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

1. A company uses the Sales Close Agent in Dynamics 365 Sales to help sellers close deals.
The sales managers want to ensure the agent is used only in specific scenarios.
You need to identify the behavior of the Sales Close Agent.
What should you use to review the agent ' s behavior?

A) Configure the opportunity pipeline view under App settings to display the agent ' s See full research page in the side panel for every opportunity.
B) Open the Sales agent runs table to review the opportunity research results and recommendations for the Sales Close Agent in Research mode.
C) Open a researched opportunity and choose See full research to open the Opportunity research page with complete agent insights and recommendations.
D) Open the underlying opportunities from the Forecast section to access the agent ' s My top opportunities from the AI agent list.

2. A sales team contacts customers to promote and sell products.
You need the sales team to place outbound calls directly from Dynamics 365 Sales records using Microsoft Teams.
You need to enable calling directly from records.
What should you configure?

A) Enable the Microsoft Teams dialer.
B) Enable Microsoft Teams meeting integration.
C) Configure phone numbers for outbound calling.
D) Install the Dynamics 365 Sales mobile app.

3. A company uses Dynamics 365 Sales with the Sales Research Agent enabled. Sellers review the research canvas before planning outreach to customers.
You generate a Sales Research Agent blueprint on the research canvas.
You need to update a single component in the blueprint.
What should you do?

A) Regenerate the blueprint.
B) Update a single block in the canvas.
C) Refresh the report in the Dynamics 365 AI Optimization hub.
D) Refresh the blueprint.

4. 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.

5. Sellers at a company require access to Dynamics 365 Sales from mobile devices.
Some sellers cannot access records after installing the sales mobile app.
You need to ensure that the sellers can use the mobile application.
Which two components should you configure? Each correct answer presents part of the solution. Choose two.
NOTE: Each correct selection is worth one point.

A) Configure mobile security roles.
B) Configure the mobile offline profile.
C) Assign appropriate user licenses.
D) Configure inbound and outbound profiles.

Solutions: