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| Section | Weight | Objectives |
|---|---|---|
| Develop deals by using intelligent opportunity research | 25-30% | - Use AI for opportunity research and insights - Configure forecasting and goal management - Deploy and configure Sales Close Agent - Optimize opportunity management workflows |
| 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% | - Monitor and optimize AI performance - Deploy and manage AI agents - Implement collaboration features - Configure reporting and visualization |
| Optimize AI-driven sales workflows and insights | 20-25% | - Set up conversational intelligence - Implement predictive scoring and relationship intelligence - Configure Copilot for Sales - Configure Sales accelerator and work distribution |
| Qualify and prioritize leads by using AI | 15-20% | - Automate lead routing and prioritization - Configure lead qualification processes - Fine-tune predictive lead scoring models - Implement Sales Qualification Agent |
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NEW QUESTION # 15
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: C
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.
NEW QUESTION # 16
You use price lists in Dynamics 365 Sales. Some price lists have expired.
Users need to be able to continue to manage their opportunities.
Which option is possible?
Answer: C
Explanation:
The correct answer is D. Opportunities that use the expired price list can continue through their lifecycle. In Dynamics 365 Sales, a price list can include a Start Date and End Date to define the effective period for that price list, such as a promotional pricing period. Microsoft's pricing guidance explains that price lists and price list items define pricing for products, and that price calculation applies across opportunity, quote, order, and invoice records.
The expiration date controls the effective availability of the price list going forward; it does not automatically invalidate existing opportunity records that already reference that price list. This distinction matters operationally: if an opportunity was already created with a valid price list, the sales process can continue without forcing users to replace pricing midstream. That preserves pricing consistency across the opportunity lifecycle and prevents disruption to quotes, orders, and downstream sales documents.
NEW QUESTION # 17
Hotspot Question
You are a Dynamics 365 administrator. The sales team uses goals to track actual to target opportunity amounts.
A salesperson reviews their goals chart and observes the following:
An opportunity updated today is not included in the chart.
The time period for the goal is not accurate.
You need to resolve these issues.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
For the opportunity updated today not appearing in the goals chart, the issue is the goal rollup timing, not the opportunity record itself. Dynamics 365 Sales goal actuals are calculated through rollup processing. Microsoft states that automatic goal rollup duration and frequency are controlled from the Goals tab in system settings, and that manual rollup can also be performed when needed. Therefore, the correct action is to update the roll-up settings so goal charts reflect recent opportunity changes more appropriately. Microsoft also notes that selecting Recalculate updates goal actuals based on the latest data, confirming that goal charts depend on rollup recalculation rather than instant real-time updates.
For the inaccurate goal time period, the correct action is to have the manager update the goal. In Dynamics 365 Sales goal management, the goal manager is responsible for setting or modifying goal targets, adjusting the goal time period, and assigning the goal owner. The salesperson is typically the goal owner who is measured against the target, but the manager controls the goal definition and period.
NEW QUESTION # 18
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 # 19
Hotspot Question
You are configuring Microsoft Teams calling for a company. The company uses Dynamics 365 Sales and Microsoft Teams. The Microsoft Teams dialer is enabled with all the prerequisites.
Sellers report the following issues:
- The Microsoft Teams dialer is enabled and the security role is
assigned in the dialer configuration, but sellers in the security role
are not able to access the dialer in Sales Hub.
- Sellers report that their existing third-party telephony system
stopped working in Sales.
- Sellers are able to use the Microsoft Teams dialer in Sales Hub, but
sellers that are using a custom model-driven app are not able to access the dialer.
You need to resolve the issues.
How should you configure the Microsoft Teams dialer setup? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
For the first issue, the security role must be associated with the root business unit. Microsoft states that when Teams dialer is enabled for specific security roles, the selected roles must be associated with the root business unit; otherwise, users do not see the Teams dialer in Sales Hub. Merely assigning the role in the dialer configuration is not enough if the role is not rooted correctly.
For the second issue, Teams dialer conflicts with third-party telephony integrations that use Dynamics 365 Channel Integration Framework. Microsoft explicitly notes that when Microsoft Teams dialer is enabled, other telephony systems connected through Channel Integration Framework stop working for users for whom Teams dialer is enabled. Therefore, sellers who must continue using the third-party telephony system should not have Teams dialer enabled.
For the custom model-driven app issue, the dialer must be made available for that app in the dialer configuration. In the Teams dialer advanced options, administrators select the apps where the dialer should be available; Sales Hub is selected by default, so custom apps must be added explicitly.
NEW QUESTION # 20
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