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| Section | Weight | Objectives |
|---|---|---|
| Qualify and prioritize leads using AI | 15–20% | - Configure lead and opportunity experience - Configure Sales Qualification Agent and monitor its performance - Fine-tune predictive scoring model |
| 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 |
| 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 |
| 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) |
| Configure Dynamics 365 Sales core features for AI | 15–20% | - Examine Sales security model - Configure timeline and data import/export - Configure mailboxes and business process flows - Evaluate prerequisites for deploying Sales |
1. A company uses Dynamics 365 Sales to manage enterprise opportunities. The sales team enables the Sales Research Agent to generate research summaries for each opportunity.
Sales managers must determine whether opportunities have strong external indicators that support deal progression.
You need to analyze insights from the research canvas for evidence that a deal environment is favorable.
Which two research canvas insights should you provide to the sales managers? Each correct answer presents part of the solution. Choose two.
NOTE: Each correct selection is worth one point.
A) Seller activity and email response rates from CRM records.
B) Record audit history and related activity creation timestamps.
C) Strategic landscape analysis relative to the seller's value proposition.
D) Recent public developments that influence the account's business environment.
2. You are the Dynamics 365 Sales administrator for an electronics company.
The sales team is having difficulty locating different products in the same category -- for instance, all versions of flat screen TVs available.
You need to organize the products in a way that makes it easier for the sales team to search for products.
What should you use?
A) Product unit groups
B) Product families
C) Product bundles
D) Related products
3. A company plans to implement Dynamics 365 Sales and wants to design a Dataverse data model that supports AI-driven insights across the sales lifecycle.
The company must be able to track the progression of a deal from initial prospect identification through to finalized billing.
The data model must support the following requirements:
- Prospects must be captured before they become qualified sales deals.
- Qualified deals must support forecasting and pipeline analysis.
- Sales teams must be able to generate pricing proposals for customers.
- Accepted proposals must transition into fulfillment records and then
final billing records.
You need to design the Dataverse table model that supports the required sales lifecycle.
Which table relationship should you implement?
A) Convert leads directly into quotes that generate opportunities before creating orders.
B) Convert leads into opportunities that generate quotes and then convert them into orders and invoices.
C) Convert opportunities directly into orders and invoices before generating quotes.
D) Convert leads into opportunities that generate quotes and then convert them directly into invoices without creating orders.
E) Convert opportunities into leads that generate quotes and then finalize them as invoices and orders.
4. 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.
5. 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.
A) Analyze business performance by asking questions and receiving an AI-generated blueprint and then iterating using follow-up questions on the canvas.
B) Engage automatically through emails to request information to allow you to research and understand the account.
C) Analyze internal data sources only without querying the web if Bing search consent is disabled.
D) Update opportunities with the results of the research that it does, including updating risk and importance criteria.
Solutions:
| Question # 1 Answer: C,D | Question # 2 Answer: B | Question # 3 Answer: B | Question # 4 Answer: Only visible for members | Question # 5 Answer: A,C |
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