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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Extend and enhance Sales | 10–15% | - Integration with Microsoft Copilot and Power Platform - Extending Dynamics 365 Sales with AI capabilities |
| Topic 2: Optimize AI-driven sales | 20–25% | - Copilot and AI assistant capabilities in Sales - Sales productivity and automation enhancement |
| Topic 3: Develop deals using intelligent opportunity research | 25–30% | - Opportunity insights and forecasting - AI-assisted deal progression strategies |
| Topic 4: Configure Dynamics 365 Sales core features for AI | 15–20% | - Data and process setup for AI features - Sales environment configuration |
| Topic 5: Qualify and prioritize leads using AI | 15–20% | - AI-driven lead prioritization workflows - Lead scoring and qualification models |
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NEW QUESTION # 29
Drag and Drop Question
A company tracks opportunities using the pipeline view.
The sales managers want pipeline stages configured so they can quickly identify deal progress.
The configuration must meet the following requirements:
- Open the Pipeline view by default in Opportunities.
- Open a specific form for the opportunity side panel.
- Provide the ability to expand or collapse the grid by sections, for
example Owner or Account.
- Display the average value at the bottom of the grid.
You need to identify the opportunity configuration.
Which configuration should you apply for each requirement? 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:
To open the Pipeline view by default, configure the Opportunity main form by adding the Pipeline view control for Opportunities. Microsoft states that the read-only grid is the default view for opportunities, but administrators can set the Opportunities pipeline view as the default by customizing the Opportunity table form and adding the Pipeline view component. The configuration includes selecting the Opportunities table, choosing the opportunity view, and enabling grouping and aggregation.
To open a specific form in the opportunity side panel, use Set the default Opportunity form.
Microsoft's configuration guidance states that when sellers open an opportunity from the pipeline view, the side panel displays opportunity details, and administrators can change the default side- panel form to the main opportunity form or a custom form.
For expanding/collapsing by sections such as Owner or Account and displaying average values at the bottom of the grid, enable aggregation/grouping behavior on the Pipeline view control.
Microsoft states that Enable grouping and Enable aggregation allow sellers to group and aggregate opportunities in the pipeline view. This supports sectioned grid behavior and aggregate values such as average, sum, or count. The quick create form is irrelevant because it controls record creation, not pipeline display behavior.
NEW QUESTION # 30
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 # 31
You configure the product catalog for a company. The company sells drones, spare batteries, and accessories.
The company has the following requirements:
* Must define shared properties for several drone models.
* Must combine drones and accessories into a package.
* Must represent a single drone model.
You need to determine how product catalog elements should be configured.
Which catalog component should you use for each requirement? 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:
Requirement
Configuration
Define shared properties for several drone models
Product family
Combine drones and accessories into a package
Bundle
Represent a single drone model
Product
The correct configuration is based on the product catalog hierarchy in Dynamics 365 Sales. A Product family is used when several related products need to share common characteristics or inherited properties. For example, a drone product family can define shared attributes such as flight time, camera type, battery compatibility, or warranty tier, and individual drone models can inherit or specialize those attributes. This is exactly what the requirement means by defining shared properties for several drone models.
A Bundle is used when multiple sellable products are combined into one package. If the company wants to sell a drone together with spare batteries, propellers, carrying cases, or accessories, that package should be configured as a bundle. The seller can then add the bundle to an opportunity, quote, order, or invoice instead of manually selecting each component.
A Product represents a single sellable item, such as one specific drone model. Price list is not correct for any of these requirements because price lists define pricing structures and currencies; they do not define catalog hierarchy, shared product properties, or bundled offerings.
References/topics: Dynamics 365 Sales product catalog; product families; product bundles; products; product hierarchy and catalog configuration.
NEW QUESTION # 32
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?
Answer: A
Explanation:
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. Option A is incomplete and incorrectly starts from Forecast; the documented entry point is the Opportunities area and the AI-agent opportunity view. Option B is not the best answer because Sales Agent Runs is used for operational run records and permissions, not the seller-facing full research output. Option D is fabricated; there is no requirement to configure the opportunity pipeline view to force the full research page into every opportunity side panel.
References/topics: Sales Close Agent Research mode; Sales Opportunity Agent; Opportunity research page; See full research; AI-generated opportunity insights and recommendations.
NEW QUESTION # 33
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,B
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 # 34
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