Microsoft Accelerating Sales Pipelines with AI in Dynamics 365 Sample Questions:
1. Sales representatives work remotely and access Dynamics 365 Sales from mobile devices. Meetings are created in Outlook for the sales team.
Users report that after installing the mobile app, they are unable to update meetings by setting the Regarding record in the mobile app.
You need to ensure users are able to track meetings to customer records without issues.
Which two actions should you perform? Each correct answer presents part of the solution. Choose two.
NOTE: Each correct selection is worth one point.
A) Enable server-side synchronization in your environment.
B) Configure a mobile offline profile.
C) Approve the mailboxes for the users.
D) Enable relevance search in Dataverse.
2. A sales company uses the Sales Qualification Agent to evaluate inbound leads.
A sales manager updates the qualification criteria to better align with the target customer profile.
After the update, monitoring data shows the following:
. A shift in how leads are categorized compared to earlier results.
. Continued processing of incoming leads.
. No gaps in evaluation activity.
You need to interpret the monitoring data to understand the agent ' s behavior.
What should you conclude?
A) Differences between current and prior results indicate that earlier evaluations were incomplete.
B) Changes in outcome distribution indicate that additional tuning may be required.
C) Lead outcomes reflect updated evaluation criteria applied during processing.
D) Variation in categorization suggests that external factors are influencing lead evaluation.
3. You manage Dynamics 365 Sales.
The sales managers want to confirm that the Sales Close Agent generates insights that help progress deals.
When monitoring the Sales Close Agent, you observe that some engagements are failing.
You need to determine how the Sales Close Agent handles engagement failures.
How should you expect the agent to behave when an error occurs?
A) Retries once after 24 hours. If it fails again, the record is immediately marked Completed to prevent duplicate processing.
B) Stops retrying for that record unless an administrator uses Apply changes in the agent settings to reprocess already-handled records.
C) Retries up to three times within the next hour. If those attempts fail, the system retries over the next three days. If the agent continues to fail, it is marked as a failure.
D) Retries indefinitely every few minutes until successful.
4. Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear on the review screen.
You are deploying AI agents for a company using Microsoft Dynamics 365 Sales.
The company wants to ensure that AI usage is tracked and billed monthly.
The company requires that AI billing uses pre-paid credits.
You need to configure the billing based on the requirements.
Solution: Create a billing policy for the Dynamics 365 Sales environment.
Does the solution meet the goal?
A) Yes
B) No
5. A company wants sellers to add products to opportunities and ensure the deal value is automatically calculated.
Sales managers report that when adding products from the product catalog to Opportunities, the Price Per Unit remains at zero. This results in incorrect total calculations.
You need to ensure the estimated revenue on opportunities is correct.
Which action should you perform?
A) Ensure the opportunity currency matches the currency used by the price list items for the products being added.
B) Create a discount list and attach it to the price list item.
C) Set the Opportunity Revenue to User Provided.
D) Select a valid price list on the opportunity and verify that the product has a matching price list item for the selected unit.
Solutions:
| Question # 1 Answer: A,C | Question # 2 Answer: C | Question # 3 Answer: C | Question # 4 Answer: B | Question # 5 Answer: D |


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