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Accelerating Sales Pipelines with AI in Dynamics 365 Questions and Answers

Question 1

You configure the product catalog for a company that sells coffee machines and accessories.

The company requires that new products be structured and made available to the sales team. The company also needs to group multiple products under a single parent item. Sellers need to be able to sell coffee machines, filters, and grinders together.

You need to determine the correct action for each catalog requirement.

Which configuration or action should be applied? To answer, move the appropriate configurations or actions to the correct requirements. You may use each configuration or action 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.

Options:

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Question 2

A sales manager wants to set up goals for all salespeople. The goal measurement is based on the total outgoing calls finished each year. The goals for the fiscal year are based on a calendar year, January–December.

You need to create the rollup query for the goal metrics.

Which option should you select? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

Options:

Question 3

A company is using Dynamics 365 Sales and Microsoft 365.

The company has the following requirements for sales representatives:

. Must store opportunity files in a central location.

. Must collaborate using chat conversations associated with sales records.

You need to configure the required integrations.

Which two integrations should you configure? Each correct answer presents part of the solution. Choose two.

NOTE: Each correct selection is worth one point.

Options:

A.

Enable OneNote integration.

B.

Configure SharePoint document management.

C.

Enable conversation intelligence for collaboration.

D.

Configure server-side synchronization with Exchange Online.

E.

Enable Teams conversation collaboration.

Question 4

A company uses the Sales Qualification Agent to analyze leads and determine qualification probability.

The Sales Qualification Agent is configured in Research-only mode. The agent processes a lead and determines the lead ' s target customer profile suitability is Low.

You need to determine the outcome of the agent ' s action.

What should you infer about the agent?

Options:

A.

Always transfers the lead to a seller for outreach and does not disqualify leads in Research-only mode.

B.

Disqualifies the lead, notifies the supervisor, and the lead continues to be assigned to the agent.

C.

Sends a personalized outreach email automatically and transfers the lead only when it detects positive intent.

D.

Evaluates the Budget, Authority, Need, and Timeline criteria.

Question 5

A sales company uses the Sales Qualification Agent to evaluate inbound leads.

A sales manager updates the qualification criteria to better align with the target customer profile.

After the update, monitoring data shows the following:

. A shift in how leads are categorized compared to earlier results.

. Continued processing of incoming leads.

. No gaps in evaluation activity.

You need to interpret the monitoring data to understand the agent ' s behavior.

What should you conclude?

Options:

A.

Changes in outcome distribution indicate that additional tuning may be required.

B.

Differences between current and prior results indicate that earlier evaluations were incomplete.

C.

Variation in categorization suggests that external factors are influencing lead evaluation.

D.

Lead outcomes reflect updated evaluation criteria applied during processing.

Question 6

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?

Options:

A.

Product unit groups

B.

Related products

C.

Product bundles

D.

Product families

Question 7

You are configuring a Dynamics 365 Sales implementation for a company.

The company has the following requirements:

. Must enable guided sales qualifications.

. Must allow sellers to create multiple opportunities when qualifying a lead.

. Must display full related emails with images on opportunities.

. Must notify supervisors when leads are qualified.

You need to configure the lead-to-opportunity qualification process based on the company ' s requirements.

What should you configure? 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.

Options:

Question 8

The required predictive scoring model cannot be created yet.

You need to inform the sales team how many more record types are needed before it can be configured.

What two actions on lead records are required? Each correct answer presents part of the solution. Choose two.

Options:

A.

40 more leads must be created.

B.

20 more leads must be disqualified.

C.

10 more leads must be qualified.

D.

20 more leads must be qualified.

E.

30 more leads must be disqualified.

Question 9

You need to configure the required billing for Copilot and agent capabilities.

What should you use for each requirement? To answer, select the appropriate options in the answer area.

Options:

Question 10

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.

Options:

A.

Upgrade the agent to research and engage mode.

B.

Update the EnableRoleBasedSystemViews setting.

C.

Update the agent look back period.

D.

Assign organization level read on lead table to sellers.

Question 11

You need to configure the AdventureWorks Cycles product catalog.

How should you configure the product catalog? To answer, select the appropriate options in the answer area.

Options:

Question 12

You need to configure AI-powered research capabilities for the sales team.

What should you configure? To answer, move the appropriate configurations to the correct requirements. You may use each configuration once, more than once, or not at all.

Options:

Question 13

You need to configure AI capabilities that prioritize leads and improve scoring accuracy in Dynamics 365 Sales.

How should each requirement be configured? To answer, select the appropriate options in the answer area.

Options:

Question 14

You need to resolve the competitive intelligence brief issue for the sales manager.

What three actions should you do? Each correct answer presents part of the solution. Choose three.

Options:

A.

Upload the competitive intelligence brief as a PDF file.

B.

Refresh the canvas.

C.

Upload the competitive intelligence brief as a CSV file.

D.

Add a data source.

E.

Regenerate the canvas.

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Total 69 questions