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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Configure Dynamics 365 Sales core features for AI | 15–20% | - Evaluate prerequisites for deploying Sales - Configure timeline and data import/export - Examine Sales security model - Configure mailboxes and business process flows |
| Topic 2: Qualify and prioritize leads using AI | 15–20% | - Fine-tune predictive scoring model - Configure Sales Qualification Agent and monitor its performance - Configure lead and opportunity experience |
| Topic 3: 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 |
| Topic 4: 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) |
| Topic 5: Develop deals using intelligent opportunity research | 25–30% | - Optimize opportunity management and pipeline views - Configure and use Sales Research Agent insights - Configure Sales Close Agent and interpret actions |
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35. Frage
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.
Antwort:
Begründung:
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.
36. Frage
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.
Antwort:
Begründung:
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.
References/topics: Sales accelerator workspace; work item appearance; account record type; field customization; seller work list configuration.
37. Frage
A company plans to deploy AI agents in Dynamics 365 Sales to help sellers research accounts and summarize opportunity activity.
The company has the following requirements:
. AI capabilities must be activated in the environment.
. Administrators must be able to design, create, and manage AI agents.
. Sellers must have permissions that allow them to interact with AI-generated insights in Sales.
. AI agents must be able to read and analyze the organization's sales data stored in the platform.
You need to configure platform capabilities required for AI agents.
Which configuration should you apply for each requirement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Antwort:
Begründung:
Explanation:
Requirement
Configuration
Enable AI features in the environment
Deploy Copilot in Dynamics 365 Sales
Allow administrators to create agents
Assign Copilot Studio author role
Allow sellers to use AI insights
Assign Dynamics 365 Sales security roles
Allow agents to analyze sales records
Configure Dataverse security permissions
The environment-level AI prerequisite is to deploy Copilot in Dynamics 365 Sales . Microsoft states that Copilot features must be turned on for Dynamics 365 Sales and that enabling Copilot activates the embedded chat and Copilot experiences in sales apps. Microsoft also identifies AI Agents and AI insight cards as environment capabilities required for Sales agents.
Administrators who design or create agents need Copilot Studio author capability. Microsoft's Copilot Studio licensing guidance specifically lists the Copilot Studio authors role as a supported access configuration and explains that this role is assigned through the Power Platform admin center.
Sellers must receive appropriate Dynamics 365 Sales security roles because Sales agent access is role- driven. Microsoft states that users must be assigned Sales Manager or Salesperson roles to use Sales agent capabilities in Dynamics 365 Sales.
Finally, agents can only analyze sales records when Dataverse access is correctly configured. Dataverse security roles define table privileges such as Read, Create, Write, Delete, Append, and Append To, so sales data access must be governed through Dataverse security permissions .
References/topics: Copilot in Dynamics 365 Sales; Sales agents prerequisites; Copilot Studio author role; Dynamics 365 Sales security roles; Dataverse security permissions.
38. Frage
You are preparing to deploy AI agents for a company's sellers.
The company wants to ensure that AI capacity is available before agents begin operating.
You need to configure Dynamics 365 so AI agents can consume AI credits.
Which action should you perform?
Antwort: D
Begründung:
The correct action is to assign AI capacity to the Dynamics 365 environment. AI agents and AI- powered features run inside a Power Platform/Dynamics 365 environment, and the environment must have available AI capacity or credits before those features can execute reliably. Microsoft's AI capacity guidance states that once acquired, AI credits can be allocated or assigned to a specific environment, and when an environment has access to the credits, AI features are enabled in that environment. It also states that if consumption exceeds available credits, some features may be blocked.
39. Frage
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?
Antwort: B
40. Frage
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