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| Section | Weight | Objectives |
|---|---|---|
| Optimize AI-driven sales | 20–25% | - Sales productivity and automation enhancement - Copilot and AI assistant capabilities in Sales |
| Develop deals using intelligent opportunity research | 25–30% | - Opportunity insights and forecasting - AI-assisted deal progression strategies |
| Qualify and prioritize leads using AI | 15–20% | - Lead scoring and qualification models - AI-driven lead prioritization workflows |
| Configure Dynamics 365 Sales core features for AI | 15–20% | - Data and process setup for AI features - Sales environment configuration |
| Extend and enhance Sales | 10–15% | - Extending Dynamics 365 Sales with AI capabilities - Integration with Microsoft Copilot and Power Platform |
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NEW QUESTION # 31
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: C
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 # 32
Drag and Drop Question
A company uses AI agents to support opportunity management.
Sales managers require sellers to collaborate with the Dynamics 365 Sales AI agent for the following scenarios:
- Assessing opportunity risk.
- Recommending opportunity products to clients automatically.
- Prioritizing opportunities that are gaining traction.
You need to determine the AI agent that should be used for each scenario.
Which agent should you use for each? To answer, move the appropriate agents to the correct scenarios. You may use each agent 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:
The Sales Close Agent in Research mode is the correct fit for assessing opportunity risk and prioritizing opportunities that are gaining traction. Microsoft's AI agents guidance states that the opportunity-focused sales agent helps sellers close deals faster by autonomously researching opportunities, providing visibility into emerging risks, and highlighting promising opportunities. It is designed to identify high-value and at-risk opportunities so sellers can prioritize their effort and act on critical insights.
The Sales Close Agent in Engage mode is the correct fit for recommending opportunity products to clients automatically. Microsoft describes Sales Close Agent as an autonomous agent for high- velocity sales execution that engages customers, recommends products, handles objections, and drives transactions toward closure using configured product catalog and pricing information.
The Sales Qualification Agent is not appropriate for these scenarios because it is lead-focused, not opportunity-focused. It researches inbound leads, evaluates fit, generates outreach, and can hand promising leads to sellers depending on the configured mode. It does not manage opportunity risk, opportunity traction, or client product recommendations for active deals.
NEW QUESTION # 33
A seller receives dozens of customer emails daily. The organization wants AI to summarize long conversations and highlight important commitments before meetings. Which Copilot capability provides the greatest benefit?
Answer: B
Explanation:
Copilot email summarization analyzes lengthy conversations and produces concise summaries highlighting customer requests, commitments, and recent interactions. This reduces preparation time before meetings and helps sellers quickly understand ongoing discussions without reading every individual message.
NEW QUESTION # 34
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: Use Research mode and allow sellers to review insights manually.
Does the solution meet the goal?
Answer: A
Explanation:
Yes, the solution meets the goal. The requirement has two parts: sales managers need deal insights , and the system must not automatically perform outreach to buyers. Sales Close Agent in Research mode is the correct fit because it researches opportunities, calculates importance and risk, generates summaries, and provides actionable recommendations for sellers to review manually. Microsoft states that the opportunity research experience shows a summary and a See full research page with complete opportunity insights and recommendations.
Research mode is intentionally different from Engage mode. Engage mode is the autonomous customer- interaction mode; Microsoft describes Sales Close Agent Engage as managing customer interactions and driving sales for high-velocity deals. By contrast, Research mode focuses on research, opportunity insights, risks, and seller guidance. Microsoft's configuration guidance for Sales Close Agent Research describes selecting opportunities to research, configuring refresh frequency, and providing company context so the agent can curate research insights. Therefore, using Research mode while requiring sellers to manually review the insights satisfies both requirements: the organization receives AI-generated deal intelligence, but buyer outreach remains under human seller control.
References/topics: Sales Close Agent Research mode; opportunity research insights; manual seller review; Engage mode versus Research mode; AI-supported opportunity management.
NEW QUESTION # 35
You are implementing an agent in Dynamics 365 Sales for a company.
The customer runs weekly webinars that generate thousands of inbound leads.
The sales team needs to automate the first part of qualification but transfer promising leads to sellers.
The marketing team needs to analyze lead information and determine qualification possibility. However, all outreach to prospects must be managed by human sellers due to compliance requirements.
You have the following requirements for the agent:
. The agent must research inbound leads and if they match the target customer profile.
. The agent must evaluate Budget, Authority, Need, and Timeline during early engagement before transferring to sellers.
. The agent must send the initial outreach email automatically, manage responses, and detect positive intent.
. The leads that do NOT match the target customer profile should be disqualified automatically, and sales supervisors should be notified.
. The qualified and positive intent leads should be transferred to sellers.
You need to determine which configuration should be used.
Which agent and mode should you use?
Answer: C
Explanation:
The correct configuration is Sales Qualification Agent in Research and engage mode . The question contains one conflicting sentence about human-managed outreach, but the explicit agent requirements require autonomous outreach, response handling, BANT evaluation, positive-intent detection, disqualification of poor- fit leads, supervisor notification, and seller handoff. Those capabilities map only to Research and engage mode.
Microsoft's Sales Qualification Agent documentation states that both modes can research leads and check target customer profile fit, but only Research and engage mode checks BANT criteria, sends outreach emails, detects positive intent, sends follow-up emails, and engages with leads based on their responses.
Microsoft's handoff criteria documentation also states that BANT criteria are only used by Research and engage mode, and that leads satisfying BANT and purchase-interest criteria are handed over to sellers, while leads that do not satisfy the configured criteria are disqualified and added for supervisor review.
Option B or D would be correct only if the controlling requirement were strictly "human sellers must manage all outreach." But the listed automation requirements go beyond Research-only mode, so the exam answer is C
.
References/topics: Sales Qualification Agent; Research and engage mode; target customer profile; BANT; purchase intent; lead handoff; supervisor review.
NEW QUESTION # 36
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