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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 |
| Configure Dynamics 365 Sales core features for AI | 15–20% | - Evaluate prerequisites for deploying Sales - Configure timeline and data import/export - Configure mailboxes and business process flows - Examine Sales security model |
| Optimize AI-driven sales | 20–25% | - Prepare and deploy AI agents in Sales - Configure predictive scoring and relationship intelligence - Design AI-first sales strategy with Copilot and agents - Set up conversational intelligence and forecasting |
| Develop deals using intelligent opportunity research | 25–30% | - Configure Sales Close Agent and interpret actions - Configure and use Sales Research Agent insights - Optimize opportunity management and pipeline views |
| 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) |
1. Hotspot Question
A sales manager needs to set up goals in Dynamics 365 Sales for salespeople.
The measurement of goals must be based on the total deal amount upon closing an opportunity.
The fiscal year for the goals must be based on the calendar year.
You need to create the rollup query for the goal metrics.
Which options should you select? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
2. A seller asks Copilot to identify important customer concerns discussed across multiple emails before preparing a proposal. Which capability should be used?
A) Duplicate detection
B) Goal Management
C) Conversation summarization
D) Forecast recalculation
3. Hotspot Question
A company plans to implement AI capabilities in Dynamics 365 Sales to automate multiple seller workflow tasks.
The company needs to assign AI capabilities that provide the following:
- Must identify contextual insights about accounts before outreach.
- Must generate overviews of opportunity activities and emails.
- Must evaluate and qualify incoming leads automatically.
You need to match the appropriate AI capability to each seller workflow task.
Which configuration should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
4. Hotspot Question
You are a Dynamics 365 administrator. The sales team uses goals to track actual to target opportunity amounts.
A salesperson reviews their goals chart and observes the following:
An opportunity updated today is not included in the chart.
The time period for the goal is not accurate.
You need to resolve these issues.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
5. A company wants sellers to add products to opportunities and ensure the deal value is automatically calculated.
Sales managers report that when adding products from the product catalog to Opportunities, the Price Per Unit remains at zero. This results in incorrect total calculations.
You need to ensure the estimated revenue on opportunities is correct.
Which action should you perform?
A) Select a valid price list on the opportunity and verify that the product has a matching price list item for the selected unit.
B) Set the Opportunity Revenue to User Provided.
C) Create a discount list and attach it to the price list item.
D) Ensure the opportunity currency matches the currency used by the price list items for the products being added.
Solutions:
| Question # 1 Answer: Only visible for members | Question # 2 Answer: C | Question # 3 Answer: Only visible for members | Question # 4 Answer: Only visible for members | Question # 5 Answer: A |
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