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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: Develop deals using intelligent opportunity research | 25–30% | - Opportunity insights and forecasting - AI-assisted deal progression strategies |
| Topic 4: Qualify and prioritize leads using AI | 15–20% | - AI-driven lead prioritization workflows - Lead scoring and qualification models |
| Topic 5: Extend and enhance Sales | 10–15% | - Extending Dynamics 365 Sales with AI capabilities - Integration with Microsoft Copilot and Power Platform |
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NEW QUESTION # 85
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 # 86
You need to resolve the competitive intelligence brief issue for the sales manager.
What three actions should you do? Each correct answer presents part of the solution. Choose three.
Answer: B,C,D
Explanation:
The issue is that the sales manager already generated a Sales Research Agent blueprint but forgot to include the quarterly competitive intelligence brief. The brief is an external document and the case study states it is delivered as a PDF document , so the correct first content action is to upload the competitive intelligence brief as a PDF file , not CSV. Microsoft's Sales Research Agent documentation states that users can select Add data to upload files including CSV, Excel, or PDF to augment research with additional data.
The second required action is to add a data source , because the competitive intelligence brief is not part of the default Dynamics 365 Sales data. Sales Research Agent connects to Dynamics 365 Sales data by default, but additional external files must be added as supporting data sources before they can influence the analysis.
The documentation identifies the Data area as the place where the research data source is specified and where additional data sources can be added.
The final action is to regenerate the canvas/blueprint so the agent reprocesses the analysis using the newly added PDF. Refreshing alone is not the best answer because the problem is not stale data; it is missing context. Regeneration creates updated research output with the new source included.
References/topics: Sales Research Agent; research canvas; adding PDF data sources; blueprint regeneration; intelligent opportunity research.
NEW QUESTION # 87
You manage Dynamics 365 Sales.
The sales managers want to confirm that the Sales Close Agent generates insights that help progress deals. When monitoring the Sales Close Agent, you observe that some engagements are failing.
You need to determine how the Sales Close Agent handles engagement failures.
How should you expect the agent to behave when an error occurs?
Answer: A
Explanation:
The correct behavior is that the Sales Close Agent retries up to three times within the next hour, using an exponential backoff strategy. If those immediate attempts fail, the system continues retrying the engagement over the next three days. If the engagement still fails after that retry window, the record is marked as a failure. Microsoft's Sales Close Agent documentation explicitly describes this retry pattern for engagement errors and also identifies the possible run statuses as Active, Failure, and Completed.
NEW QUESTION # 88
Drag and Drop Question
You are responsible for improving lead prioritization in Dynamics 365 Sales.
Sales managers report that predictive scores do not match current conversion trends.
You need to edit the predictive lead scoring model to improve accuracy based on recent lead data.
Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Answer:
Explanation:
Explanation:
The correct sequence starts by opening and configuring the predictive scoring settings for lead scoring. The administrator must access the predictive lead scoring configuration page before changing the model. Microsoft's predictive scoring configuration guidance states that the Predictive lead scoring page is where administrators configure model settings, including model criteria and field behavior.
Next, the administrator should edit model attributes. This is the actual model-tuning step.
Microsoft states that Edit model is used to update or add fields that affect the prediction accuracy score, especially when the organization wants the model to consider different fields or a unique business process.
After modifying the attributes, the model must be retrained. Retraining is required when prediction accuracy does not meet expectations or when recent data should be incorporated. Microsoft explains that retraining uses the latest leads in the organization so the model can provide more accurate scores.
Finally, the administrator must verify predictive score accuracy by reviewing the model accuracy and performance. Exporting all lead records is unnecessary, and editing health score grading applies to opportunity health scoring, not predictive lead scoring.
NEW QUESTION # 89
You are the Dynamics 365 Sales administrator for an electronics company.
The sales team is having difficulty locating different products in the same category -- for instance, all versions of flat screen TVs available.
You need to organize the products in a way that makes it easier for the sales team to search for products.
What should you use?
Answer: C
Explanation:
The correct answer is Product families because the requirement is to organize similar products into searchable categories. In Dynamics 365 Sales, product families are used to classify and group related products under a product hierarchy. Microsoft's product catalog guidance explains that products can be created as standalone products or inside a family depending on how the organization wants to organize and classify them, and the training module specifically describes creating product family hierarchies that include product bundles and individual products.
For the example in the question, "flat screen TV" would be the product family, while individual versions such as 42-inch, 55-inch, OLED, QLED, or 4K models would be products inside that family. This makes browsing and searching easier for sellers because related variants are grouped logically. Product unit groups define how products are sold, such as each, box, or case; they do not categorize products. Related products are used for cross-sell, upsell, substitute, or accessory recommendations, not primary catalog organization. Product bundles combine multiple products sold together as a package. Therefore, the correct catalog structure is Product families.
NEW QUESTION # 90
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