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| Section | Weight | Objectives |
|---|---|---|
| Qualify and prioritize leads using AI | 15–20% | - Configure Sales Qualification Agent and monitor its performance - Configure lead and opportunity experience - Fine-tune predictive scoring model |
| Extend and enhance Sales | 10–15% | - Create Power Platform components (Power Automate, Power Apps, Power BI) - Deploy and configure Sales mobile app and Teams calling |
| Optimize AI-driven sales | 20–25% | - Prepare and deploy AI agents in Sales - Design AI-first sales strategy with Copilot and agents - Configure predictive scoring and relationship intelligence - Set up conversational intelligence and forecasting |
| Develop deals using intelligent opportunity research | 25–30% | - Optimize opportunity management and pipeline views - Configure and use Sales Research Agent insights - Configure Sales Close Agent and interpret actions |
| Configure Dynamics 365 Sales core features for AI | 15–20% | - Configure timeline and data import/export - Configure mailboxes and business process flows - Evaluate prerequisites for deploying Sales - Examine Sales security model |
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NEW QUESTION # 13
Hotspot Question
You manage Dynamics 365 Sales for a company.
A sales manager wants a weekly performance view of the Sales Close Agent in Research mode.
The sales manager also reports that a specific Opportunity stopped receiving automated outreach from the Sales Close Agent in Engage mode.
You need to do the following:
- Determine if the engagement for the opportunity record is pending,
completed, or failed.
- Provide a performance view that includes the Last refreshed and the
time period filter.
You need to identify the correct monitoring metrics for each requirement.
Which metrics should you review? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
For a specific opportunity that stopped receiving automated outreach, use the Sales Agent Runs table view. Microsoft states that to resolve the engagement status of a specific record, administrators can go to the sales agent run record view and filter the Regarding column by the record of interest. The Status field shows whether the engagement is Active, Failure, or Completed; Active means pending, Failure means the engagement failed, and Completed means it finished successfully.
For the manager's weekly performance requirement, use Insights and metrics for the Sales Close Agent. That is the performance reporting surface for the agent, not the per-record run table. The requirement specifically mentions a weekly performance view plus Last refreshed and a time period filter, which maps to the agent's insights dashboard/metrics area. The Sales Agent Runs view is operational monitoring for individual records, while the insights and metrics view is for aggregate performance analysis such as engagement outcomes, response rates, and trend monitoring. Do not select Engage settings because settings configure how the agent behaves; they do not provide performance metrics. Opportunity pipeline view helps sellers manage opportunities, but it is not the agent performance monitoring dashboard.
NEW QUESTION # 14
A sales team uses Dynamics 365 Sales to manage leads and opportunities.
Sales managers must be able to ensure that every qualified lead results in a follow-up task for the opportunity owner.
You need to create an automated solution by using Power Automate.
Which type of trigger should you use to start the flow?
Answer: C
Explanation:
The correct trigger type is Automated. The requirement is event-driven: when a lead is qualified and an opportunity is created or updated, the system must automatically create a follow-up task for the opportunity owner. In Power Automate, this is implemented as an automated cloud flow that starts when a Dataverse event occurs, such as when a row is added, modified, or deleted.
Microsoft's Dataverse trigger documentation states that the When a row is added, modified or deleted trigger runs a flow whenever a selected Dataverse table row is created or changed.
A scheduled trigger is wrong because the requirement is not time-based. Running the process hourly or daily would delay task creation and could miss the intended immediate follow-up behavior. An instant trigger is also wrong because it requires a user to manually start the flow.
Microsoft describes instant cloud flows as manually triggered flows, while automated flows run after an event triggers them. For this case, the flow should listen for the qualifying lead or opportunity event in Dataverse, then create the follow-up task and assign it to the opportunity owner.
NEW QUESTION # 15
Sellers at a company require access to Dynamics 365 Sales from mobile devices.
Some sellers cannot access records after installing the sales mobile app.
You need to ensure that the sellers can use the mobile application.
Which two components should you configure? Each correct answer presents part of the solution.
Choose two.
NOTE: Each correct selection is worth one point.
Answer: B,C
Explanation:
The correct components are mobile security roles and appropriate user licenses. Installing the mobile app alone does not grant access to Dynamics 365 Sales records. Microsoft's mobile setup guidance states that Dataverse security privileges control access to Dynamics 365 mobile apps, and the required mobile privilege is preconfigured for Sales roles but may need to be added to custom roles. It also states that the app must be shared with the security role assigned to the user, and users without the privilege can see an empty app list or an access error.
The license requirement is equally important. The Dynamics 365 Sales mobile experience exposes Sales Hub or Sales Professional according to the user's license, so sellers must have the correct Dynamics 365 Sales license assigned before they can access the appropriate Sales app and records. Mobile offline profiles are used for offline synchronization scenarios; they are not the base requirement for record access after app installation. Inbound and outbound profiles are unrelated to Sales mobile access and are not used to authorize sellers in the mobile application.
NEW QUESTION # 16
A company uses the Sales Qualification Agent to analyze leads and determine qualification probability.
The Sales Qualification Agent is configured in Research-only mode. The agent processes a lead and determines the lead's target customer profile suitability is Low.
You need to determine the outcome of the agent's action.
What should you infer about the agent?
Answer: A
Explanation:
The correct outcome is that the agent disqualifies the lead, notifies the supervisor, and the lead continues to be assigned to the agent. In Research-only mode, the Sales Qualification Agent evaluates whether the lead fits the target customer profile. Microsoft states that when target customer profile suitability is high or medium, the lead is handed over to a seller according to the configured assignment rule. When target customer profile suitability is low, the agent disqualifies the lead, notifies the supervisor, and the lead remains assigned to the agent.
Option A is wrong because Research-only mode does not always transfer every lead to a seller; low- fit leads can be disqualified. Option C describes Research and engage behavior, where the agent sends outreach, manages responses, and hands over leads when positive intent is detected. Research-only mode generates outreach drafts but does not send outreach emails or engage with leads. Option D is also wrong because BANT criteria are only used by Research and engage mode, not Research-only mode. Therefore, a low target customer profile suitability result in Research-only mode results in agent disqualification and supervisor notification.
NEW QUESTION # 17
A company wants sellers to identify customers whose engagement has steadily declined over several weeks before opportunities are lost. Which capability is most appropriate?
Answer: B
Explanation:
Relationship Analytics tracks engagement trends across customer communications over time.
Declining interaction patterns can indicate increasing sales risk, allowing sellers to intervene proactively before opportunities become inactive or are lost.
NEW QUESTION # 18
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