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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Configure Dynamics 365 Sales core features for AI | 15-20% | - Design and configure sales data model - Set up core sales entities and relationships - Configure security and access for AI features - Integrate Microsoft Power Platform components |
| Topic 2: Qualify and prioritize leads by using AI | 15-20% | - Implement Sales Qualification Agent - Fine-tune predictive lead scoring models - Automate lead routing and prioritization - Configure lead qualification processes |
| Topic 3: Develop deals by using intelligent opportunity research | 25-30% | - Deploy and configure Sales Close Agent - Use AI for opportunity research and insights - Configure forecasting and goal management - Optimize opportunity management workflows |
| Topic 4: Extend and enhance sales solutions with AI | 10-15% | - Monitor and optimize AI performance - Implement collaboration features - Deploy and manage AI agents - Configure reporting and visualization |
| Topic 5: Optimize AI-driven sales workflows and insights | 20-25% | - Set up conversational intelligence - Configure Copilot for Sales - Configure Sales accelerator and work distribution - Implement predictive scoring and relationship intelligence |
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NEW QUESTION # 88
You need to configure AI capabilities that prioritize leads and improve scoring accuracy in Dynamics 365 Sales.
How should each requirement be configured? To answer, select the appropriate options in the answer area.
Answer:
Explanation:
Explanation:
Requirement
Configuration
Automatically prioritize leads based on conversion probability
Predictive lead scoring
Ensure the lead scoring improvement requirement is met
Automatically retrain model
The correct capability for automatically prioritizing leads based on conversion probability is Predictive lead scoring . Dynamics 365 Sales predictive lead scoring assigns scores to leads so sellers can prioritize the leads most likely to qualify or convert. Microsoft's Sales documentation states that predictive lead scoring helps sales teams prioritize leads based on scores and improve lead qualification outcomes. This directly matches Contoso's requirement to guide sellers toward high-potential leads and reduce inconsistent manual prioritization across regions.
To meet the requirement that lead scoring must continuously improve based on historical sales outcomes, configure the model to automatically retrain . Microsoft's predictive lead scoring guidance explains that retraining uses the latest leads in the organization to improve model accuracy, and automatic retraining allows the application to retrain the model every 15 days. This is the correct option because Contoso wants the scoring model to improve continuously as more closed lead outcome data becomes available.
"Lead scoring model" is too generic; the AI capability required is specifically predictive lead scoring.
"Relationship intelligence" supports relationship analytics and engagement insights, but it does not score leads by conversion probability. "Configure forecast" applies to pipeline forecasting, not lead scoring accuracy.
References/topics: Predictive lead scoring; lead prioritization; scoring model accuracy; automatic model retraining; AI-driven lead qualification.
NEW QUESTION # 89
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 # 90
A regional manager wants to determine whether a declining opportunity score resulted from reduced customer engagement rather than pricing changes. Which feature provides the most relevant insight?
Answer: C
Explanation:
Relationship Analytics monitors communication frequency, responsiveness, and engagement quality between sellers and customers. Managers can review interaction trends to understand whether reduced communication contributed to declining opportunity health instead of pricing or product-related factors.
NEW QUESTION # 91
You are implementing Dynamics 365 Sales for a company that sells products in different markets.
The company has the following requirements:
* Must define pricing for products.
* Must automatically use a localized price list.
* Must group product prices for each region.
You need to determine how each pricing component should be configured.
Which configuration should be used? To answer, move the appropriate configurations to the correct requirements. You may use each configuration 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
Configuration
Define pricing for products
Price list item
Automatically use a localized price list
Territory
Group product prices for each region
Price list
The correct component for defining product-specific prices is the Price list item . In Dynamics 365 Sales, price list items connect a product, unit, pricing method, and amount to a specific price list. Microsoft's product pricing guidance states that price lists and price list items are used to define product pricing, and price list items are where the per-product pricing details are configured.
To automatically use a localized price list, configure Territory . Dynamics 365 Sales can automatically select a default price list for opportunities, quotes, orders, and invoices based on the sales territory of the user.
Microsoft states that a price list can be associated with a territory by using the Territory Default Pricelist connection role, allowing users in that territory to have the correct price list selected by default.
To group product prices for each region, use a Price list . A price list is the container that groups the prices charged for products or services. Microsoft guidance explains that organizations can create multiple price lists to maintain separate pricing structures for different regions, sales channels, or territories. Currency supports monetary localization, but it does not group regional product prices by itself. Product bundle is unrelated because it combines products for sale as a package, not regional pricing.
References/topics: Product catalog pricing; price lists; price list items; territory-based default price lists; regional pricing configuration.
NEW QUESTION # 92
A seller asks Copilot to prepare for an upcoming customer meeting. The customer has multiple open opportunities, recent emails, and support cases. What should Copilot primarily generate?
Answer: D
Explanation:
Copilot can generate meeting preparation summaries by combining CRM records, customer communications, opportunity status, and related activities. The summary provides sellers with relevant business context before customer meetings, improving readiness while reducing manual research.
NEW QUESTION # 93
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