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| Section | Weight | Objectives |
|---|---|---|
| Develop deals using intelligent opportunity research | 25–30% | - Opportunity insights and forecasting - AI-assisted deal progression strategies |
| 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% | - Sales productivity and automation enhancement - Copilot and AI assistant capabilities in Sales |
| Qualify and prioritize leads using AI | 15–20% | - Lead scoring and qualification models - AI-driven lead prioritization workflows |
| Configure Dynamics 365 Sales core features for AI | 15–20% | - Sales environment configuration - Data and process setup for AI features |
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NEW QUESTION # 60
You manage Dynamics 365 Sales.
The sales managers want to confirm that the Sales Close Agent generates insights that help progress deals. When monitoring the Sales Close Agent, you observe that some engagements are failing.
You need to determine how the Sales Close Agent handles engagement failures.
How should you expect the agent to behave when an error occurs?
Answer: A
Explanation:
The correct behavior is that the Sales Close Agent retries up to three times within the next hour, using an exponential backoff strategy. If those immediate attempts fail, the system continues retrying the engagement over the next three days. If the engagement still fails after that retry window, the record is marked as a failure. Microsoft's Sales Close Agent documentation explicitly describes this retry pattern for engagement errors and also identifies the possible run statuses as Active, Failure, and Completed.
NEW QUESTION # 61
A sales team contacts customers to promote and sell products.
You need the sales team to place outbound calls directly from Dynamics 365 Sales records using Microsoft Teams.
You need to enable calling directly from records.
What should you configure?
Answer: B
Explanation:
The correct configuration is to enable the Microsoft Teams dialer . Microsoft's Dynamics 365 Sales documentation states that Microsoft Teams dialer brings Teams calling directly into Dynamics 365 Sales so sellers can make and receive calls without leaving the application. The documented setup path is to go to Sales Hub app settings, open Teams calls , and turn on Teams calls for the selected security roles and apps.
This matches the requirement precisely: the sales team must place outbound calls directly from Dynamics 365 Sales records using Microsoft Teams. Phone numbers and PSTN connectivity are prerequisites for Teams calling, but option A is not the Dynamics 365 Sales feature that enables record-level calling. The mobile app is irrelevant because the question asks for calling from Dynamics 365 Sales records, not mobile access. Teams meeting integration supports meetings and collaboration, but it does not enable click-to-call or Teams dialer calling from Sales records. Therefore, the required feature is Microsoft Teams dialer .
References/topics: Microsoft Teams dialer; Teams calls in Dynamics 365 Sales; outbound calling from Sales records; Sales Hub Teams calls configuration.
NEW QUESTION # 62
You are configuring a Dynamics 365 Sales implementation for a company.
The company has the following requirements:
. Must enable guided sales qualifications.
. Must allow sellers to create multiple opportunities when qualifying a lead.
. Must display full related emails with images on opportunities.
. Must notify supervisors when leads are qualified.
You need to configure the lead-to-opportunity qualification process based on the company ' s requirements.
What should you configure? To answer, move the appropriate configurations to the correct requirements. You may use each configuration once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Requirement
Configuration
Enable guided sales qualifications
Business process flow
Allow sellers to create multiple opportunities when qualifying a lead
Lead qualification experience
Display emails with images
Timeline
Notify supervisors when leads are qualified
Power Automate cloud flow
Guided sales qualification is handled by a Business process flow because BPFs define the sales stages and required steps sellers follow during lead-to-opportunity execution. Microsoft describes lead qualification as the movement of a lead through the sales process into an opportunity, and business process flows are the native model-driven mechanism for guided stage-based work.
Creating multiple opportunities during qualification is controlled by the Lead qualification experience .
Microsoft's lead qualification configuration allows administrators to customize how account, contact, and opportunity records are created when a lead is qualified, including seller-controlled conversion behavior.
Full related emails, including rich email content, belong in the Timeline because the timeline control displays activities related to a record, including emails, appointments, phone calls, notes, and tasks. Microsoft also states the enhanced email experience is available from the Timeline section of customer engagement apps.
Supervisor notification should be implemented with a Power Automate cloud flow . A Dataverse-triggered cloud flow can run when a lead row changes status or when a qualification process creates an opportunity, then notify the supervisor.
References/topics: Business process flows; lead qualification experience; Dynamics 365 Sales timeline; Power Automate Dataverse triggers; lead-to-opportunity qualification automation.
NEW QUESTION # 63
You are implementing Dynamics 365 Sales for a company.
The company sells products globally and requires pricing to be managed for different currencies.
The company has the following requirements:
. Must define the quantities in which a product can be sold.
. Must group product pricing based on different currencies.
. Must identify the sale price of a product.
You need to configure the product catalog.
How should each pricing requirement be configured? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Requirement
Configuration
Quantities a product can be sold
Unit group
Group product pricing for different currencies
Price list
Sale price of a product
Price list item
The correct configuration uses Unit group , Price list , and Price list item because these are the core Dynamics 365 Sales product catalog pricing components. A Unit group defines the collection of units in which a product can be sold. For example, a product might be sold as each, box, case, or pallet. The unit group provides the available quantity structure, while a primary unit identifies the default or base unit inside that group. Therefore, the requirement to define the quantities in which a product can be sold maps to Unit group , not just Unit or Primary unit.
A Price list is used to group product pricing, and each price list is associated with a currency. For a global company selling in different markets, separate price lists can be maintained for currencies such as USD, EUR, or GBP. The Price list item defines the actual sale price of a specific product within a price list, including the product, unit, currency context, and pricing amount. A discount list only defines discount rules, and a product family organizes products, not pricing.
References/topics: Product catalog configuration; unit groups and units; price lists; price list items; global pricing and currency-based product pricing in Dynamics 365 Sales.
NEW QUESTION # 64
The remote sales workforce of your organization has been using the integrated Teams chat to collaborate internally. To save time, you indicate to the sales leader that suggested contacts can be displayed when a seller starts a new connected chat.
The sales leader asked you to configure the ability to use suggested contacts.
Which three rules does Dynamics 365 provide as default options to use for suggesting contacts?
Each correct answer presents a complete solution. Choose three.
NOTE: Each correct selection is worth one point.
Answer: A,C,D
Explanation:
The three default rule-style suggestions are the Record Owner of the initiating record, the Created By user of the initiating record, and the manager assigned on the seller's system user record. Suggested contacts in Dynamics 365 Sales Teams chat are intended to help sellers quickly find coworkers who are relevant to the record they are working on. Microsoft states that administrators can enable suggested contacts when a seller starts a new connected chat, and that rules-based contact suggestions can be configured for supported Dynamics 365 record types.
The rule engine supports relational rules: Microsoft explains that a relational rule suggests a user who has a relationship with the linked record type or one of its related records, and administrators can select a user field directly on the record or through related entities. The record owner and created-by user are direct relational users on the initiating record. The seller's manager is reached through the system user relationship. The business-unit owner is not the default suggestion path for seller collaboration, and "last modified by" or a user who updated a timeline activity are not the default rule answers in this configuration set.
NEW QUESTION # 65
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