Microsoft Accelerating Sales Pipelines with AI in Dynamics 365 Sample Questions:

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) Assign AI capacity to the Dynamics 365 environment.
C) Monitor Copilot Credit usage in the Microsoft Power Platform admin center.
D) Assign Copilot Studio author permissions to sellers.

2. 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) Select a valid price list on the opportunity and verify that the product has a matching price list item for the selected unit.
B) Create a discount list and attach it to the price list item.
C) Ensure the opportunity currency matches the currency used by the price list items for the products being added.
D) Set the Opportunity Revenue to User Provided.

3. You configure Dynamics 365 Sales for a company.
The company plans to implement the Sales Close Agent in Research mode.
You need to identify the capabilities of the agent.
Which two capabilities should you identify? Each correct answer presents a complete solution. Choose two.
NOTE: Each correct selection is worth one point.

A) Generate outreach tasks for sellers based on interaction signals and deal status changes.
B) Analyze historical interaction data and generate opportunity insights.
C) Initiate follow-up communication with customer contacts using templates and customer data.
D) Guide customers through the sales funnel by running engagement sequences across the sales process.
E) Review deal signals, then record next actions based on risks and recommended mitigations.

4. A company tracks opportunities using the pipeline view.
The sales managers want pipeline stages configured so they can quickly identify deal progress.
The configuration must meet the following requirements:
. Open the Pipeline view by default in Opportunities.
. Open a specific form for the opportunity side panel.
. Provide the ability to expand or collapse the grid by sections, for example Owner or Account.
. Display the average value at the bottom of the grid.
You need to identify the opportunity configuration.
Which configuration should you apply 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

5. 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) Sends a personalized outreach email automatically and transfers the lead only when it detects positive intent.
C) Evaluates the Budget, Authority, Need, and Timeline criteria.
D) Always transfers the lead to a seller for outreach and does not disqualify leads in Research-only mode.

Solutions: