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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Configure Dynamics 365 Sales core features for AI | 15–20% | - Configure timeline and data import/export - Evaluate prerequisites for deploying Sales - Examine Sales security model - Configure mailboxes and business process flows |
| Topic 2: 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 3: Qualify and prioritize leads using AI | 15–20% | - Configure lead and opportunity experience - Fine-tune predictive scoring model - Configure Sales Qualification Agent and monitor its performance |
| Topic 4: Develop deals using intelligent opportunity research | 25–30% | - Optimize opportunity management and pipeline views - Configure and use Sales Research Agent insights - Configure Sales Close Agent and interpret actions |
| Topic 5: Optimize AI-driven sales | 20–25% | - Set up conversational intelligence and forecasting - Configure predictive scoring and relationship intelligence - Prepare and deploy AI agents in Sales - Design AI-first sales strategy with Copilot and agents |
1. Drag and Drop Question
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.
2. Drag and Drop Question
A company tracks opportunities using the pipeline view.
The sales managers want pipeline stages configured so they can quickly identify deal progress.
The configuration must meet the following requirements:
- Open the Pipeline view by default in Opportunities.
- Open a specific form for the opportunity side panel.
- Provide the ability to expand or collapse the grid by sections, for
example Owner or Account.
- Display the average value at the bottom of the grid.
You need to identify the opportunity configuration.
Which configuration should you apply for each requirement? 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
3. A sales administrator evaluates AI recommendations after several months and notices increasing prediction accuracy. What most likely contributed to this improvement?
A) More historical business outcomes
B) Increased storage capacity
C) Fewer CRM users
D) More security roles
4. Sellers at a company require access to Dynamics 365 Sales from mobile devices.
Some sellers cannot access records after installing the sales mobile app.
You need to ensure that the sellers can use the mobile application.
Which two components should you configure? Each correct answer presents part of the solution.
Choose two.
NOTE: Each correct selection is worth one point.
A) Configure mobile security roles.
B) Configure the mobile offline profile.
C) Assign appropriate user licenses.
D) Configure inbound and outbound profiles.
5. A company uses Dynamics 365 Sales with the Sales Research Agent enabled. Sellers review the research canvas before planning outreach to customers.
You generate a Sales Research Agent blueprint on the research canvas.
You need to update a single component in the blueprint.
What should you do?
A) Update a single block in the canvas.
B) Regenerate the blueprint.
C) Refresh the blueprint.
D) Refresh the report in the Dynamics 365 AI Optimization hub.
Solutions:
| Question # 1 Answer: Only visible for members | Question # 2 Answer: Only visible for members | Question # 3 Answer: A | Question # 4 Answer: A,C | Question # 5 Answer: A |
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