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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: 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 2: Configure Dynamics 365 Sales core features for AI | 15–20% | - Configure timeline and data import/export - Configure mailboxes and business process flows - Evaluate prerequisites for deploying Sales - Examine Sales security model |
| Topic 3: Optimize AI-driven sales | 20–25% | - Configure predictive scoring and relationship intelligence - Set up conversational intelligence and forecasting - Prepare and deploy AI agents in Sales - Design AI-first sales strategy with Copilot and agents |
| 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% | - Configure Sales Close Agent and interpret actions - Optimize opportunity management and pipeline views - Configure and use Sales Research Agent insights |
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NEW QUESTION # 55
A company is using Dynamics 365 Sales.
The company is NOT using predictive lead scoring. The company has historical sales records for the last three years.
You need to configure a predictive lead scoring model.
What is the minimum number of records required?
Answer: B
Explanation:
The minimum dataset for a predictive lead scoring model is 40 qualified leads and 40 disqualified leads. Microsoft's Dynamics 365 Sales documentation states that an organization must have created and closed at least 40 qualified and 40 disqualified leads within the selected training period to train the model. The broader lead and opportunity scoring documentation confirms the same threshold and distinguishes lead scoring from opportunity scoring: lead scoring requires qualified and disqualified leads, while opportunity scoring requires won and lost opportunities.
This distinction is critical. Predictive lead scoring predicts the likelihood that a lead will qualify or convert based on historical lead outcomes, so the model needs examples of both successful and unsuccessful lead qualification results. Won and lost opportunities are not the correct training records for lead scoring; they apply to predictive opportunity scoring. The question also states that the company has historical sales records for three years, but the model requirement is based on the minimum qualifying lead dataset, not merely the total age of available data. Therefore, the required minimum is 40 qualified leads and 40 disqualified leads.
NEW QUESTION # 56
You are creating a business process flow named " Onboard new pet " to support onboarding of new clients for a pet care business.
A partially completed business process flow is shown in the following exhibit.
Use the drop-down menus to select the answer choice that completes each statement based on the information presented in the exhibit.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Statement
Correct selection
To enable the business process flow to pass validation, you should ensure that the column used to evaluate the condition is added to the preceding stage.
After the flow has been updated to pass validation, when a user starts creating a new pet record, the user will see one stage.
The condition in the business process flow evaluates the Type column to determine whether the pet is a Cat .
However, the preceding stage, Basic Details , only contains the Name step. In a business process flow, a branching rule must be based on steps in the stage immediately before the condition. Microsoft's business process flow design guidance states that branching rules must be based on the steps in the preceding stage, so the Type column must be added as a step in the Basic Details stage before the condition can validate correctly.
After validation is corrected, a user who starts creating a new pet record will initially see one stage : Basic Details . The Litter type stage is conditional and appears only when the Type value satisfies the rule, meaning the pet type equals Cat. Microsoft explains that branch selection is automatic and happens in real time based on the rules defined in the process definition. Until the user enters a Type value that satisfies the condition, the cat-specific branch is not part of the visible process path.
References/topics: Business process flows; conditional branching; preceding-stage steps; process validation; model-driven app process bar.
NEW QUESTION # 57
Hotspot Question
A sales manager needs to set up goals in Dynamics 365 Sales for salespeople.
The measurement of goals must be based on the total deal amount upon closing an opportunity.
The fiscal year for the goals must be based on the calendar year.
You need to create the rollup query for the goal metrics.
Which options should you select? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
The correct table is Opportunity because the goal measurement is based on deal amounts when opportunities are closed. In Dynamics 365 Sales goal metrics, rollup fields define which table and source attribute are used to calculate actual or in-progress goal values. Microsoft's goal metric documentation gives the direct example of using the Opportunity table with the opportunity actual value/source attribute to track actual money amounts from opportunities closed as Won.
The correct date field is Actual Close Date because the goal period must be determined by when the deal was actually closed, not when the opportunity was created. Microsoft's goal metric configuration guidance states that the Date Field determines the goal period that records roll up into, and gives Actual Close Date as the relevant example.
The correct revenue field is Actual Revenue because the requirement is based on the total deal amount upon closing the opportunity. Budget Amount and Total Amount do not represent the final closed deal value for goal actuals. Goal rollup fields calculate actual performance values for completed measurable results, which fits closed opportunity revenue.
NEW QUESTION # 58
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 # 59
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.
References/topics: Predictive lead scoring; model attributes; model retraining; scoring accuracy; lead prioritization in Dynamics 365 Sales.
NEW QUESTION # 60
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