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| Section | Weight | Objectives |
|---|---|---|
| Develop deals by using intelligent opportunity research | 25-30% | - Deploy and configure Sales Close Agent - Use AI for opportunity research and insights - Optimize opportunity management workflows - Configure forecasting and goal management |
| Extend and enhance sales solutions with AI | 10-15% | - Configure reporting and visualization - Deploy and manage AI agents - Monitor and optimize AI performance - Implement collaboration features |
| Qualify and prioritize leads by using AI | 15-20% | - Implement Sales Qualification Agent - Automate lead routing and prioritization - Configure lead qualification processes - Fine-tune predictive lead scoring models |
| Configure Dynamics 365 Sales core features for AI | 15-20% | - Configure security and access for AI features - Integrate Microsoft Power Platform components - Design and configure sales data model - Set up core sales entities and relationships |
| Optimize AI-driven sales workflows and insights | 20-25% | - Configure Copilot for Sales - Set up conversational intelligence - Configure Sales accelerator and work distribution - Implement predictive scoring and relationship intelligence |
1. A business wants to reduce administrative work after customer meetings. Which Copilot capability directly supports this objective?
A) Manual opportunity exports
B) AI-generated meeting summaries
C) Security role cloning
D) Currency synchronization
2. 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.
3. A sales administrator wants AI predictions to improve over time as additional closed opportunities become available. Which statement accurately describes predictive models in Dynamics 365 Sales?
A) Models learn from historical organizational sales data.
B) Models never change after deployment.
C) Predictions depend only on manually assigned scores.
D) Models require external AI services for every prediction.
4. An organization wants Copilot to reduce time spent searching customer information before sales calls. Which capability best addresses this requirement?
A) Product inventory synchronization
B) Context-aware record summarization
C) Territory reassignment
D) Duplicate contact merging
5. A sales manager wants AI-generated forecasts but also requires representatives to adjust projections when unique business circumstances exist. Which statement is correct?
A) Manual adjustments are still supported.
B) Forecasts only use Excel spreadsheets.
C) AI forecasts eliminate manual forecasting.
D) AI forecasts cannot use CRM data.
Solutions:
| Question # 1 Answer: B | Question # 2 Answer: Only visible for members | Question # 3 Answer: A | Question # 4 Answer: B | Question # 5 Answer: A |
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