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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: 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 2: Optimize AI-driven sales workflows and insights | 20-25% | - Implement predictive scoring and relationship intelligence - Set up conversational intelligence - Configure Sales accelerator and work distribution - Configure Copilot for Sales |
| Topic 3: Configure Dynamics 365 Sales core features for AI | 15-20% | - Integrate Microsoft Power Platform components - Set up core sales entities and relationships - Design and configure sales data model - Configure security and access for AI features |
| Topic 4: Develop deals by using intelligent opportunity research | 25-30% | - Configure forecasting and goal management - Use AI for opportunity research and insights - Deploy and configure Sales Close Agent - Optimize opportunity management workflows |
| Topic 5: Qualify and prioritize leads by using AI | 15-20% | - Fine-tune predictive lead scoring models - Implement Sales Qualification Agent - Automate lead routing and prioritization - Configure lead qualification processes |
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NEW QUESTION # 74
A company is using Dynamics 365 Sales and Microsoft 365.
The company has the following requirements for sales representatives:
Must store opportunity files in a central location.
Must collaborate using chat conversations associated with sales records.
You need to configure the required integrations.
Which two integrations should you configure? Each correct answer presents part of the solution. Choose two.
NOTE: Each correct selection is worth one point.
Answer: A,E
NEW QUESTION # 75
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: A,C,E
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 # 76
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: A
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 .
References/topics: Product catalog setup; product families; product classification; product hierarchy; Dynamics 365 Sales core product configuration.
NEW QUESTION # 77
A company uses Dynamics 365 Sales to manage opportunities using a custom form.
Sellers spend significant time manually reviewing information about opportunities before contacting customers.
You need to reduce the time required for reviewing opportunities.
What should you add to the form?
Answer: D
Explanation:
The correct answer is Opportunity summary. The requirement is not to score the opportunity, show the next activity, or display health indicators; it is to reduce the seller's manual review effort before contacting the customer. Microsoft's Copilot capability for Dynamics 365 Sales provides AI-generated summaries for opportunity records so sellers can quickly understand key deal context, related activities, emails, and important history without reading the full timeline manually.
Microsoft specifically states that Copilot record summarization generates concise summaries of key information from sales records such as opportunities, leads, and accounts.
Because the company uses a custom opportunity form, the opportunity summary widget must be added to that form. Microsoft's implementation guidance explicitly flags custom opportunity forms and asks whether the opportunity summary widget has been added, and the Copilot summary documentation notes that the opportunity summary widget is available by default on the standard form but must be added to custom forms. Up next guides sellers to the next activity, Health score and Predictive opportunity scoring evaluate opportunity risk or likelihood, and Timeline highlights is narrower than the full AI-generated opportunity overview.
NEW QUESTION # 78
You need to configure the required billing for Copilot and agent capabilities.
What should you use for each requirement? To answer, select the appropriate options in the answer area.
Answer:
Explanation:
Explanation:
Requirement
Tool
Perform purchase required by CFO
Microsoft 365 admin center
Configure Sandbox billing
Power Platform admin center
Configure Production billing
Microsoft 365 admin center
Why: Production requires reliable AI capacity so sellers are not blocked when prepaid Copilot capacity is depleted. The correct production setup is pay-as-you-go / billing policy configuration through the Microsoft
365 admin center . Azure portal is not the best answer here because the scenario says no Azure subscriptions are available , and Microsoft 365 admin center can be used for the billing policy workflow.
Microsoft Agent 365 is for agent management/governance, not billing configuration.
NEW QUESTION # 79
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