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| Section | Weight | Objectives |
|---|---|---|
| Develop deals using intelligent opportunity research | 25–30% | - Opportunity insights and forecasting - AI-assisted deal progression strategies |
| Configure Dynamics 365 Sales core features for AI | 15–20% | - Sales environment configuration - Data and process setup for AI features |
| Qualify and prioritize leads using AI | 15–20% | - AI-driven lead prioritization workflows - Lead scoring and qualification models |
| Extend and enhance Sales | 10–15% | - Extending Dynamics 365 Sales with AI capabilities - Integration with Microsoft Copilot and Power Platform |
| Optimize AI-driven sales | 20–25% | - Sales productivity and automation enhancement - Copilot and AI assistant capabilities in Sales |
Question 1
A company uses Dynamics 365 Sales to manage opportunities using a custom form.
Sellers spend significant time manually reviewing information about opportunities before contacting customers.
You need to reduce the time required for reviewing opportunities.
What should you add to the form?
A. Health score
B. Timeline highlights
C. Opportunity summary
D. Predictive opportunity scoring
E. Up next
Question 2
A sales team uses Dynamics 365 Sales to manage leads and opportunities.
Sales managers must be able to ensure that every qualified lead results in a follow-up task for the opportunity owner.
You need to create an automated solution by using Power Automate.
Which type of trigger should you use to start the flow?
A. Instant
B. Automated
C. Scheduled
Question 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 into opportunities that generate quotes and then convert them directly into invoices without 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 directly into quotes that generate opportunities before creating orders.
E. Convert opportunities into leads that generate quotes and then finalize them as invoices and orders.
Question 4
Hotspot Question
You are configuring Microsoft Teams calling for a company. The company uses Dynamics 365 Sales and Microsoft Teams. The Microsoft Teams dialer is enabled with all the prerequisites.
Sellers report the following issues:
- The Microsoft Teams dialer is enabled and the security role is
assigned in the dialer configuration, but sellers in the security role
are not able to access the dialer in Sales Hub.
- Sellers report that their existing third-party telephony system
stopped working in Sales.
- Sellers are able to use the Microsoft Teams dialer in Sales Hub, but
sellers that are using a custom model-driven app are not able to access the dialer.
You need to resolve the issues.
How should you configure the Microsoft Teams dialer setup? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Question 5
A company plans to deploy a Dynamics 365 Sales Hub app.
An administrator creates a Power Platform environment with the following configuration:
- The environment does not have a database.
- The environment is a sandbox environment.
- Access to the environment is restricted to a security group.
- The administrator has the System Administrator role.
You need to ensure that the administrator can deploy Dynamics 365 Sales.
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. Assign a Dynamics 365 Sales enterprise license to the administrator role.
B. Add Dataverse and enable Dynamics 365 apps.
C. Create a new environment.
D. Remove the security group restriction.
E. Enable server-side synchronization.
Solutions:
| Question 1 Answer: C | Question 2 Answer: B | Question 3 Answer: B | Question 4 Answer: Only visible for members | Question 5 Answer: A,B |
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