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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 |
| Qualify and prioritize leads by using AI | 15-20% | - Fine-tune predictive lead scoring models - Automate lead routing and prioritization - Implement Sales Qualification Agent - Configure lead qualification processes |
| Extend and enhance sales solutions with AI | 10-15% | - Monitor and optimize AI performance - Deploy and manage AI agents - Configure reporting and visualization - Implement collaboration features |
| Optimize AI-driven sales workflows and insights | 20-25% | - Configure Copilot for Sales - Implement predictive scoring and relationship intelligence - Set up conversational intelligence - Configure Sales accelerator and work distribution |
| Configure Dynamics 365 Sales core features for AI | 15-20% | - Integrate Microsoft Power Platform components - Set up core sales entities and relationships - Configure security and access for AI features - Design and configure sales data model |
1. Drag and Drop Question
A company uses the Sales Close Agent to assist sellers during the closing phase of opportunities.
The Sales Close Agent must meet the following requirements:
- Recommend targeted action for disengaged deals.
- Generate insights from CRM records, emails, meetings, and web
research into a unified deal view.
- Ensure customer interactions are compliant with company policies.
You need to identify the agent mode for each requirement.
Which agent mode should you recommend? To answer, move the appropriate requirements to the correct agent modes. You may use each agent mode 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.
2. You use price lists in Dynamics 365 Sales. Some price lists have expired.
Users need to be able to continue to manage their opportunities.
Which option is possible?
A) Opportunities that use the expired price list will display a warning that prices must be replaced.
B) Users can add the expired price list to opportunities created prior to the expiration date.
C) Users can add the expired price list to an opportunity but will see a warning.
D) Opportunities that use the expired price list can continue through their lifecycle.
3. Hotspot Question
You are creating a business process flow named "Onboard new pet" to support onboarding of new clients for a pet care business.
A partially completed business process flow is shown in the following exhibit.
Use the drop-down menus to select the answer choice that completes each statement based on the information presented in the exhibit.
NOTE: Each correct selection is worth one point.

4. Hotspot Question
A company plans to deploy AI agents in Dynamics 365 Sales to help sellers research accounts and summarize opportunity activity.
The company has the following requirements:
- AI capabilities must be activated in the environment.
- Administrators must be able to design, create, and manage AI agents.
- Sellers must have permissions that allow them to interact with AI-
generated insights in Sales.
- AI agents must be able to read and analyze the organization's sales
data stored in the platform.
You need to configure platform capabilities required for AI agents.
Which configuration should you apply for each requirement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
5. An organization wants Copilot responses to include CRM information while respecting existing security permissions. What should administrators expect?
A) Copilot respects Dynamics 365 security permissions.
B) Copilot displays all CRM records.
C) Copilot exports all customer data.
D) Copilot ignores security roles.
Solutions:
| Question # 1 Answer: Only visible for members | Question # 2 Answer: D | Question # 3 Answer: Only visible for members | Question # 4 Answer: Only visible for members | Question # 5 Answer: A |
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