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| Section | Weight | Objectives |
|---|---|---|
| Extend and enhance sales solutions with AI | 10-15% | - Monitor and optimize AI performance - Configure reporting and visualization - Deploy and manage AI agents - Implement collaboration features |
| Configure Dynamics 365 Sales core features for AI | 15-20% | - Configure security and access for AI features - Integrate Microsoft Power Platform components - Design and configure sales data model - Set up core sales entities and relationships |
| Optimize AI-driven sales workflows and insights | 20-25% | - Implement predictive scoring and relationship intelligence - Set up conversational intelligence - Configure Copilot for Sales - Configure Sales accelerator and work distribution |
| Develop deals by using intelligent opportunity research | 25-30% | - Configure forecasting and goal management - Use AI for opportunity research and insights - Optimize opportunity management workflows - Deploy and configure Sales Close Agent |
| Qualify and prioritize leads by using AI | 15-20% | - Implement Sales Qualification Agent - Configure lead qualification processes - Fine-tune predictive lead scoring models - Automate lead routing and prioritization |
1. 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.
A) Enable server-side synchronization in your environment.
B) Enable relevance search in Dataverse.
C) Configure a mobile offline profile.
D) Approve the mailboxes for the users.
2. 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?
A) Retries indefinitely every few minutes until successful.
B) Stops retrying for that record unless an administrator uses Apply changes in the agent settings to reprocess already-handled records.
C) Retries up to three times within the next hour. If those attempts fail, the system retries over the next three days. If the agent continues to fail, it is marked as a failure.
D) Retries once after 24 hours. If it fails again, the record is immediately marked Completed to prevent duplicate processing.
3. An organization wants Copilot responses to include CRM information while respecting existing security permissions. What should administrators expect?
A) Copilot ignores security roles.
B) Copilot exports all customer data.
C) Copilot respects Dynamics 365 security permissions.
D) Copilot displays all CRM records.
4. 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.
You are deploying AI agents for a company using Microsoft Dynamics 365 Sales.
The company wants to ensure that AI usage is tracked and billed monthly.
The company requires that AI billing uses pre-paid credits.
You need to configure the billing based on the requirements.
Solution: Configure capacity overages to the billing plan on the Dynamics 365 Sales environment.
Does the solution meet the goal?
A) Yes
B) No
5. Drag and Drop Question
A company uses AI agents to support opportunity management.
Sales managers require sellers to collaborate with the Dynamics 365 Sales AI agent for the following scenarios:
- Assessing opportunity risk.
- Recommending opportunity products to clients automatically.
- Prioritizing opportunities that are gaining traction.
You need to determine the AI agent that should be used for each scenario.
Which agent should you use for each? To answer, move the appropriate agents to the correct scenarios. You may use each agent 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.
Solutions:
| Question # 1 Answer: A,D | Question # 2 Answer: C | Question # 3 Answer: C | Question # 4 Answer: B | Question # 5 Answer: Only visible for members |
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