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| Section | Weight | Objectives |
|---|---|---|
| Qualify and prioritize leads by using AI | 15-20% | - Fine-tune predictive lead scoring models - Configure lead qualification processes - Implement Sales Qualification Agent - Automate lead routing and prioritization |
| 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 |
| Extend and enhance sales solutions with AI | 10-15% | - Deploy and manage AI agents - Implement collaboration features - Configure reporting and visualization - Monitor and optimize AI performance |
| Optimize AI-driven sales workflows and insights | 20-25% | - Configure Copilot for Sales - Configure Sales accelerator and work distribution - Implement predictive scoring and relationship intelligence - Set up conversational intelligence |
| Configure Dynamics 365 Sales core features for AI | 15-20% | - Set up core sales entities and relationships - Integrate Microsoft Power Platform components - Configure security and access for AI features - Design and configure sales data model |
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NEW QUESTION # 16
You need to configure the new lead qualification experience in Dynamics 365 Sales for field sellers.
What should you configure?
Answer: E
Explanation:
The correct configuration is to set related record creation to Seller. The case study states that sales leadership requires flexibility in how leads are converted: inside sales need automatic opportunity creation, but field sellers need the option to manually decide whether an opportunity should be created when a lead is qualified.
In the new lead qualification experience, Dynamics 365 Sales lets administrators control whether account, contact, and opportunity records are created automatically during lead qualification or whether sellers are prompted to choose which related records to create. Microsoft's lead qualification guidance confirms that when automatic creation is not enabled, sellers are prompted to select which records should be created during qualification.
Option B and option E are wrong for field sellers because automatic creation would remove the manual decision point required by the case study. Option C is relevant to guiding sellers through sales stages, but the existing Lead to Opportunity Business Process Flow does not control whether related records are automatically created when a lead is qualified. Option D is unrelated because Copilot summaries help sellers review record information; they do not configure lead conversion behavior. Therefore, the required configuration for field sellers is Seller-controlled related record creation.
References/topics: Lead qualification experience; lead-to-opportunity conversion; related account, contact, and opportunity creation; Dynamics 365 Sales lead management.
NEW QUESTION # 17
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: A
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 # 18
Hotspot Question
A sales manager wants to set up goals for all salespeople. The goal measurement is based on the total outgoing calls finished each year. The goals for the fiscal year are based on a calendar year, January-December.
You need to create the rollup query for the goal metrics.
Which option should you select? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
The correct date field is Actual End because the goal is based on calls that are finished during the calendar year. For the Phone Call table, Microsoft defines Actual End as the actual end date and time of the phone call, which is the proper date to evaluate whether the completed call falls within the January-December goal period.
The correct rollup field is Actual (Integer) because the goal measures the number of outgoing calls, not revenue or another money-based amount. Microsoft's goal metric guidance explains that goal metrics can use count/integer values, and specifically gives sales calls made by a salesperson as an example of an integer goal metric. The actual integer field represents the achieved count as of the latest rollup calculation.
The correct source record type status is Made because the requirement is for outgoing calls that were completed. Microsoft's Phone Call status reason options include Open, Made, Canceled, and Received; "Made" represents completed outgoing phone calls, while "Received" represents completed incoming calls. Therefore, the rollup must count Phone Call records with status Made, using Actual End as the date boundary and Actual (Integer) as the accumulated value.
NEW QUESTION # 19
A seller notices that an opportunity score increased significantly after several customer meetings and email exchanges. Which AI capability most likely influenced the updated prediction?
Answer: D
Explanation:
Opportunity scoring evaluates multiple relationship signals such as meeting frequency, email engagement, customer responsiveness, and historical behaviors. Increased positive interactions often improve opportunity health and raise the predicted likelihood of successfully closing the deal.
NEW QUESTION # 20
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 # 21
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