Last Updated: Aug 13, 2026
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| Section | Weight | Objectives |
|---|---|---|
| Optimize AI-driven sales | 20–25% | - Set up conversational intelligence and forecasting - Design AI-first sales strategy with Copilot and agents - Prepare and deploy AI agents in Sales - Configure predictive scoring and relationship intelligence |
| Qualify and prioritize leads using AI | 15–20% | - Configure Sales Qualification Agent and monitor its performance - Configure lead and opportunity experience - Fine-tune predictive scoring model |
| Extend and enhance Sales | 10–15% | - Create Power Platform components (Power Automate, Power Apps, Power BI) - Deploy and configure Sales mobile app and Teams calling |
| Configure Dynamics 365 Sales core features for AI | 15–20% | - Examine Sales security model - Configure mailboxes and business process flows - Evaluate prerequisites for deploying Sales - Configure timeline and data import/export |
| Develop deals using intelligent opportunity research | 25–30% | - Configure and use Sales Research Agent insights - Optimize opportunity management and pipeline views - Configure Sales Close Agent and interpret actions |
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. A seller asks Copilot to prepare for an upcoming customer meeting. The customer has multiple open opportunities, recent emails, and support cases. What should Copilot primarily generate?
A) A commission calculation
B) A meeting preparation summary
C) A duplicate account report
D) A forecast approval request
3. A company wants AI recommendations without replacing existing sales methodologies or approval processes. Which statement best reflects Dynamics 365 Sales AI?
A) AI complements existing sales processes.
B) AI eliminates manager involvement.
C) AI removes approval workflows.
D) AI replaces CRM configuration.
4. 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) Configure phone numbers for outbound calling.
B) Enable Microsoft Teams meeting integration.
C) Install the Dynamics 365 Sales mobile app.
D) Enable the Microsoft Teams dialer.
5. Drag and Drop Question
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.
Solutions:
| Question # 1 Answer: Only visible for members | Question # 2 Answer: B | Question # 3 Answer: A | Question # 4 Answer: D | Question # 5 Answer: Only visible for members |
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