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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Optimize AI-driven sales | 20–25% | - Copilot and AI assistant capabilities in Sales - Sales productivity and automation enhancement |
| Topic 2: Extend and enhance Sales | 10–15% | - Integration with Microsoft Copilot and Power Platform - Extending Dynamics 365 Sales with AI capabilities |
| Topic 3: Qualify and prioritize leads using AI | 15–20% | - AI-driven lead prioritization workflows - Lead scoring and qualification models |
| Topic 4: Develop deals using intelligent opportunity research | 25–30% | - Opportunity insights and forecasting - AI-assisted deal progression strategies |
| Topic 5: Configure Dynamics 365 Sales core features for AI | 15–20% | - Data and process setup for AI features - Sales environment configuration |
1. Drag and Drop Question
A company uses the Sales Close Agent to assist sellers during the closing phase of opportunities.
The Sales Close Agent must meet the following requirements:
- Recommend targeted action for disengaged deals.
- Generate insights from CRM records, emails, meetings, and web
research into a unified deal view.
- Ensure customer interactions are compliant with company policies.
You need to identify the agent mode for each requirement.
Which agent mode should you recommend? To answer, move the appropriate requirements to the correct agent modes. You may use each agent mode 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. A company enables Copilot for sellers. Management wants representatives to generate personalized customer emails while preserving seller control before messages are sent. Which behavior should be expected?
A) Copilot replaces Exchange Online.
B) Copilot bypasses Outlook approval.
C) Copilot automatically sends every generated email.
D) Copilot drafts emails for seller review.
3. A business wants to reduce administrative work after customer meetings. Which Copilot capability directly supports this objective?
A) Manual opportunity exports
B) AI-generated meeting summaries
C) Currency synchronization
D) Security role cloning
4. 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 families
B) Product bundles
C) Related products
D) Product unit groups
5. 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.
A) Review deal signals, then record next actions based on risks and recommended mitigations.
B) Generate outreach tasks for sellers based on interaction signals and deal status changes.
C) Analyze historical interaction data and generate opportunity insights.
D) Guide customers through the sales funnel by running engagement sequences across the sales process.
E) Initiate follow-up communication with customer contacts using templates and customer data.
Solutions:
| Question # 1 Answer: Only visible for members | Question # 2 Answer: D | Question # 3 Answer: B | Question # 4 Answer: A | Question # 5 Answer: A,C |
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