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| Section | Weight | Objectives |
|---|---|---|
| Develop deals using intelligent opportunity research | 25–30% | - AI-assisted deal progression strategies - Opportunity insights and forecasting |
| Extend and enhance Sales | 10–15% | - Integration with Microsoft Copilot and Power Platform - Extending Dynamics 365 Sales with AI capabilities |
| Optimize AI-driven sales | 20–25% | - Copilot and AI assistant capabilities in Sales - Sales productivity and automation enhancement |
| Configure Dynamics 365 Sales core features for AI | 15–20% | - Sales environment configuration - Data and process setup for AI features |
| Qualify and prioritize leads using AI | 15–20% | - AI-driven lead prioritization workflows - Lead scoring and qualification models |
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NEW QUESTION # 87
A sales company uses the Sales Qualification Agent to evaluate inbound leads.
A sales manager updates the qualification criteria to better align with the target customer profile.
After the update, monitoring data shows the following:
- A shift in how leads are categorized compared to earlier results.
- Continued processing of incoming leads.
- No gaps in evaluation activity.
You need to interpret the monitoring data to understand the agent's behavior.
What should you conclude?
Answer: B
Explanation:
The correct conclusion is that lead outcomes reflect updated evaluation criteria applied during processing. The Sales Qualification Agent evaluates inbound leads against the configured target customer profile and qualification settings. Microsoft states that the target customer profile suitability is determined by the attributes defined in the agent configuration's handoff criteria, and the agent categorizes leads as high, moderate, or low fit based on how well the lead matches those attributes.
Therefore, when the sales manager updates the qualification criteria, a shift in categorization is expected. It means the agent is applying the new criteria to processed leads, not that the old evaluations were incomplete or that external factors are necessarily driving the change. The continued processing and absence of evaluation gaps also indicate normal operational continuity.
Microsoft's Sales Qualification Agent setup guidance explains that the agent works on assigned leads based on configured selection criteria and that stopping the agent prevents new lead processing; here, processing continued, so the agent remained active while using the revised configuration. Option A is too speculative: tuning might be useful later, but the evidence given does not prove a tuning problem. The clean interpretation is D.
NEW QUESTION # 88
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 # 89
A company uses Dynamics 365 Sales to manage enterprise opportunities. The sales team enables the Sales Research Agent to generate research summaries for each opportunity.
Sales managers must determine whether opportunities have strong external indicators that support deal progression.
You need to analyze insights from the research canvas for evidence that a deal environment is favorable.
Which two research canvas insights should you provide to the sales managers? Each correct answer presents part of the solution. Choose two.
NOTE: Each correct selection is worth one point.
Answer: C,D
Explanation:
The correct insights are recent public developments and strategic landscape analysis relative to the seller' s value proposition . The question is asking for external indicators that show whether the account's deal environment is favorable. Sales Research Agent is designed to analyze business questions using sales and business data, generate a blueprint with analysis, recommendations, charts, and graphs, and allow users to add external data sources such as PDFs, Excel, or CSV files to augment research. Microsoft describes the blueprint as a research output containing findings, visualizations, and recommendations that can support evidence-based sales decisions.
Option B is correct because recent public developments can reveal external buying triggers, market pressure, expansion activity, regulatory change, funding, partnerships, or competitive movement that may support deal progression. Option D is correct because strategic landscape analysis connects those external conditions to the seller's value proposition, which is exactly what managers need to judge deal favorability. Option A is internal CRM engagement data, useful but not an external indicator. Option C is administrative audit metadata and does not indicate market fit, urgency, or strategic opportunity.
References/topics: Sales Research Agent; research canvas; AI-generated blueprint; external business context; opportunity research insights.
NEW QUESTION # 90
You need to configure the new lead qualification experience in Dynamics 365 Sales for field sellers.
What should you configure?
Answer: E
Explanation:
The correct configuration is to set related record creation to Seller. The case study states that sales leadership requires flexibility in how leads are converted: inside sales need automatic opportunity creation, but field sellers need the option to manually decide whether an opportunity should be created when a lead is qualified.
In the new lead qualification experience, Dynamics 365 Sales lets administrators control whether account, contact, and opportunity records are created automatically during lead qualification or whether sellers are prompted to choose which related records to create. Microsoft's lead qualification guidance confirms that when automatic creation is not enabled, sellers are prompted to select which records should be created during qualification.
Option B and option E are wrong for field sellers because automatic creation would remove the manual decision point required by the case study. Option C is relevant to guiding sellers through sales stages, but the existing Lead to Opportunity Business Process Flow does not control whether related records are automatically created when a lead is qualified. Option D is unrelated because Copilot summaries help sellers review record information; they do not configure lead conversion behavior. Therefore, the required configuration for field sellers is Seller-controlled related record creation.
References/topics: Lead qualification experience; lead-to-opportunity conversion; related account, contact, and opportunity creation; Dynamics 365 Sales lead management.
NEW QUESTION # 91
You manage Dynamics 365 Sales for a company.
A sales manager wants a weekly performance view of the Sales Close Agent in Research mode.
The sales manager also reports that a specific Opportunity stopped receiving automated outreach from the Sales Close Agent in Engage mode.
You need to do the following:
. Determine if the engagement for the opportunity record is pending, completed, or failed.
. Provide a performance view that includes the Last refreshed and the time period filter.
You need to identify the correct monitoring metrics for each requirement.
Which metrics should you review? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Requirement
Component
Record engagement is pending, completed, or failed
Sales Agent Runs table view
Weekly performance view of the Sales Close Agent in Research mode
Insights and metrics for the Sales Close Agent
For a specific opportunity that stopped receiving automated outreach, use the Sales Agent Runs table view .
Microsoft states that to resolve the engagement status of a specific record, administrators can go to the sales agent run record view and filter the Regarding column by the record of interest. The Status field shows whether the engagement is Active , Failure , or Completed ; Active means pending, Failure means the engagement failed, and Completed means it finished successfully.
For the manager's weekly performance requirement, use Insights and metrics for the Sales Close Agent .
That is the performance reporting surface for the agent, not the per-record run table. The requirement specifically mentions a weekly performance view plus Last refreshed and a time period filter , which maps to the agent's insights dashboard/metrics area. The Sales Agent Runs view is operational monitoring for individual records, while the insights and metrics view is for aggregate performance analysis such as engagement outcomes, response rates, and trend monitoring. Do not select Engage settings because settings configure how the agent behaves; they do not provide performance metrics. Opportunity pipeline view helps sellers manage opportunities, but it is not the agent performance monitoring dashboard.
References/topics: Sales Close Agent monitoring; Sales Agent Runs table; engagement status; Sales Close Agent insights and metrics; Research mode performance reporting.
NEW QUESTION # 92
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