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| Section | Weight | Objectives |
|---|---|---|
| Extend and enhance Sales | 10–15% | - Deploy and configure Sales mobile app and Teams calling - Create Power Platform components (Power Automate, Power Apps, Power BI) |
| Configure Dynamics 365 Sales core features for AI | 15–20% | - Configure mailboxes and business process flows - Examine Sales security model - Configure timeline and data import/export - Evaluate prerequisites for deploying Sales |
| Develop deals using intelligent opportunity research | 25–30% | - Configure and use Sales Research Agent insights - Configure Sales Close Agent and interpret actions - Optimize opportunity management and pipeline views |
| Qualify and prioritize leads using AI | 15–20% | - Configure Sales Qualification Agent and monitor its performance - Fine-tune predictive scoring model - Configure lead and opportunity experience |
| Optimize AI-driven sales | 20–25% | - Set up conversational intelligence and forecasting - Prepare and deploy AI agents in Sales - Design AI-first sales strategy with Copilot and agents - Configure predictive scoring and relationship intelligence |
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NEW QUESTION # 58
A seller notices that an opportunity score increased significantly after several customer meetings and email exchanges. Which AI capability most likely influenced the updated prediction?
Answer: D
Explanation:
Opportunity scoring evaluates multiple relationship signals such as meeting frequency, email engagement, customer responsiveness, and historical behaviors. Increased positive interactions often improve opportunity health and raise the predicted likelihood of successfully closing the deal.
NEW QUESTION # 59
A representative asks Copilot why an opportunity is considered high priority. What information should Copilot most likely reference?
Answer: D
Explanation:
Copilot explains recommendations using available Dynamics 365 Sales information, including customer interactions, opportunity history, engagement patterns, and CRM attributes. These contextual insights help users understand why AI generated a specific recommendation.
NEW QUESTION # 60
Drag and Drop Question
You are implementing a sales automation solution for a company.
The sales team wants to automate actions when new leads are created or when opportunities reach specific milestones. The company plans to use Power Automate to automate these actions.
The automation must meet the following requirements:
- Automatically notify a manager when a high-value opportunity is
created.
- Validate the products with an external ERP system every Sunday.
- Display a guided lead qualification interface on the lead form.
- Update an external ERP system when an opportunity is won.
You need to identify which automation type to use for each requirement.
Which automation type should you use? To answer, move the appropriate automation types to the correct requirements. You may use each automation type 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:
A Power Automate automated cloud flow is the correct automation type when work must run automatically after a business event occurs. Microsoft describes cloud flows as flows that can perform actions automatically after an event triggers them, such as sending a notification after a triggering event occurs. Therefore, notifying a manager when a high-value opportunity is created and updating an external ERP system when an opportunity is won are both event-driven scenarios, so they should use automated cloud flows with Dataverse triggers.
A Power Automate scheduled cloud flow is correct for validating products with an external ERP system every Sunday. Microsoft states that a scheduled cloud flow runs at a specific time or recurring schedule, such as daily or weekly, and uses a recurrence trigger. That directly matches the weekly Sunday validation requirement.
A Business process flow is correct for displaying a guided lead qualification interface on the lead form. Business process flows provide a streamlined user experience that guides users through defined processes, and Dynamics 365 Sales documentation explains that stages and steps display in a control at the top of a form. Instant cloud flow is not used because none of the requirements ask for a manually triggered user action.
NEW QUESTION # 61
A company is using AI agents in Dynamics 365 Sales.
The company requires that the agent must do the following:
Research incoming leads and generate initial outreach email.
. Autonomously contact leads, follow up, and evaluate qualification during the process.
You need to identify which AI agent in Sales supports these requirements.
Which agent type should you use?
Answer: C
Explanation:
The correct agent type is Sales Qualification Agent: Research and engage . The requirement is specifically about inbound lead processing: researching incoming leads, generating outreach, autonomously contacting leads, following up, and evaluating qualification during the engagement process. Microsoft defines Sales Qualification Agent as the AI agent used to automate lead qualification in Dynamics 365 Sales, especially for high-volume inbound leads from sources such as websites, events, and webinars. In Research and engage mode, the agent researches the lead, evaluates fit using target customer profile and BANT criteria, sends personalized outreach emails, engages based on responses, sends follow-up emails, detects positive intent, and then hands promising leads to sellers.
Research-only mode is not enough because it generates a draft outreach email for seller review but does not send outreach emails or detect positive intent from responses. Microsoft's mode comparison explicitly shows that BANT checking, sending outreach, detecting positive intent, and follow-up emails are available in Research and engage mode, not Research-only mode. Sales Close Agent options are wrong because they apply to opportunity/deal execution, not initial lead qualification.
References/topics: Sales Qualification Agent; Research and engage mode; lead research; outreach automation; BANT qualification; AI-driven lead prioritization.
NEW QUESTION # 62
A company implements Dynamics 365 Sales.
The company has the following requirements:
. Employees must have quarterly goals. The goals must calculate all deals won by quarter for each goal.
. Managers must be able to look at the goals and calculations at any time.
The solution must use goal features WITHOUT customization.
You need to create the calculation.
What should you configure?
Answer: C
Explanation:
The correct answer is Goal metric . In Dynamics 365 Sales, the goal metric defines how goal performance is calculated. Microsoft explains that each goal uses a goal metric to determine how the goal is tracked, and goal metrics can track actual, in-progress, and custom values through rollup fields. For won opportunity revenue, the metric can use the Opportunity table as the source and roll up the actual value for opportunities that are closed as won.
The quarterly requirement is handled by the goal's time period. The goal metric specifies the calculation logic, including the source table, source attribute, date attribute, and source status such as Won. Microsoft's goal metric documentation states that the date attribute is validated against the goal time period, so records participate in the rollup only when their date falls between the goal start and end dates. A rollup query is not the best answer because it only applies additional filtering criteria to an existing goal metric; it does not create the core calculation.
References/topics: Dynamics 365 Sales goals; goal metrics; rollup fields; won opportunity calculations; quarterly goal tracking.
NEW QUESTION # 63
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