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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Configure Dynamics 365 Sales core features for AI | 15-20% | - Design and configure sales data model - Configure security and access for AI features - Set up core sales entities and relationships - Integrate Microsoft Power Platform components |
| Topic 2: 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 |
| Topic 3: Develop deals by using intelligent opportunity research | 25-30% | - Configure forecasting and goal management - Use AI for opportunity research and insights - Optimize opportunity management workflows - Deploy and configure Sales Close Agent |
| Topic 4: Optimize AI-driven sales workflows and insights | 20-25% | - Set up conversational intelligence - Configure Sales accelerator and work distribution - Configure Copilot for Sales - Implement predictive scoring and relationship intelligence |
| Topic 5: Extend and enhance sales solutions with AI | 10-15% | - Configure reporting and visualization - Monitor and optimize AI performance - Implement collaboration features - Deploy and manage AI agents |
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NEW QUESTION # 30
You are the Dynamics 365 Sales administrator for an electronics company.
The sales team is having difficulty locating different products in the same category - for instance, all versions of flat screen TVs available.
You need to organize the products in a way that makes it easier for the sales team to search for products.
What should you use?
Answer: C
Explanation:
The correct answer is Product families because the requirement is to organize similar products into searchable categories. In Dynamics 365 Sales, product families are used to classify and group related products under a product hierarchy. Microsoft's product catalog guidance explains that products can be created as standalone products or inside a family depending on how the organization wants to organize and classify them, and the training module specifically describes creating product family hierarchies that include product bundles and individual products.
For the example in the question, "flat screen TV" would be the product family, while individual versions such as 42-inch, 55-inch, OLED, QLED, or 4K models would be products inside that family. This makes browsing and searching easier for sellers because related variants are grouped logically. Product unit groups define how products are sold, such as each, box, or case; they do not categorize products. Related products are used for cross-sell, upsell, substitute, or accessory recommendations, not primary catalog organization. Product bundles combine multiple products sold together as a package. Therefore, the correct catalog structure is Product families .
References/topics: Product catalog setup; product families; product classification; product hierarchy; Dynamics 365 Sales core product configuration.
NEW QUESTION # 31
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 Engage mode.
Does the solution meet the goal?
Answer: A
Explanation:
No, the solution does not meet the goal. The requirement clearly states that sales managers need insights about deals , but the system must not perform automatic outreach to buyers . Sales Close Agent Engage mode is designed for autonomous customer engagement. It can interact with buyers, send outreach or follow- up communications, and help progress sales conversations automatically. That violates the restriction in the question.
For this scenario, the appropriate configuration is Sales Close Agent in Research mode , not Engage mode.
Research mode supports opportunity management by analyzing deal context, surfacing risks, identifying signals, and providing recommended next actions to sellers. It gives managers and sellers AI-generated deal insights while keeping buyer communication under human control. That is exactly what the company requires.
Engage mode would only be acceptable if the company wanted the agent to actively contact buyers or automate customer-facing communication. Since the requirement explicitly prohibits automatic outreach, Engage mode fails the stated goal.
References/topics: Sales Close Agent; Research mode versus Engage mode; opportunity insights; deal risk analysis; AI-assisted opportunity management without autonomous outreach.
NEW QUESTION # 32
A company wants AI recommendations without replacing existing sales methodologies or approval processes. Which statement best reflects Dynamics 365 Sales AI?
Answer: C
Explanation:
Dynamics 365 Sales AI is designed to enhance existing sales methodologies by providing recommendations, predictions, and automation. Organizations continue using their established approval processes, governance, and CRM configurations while benefiting from AI-assisted productivity.
NEW QUESTION # 33
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 # 34
A sales organization wants representatives to prioritize opportunities that have the greatest likelihood of closing successfully. Management prefers an AI-driven capability that continuously recalculates predictions based on changing customer interactions instead of relying on manually maintained scoring formulas. Which feature should be implemented?
Answer: A
Explanation:
Predictive Opportunity Scoring uses machine learning to evaluate multiple data signals, including customer engagement, opportunity attributes, and historical sales outcomes. Unlike manually configured scoring methods, AI continuously updates predictions as opportunity data changes, helping sellers focus on deals with the highest probability of closing successfully.
NEW QUESTION # 35
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