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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Extend and enhance sales solutions with AI | 10-15% | - Deploy and manage AI agents - Implement collaboration features - Configure reporting and visualization - Monitor and optimize AI performance |
| Topic 2: Qualify and prioritize leads by using AI | 15-20% | - Fine-tune predictive lead scoring models - Implement Sales Qualification Agent - Configure lead qualification processes - Automate lead routing and prioritization |
| Topic 3: Develop deals by using intelligent opportunity research | 25-30% | - Configure forecasting and goal management - Deploy and configure Sales Close Agent - Use AI for opportunity research and insights - Optimize opportunity management workflows |
| Topic 4: Configure Dynamics 365 Sales core features for AI | 15-20% | - Design and configure sales data model - Integrate Microsoft Power Platform components - Configure security and access for AI features - Set up core sales entities and relationships |
| Topic 5: Optimize AI-driven sales workflows and insights | 20-25% | - Implement predictive scoring and relationship intelligence - Set up conversational intelligence - Configure Copilot for Sales - Configure Sales accelerator and work distribution |
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NEW QUESTION # 77
A company plans to implement Dynamics 365 Sales and wants to design a Dataverse data model that supports AI-driven insights across the sales lifecycle.
The company must be able to track the progression of a deal from initial prospect identification through to finalized billing.
The data model must support the following requirements:
. Prospects must be captured before they become qualified sales deals.
. Qualified deals must support forecasting and pipeline analysis.
. Sales teams must be able to generate pricing proposals for customers.
. Accepted proposals must transition into fulfillment records and then final billing records.
You need to design the Dataverse table model that supports the required sales lifecycle.
Which table relationship should you implement?
Answer: B
Explanation:
The correct sales lifecycle is Lead # Opportunity # Quote # Order # Invoice . In Dynamics 365 Sales, a lead captures an initial prospect before the person or organization is qualified. Microsoft's sales process guidance explains that sellers generally work with leads during the qualifying stage, and the goal is to qualify and advance the lead to the next stage of the sales process. Once qualified, the deal becomes an opportunity , which is the record used for pipeline tracking, revenue estimation, sales stages, probability, and forecasting analysis. Microsoft's prospect-to-quote guidance states that Dynamics 365 Sales supports capturing, managing, scoring, and converting leads into opportunities when qualification criteria are met.
Quotes are then created from opportunities to present pricing proposals to customers. Microsoft states that quotes created from opportunities are prefilled with opportunity details and products. Once the proposal is accepted, the quote can be converted into a sales order for fulfillment and then into an invoice for billing; Microsoft's quote/order/invoice process sample explicitly demonstrates converting an opportunity to a quote, a quote to a sales order, and a sales order to an invoice. Therefore, option B is the only sequence that correctly supports the full sales lifecycle.
References/topics: Lead management; opportunity pipeline; quote creation; order fulfillment; invoice billing; Dataverse Sales tables.
NEW QUESTION # 78
A seller is reviewing an opportunity in Dynamics 365 Sales. The Sales Close Agent in Research mode generates a summary.
The seller must decide how to proceed with the opportunity. The seller plans to use the research insights to move the deal forward.
You need to identify the information that the agent provides.
Which agent-provided insights should you share with the seller?
Answer: D
Explanation:
The correct insight to share is Recommended actions. Sales Close Agent in Research mode is opportunity-focused: it helps sellers understand the state of a deal, identify risks, and decide what to do next. Microsoft explains that the opportunity agent provides critical insights and recommendations so sellers can ramp up on opportunities, engage the right stakeholders, and mitigate risks effectively. The Responsible AI FAQ also describes the agent as identifying deal risks early and providing recommended mitigation strategies based on historical data and communication analysis.
The question specifically says the seller must decide how to proceed and wants to move the deal forward. That points directly to recommended actions, not static context. Financial health may be part of a broader opportunity view, but it is not the best answer for next-step guidance. Budget, Authority, Need, and Timeline is BANT qualification and belongs to lead qualification scenarios, especially Sales Qualification Agent, not opportunity research. Blueprints are generated by the Sales Research Agent on a research canvas for analytics-style exploration, not by the Sales Close Agent opportunity summary. Therefore, the correct insight category is Recommended actions.
NEW QUESTION # 79
A sales administrator evaluates AI recommendations after several months and notices increasing prediction accuracy. What most likely contributed to this improvement?
Answer: D
Explanation:
Machine learning models generally improve as they receive additional high-quality historical data, including successful and unsuccessful opportunities. Larger datasets enable AI to recognize stronger predictive patterns, resulting in increasingly accurate recommendations over time.
NEW QUESTION # 80
Drag and Drop Question
A company uses AI agents to support opportunity management.
Sales managers require sellers to collaborate with the Dynamics 365 Sales AI agent for the following scenarios:
- Assessing opportunity risk.
- Recommending opportunity products to clients automatically.
- Prioritizing opportunities that are gaining traction.
You need to determine the AI agent that should be used for each scenario.
Which agent should you use for each? To answer, move the appropriate agents to the correct scenarios. You may use each agent 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 Sales Close Agent in Research mode is the correct fit for assessing opportunity risk and prioritizing opportunities that are gaining traction. Microsoft's AI agents guidance states that the opportunity-focused sales agent helps sellers close deals faster by autonomously researching opportunities, providing visibility into emerging risks, and highlighting promising opportunities. It is designed to identify high-value and at-risk opportunities so sellers can prioritize their effort and act on critical insights.
The Sales Close Agent in Engage mode is the correct fit for recommending opportunity products to clients automatically. Microsoft describes Sales Close Agent as an autonomous agent for high- velocity sales execution that engages customers, recommends products, handles objections, and drives transactions toward closure using configured product catalog and pricing information.
The Sales Qualification Agent is not appropriate for these scenarios because it is lead-focused, not opportunity-focused. It researches inbound leads, evaluates fit, generates outreach, and can hand promising leads to sellers depending on the configured mode. It does not manage opportunity risk, opportunity traction, or client product recommendations for active deals.
NEW QUESTION # 81
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.
You are deploying AI agents for a company using Microsoft Dynamics 365 Sales.
The company wants to ensure that AI usage is tracked and billed monthly.
The company requires that AI billing uses pre-paid credits.
You need to configure the billing based on the requirements.
Solution: Create an Azure subscription.
Does the solution meet the goal?
Answer: B
Explanation:
The solution does not meet the goal. Creating an Azure subscription is associated with pay-as- you-go billing scenarios, not the required pre-paid credits model. Microsoft's Dynamics 365 Sales agent billing guidance states that Sales Copilot and agent capabilities support two billing models:
prepaid capacity and pay-as-you-go. Prepaid capacity uses Copilot Studio message pack subscriptions purchased in advance, while pay-as-you-go bills for actual message consumption during the month.
Because the requirement explicitly says AI billing must use pre-paid credits, the correct approach is to purchase Copilot Studio message packs or Copilot Credits and assign/manage that capacity for the relevant environment. Power Platform guidance explains that Copilot Studio credits/capacity are managed and monitored through the Power Platform admin center, and if prepaid capacity is exhausted, admins must reallocate capacity, purchase more credits, or enable pay-as-you-go. An Azure subscription may be required for pay-as-you-go cost management, but it does not satisfy a prepaid-credit requirement by itself. Therefore, the proposed solution is incorrect.
NEW QUESTION # 82
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