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Last Updated: Aug 13, 2026
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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Qualify and prioritize leads using AI | 15–20% | - AI-driven lead prioritization workflows - Lead scoring and qualification models |
| Topic 2: Optimize AI-driven sales | 20–25% | - Sales productivity and automation enhancement - Copilot and AI assistant capabilities in Sales |
| Topic 3: Extend and enhance Sales | 10–15% | - Integration with Microsoft Copilot and Power Platform - Extending Dynamics 365 Sales with AI capabilities |
| Topic 4: Develop deals using intelligent opportunity research | 25–30% | - AI-assisted deal progression strategies - Opportunity insights and forecasting |
| Topic 5: Configure Dynamics 365 Sales core features for AI | 15–20% | - Sales environment configuration - Data and process setup for AI features |
1. You are preparing to deploy AI agents for a company's sellers.
The company wants to ensure that AI capacity is available before agents begin operating.
You need to configure Dynamics 365 so AI agents can consume AI credits.
Which action should you perform?
A) Create a new Microsoft Power Platform environment for the agents.
B) Monitor Copilot Credit usage in the Microsoft Power Platform admin center.
C) Assign Copilot Studio author permissions to sellers.
D) Assign AI capacity to the Dynamics 365 environment.
2. A seller receives dozens of customer emails daily. The organization wants AI to summarize long conversations and highlight important commitments before meetings. Which Copilot capability provides the greatest benefit?
A) Territory assignment
B) Email summarization
C) Opportunity close prediction
D) Duplicate lead detection
3. Sellers at a company require access to Dynamics 365 Sales from mobile devices.
Some sellers cannot access records after installing the sales mobile app.
You need to ensure that the sellers can use the mobile application.
Which two components should you configure? Each correct answer presents part of the solution.
Choose two.
NOTE: Each correct selection is worth one point.
A) Configure mobile security roles.
B) Assign appropriate user licenses.
C) Configure inbound and outbound profiles.
D) Configure the mobile offline profile.
4. A company plans to implement Dynamics 365 Sales and wants to design a Dataverse data model that supports AI-driven insights across the sales lifecycle.
The company must be able to track the progression of a deal from initial prospect identification through to finalized billing.
The data model must support the following requirements:
- Prospects must be captured before they become qualified sales deals.
- Qualified deals must support forecasting and pipeline analysis.
- Sales teams must be able to generate pricing proposals for customers.
- Accepted proposals must transition into fulfillment records and then
final billing records.
You need to design the Dataverse table model that supports the required sales lifecycle.
Which table relationship should you implement?
A) Convert leads into opportunities that generate quotes and then convert them into orders and invoices.
B) Convert leads directly into quotes that generate opportunities before creating orders.
C) Convert opportunities directly into orders and invoices before generating quotes.
D) Convert leads into opportunities that generate quotes and then convert them directly into invoices without creating orders.
E) Convert opportunities into leads that generate quotes and then finalize them as invoices and orders.
5. A representative asks Copilot why an opportunity is considered high priority. What information should Copilot most likely reference?
A) SharePoint storage quotas
B) CRM data and opportunity context
C) Azure billing records
D) Windows Event Logs
Solutions:
| Question # 1 Answer: D | Question # 2 Answer: B | Question # 3 Answer: A,B | Question # 4 Answer: A | Question # 5 Answer: B |
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