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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: Optimize AI-driven sales | 20–25% | - Configure predictive scoring and relationship intelligence - Prepare and deploy AI agents in Sales - Set up conversational intelligence and forecasting - Design AI-first sales strategy with Copilot and agents |
| Topic 3: Configure Dynamics 365 Sales core features for AI | 15–20% | - Examine Sales security model - Configure timeline and data import/export - Evaluate prerequisites for deploying Sales - Configure mailboxes and business process flows |
| 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 Sales Close Agent and interpret actions - Configure and use Sales Research Agent insights |
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NEW QUESTION # 23
Your company is preparing sellers for complex enterprise opportunities.
The company wants sellers to gather relevant insights before initial account engagement.
You need to determine when using the Sales Research Agent is appropriate.
In which two scenarios are you able to use the Sales Research Agent? Each correct answer is a complete solution. Choose two.
NOTE: Each correct selection is worth one point.
Answer: A,C
Explanation:
The correct scenarios are B and C. Sales Research Agent is designed for research and analysis, not autonomous record updates or email engagement. Microsoft describes the agent as an AI- powered research canvas that lets users solve complex business questions through natural language, generate research blueprints, review sales-data insights, and ask follow-up questions to refine the analysis. It can use Dynamics 365 Sales data, uploaded offline files such as CSV, Excel, or PDF, and connected data sources to support pipeline exploration and sales operations analysis.
Option B is correct because Microsoft states that Sales Research Agent may use Bing Search only when the Bing search consent setting is enabled. When Bing search is disabled, the agent operates only on internal data sources that the user already has permission to access. Option C is also correct because the agent generates a research blueprint with visualizations and a text overview, and users can continue iterating by asking follow-up questions or changing visualizations on the canvas.
NEW QUESTION # 24
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?
Answer: A
Explanation:
Copilot can generate meeting preparation summaries by combining CRM records, customer communications, opportunity status, and related activities. The summary provides sellers with relevant business context before customer meetings, improving readiness while reducing manual research.
NEW QUESTION # 25
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: B
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 # 26
A sales administrator wants AI predictions to improve over time as additional closed opportunities become available. Which statement accurately describes predictive models in Dynamics 365 Sales?
Answer: C
Explanation:
Predictive AI models continuously learn from an organization's historical opportunity outcomes and available CRM data. As more opportunities close successfully or unsuccessfully, the model can improve prediction quality by identifying additional patterns associated with sales success.
NEW QUESTION # 27
Sales representatives work remotely and access Dynamics 365 Sales from mobile devices. Meetings are created in Outlook for the sales team.
Users report that after installing the mobile app, they are unable to update meetings by setting the Regarding record in the mobile app.
You need to ensure users are able to track meetings to customer records without issues.
Which two actions should you perform? Each correct answer presents part of the solution. Choose two.
NOTE: Each correct selection is worth one point.
Answer: B,D
Explanation:
The correct actions are to enable server-side synchronization and approve the users' mailboxes . This is a very specific Dynamics 365 Sales mobile prerequisite. Microsoft's Sales mobile setup guidance states that to set a regarding record for a meeting, server-side synchronization must be enabled in the environment and the email address must be approved. The mobile meeting documentation repeats the same requirement: users can set the regarding record only when server-side synchronization is enabled and the email address is approved.
This makes options A and B the only correct pair. Server-side synchronization connects Dynamics 365 with Exchange/Outlook data for appointments, contacts, tasks, and email synchronization. Microsoft's server-side synchronization documentation describes it as the synchronization mechanism between customer engagement apps and Exchange, including support for appointments and mobile scenarios. A mobile offline profile controls offline data availability, not whether Outlook meetings can be tracked to customer records.
Relevance search improves search behavior and performance, but it does not enable the Regarding field for meetings.
References/topics: Dynamics 365 Sales mobile app; meeting tracking; Regarding record; server-side synchronization; mailbox approval; Outlook appointments.
NEW QUESTION # 28
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