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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Optimize AI-driven sales | 20–25% | - Copilot and AI assistant capabilities in Sales - Sales productivity and automation enhancement |
| Topic 2: Configure Dynamics 365 Sales core features for AI | 15–20% | - Data and process setup for AI features - Sales environment configuration |
| Topic 3: Extend and enhance Sales | 10–15% | - Extending Dynamics 365 Sales with AI capabilities - Integration with Microsoft Copilot and Power Platform |
| Topic 4: Qualify and prioritize leads using AI | 15–20% | - AI-driven lead prioritization workflows - Lead scoring and qualification models |
| Topic 5: Develop deals using intelligent opportunity research | 25–30% | - AI-assisted deal progression strategies - Opportunity insights and forecasting |
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NEW QUESTION # 65
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: B
NEW QUESTION # 66
A company plans to deploy a Dynamics 365 Sales Hub app.
An administrator creates a Power Platform environment with the following configuration:
- The environment does not have a database.
- The environment is a sandbox environment.
- Access to the environment is restricted to a security group.
- The administrator has the System Administrator role.
You need to ensure that the administrator can deploy Dynamics 365 Sales.
Which two actions should you perform? Each correct answer presents part of the solution.
Choose two.
NOTE: Each correct selection is worth one point.
Answer: C,E
Explanation:
The administrator must have both the correct license and an environment that supports Dynamics
365 apps. Microsoft states that when creating a production or sandbox Power Platform environment with a Dataverse database, administrators can add Dynamics 365 apps such as Dynamics 365 Sales, but they must select Enable Dynamics 365 apps during database provisioning. Microsoft also states that a valid Dynamics 365 license is required to enable Dynamics 365 apps.
Therefore, the administrator must be assigned a Dynamics 365 Sales Enterprise license, and the environment must have Dataverse added with Dynamics 365 apps enabled. After the Sales license is available, Dynamics 365 Sales apps such as Sales Hub can be installed from the Power Platform admin center under the environment's Dynamics 365 apps resources.
NEW QUESTION # 67
A business wants to reduce administrative work after customer meetings. Which Copilot capability directly supports this objective?
Answer: B
Explanation:
Copilot can summarize meetings by extracting important discussion points, decisions, and action items. This reduces documentation effort while ensuring important customer information is captured consistently for future sales activities.
NEW QUESTION # 68
A company plans to implement Dynamics 365 Sales and wants to design a Dataverse data model that supports AI-driven insights across the sales lifecycle.
The company must be able to track the progression of a deal from initial prospect identification through to finalized billing.
The data model must support the following requirements:
. Prospects must be captured before they become qualified sales deals.
. Qualified deals must support forecasting and pipeline analysis.
. Sales teams must be able to generate pricing proposals for customers.
. Accepted proposals must transition into fulfillment records and then final billing records.
You need to design the Dataverse table model that supports the required sales lifecycle.
Which table relationship should you implement?
Answer: E
Explanation:
The correct sales lifecycle is Lead # Opportunity # Quote # Order # Invoice . In Dynamics 365 Sales, a lead captures an initial prospect before the person or organization is qualified. Microsoft's sales process guidance explains that sellers generally work with leads during the qualifying stage, and the goal is to qualify and advance the lead to the next stage of the sales process. Once qualified, the deal becomes an opportunity , which is the record used for pipeline tracking, revenue estimation, sales stages, probability, and forecasting analysis. Microsoft's prospect-to-quote guidance states that Dynamics 365 Sales supports capturing, managing, scoring, and converting leads into opportunities when qualification criteria are met.
Quotes are then created from opportunities to present pricing proposals to customers. Microsoft states that quotes created from opportunities are prefilled with opportunity details and products. Once the proposal is accepted, the quote can be converted into a sales order for fulfillment and then into an invoice for billing; Microsoft's quote/order/invoice process sample explicitly demonstrates converting an opportunity to a quote, a quote to a sales order, and a sales order to an invoice. Therefore, option B is the only sequence that correctly supports the full sales lifecycle.
References/topics: Lead management; opportunity pipeline; quote creation; order fulfillment; invoice billing; Dataverse Sales tables.
NEW QUESTION # 69
Drag and Drop Question
A company uses the Sales Close Agent to assist sellers during the closing phase of opportunities.
The Sales Close Agent must meet the following requirements:
- Recommend targeted action for disengaged deals.
- Generate insights from CRM records, emails, meetings, and web
research into a unified deal view.
- Ensure customer interactions are compliant with company policies.
You need to identify the agent mode for each requirement.
Which agent mode should you recommend? To answer, move the appropriate requirements to the correct agent modes. You may use each agent mode 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:
The first two requirements belong to Research mode because they are insight-generation functions for opportunity management. Microsoft describes the opportunity-focused Sales agent as identifying risks such as disengaged stakeholders, slowing momentum, and competitive pressure, then recommending targeted actions to keep the deal moving forward. It also provides a comprehensive deal view by surfacing buyer needs, stakeholder roles, competitor mentions, and deal health in one unified place. This directly matches both "recommend targeted action for disengaged deals" and "generate insights from CRM records, emails, meetings, and web research into a unified deal view." The compliance requirement maps to Engage mode because compliance matters when the agent communicates externally with customers. Sales Close Agent Engage mode automates customer engagement through outreach and follow-up emails, and Microsoft states that admins configure an email delivery compliance profile so the agent's communications follow organizational policies and regulatory requirements. Research mode produces insights for sellers; it does not perform customer outreach. Therefore, use Research for opportunity intelligence and Engage for compliant customer interaction.
NEW QUESTION # 70
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