a Business process flow because BPFs define the sales stages and required steps sellers follow during lead-to-opportunity execution. Microsoft describes lead qualification as the movement of a lead through the sales process into an opportunity, and business process flows are the native model-driven mechanism for guided stage-based work.
Creating multiple opportunities during qualification is controlled by the Lead qualification experience .
Microsoft's lead qualification configuration allows administrators to customize how account, contact, and opportunity records are created when a lead is qualified, including seller-controlled conversion behavior.
Full related emails, including rich email content, belong in the Timeline because the timeline control displays activities related to a record, including emails, appointments, phone calls, notes, and tasks. Microsoft also states the enhanced email experience is available from the Timeline section of customer engagement apps.
Supervisor notification should be implemented with a Power Automate cloud flow . A Dataverse-triggered cloud flow can run when a lead row changes status or when a qualification process creates an opportunity, then notify the supervisor.
References/topics: Business process flows; lead qualification experience; Dynamics 365 Sales timeline; Power Automate Dataverse triggers; lead-to-opportunity qualification automation.
問題 #46
A company uses the Sales Close Agent in Dynamics 365 Sales to help sellers close deals.
The sales managers want to ensure the agent is used only in specific scenarios.
You need to identify the behavior of the Sales Close Agent.
What should you use to review the agent's behavior?
答案：C
解題說明：
The correct answer is C. To review the Sales Close Agent behavior for an opportunity, you open an opportunity researched by the agent and select See full research. Microsoft's current Dynamics 365 Sales documentation describes this flow: sellers open the My top opportunities from AI agent view, open an opportunity, review the summary section, and then select See full research to open the Opportunity research page, which contains the complete research insights and recommendations.
This page is the right place to understand what the agent is surfacing and why it is helping progress deals. The Opportunity research page includes deal importance, deal risks and mitigations, deal overview, key signals, and other research-driven insights.
問題 #47
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.
答案：C,D
解題說明：
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.
問題 #48
Hotspot Question
A company plans to deploy AI agents in Dynamics 365 Sales to help sellers research accounts and summarize opportunity activity.
The company has the following requirements:
- AI capabilities must be activated in the environment.
- Administrators must be able to design, create, and manage AI agents.
- Sellers must have permissions that allow them to interact with AI-
generated insights in Sales.
- AI agents must be able to read and analyze the organization's sales
data stored in the platform.
You need to configure platform capabilities required for AI agents.
Which configuration should you apply for each requirement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
答案：
解題說明：
Explanation:
The environment-level AI prerequisite is to deploy Copilot in Dynamics 365 Sales. Microsoft states that Copilot features must be turned on for Dynamics 365 Sales and that enabling Copilot activates the embedded chat and Copilot experiences in sales apps. Microsoft also identifies AI Agents and AI insight cards as environment capabilities required for Sales agents.
Administrators who design or create agents need Copilot Studio author capability. Microsoft's Copilot Studio licensing guidance specifically lists the Copilot Studio authors role as a supported access configuration and explains that this role is assigned through the Power Platform admin center.
Sellers must receive appropriate Dynamics 365 Sales security roles because Sales agent access is role-driven. Microsoft states that users must be assigned Sales Manager or Salesperson roles to use Sales agent capabilities in Dynamics 365 Sales.
Finally, agents can only analyze sales records when Dataverse access is correctly configured.
Dataverse security roles define table privileges such as Read, Create, Write, Delete, Append, and Append To, so sales data access must be governed through Dataverse security permissions.
問題 #49
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