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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Configure Dynamics 365 Sales core features for AI | 15–20% | - Examine Sales security model - Configure timeline and data import/export - Configure mailboxes and business process flows - Evaluate prerequisites for deploying Sales |
| Topic 2: Qualify and prioritize leads using AI | 15–20% | - Configure lead and opportunity experience - Fine-tune predictive scoring model - Configure Sales Qualification Agent and monitor its performance |
| Topic 3: 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 |
| Topic 4: Develop deals using intelligent opportunity research | 25–30% | - Configure Sales Close Agent and interpret actions - Configure and use Sales Research Agent insights - Optimize opportunity management and pipeline views |
| Topic 5: Optimize AI-driven sales | 20–25% | - Prepare and deploy AI agents in Sales - Set up conversational intelligence and forecasting - Design AI-first sales strategy with Copilot and agents - Configure predictive scoring and relationship intelligence |
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NEW QUESTION # 37
A regional manager wants to determine whether a declining opportunity score resulted from reduced customer engagement rather than pricing changes. Which feature provides the most relevant insight?
Answer: C
Explanation:
Relationship Analytics monitors communication frequency, responsiveness, and engagement quality between sellers and customers. Managers can review interaction trends to understand whether reduced communication contributed to declining opportunity health instead of pricing or product-related factors.
NEW QUESTION # 38
A company uses Dynamics 365 Sales to manage opportunities using a custom form.
Sellers spend significant time manually reviewing information about opportunities before contacting customers.
You need to reduce the time required for reviewing opportunities.
What should you add to the form?
Answer: C
Explanation:
The correct answer is Opportunity summary. The requirement is not to score the opportunity, show the next activity, or display health indicators; it is to reduce the seller's manual review effort before contacting the customer. Microsoft's Copilot capability for Dynamics 365 Sales provides AI-generated summaries for opportunity records so sellers can quickly understand key deal context, related activities, emails, and important history without reading the full timeline manually.
Microsoft specifically states that Copilot record summarization generates concise summaries of key information from sales records such as opportunities, leads, and accounts.
Because the company uses a custom opportunity form, the opportunity summary widget must be added to that form. Microsoft's implementation guidance explicitly flags custom opportunity forms and asks whether the opportunity summary widget has been added, and the Copilot summary documentation notes that the opportunity summary widget is available by default on the standard form but must be added to custom forms. Up next guides sellers to the next activity, Health score and Predictive opportunity scoring evaluate opportunity risk or likelihood, and Timeline highlights is narrower than the full AI-generated opportunity overview.
NEW QUESTION # 39
A company uses Dynamics 365 Sales to manage opportunities using a custom form.
Sellers spend significant time manually reviewing information about opportunities before contacting customers.
You need to reduce the time required for reviewing opportunities.
What should you add to the form?
Answer: C
Explanation:
The correct answer is Opportunity summary . The requirement is not to score the opportunity, show the next activity, or display health indicators; it is to reduce the seller's manual review effort before contacting the customer. Microsoft's Copilot capability for Dynamics 365 Sales provides AI-generated summaries for opportunity records so sellers can quickly understand key deal context, related activities, emails, and important history without reading the full timeline manually. Microsoft specifically states that Copilot record summarization generates concise summaries of key information from sales records such as opportunities, leads, and accounts.
Because the company uses a custom opportunity form , the opportunity summary widget must be added to that form. Microsoft's implementation guidance explicitly flags custom opportunity forms and asks whether the opportunity summary widget has been added, and the Copilot summary documentation notes that the opportunity summary widget is available by default on the standard form but must be added to custom forms.
Up next guides sellers to the next activity, Health score and Predictive opportunity scoring evaluate opportunity risk or likelihood, and Timeline highlights is narrower than the full AI-generated opportunity overview.
References/topics: Copilot opportunity summary; custom opportunity forms; AI-generated sales record summaries; seller productivity in Dynamics 365 Sales.
NEW QUESTION # 40
You need to standardize the lead qualification process for field sellers.
What should you configure? To answer, select the appropriate options in the answer area.
Answer:
Explanation:
Explanation:
Requirement
Configuration
Advance the lead to the Development stage
Set the decision maker field as required.
Ensure that the default process is applied
Authorize the process for field sellers.
The lead qualification process should be controlled through the Lead to Opportunity Business Process Flow, because the case study states that field sellers use this existing process to manage leads. To prevent a lead from advancing to the Development stage until a decision maker is confirmed, configure the Decision Maker step as required in the business process flow. Microsoft's business process flow guidance states that each stage contains steps mapped to columns, and a step can be made required so users must enter data before moving to the next stage. This stage-gating behavior directly satisfies the requirement that leads cannot progress until the decision maker is confirmed.
To ensure the correct process is applied for field sellers, authorize the business process flow for the field seller security role. Microsoft explains that business process flows can be associated with security roles so only users with those roles can view or use them, and that the first active process available for a user's security role is applied by default according to process order.
Do not choose Power Automate to advance the lead; the requirement is to block advancement until a required qualification criterion is completed, not to automate progression. "Switch to a different process" is user action, not a configuration standard.
References/topics: Business process flows; stage-gating; Lead to Opportunity Sales Process; security role authorization; seller workflow standardization.
NEW QUESTION # 41
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear on the review screen.
A company is evaluating AI agent capabilities for opportunity management.
Sales managers require insights about deals. You must ensure that the system does not perform automatic outreach to buyers.
You need to determine whether proposed solutions meet the requirements.
Solution: Configure the Sales Close Agent in Research mode.
Does the solution meet the goal?
Answer: B
Explanation:
Yes, the solution meets the goal. The requirement is very specific: sales managers need deal insights , but the organization must avoid automatic outreach to buyers . Sales Close Agent in Research mode is the correct configuration because it focuses on researching opportunities, analyzing deal context, identifying risks and signals, and providing recommendations to sellers without autonomously engaging customers.
Research mode is intended to help sellers understand an opportunity more quickly by surfacing insights such as deal health, signals, risks, and suggested next actions. It supports opportunity management by giving the team intelligence that can help progress deals, while leaving communication decisions in the hands of the seller. That directly aligns with the stated requirement for insights about deals.
The critical distinction is that Engage mode is the mode that performs automated outreach and customer interaction. Since the company explicitly does not want automatic outreach to buyers, Engage mode would violate the requirement. By configuring the Sales Close Agent in Research mode , the company gets AI- assisted opportunity analysis without autonomous communications.
References/topics: Sales Close Agent; Research mode; opportunity insights; deal analysis; recommended next actions; distinction between Research mode and Engage mode.
NEW QUESTION # 42
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