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| Section | Weight | Objectives |
|---|---|---|
| Configure Dynamics 365 Sales core features for AI | 15-20% | - Design and configure sales data model - Integrate Microsoft Power Platform components - Set up core sales entities and relationships - Configure security and access for AI features |
| Extend and enhance sales solutions with AI | 10-15% | - Implement collaboration features - Configure reporting and visualization - Monitor and optimize AI performance - Deploy and manage AI agents |
| Optimize AI-driven sales workflows and insights | 20-25% | - Configure Copilot for Sales - Implement predictive scoring and relationship intelligence - Configure Sales accelerator and work distribution - Set up conversational intelligence |
| Qualify and prioritize leads by using AI | 15-20% | - Configure lead qualification processes - Implement Sales Qualification Agent - Fine-tune predictive lead scoring models - Automate lead routing and prioritization |
| Develop deals by using intelligent opportunity research | 25-30% | - Use AI for opportunity research and insights - Optimize opportunity management workflows - Configure forecasting and goal management - Deploy and configure Sales Close Agent |
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NEW QUESTION # 68
An organization wants Copilot responses to include CRM information while respecting existing security permissions. What should administrators expect?
Answer: A
Explanation:
Copilot follows existing Dynamics 365 security models and only surfaces information users are already authorized to access. This ensures AI-generated responses remain consistent with organizational security and data governance policies.
NEW QUESTION # 69
Drag and Drop Question
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.
Answer:
Explanation:
Explanation:
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.
NEW QUESTION # 70
You need to configure AI-powered research capabilities for the sales team.
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.
Answer:
Explanation:
Explanation:
Requirement
Configuration
Blueprints
Name the blueprint workspace and pin the workspace.
Questions
Create a business function with seeded prompts.
For Blueprints, the correct configuration is to name the blueprint workspace and pin the workspace. The requirement is not asking to regenerate analysis; it asks for a reliable way to return to frequently used research output. In Sales Research Agent, a generated blueprint exists inside a workspace, and Microsoft states that the workspace displays the workspace name, can be renamed, and can be switched from the workspace menu.
That makes naming and pinning the workspace the correct operational pattern for reusable research access.
For Questions, the correct configuration is to create a business function with seeded prompts. Sales Research Agent business functions are designed to tailor research to a specific use case, and administrators can add starter prompts. Microsoft explains that starter prompts appear on the Sales Research Agent home page for quick access and that the full prompt is sent to the agent when selected. This directly satisfies the requirement to retain a reusable library of approved questions.
Do not select regenerate the blueprint because regeneration refreshes or recreates analysis, but it does not create a persistent shortcut to frequently used research. Do not select custom table or manual prompt questions in Sales Copilot because the native Sales Research Agent feature already supports reusable business- function prompts.
References/topics: Sales Research Agent; research blueprints; workspace management; business functions; seeded/starter prompts; intelligent opportunity research.
NEW QUESTION # 71
A sales executive wants to measure whether Copilot adoption actually improves seller productivity over time. Which metric would provide the strongest evidence?
Answer: A
Explanation:
A meaningful productivity metric evaluates business outcomes rather than technical configuration.
Measuring reduced preparation time alongside maintained or improved customer engagement and sales performance demonstrates whether Copilot delivers measurable operational value without sacrificing effectiveness.
NEW QUESTION # 72
Your company is preparing sellers for complex enterprise opportunities.
The company wants sellers to gather relevant insights before initial account engagement.
You need to determine when using the Sales Research Agent is appropriate.
In which two scenarios are you able to use the Sales Research Agent? Each correct answer is a complete solution. Choose two.
NOTE: Each correct selection is worth one point.
Answer: B,D
Explanation:
The correct scenarios are B and C . Sales Research Agent is designed for research and analysis, not autonomous record updates or email engagement. Microsoft describes the agent as an AI-powered research canvas that lets users solve complex business questions through natural language, generate research blueprints, review sales-data insights, and ask follow-up questions to refine the analysis. It can use Dynamics
365 Sales data, uploaded offline files such as CSV, Excel, or PDF, and connected data sources to support pipeline exploration and sales operations analysis.
Option B is correct because Microsoft states that Sales Research Agent may use Bing Search only when the Bing search consent setting is enabled. When Bing search is disabled, the agent operates only on internal data sources that the user already has permission to access. Option C is also correct because the agent generates a research blueprint with visualizations and a text overview, and users can continue iterating by asking follow- up questions or changing visualizations on the canvas. Option A is wrong because Sales Research Agent is analytical; it does not update opportunities with risk or importance values. Option D is wrong because automatic email engagement is the domain of sales/qualification engagement agents, not Sales Research Agent.
References/topics: Sales Research Agent; research canvas; AI-generated blueprints; Bing search consent; internal sales data analysis; intelligent opportunity research.
NEW QUESTION # 73
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