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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Extend and enhance sales solutions with AI | 10-15% | - Configure reporting and visualization - Deploy and manage AI agents - Monitor and optimize AI performance - Implement collaboration features |
| Topic 2: Configure Dynamics 365 Sales core features for AI | 15-20% | - Configure security and access for AI features - Set up core sales entities and relationships - Integrate Microsoft Power Platform components - Design and configure sales data model |
| Topic 3: Develop deals by using intelligent opportunity research | 25-30% | - Configure forecasting and goal management - Deploy and configure Sales Close Agent - Use AI for opportunity research and insights - Optimize opportunity management workflows |
| Topic 4: Qualify and prioritize leads by using AI | 15-20% | - Fine-tune predictive lead scoring models - Configure lead qualification processes - Implement Sales Qualification Agent - Automate lead routing and prioritization |
| Topic 5: Optimize AI-driven sales workflows and insights | 20-25% | - Set up conversational intelligence - Configure Sales accelerator and work distribution - Configure Copilot for Sales - Implement predictive scoring and relationship intelligence |
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NEW QUESTION # 27
A company uses the Sales Close Agent in Dynamics 365 Sales to help sellers close deals.
The sales managers want to ensure the agent is used only in specific scenarios.
You need to identify the behavior of the Sales Close Agent.
What should you use to review the agent ' s behavior?
Answer: D
Explanation:
The correct answer is C . To review the Sales Close Agent behavior for an opportunity, you open an opportunity researched by the agent and select See full research . Microsoft's current Dynamics 365 Sales documentation describes this flow: sellers open the My top opportunities from AI agent view, open an opportunity, review the summary section, and then select See full research to open the Opportunity research page , which contains the complete research insights and recommendations.
This page is the right place to understand what the agent is surfacing and why it is helping progress deals. The Opportunity research page includes deal importance, deal risks and mitigations, deal overview, key signals, and other research-driven insights. Option A is incomplete and incorrectly starts from Forecast; the documented entry point is the Opportunities area and the AI-agent opportunity view. Option B is not the best answer because Sales Agent Runs is used for operational run records and permissions, not the seller-facing full research output. Option D is fabricated; there is no requirement to configure the opportunity pipeline view to force the full research page into every opportunity side panel.
References/topics: Sales Close Agent Research mode; Sales Opportunity Agent; Opportunity research page; See full research; AI-generated opportunity insights and recommendations.
NEW QUESTION # 28
You configure Dynamics 365 Sales for a company.
The company plans to implement the Sales Close Agent in Research mode.
You need to identify the capabilities of the agent.
Which two capabilities should you identify? Each correct answer presents a complete solution. Choose two.
NOTE: Each correct selection is worth one point.
Answer: C,D
Explanation:
The correct Research mode capabilities are analyzing historical interaction data to generate opportunity insights and reviewing deal signals with risks and recommended mitigations . Microsoft's Sales Opportunity Agent documentation describes the opportunity-focused agent as helping sellers focus on important opportunities by identifying high-value and at-risk deals, providing critical insights and recommendations, and helping sellers mitigate risks. Microsoft also states that the agent gathers information from multiple sources and provides a streamlined research experience, stakeholder and competitor intelligence, and actionable risk mitigation strategies.
Option C is correct because the agent uses opportunity context, CRM history, emails, meetings, and other available signals to generate deal insights. Option D is also correct because Microsoft's Responsible AI FAQ specifically identifies early risk detection and recommended mitigation strategies based on historical data and communication analysis. Options A and B describe customer engagement behavior: running sales sequences or initiating follow-up communication. That belongs to engagement automation, not Research mode. Option E is too workflow-task oriented; Research mode surfaces insights and recommendations, but it is not primarily a task-generation or outreach automation engine.
References/topics: Sales Close Agent Research mode; Sales Opportunity Agent; opportunity insights; deal signals; risk mitigation; intelligent opportunity research.
NEW QUESTION # 29
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear on the review screen.
A company is evaluating AI agent capabilities for opportunity management.
Sales managers require insights about deals. You must ensure that the system does not perform automatic outreach to buyers.
You need to determine whether proposed solutions meet the requirements.
Solution: Configure the Sales Close Agent in Engage mode.
Does the solution meet the goal?
Answer: A
Explanation:
No, the solution does not meet the goal. The requirement clearly states that sales managers need insights about deals, but the system must not perform automatic outreach to buyers. Sales Close Agent Engage mode is designed for autonomous customer engagement. It can interact with buyers, send outreach or follow-up communications, and help progress sales conversations automatically. That violates the restriction in the question.
For this scenario, the appropriate configuration is Sales Close Agent in Research mode, not Engage mode. Research mode supports opportunity management by analyzing deal context, surfacing risks, identifying signals, and providing recommended next actions to sellers. It gives managers and sellers AI-generated deal insights while keeping buyer communication under human control. That is exactly what the company requires.
Engage mode would only be acceptable if the company wanted the agent to actively contact buyers or automate customer-facing communication. Since the requirement explicitly prohibits automatic outreach, Engage mode fails the stated goal.
NEW QUESTION # 30
You use price lists in Dynamics 365 Sales. Some price lists have expired.
Users need to be able to continue to manage their opportunities.
Which option is possible?
Answer: D
Explanation:
The correct answer is D. Opportunities that use the expired price list can continue through their lifecycle. In Dynamics 365 Sales, a price list can include a Start Date and End Date to define the effective period for that price list, such as a promotional pricing period. Microsoft's pricing guidance explains that price lists and price list items define pricing for products, and that price calculation applies across opportunity, quote, order, and invoice records.
The expiration date controls the effective availability of the price list going forward; it does not automatically invalidate existing opportunity records that already reference that price list. This distinction matters operationally: if an opportunity was already created with a valid price list, the sales process can continue without forcing users to replace pricing midstream. That preserves pricing consistency across the opportunity lifecycle and prevents disruption to quotes, orders, and downstream sales documents.
NEW QUESTION # 31
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: C
NEW QUESTION # 32
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