Last Updated: Sep 05, 2026
No. of Questions: 91 Questions & Answers with Testing Engine
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| Section | Weight | Objectives |
|---|---|---|
| Qualify and prioritize leads using AI | 15–20% | - Configure Sales Qualification Agent and monitor its performance - Fine-tune predictive scoring model - Configure lead and opportunity experience |
| Optimize AI-driven sales | 20–25% | - Prepare and deploy AI agents in Sales - Configure predictive scoring and relationship intelligence - Design AI-first sales strategy with Copilot and agents - Set up conversational intelligence and forecasting |
| Configure Dynamics 365 Sales core features for AI | 15–20% | - Evaluate prerequisites for deploying Sales - Examine Sales security model - Configure timeline and data import/export - Configure mailboxes and business process flows |
| Extend and enhance Sales | 10–15% | - Deploy and configure Sales mobile app and Teams calling - Create Power Platform components (Power Automate, Power Apps, Power BI) |
| Develop deals using intelligent opportunity research | 25–30% | - Optimize opportunity management and pipeline views - Configure Sales Close Agent and interpret actions - Configure and use Sales Research Agent insights |
Question 1
Drag and Drop Question
You are implementing a sales automation solution for a company.
The sales team wants to automate actions when new leads are created or when opportunities reach specific milestones. The company plans to use Power Automate to automate these actions.
The automation must meet the following requirements:
- Automatically notify a manager when a high-value opportunity is
created.
- Validate the products with an external ERP system every Sunday.
- Display a guided lead qualification interface on the lead form.
- Update an external ERP system when an opportunity is won.
You need to identify which automation type to use for each requirement.
Which automation type should you use? To answer, move the appropriate automation types to the correct requirements. You may use each automation type 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.
Question 2
A company uses Dynamics 365 Sales to manage opportunities using a custom form.
Sellers spend significant time manually reviewing information about opportunities before contacting customers.
You need to reduce the time required for reviewing opportunities.
What should you add to the form?
A. Timeline highlights
B. Health score
C. Predictive opportunity scoring
D. Up next
E. Opportunity summary
Question 3
A company implements Dynamics 365 Sales.
The company has the following requirements:
- Employees must have quarterly goals. The goals must calculate all
deals won by quarter for each goal.
- Managers must be able to look at the goals and calculations at any
time.
The solution must use goal features WITHOUT customization.
You need to create the calculation.
What should you configure?
A. Drill-down table
B. Rollup query
C. Rollup table
D. Goal metric
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?
A. Disqualifies the lead, notifies the supervisor, and the lead continues to be assigned to the agent.
B. Evaluates the Budget, Authority, Need, and Timeline criteria.
C. Always transfers the lead to a seller for outreach and does not disqualify leads in Research-only mode.
D. Sends a personalized outreach email automatically and transfers the lead only when it detects positive intent.
Question 5
Drag and Drop Question
A company is using Dynamics 365 Sales.
The company wants sellers to use a repeatable sequence for opportunities. The company has the following requirements for the opportunity stages:
- Must define the flow of work sellers must complete before closing an
opportunity.
- Must guide sellers through data entry at each stage.
- Must report on the business process flow execution.
- Must ensure background process occurs after stage changes.
You need to configure a solution for each requirement.
Which configuration should you use 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.
Solutions:
| Question 1 Answer: Only visible for members | Question 2 Answer: E | Question 3 Answer: D | Question 4 Answer: A | Question 5 Answer: Only visible for members |
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Jeffrey
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Vincent
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