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| Section | Weight | Objectives |
|---|---|---|
| Develop deals by using intelligent opportunity research | 25-30% | - Optimize opportunity management workflows - Deploy and configure Sales Close Agent - Use AI for opportunity research and insights - Configure forecasting and goal management |
| Qualify and prioritize leads by using AI | 15-20% | - Implement Sales Qualification Agent - Automate lead routing and prioritization - Fine-tune predictive lead scoring models - Configure lead qualification processes |
| Optimize AI-driven sales workflows and insights | 20-25% | - Implement predictive scoring and relationship intelligence - Configure Sales accelerator and work distribution - Set up conversational intelligence - Configure Copilot for Sales |
| Extend and enhance sales solutions with AI | 10-15% | - Monitor and optimize AI performance - Implement collaboration features - Configure reporting and visualization - Deploy and manage AI agents |
| Configure Dynamics 365 Sales core features for AI | 15-20% | - Integrate Microsoft Power Platform components - Design and configure sales data model - Set up core sales entities and relationships - Configure security and access for AI features |
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NEW QUESTION # 11
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 Research mode.
Does the solution meet the goal?
Answer: A
Explanation:
Yes, the solution meets the goal. The requirement is very specific: sales managers need deal insights, but the organization must avoid automatic outreach to buyers. Sales Close Agent in Research mode is the correct configuration because it focuses on researching opportunities, analyzing deal context, identifying risks and signals, and providing recommendations to sellers without autonomously engaging customers.
Research mode is intended to help sellers understand an opportunity more quickly by surfacing insights such as deal health, signals, risks, and suggested next actions. It supports opportunity management by giving the team intelligence that can help progress deals, while leaving communication decisions in the hands of the seller. That directly aligns with the stated requirement for insights about deals.
The critical distinction is that Engage mode is the mode that performs automated outreach and customer interaction. Since the company explicitly does not want automatic outreach to buyers, Engage mode would violate the requirement. By configuring the Sales Close Agent in Research mode, the company gets AI-assisted opportunity analysis without autonomous communications.
NEW QUESTION # 12
A company wants sellers to add products to opportunities and ensure the deal value is automatically calculated.
Sales managers report that when adding products from the product catalog to Opportunities, the Price Per Unit remains at zero. This results in incorrect total calculations.
You need to ensure the estimated revenue on opportunities is correct.
Which action should you perform?
Answer: B
Explanation:
The correct action is to select a valid price list on the opportunity and verify that the product has a matching price list item for the selected unit. Dynamics 365 Sales calculates Price Per Unit from the price list item when an existing catalog product is added to an opportunity, quote, order, or invoice. Microsoft states that if an existing product is associated with a price list, the price per unit is calculated from the related price list item; otherwise, it is set to 0.
The failure pattern described in the question is classic missing or mismatched price-list setup.
Price calculation will not occur when no price list is selected, when the selected price list does not contain the product, or when the required price list item is missing. Microsoft also notes that price lists tie the product, unit, and pricing details together. Option A is incomplete because matching currency alone does not create the product/unit price list item. Option B is wrong because User Provided revenue bypasses system calculation. Option D handles discounts only; it does not fix a zero base unit price.
NEW QUESTION # 13
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.
You are deploying AI agents for a company using Microsoft Dynamics 365 Sales.
The company wants to ensure that AI usage is tracked and billed monthly.
The company requires that AI billing uses pre-paid credits.
You need to configure the billing based on the requirements.
Solution: Create an Azure subscription.
Does the solution meet the goal?
Answer: B
Explanation:
The solution does not meet the goal. Creating an Azure subscription is associated with pay-as- you-go billing scenarios, not the required pre-paid credits model. Microsoft's Dynamics 365 Sales agent billing guidance states that Sales Copilot and agent capabilities support two billing models:
prepaid capacity and pay-as-you-go. Prepaid capacity uses Copilot Studio message pack subscriptions purchased in advance, while pay-as-you-go bills for actual message consumption during the month.
Because the requirement explicitly says AI billing must use pre-paid credits, the correct approach is to purchase Copilot Studio message packs or Copilot Credits and assign/manage that capacity for the relevant environment. Power Platform guidance explains that Copilot Studio credits/capacity are managed and monitored through the Power Platform admin center, and if prepaid capacity is exhausted, admins must reallocate capacity, purchase more credits, or enable pay-as-you-go. An Azure subscription may be required for pay-as-you-go cost management, but it does not satisfy a prepaid-credit requirement by itself. Therefore, the proposed solution is incorrect.
NEW QUESTION # 14
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.
Option A is too strong because Dynamics 365 does not require replacement of prices simply because the referenced price list later expires. Option B incorrectly limits use based on the creation date of the opportunity. Option C is not the best answer because the key supported behavior is continuation of existing opportunities, not adding expired price lists to new opportunities with a warning.
References/topics: Price lists; price list start and end dates; opportunity pricing; product catalog pricing; opportunity lifecycle management.
NEW QUESTION # 15
You are responsible for improving lead prioritization in Dynamics 365 Sales.
Sales managers report that predictive scores do not match current conversion trends.
You need to edit the predictive lead scoring model to improve accuracy based on recent lead data.
Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
Explanation:
The correct sequence starts by opening and configuring the predictive scoring settings for lead scoring. The administrator must access the predictive lead scoring configuration page before changing the model.
Microsoft's predictive scoring configuration guidance states that the Predictive lead scoring page is where administrators configure model settings, including model criteria and field behavior.
Next, the administrator should edit model attributes . This is the actual model-tuning step. Microsoft states that Edit model is used to update or add fields that affect the prediction accuracy score, especially when the organization wants the model to consider different fields or a unique business process.
After modifying the attributes, the model must be retrained . Retraining is required when prediction accuracy does not meet expectations or when recent data should be incorporated. Microsoft explains that retraining uses the latest leads in the organization so the model can provide more accurate scores.
Finally, the administrator must verify predictive score accuracy by reviewing the model accuracy and performance. Exporting all lead records is unnecessary, and editing health score grading applies to opportunity health scoring, not predictive lead scoring.
References/topics: Predictive lead scoring; model attributes; model retraining; scoring accuracy; lead prioritization in Dynamics 365 Sales.
NEW QUESTION # 16
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