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| Section | Weight | Objectives |
|---|---|---|
| Extend and enhance Sales | 10–15% | - Extending Dynamics 365 Sales with AI capabilities - Integration with Microsoft Copilot and Power Platform |
| 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 |
| Optimize AI-driven sales | 20–25% | - Copilot and AI assistant capabilities in Sales - Sales productivity and automation enhancement |
| Configure Dynamics 365 Sales core features for AI | 15–20% | - Sales environment configuration - Data and process setup for AI features |
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NEW QUESTION # 68
You are customizing Dynamics 365 Sales for a company.
Sales representatives need several enhancements to the opportunity form.
The enhancements must include the following:
Provide a guided interface to capture custom data during calls.
. Display revenue analytics directly within the opportunity record with the ability to ask questions.
. Automatically send a Microsoft Teams alert when an opportunity value exceeds a specific amount.
. Allow sellers to view product sales trends by region.
You need to determine which Microsoft Power Platform component should be implemented.
Which solution should you use for each requirement? To answer, move the appropriate solutions to the correct requirements. You may use each solution 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:
Requirement
Solution
Provide an interface to capture data during calls
Embedded canvas app
Display revenue analytics in the opportunity record
Power BI report
Send a Microsoft Teams alert when an opportunity value exceeds a specific amount Power Automate flow Allow sellers to view product sales trends by region Power BI report An embedded canvas app is the correct component for capturing custom data during calls because canvas apps are used to design tailored interfaces and can be embedded inside model-driven app forms. This gives sellers a purpose-built call capture experience directly on the Opportunity form instead of forcing them to use only standard fields or a rigid stage process. A Business process flow guides users through stages, but it is not the best fit for a custom call-data capture interface. Microsoft describes business process flows as guided process bars that lead users through defined stages and steps, not as custom UI components for call forms.
A Power BI report is required for both revenue analytics inside the opportunity record and product sales trends by region. Microsoft states that Power BI reports can be embedded in model-driven app main forms to bring rich reporting and analytics directly into record context, and Power BI Q & A allows users to ask natural language questions over report data.
A Power Automate flow is the correct solution for sending a Teams alert when opportunity value exceeds a threshold. A Dataverse-triggered cloud flow can run when an opportunity is created or updated, evaluate the value condition, and use the Microsoft Teams connector to post a message or card.
References/topics: Embedded canvas apps; Power BI embedded analytics; Power BI Q & A; Power Automate Dataverse triggers; Microsoft Teams connector; Dynamics 365 Sales extensibility.
NEW QUESTION # 69
You are implementing Dynamics 365 Sales for a company.
The company sells products globally and requires pricing to be managed for different currencies.
The company has the following requirements:
. Must define the quantities in which a product can be sold.
. Must group product pricing based on different currencies.
. Must identify the sale price of a product.
You need to configure the product catalog.
How should each pricing requirement be configured? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Requirement
Configuration
Quantities a product can be sold
Unit group
Group product pricing for different currencies
Price list
Sale price of a product
Price list item
The correct configuration uses Unit group , Price list , and Price list item because these are the core Dynamics 365 Sales product catalog pricing components. A Unit group defines the collection of units in which a product can be sold. For example, a product might be sold as each, box, case, or pallet. The unit group provides the available quantity structure, while a primary unit identifies the default or base unit inside that group. Therefore, the requirement to define the quantities in which a product can be sold maps to Unit group , not just Unit or Primary unit.
A Price list is used to group product pricing, and each price list is associated with a currency. For a global company selling in different markets, separate price lists can be maintained for currencies such as USD, EUR, or GBP. The Price list item defines the actual sale price of a specific product within a price list, including the product, unit, currency context, and pricing amount. A discount list only defines discount rules, and a product family organizes products, not pricing.
References/topics: Product catalog configuration; unit groups and units; price lists; price list items; global pricing and currency-based product pricing in Dynamics 365 Sales.
NEW QUESTION # 70
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: B
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.
References/topics: Sales Close Agent; Research mode; opportunity insights; deal analysis; recommended next actions; distinction between Research mode and Engage mode.
NEW QUESTION # 71
A sales director wants representatives to focus on high-priority prospects every morning without manually reviewing hundreds of records. Which feature best supports this objective?
Answer: A
Explanation:
Sales Accelerator provides prioritized worklists that organize daily activities based on AI insights, sequence assignments, and customer engagement. Representatives receive a structured list of recommended actions, allowing them to spend more time selling and less time searching for work.
NEW QUESTION # 72
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 # 73
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