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Microsoft Accelerating Sales Pipelines with AI in Dynamics 365 Sample Questions:

1. 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) Generate outreach tasks for sellers based on interaction signals and deal status changes.
B) Analyze historical interaction data and generate opportunity insights.
C) Guide customers through the sales funnel by running engagement sequences across the sales process.
D) Review deal signals, then record next actions based on risks and recommended mitigations.
E) Initiate follow-up communication with customer contacts using templates and customer data.

2. A company tracks opportunities using the pipeline view.
The sales managers want pipeline stages configured so they can quickly identify deal progress.
The configuration must meet the following requirements:
. Open the Pipeline view by default in Opportunities.
. Open a specific form for the opportunity side panel.
. Provide the ability to expand or collapse the grid by sections, for example Owner or Account.
. Display the average value at the bottom of the grid.
You need to identify the opportunity configuration.
Which configuration should you apply for each requirement? 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

3. You are customizing Dynamics 365 Sales for a company.
Sales representatives need several enhancements to the opportunity form.
The enhancements must include the following:
Provide a guided interface to capture custom data during calls.
. Display revenue analytics directly within the opportunity record with the ability to ask questions.
. Automatically send a Microsoft Teams alert when an opportunity value exceeds a specific amount.
. Allow sellers to view product sales trends by region.
You need to determine which Microsoft Power Platform component should be implemented.
Which solution should you use for each requirement? To answer, move the appropriate solutions to the correct requirements. You may use each solution 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.

4. 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. You need to allow sellers to view leads disqualified by the Sales Qualification Agent in production.
Which two actions should you perform? Each correct answer presents part of the solution. Choose two.

A) Assign organization level read on lead table to sellers.
B) Upgrade the agent to research and engage mode.
C) Update the agent look back period.
D) Update the EnableRoleBasedSystemViews setting.

Solutions: