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| Section | Weight | Objectives |
|---|---|---|
| Configure Dynamics 365 Sales core features for AI | 15–20% | - Configure timeline and data import/export - Configure mailboxes and business process flows - Examine Sales security model - Evaluate prerequisites for deploying Sales |
| Develop deals using intelligent opportunity research | 25–30% | - Optimize opportunity management and pipeline views - Configure Sales Close Agent and interpret actions - Configure and use Sales Research Agent insights |
| Optimize AI-driven sales | 20–25% | - Set up conversational intelligence and forecasting - Prepare and deploy AI agents in Sales - Design AI-first sales strategy with Copilot and agents - Configure predictive scoring and relationship intelligence |
| Extend and enhance Sales | 10–15% | - Deploy and configure Sales mobile app and Teams calling - Create Power Platform components (Power Automate, Power Apps, Power BI) |
| Qualify and prioritize leads using AI | 15–20% | - Configure lead and opportunity experience - Configure Sales Qualification Agent and monitor its performance - Fine-tune predictive scoring model |
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NEW QUESTION # 63
You are creating a pricing list in Dynamics 365 Sales. All prices must end in $.98.
You need to select the function that establishes this pricing requirement.
What should you use?
Answer: B
Explanation:
The correct answer is Rounding Amount. In Dynamics 365 Sales price list item configuration, rounding is used when calculated prices must follow a specific price-ending convention, such as ending in .98 or .99. Microsoft's pricing guidance explains that price list items can use rounding behavior so calculated product prices can be rounded and made to end in a specified amount, such as 99 cents. The value that defines the exact ending amount is the Rounding Amount.
Therefore, to make all calculated prices end in $.98, the administrator would configure the rounding amount as 0.98.
Rounding Policy is not precise enough by itself. It controls the direction of rounding, such as rounding up, down, or to the nearest value, but it does not define the exact cents-ending requirement. Pricing Method determines how the price is calculated, such as a currency amount, percentage of list price, markup, or margin. Percentage is used when a percentage-based pricing method is selected, but it does not force prices to end in $.98. The requirement is explicitly about the final rounded price ending, so Rounding Amount is the correct function.
NEW QUESTION # 64
A sales manager wants AI-generated forecasts but also requires representatives to adjust projections when unique business circumstances exist. Which statement is correct?
Answer: D
Explanation:
Dynamics 365 forecasting combines AI-generated insights with seller expertise. Representatives and managers can review predicted outcomes and manually adjust forecasts when exceptional circumstances or business knowledge justify modifications beyond AI recommendations.
NEW QUESTION # 65
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: B
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 # 66
Hotspot Question
A company generates leads from a webform. Salespeople manage leads by country/region. All salespeople are part of the same Dynamics 365 Sales team.
The sales manager requires the following functionality:
- Automate lead assignments.
- Ensure each seller can never have more than 20 open leads.
You create a country/region attribute for the process. You must simplify the process. You plan to use segments when possible.
You need to create a lead assignment rule for each country/region.
Which configurations should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
The clean configuration is to create one reusable segment for webform leads, then add the varying country/region condition inside each country-specific assignment rule. Dynamics 365 Sales assignment rules are built by selecting the eligible segment first, then adding rule conditions to further filter records. Microsoft also recommends splitting conditions between segments and assignment rules to keep rules simpler and more efficient.
For routing to the correct sellers, use sellers with matching attributes. The scenario says salespeople manage leads by country/region and that a country/region attribute has been created. Assignment rules support assigning records to sellers who satisfy matching seller attributes or existing seller record fields, which avoids hardcoding individual sellers and is much easier to maintain as sellers change regions.
For distribution, use load balancing because the requirement is capacity-based: no seller should exceed 20 open leads. Dynamics 365 Sales load balancing distributes records based on seller workload/capacity, and seller capacity is calculated by subtracting active assigned records from the maximum configured capacity. Round robin is weaker here because it primarily considers assignment order, not workload.
NEW QUESTION # 67
Hotspot Question
You are customizing a workspace in the sales accelerator.
The workspace must display the industry of a company.
You need to configure the work item appearance for a company.
Which two settings should you modify? To answer, select the appropriate UI element in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
The correct two UI elements are the Select record type dropdown and one of the Customize field dropdowns on the work item card. In Dynamics 365 Sales, a "company" record is represented by the Account table. The screenshot currently shows the selected record type as Contacts, which would expose contact-related fields such as Full Name, Job Title, and Company Name. That is not the correct entity if the requirement is to display the industry of a company. Therefore, the record type must first be changed to Accounts.
After selecting Accounts, modify the card layout by selecting the Industry field in the Customize section. Microsoft's sales accelerator workspace guidance states that work item appearance can be customized for each record type so sellers see the most relevant information in their work list.
The work item appearance page lets administrators choose the record type and configure the fields displayed on the work item card.
Do not modify Lock customization as the answer target. That controls whether users can personalize the layout; it does not select the account entity or display the Industry field.
NEW QUESTION # 68
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