Microsoft AB-210 - Accelerating Sales Pipelines with AI in Dynamics 365 Exam
Page: 1 / 22
Total 109 questions
Question #1 (Topic: Topic 1, Configure Dynamics 365 Sales core features for AI
)
Case Study
This is a case study. Case studies are not timed separately from other exam sections. You can use as much exam time as you would like to complete each case study. However, there might be additional case studies or other exam sections. Manage your time to ensure that you can complete all the exam sections in the time provided. Pay attention to the Exam Progress at the top of the screen so you have sufficient time to complete any exam sections that follow this case study.
To answer the case study questions, you will need to reference information that is provided in the case. Case studies and associated questions might contain exhibits or other resources that provide more information about the scenario described in the case. Information provided in an individual question does not apply to the other questions in the case study.
A Review Screen will appear at the end of this case study. From the Review Screen, you can review and change your answers before you move to the next exam section. After you leave this case study, you will NOT be able to return to it.
To start the case study
To display the first question in this case study, select the “Next” button. To the left of the question, a menu provides links to information such as business requirements, the existing environment, and problem statements. Please read through all this information before answering any questions. When you are ready to answer a question, select the “Question” button to return to the question.
Background
Contoso Ltd. is a global technology distributor headquartered in Redmond, Washington and has enterprise customers across North America and Europe.
Contoso Ltd. currently manages its sales operations by using Microsoft Dynamics 365 Sales and plans to enable Sales Insights in the future.
The company has approximately 150 field sellers, 40 insider sellers, 20 sales managers, and a central IT team responsible for configuring the sales platform. Contoso Ltd.’s executive leadership has defined the following goals for the new sales platform implementation:
Improve seller productivity by reducing manual research and data entry.
Use AI insights to prioritize leads and opportunities.
Provide automated recommendations to sales representatives throughout the deal lifecycle.
Current environment
Sales platform
Contoso Ltd. uses Microsoft Dynamics 365 Sales integrated with Microsoft 365 services. The following components are currently deployed:
Business requirements
Contoso Ltd.’s executives have defined the following business requirements:
Lead management
Inside sellers must use a seller engagement workspace that prioritizes leads automatically based on predicted likelihood to convert.
All sellers are guided through a consistent set of qualification steps aligned to Contoso Ltd.’s sales strategy.
Leads cannot be advanced to the development stage until a decision maker has been confirmed.
Sales leadership requires flexibility in how leads are converted. Inside sales need automatic opportunity creation. Field sellers need the option to manually decide whether an opportunity should be created when a lead is qualified.
Lead scoring must be implemented to help sellers identify high potential leads automatically.
Lead scoring must continuously improve based on historical sales outcomes.
Opportunity development
Opportunities are tracked in Dynamics 365 Sales through a defined qualification-to-opportunity lifecycle to ensure accurate reporting.
The opportunity flow must be improved by using AI-driven research and automated insights.
Field sellers must be able to access contextual research about customers and competitors while working on opportunities.
All opportunity revenue must be calculated using opportunity line items based on selected Contoso Ltd.’s products and standard pricing
Sales managers must receive an external quarterly competitive intelligence brief to help with their research. This should be delivered as a PDF document.
Sales performance
Sales managers require improved pipeline and revenue forecasting capabilities. The managers need to report on their business performance and use insights, visuals, and recommended next actions.
The new solution must provide the following:
Notify the seller’s manager when a draft quote is created and requires approval.
Allow leadership to track performance against revenue goals.
Ask questions about Dynamics 365 Sales data to support executive analysis and decision making.
Technical requirements
Contoso Ltd.'s IT department defines the following priorities for the sales platform.
AI capabilities
The platform must support the following AI features:
Lead scoring to guide sellers to priority items.
Opportunity research insights to prepare deal analysis.
AI-powered research and analytics to aid leadership reporting.
Automation
Automation must be implemented to guide sellers through recommended next steps during the sales cycle.
Any approvals must use the Power Automate Approvals connector.
Field sellers use the existing Lead to Opportunity Business Process Flow to manage their leads.
A Power Automate desktop flow is used to process orders into a partner ordering application that completes fulfillment.
AI-driven insights
The company is deploying the Sales accelerator to guide seller activities.
The Sales Research Agent
Sales managers will use the Sales Research Agent to gather intelligence about customer organizations.
The sales managers have the following requirements:
Must be able to reuse visualizations after they are created; they don’t want to recreate them.
Must have a consistent method to quickly return to a blueprint that they frequently use.
Must be able to retain a library of questions to receive consistent responses based on definitions approved by the company.
Should have Bing search enabled on the environment for generative AI feature settings.
Platform extensions
The IT department plan to extend the platform by doing the following:
Create Power Automate flows to automate seller tasks.
Embed Power BI reports for sales analytics.
Testing
The IT department is testing predictive lead scoring with a small group of sellers.
The IT department edits the existing lead scoring model by adding new fields.
Issues
Users have reported the following issues:
Field sellers spend a significant amount of time researching customers before engaging with prospects.
Testers report they cannot access the field changes in the lead score.
A sales manager generated a blueprint but forgot the competitive intelligence brief.
You need to resolve the competitive intelligence brief issue for the sales manager.
What three actions should you do? Each correct answer presents part of the solution. Choose three.
NOTE: Each correct selection is worth one point.
This is a case study. Case studies are not timed separately from other exam sections. You can use as much exam time as you would like to complete each case study. However, there might be additional case studies or other exam sections. Manage your time to ensure that you can complete all the exam sections in the time provided. Pay attention to the Exam Progress at the top of the screen so you have sufficient time to complete any exam sections that follow this case study.
To answer the case study questions, you will need to reference information that is provided in the case. Case studies and associated questions might contain exhibits or other resources that provide more information about the scenario described in the case. Information provided in an individual question does not apply to the other questions in the case study.
A Review Screen will appear at the end of this case study. From the Review Screen, you can review and change your answers before you move to the next exam section. After you leave this case study, you will NOT be able to return to it.
To start the case study
To display the first question in this case study, select the “Next” button. To the left of the question, a menu provides links to information such as business requirements, the existing environment, and problem statements. Please read through all this information before answering any questions. When you are ready to answer a question, select the “Question” button to return to the question.
Background
Contoso Ltd. is a global technology distributor headquartered in Redmond, Washington and has enterprise customers across North America and Europe.
Contoso Ltd. currently manages its sales operations by using Microsoft Dynamics 365 Sales and plans to enable Sales Insights in the future.
The company has approximately 150 field sellers, 40 insider sellers, 20 sales managers, and a central IT team responsible for configuring the sales platform. Contoso Ltd.’s executive leadership has defined the following goals for the new sales platform implementation:
Improve seller productivity by reducing manual research and data entry.
Use AI insights to prioritize leads and opportunities.
Provide automated recommendations to sales representatives throughout the deal lifecycle.
Current environment
Sales platform
Contoso Ltd. uses Microsoft Dynamics 365 Sales integrated with Microsoft 365 services. The following components are currently deployed:
Business requirements
Contoso Ltd.’s executives have defined the following business requirements:
Lead management
Inside sellers must use a seller engagement workspace that prioritizes leads automatically based on predicted likelihood to convert.
All sellers are guided through a consistent set of qualification steps aligned to Contoso Ltd.’s sales strategy.
Leads cannot be advanced to the development stage until a decision maker has been confirmed.
Sales leadership requires flexibility in how leads are converted. Inside sales need automatic opportunity creation. Field sellers need the option to manually decide whether an opportunity should be created when a lead is qualified.
Lead scoring must be implemented to help sellers identify high potential leads automatically.
Lead scoring must continuously improve based on historical sales outcomes.
Opportunity development
Opportunities are tracked in Dynamics 365 Sales through a defined qualification-to-opportunity lifecycle to ensure accurate reporting.
The opportunity flow must be improved by using AI-driven research and automated insights.
Field sellers must be able to access contextual research about customers and competitors while working on opportunities.
All opportunity revenue must be calculated using opportunity line items based on selected Contoso Ltd.’s products and standard pricing
Sales managers must receive an external quarterly competitive intelligence brief to help with their research. This should be delivered as a PDF document.
Sales performance
Sales managers require improved pipeline and revenue forecasting capabilities. The managers need to report on their business performance and use insights, visuals, and recommended next actions.
The new solution must provide the following:
Notify the seller’s manager when a draft quote is created and requires approval.
Allow leadership to track performance against revenue goals.
Ask questions about Dynamics 365 Sales data to support executive analysis and decision making.
Technical requirements
Contoso Ltd.'s IT department defines the following priorities for the sales platform.
AI capabilities
The platform must support the following AI features:
Lead scoring to guide sellers to priority items.
Opportunity research insights to prepare deal analysis.
AI-powered research and analytics to aid leadership reporting.
Automation
Automation must be implemented to guide sellers through recommended next steps during the sales cycle.
Any approvals must use the Power Automate Approvals connector.
Field sellers use the existing Lead to Opportunity Business Process Flow to manage their leads.
A Power Automate desktop flow is used to process orders into a partner ordering application that completes fulfillment.
AI-driven insights
The company is deploying the Sales accelerator to guide seller activities.
The Sales Research Agent
Sales managers will use the Sales Research Agent to gather intelligence about customer organizations.
The sales managers have the following requirements:
Must be able to reuse visualizations after they are created; they don’t want to recreate them.
Must have a consistent method to quickly return to a blueprint that they frequently use.
Must be able to retain a library of questions to receive consistent responses based on definitions approved by the company.
Should have Bing search enabled on the environment for generative AI feature settings.
Platform extensions
The IT department plan to extend the platform by doing the following:
Create Power Automate flows to automate seller tasks.
Embed Power BI reports for sales analytics.
Testing
The IT department is testing predictive lead scoring with a small group of sellers.
The IT department edits the existing lead scoring model by adding new fields.
Issues
Users have reported the following issues:
Field sellers spend a significant amount of time researching customers before engaging with prospects.
Testers report they cannot access the field changes in the lead score.
A sales manager generated a blueprint but forgot the competitive intelligence brief.
You need to resolve the competitive intelligence brief issue for the sales manager.
What three actions should you do? Each correct answer presents part of the solution. Choose three.
NOTE: Each correct selection is worth one point.
A. Upload the competitive intelligence brief as a CSV file.
B. Add a data source.
C. Refresh the canvas.
D. Upload the competitive intelligence brief as a PDF file.
E. Regenerate the canvas.
Answer: BDE
Question #2 (Topic: Topic 1, Configure Dynamics 365 Sales core features for AI
)
HOTSPOT
Case Study
This is a case study. Case studies are not timed separately from other exam sections. You can use as much exam time as you would like to complete each case study. However, there might be additional case studies or other exam sections. Manage your time to ensure that you can complete all the exam sections in the time provided. Pay attention to the Exam Progress at the top of the screen so you have sufficient time to complete any exam sections that follow this case study.
To answer the case study questions, you will need to reference information that is provided in the case. Case studies and associated questions might contain exhibits or other resources that provide more information about the scenario described in the case. Information provided in an individual question does not apply to the other questions in the case study.
A Review Screen will appear at the end of this case study. From the Review Screen, you can review and change your answers before you move to the next exam section. After you leave this case study, you will NOT be able to return to it.
To start the case study
To display the first question in this case study, select the “Next” button. To the left of the question, a menu provides links to information such as business requirements, the existing environment, and problem statements. Please read through all this information before answering any questions. When you are ready to answer a question, select the “Question” button to return to the question.
Background
AdventureWorks Cycles is a global manufacturer of high-performance bicycles headquartered in Seattle. The company sells products through distributors, specialty retailers, and a growing direct-to-consumer online channel. AdventureWorks Cycles recently expanded its product catalog to include the athlete package, which includes a cycle, connected devices and subscription-based analytics services.
The sales operations team is responsible for configuring the new Dynamics 365 Sales environment. Their goal is to implement AI-driven processes that streamline the lead-to-cash workflow while ensuring that sellers can easily identify the most promising opportunities.
Current Environment
Product managers maintain products and pricing in spreadsheets. Information regarding custom relationships, competitor analysis, and region-specific marketing content is stored in a SharePoint site called the sales portfolio.
The organization has identified reporting challenges they want to resolve:
Regional managers require in-depth reporting using information from the sales pipeline and seller activities, the point-of-sale solution, website analytics, and the accounting system.
Team leads require real-time information on active opportunities, as well as visibility of seller’s appointments and phone calls, without needing to navigate into multiple views.
Sellers must be able to quickly view their own opportunities by phase.
All sellers are assigned Dynamics 365 Sales Enterprise licenses, also, the CFO has requested that Copilot message packs are pre-purchased by using the Copilot Studio subscription license.
A Dynamics 365 sales sandbox environment has been in use for six months. There are 60 leads records with 30 records that are qualified and 20 that are disqualified. Ten of the qualified leads are over three months old.
Business Requirements
Sellers in all regions should be able to review the new mountaineer cycles. The cycles include economy and premium fittings. When creating opportunities, sellers should be able to select a metal type when adding a mountaineer cycle to an opportunity. The metal types include chrome, aluminum, and titanium.
Pricing managers must be able to create deals for the same products in their own currencies and at their own prices, without reference to the cost of the product.
Predictive scoring should be enabled for leads created within the last three months in the sandbox environment.
A segment of leads named Hot is needed that will contain all leads where the source is phone, employee referral or partner. Leads from this segment should be distributed to sellers using a round robin method.
Agents should not be able to take action on any data that is created in the production environment before they are started.
All sellers should be able to access leads disqualified by agents.
Technical Information & Requirements
Agents must use a dedicated service identity to execute write actions with a controlled security role in Dataverse.
The sales operations team lead must be assigned the Power Platform administrator role.
The lead pricing manager must be assigned to the Microsoft 365 billing admin role.
The vice president of sales must be assigned the AI admin role.
Both the sandbox and production environments must be enabled for AI capacity, but usage should be capped on the sandbox environment.
A trial environment must be created, with the sales qualification agent configured. Outreach emails must be automatically generated for leads but only sent when sellers deem it necessary.
All sellers must be assigned a customized version of the salesperson role on the production environment. This role should grant read access only to the leads that the sellers own.
The EnableRoleBasedSystemViews property must be set to true for the production environment.
No Azure subscriptions are available in the tenant.
Issues
The sales qualification agent has disqualified several leads in the trial environment. The vice president of sales has requested to understand the reason for the disqualified leads.
Sellers are not able to create agents in the production environment.
Agent consumption has been unreliable. The company requires that AI capacity is always available to sellers.
You need to configure the AdventureWorks Cycles product catalog.
How should you configure the product catalog? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Case Study
This is a case study. Case studies are not timed separately from other exam sections. You can use as much exam time as you would like to complete each case study. However, there might be additional case studies or other exam sections. Manage your time to ensure that you can complete all the exam sections in the time provided. Pay attention to the Exam Progress at the top of the screen so you have sufficient time to complete any exam sections that follow this case study.
To answer the case study questions, you will need to reference information that is provided in the case. Case studies and associated questions might contain exhibits or other resources that provide more information about the scenario described in the case. Information provided in an individual question does not apply to the other questions in the case study.
A Review Screen will appear at the end of this case study. From the Review Screen, you can review and change your answers before you move to the next exam section. After you leave this case study, you will NOT be able to return to it.
To start the case study
To display the first question in this case study, select the “Next” button. To the left of the question, a menu provides links to information such as business requirements, the existing environment, and problem statements. Please read through all this information before answering any questions. When you are ready to answer a question, select the “Question” button to return to the question.
Background
AdventureWorks Cycles is a global manufacturer of high-performance bicycles headquartered in Seattle. The company sells products through distributors, specialty retailers, and a growing direct-to-consumer online channel. AdventureWorks Cycles recently expanded its product catalog to include the athlete package, which includes a cycle, connected devices and subscription-based analytics services.
The sales operations team is responsible for configuring the new Dynamics 365 Sales environment. Their goal is to implement AI-driven processes that streamline the lead-to-cash workflow while ensuring that sellers can easily identify the most promising opportunities.
Current Environment
Product managers maintain products and pricing in spreadsheets. Information regarding custom relationships, competitor analysis, and region-specific marketing content is stored in a SharePoint site called the sales portfolio.
The organization has identified reporting challenges they want to resolve:
Regional managers require in-depth reporting using information from the sales pipeline and seller activities, the point-of-sale solution, website analytics, and the accounting system.
Team leads require real-time information on active opportunities, as well as visibility of seller’s appointments and phone calls, without needing to navigate into multiple views.
Sellers must be able to quickly view their own opportunities by phase.
All sellers are assigned Dynamics 365 Sales Enterprise licenses, also, the CFO has requested that Copilot message packs are pre-purchased by using the Copilot Studio subscription license.
A Dynamics 365 sales sandbox environment has been in use for six months. There are 60 leads records with 30 records that are qualified and 20 that are disqualified. Ten of the qualified leads are over three months old.
Business Requirements
Sellers in all regions should be able to review the new mountaineer cycles. The cycles include economy and premium fittings. When creating opportunities, sellers should be able to select a metal type when adding a mountaineer cycle to an opportunity. The metal types include chrome, aluminum, and titanium.
Pricing managers must be able to create deals for the same products in their own currencies and at their own prices, without reference to the cost of the product.
Predictive scoring should be enabled for leads created within the last three months in the sandbox environment.
A segment of leads named Hot is needed that will contain all leads where the source is phone, employee referral or partner. Leads from this segment should be distributed to sellers using a round robin method.
Agents should not be able to take action on any data that is created in the production environment before they are started.
All sellers should be able to access leads disqualified by agents.
Technical Information & Requirements
Agents must use a dedicated service identity to execute write actions with a controlled security role in Dataverse.
The sales operations team lead must be assigned the Power Platform administrator role.
The lead pricing manager must be assigned to the Microsoft 365 billing admin role.
The vice president of sales must be assigned the AI admin role.
Both the sandbox and production environments must be enabled for AI capacity, but usage should be capped on the sandbox environment.
A trial environment must be created, with the sales qualification agent configured. Outreach emails must be automatically generated for leads but only sent when sellers deem it necessary.
All sellers must be assigned a customized version of the salesperson role on the production environment. This role should grant read access only to the leads that the sellers own.
The EnableRoleBasedSystemViews property must be set to true for the production environment.
No Azure subscriptions are available in the tenant.
Issues
The sales qualification agent has disqualified several leads in the trial environment. The vice president of sales has requested to understand the reason for the disqualified leads.
Sellers are not able to create agents in the production environment.
Agent consumption has been unreliable. The company requires that AI capacity is always available to sellers.
You need to configure the AdventureWorks Cycles product catalog.
How should you configure the product catalog? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer: 
Question #3 (Topic: Topic 1, Configure Dynamics 365 Sales core features for AI
)
Case Study
This is a case study. Case studies are not timed separately from other exam sections. You can use as much exam time as you would like to complete each case study. However, there might be additional case studies or other exam sections. Manage your time to ensure that you can complete all the exam sections in the time provided. Pay attention to the Exam Progress at the top of the screen so you have sufficient time to complete any exam sections that follow this case study.
To answer the case study questions, you will need to reference information that is provided in the case. Case studies and associated questions might contain exhibits or other resources that provide more information about the scenario described in the case. Information provided in an individual question does not apply to the other questions in the case study.
A Review Screen will appear at the end of this case study. From the Review Screen, you can review and change your answers before you move to the next exam section. After you leave this case study, you will NOT be able to return to it.
To start the case study
To display the first question in this case study, select the “Next” button. To the left of the question, a menu provides links to information such as business requirements, the existing environment, and problem statements. Please read through all this information before answering any questions. When you are ready to answer a question, select the “Question” button to return to the question.
Background
AdventureWorks Cycles is a global manufacturer of high-performance bicycles headquartered in Seattle. The company sells products through distributors, specialty retailers, and a growing direct-to-consumer online channel. AdventureWorks Cycles recently expanded its product catalog to include the athlete package, which includes a cycle, connected devices and subscription-based analytics services.
The sales operations team is responsible for configuring the new Dynamics 365 Sales environment. Their goal is to implement AI-driven processes that streamline the lead-to-cash workflow while ensuring that sellers can easily identify the most promising opportunities.
Current Environment
Product managers maintain products and pricing in spreadsheets. Information regarding custom relationships, competitor analysis, and region-specific marketing content is stored in a SharePoint site called the sales portfolio.
The organization has identified reporting challenges they want to resolve:
Regional managers require in-depth reporting using information from the sales pipeline and seller activities, the point-of-sale solution, website analytics, and the accounting system.
Team leads require real-time information on active opportunities, as well as visibility of seller’s appointments and phone calls, without needing to navigate into multiple views.
Sellers must be able to quickly view their own opportunities by phase.
All sellers are assigned Dynamics 365 Sales Enterprise licenses, also, the CFO has requested that Copilot message packs are pre-purchased by using the Copilot Studio subscription license.
A Dynamics 365 sales sandbox environment has been in use for six months. There are 60 leads records with 30 records that are qualified and 20 that are disqualified. Ten of the qualified leads are over three months old.
Business Requirements
Sellers in all regions should be able to review the new mountaineer cycles. The cycles include economy and premium fittings. When creating opportunities, sellers should be able to select a metal type when adding a mountaineer cycle to an opportunity. The metal types include chrome, aluminum, and titanium.
Pricing managers must be able to create deals for the same products in their own currencies and at their own prices, without reference to the cost of the product.
Predictive scoring should be enabled for leads created within the last three months in the sandbox environment.
A segment of leads named Hot is needed that will contain all leads where the source is phone, employee referral or partner. Leads from this segment should be distributed to sellers using a round robin method.
Agents should not be able to take action on any data that is created in the production environment before they are started.
All sellers should be able to access leads disqualified by agents.
Technical Information & Requirements
Agents must use a dedicated service identity to execute write actions with a controlled security role in Dataverse.
The sales operations team lead must be assigned the Power Platform administrator role.
The lead pricing manager must be assigned to the Microsoft 365 billing admin role.
The vice president of sales must be assigned the AI admin role.
Both the sandbox and production environments must be enabled for AI capacity, but usage should be capped on the sandbox environment.
A trial environment must be created, with the sales qualification agent configured. Outreach emails must be automatically generated for leads but only sent when sellers deem it necessary.
All sellers must be assigned a customized version of the salesperson role on the production environment. This role should grant read access only to the leads that the sellers own.
The EnableRoleBasedSystemViews property must be set to true for the production environment.
No Azure subscriptions are available in the tenant.
Issues
The sales qualification agent has disqualified several leads in the trial environment. The vice president of sales has requested to understand the reason for the disqualified leads.
Sellers are not able to create agents in the production environment.
Agent consumption has been unreliable. The company requires that AI capacity is always available to sellers.
You need to ensure that AdventureWorks Cycles pricing managers can make the products available for regional sellers.
What should you configure?
This is a case study. Case studies are not timed separately from other exam sections. You can use as much exam time as you would like to complete each case study. However, there might be additional case studies or other exam sections. Manage your time to ensure that you can complete all the exam sections in the time provided. Pay attention to the Exam Progress at the top of the screen so you have sufficient time to complete any exam sections that follow this case study.
To answer the case study questions, you will need to reference information that is provided in the case. Case studies and associated questions might contain exhibits or other resources that provide more information about the scenario described in the case. Information provided in an individual question does not apply to the other questions in the case study.
A Review Screen will appear at the end of this case study. From the Review Screen, you can review and change your answers before you move to the next exam section. After you leave this case study, you will NOT be able to return to it.
To start the case study
To display the first question in this case study, select the “Next” button. To the left of the question, a menu provides links to information such as business requirements, the existing environment, and problem statements. Please read through all this information before answering any questions. When you are ready to answer a question, select the “Question” button to return to the question.
Background
AdventureWorks Cycles is a global manufacturer of high-performance bicycles headquartered in Seattle. The company sells products through distributors, specialty retailers, and a growing direct-to-consumer online channel. AdventureWorks Cycles recently expanded its product catalog to include the athlete package, which includes a cycle, connected devices and subscription-based analytics services.
The sales operations team is responsible for configuring the new Dynamics 365 Sales environment. Their goal is to implement AI-driven processes that streamline the lead-to-cash workflow while ensuring that sellers can easily identify the most promising opportunities.
Current Environment
Product managers maintain products and pricing in spreadsheets. Information regarding custom relationships, competitor analysis, and region-specific marketing content is stored in a SharePoint site called the sales portfolio.
The organization has identified reporting challenges they want to resolve:
Regional managers require in-depth reporting using information from the sales pipeline and seller activities, the point-of-sale solution, website analytics, and the accounting system.
Team leads require real-time information on active opportunities, as well as visibility of seller’s appointments and phone calls, without needing to navigate into multiple views.
Sellers must be able to quickly view their own opportunities by phase.
All sellers are assigned Dynamics 365 Sales Enterprise licenses, also, the CFO has requested that Copilot message packs are pre-purchased by using the Copilot Studio subscription license.
A Dynamics 365 sales sandbox environment has been in use for six months. There are 60 leads records with 30 records that are qualified and 20 that are disqualified. Ten of the qualified leads are over three months old.
Business Requirements
Sellers in all regions should be able to review the new mountaineer cycles. The cycles include economy and premium fittings. When creating opportunities, sellers should be able to select a metal type when adding a mountaineer cycle to an opportunity. The metal types include chrome, aluminum, and titanium.
Pricing managers must be able to create deals for the same products in their own currencies and at their own prices, without reference to the cost of the product.
Predictive scoring should be enabled for leads created within the last three months in the sandbox environment.
A segment of leads named Hot is needed that will contain all leads where the source is phone, employee referral or partner. Leads from this segment should be distributed to sellers using a round robin method.
Agents should not be able to take action on any data that is created in the production environment before they are started.
All sellers should be able to access leads disqualified by agents.
Technical Information & Requirements
Agents must use a dedicated service identity to execute write actions with a controlled security role in Dataverse.
The sales operations team lead must be assigned the Power Platform administrator role.
The lead pricing manager must be assigned to the Microsoft 365 billing admin role.
The vice president of sales must be assigned the AI admin role.
Both the sandbox and production environments must be enabled for AI capacity, but usage should be capped on the sandbox environment.
A trial environment must be created, with the sales qualification agent configured. Outreach emails must be automatically generated for leads but only sent when sellers deem it necessary.
All sellers must be assigned a customized version of the salesperson role on the production environment. This role should grant read access only to the leads that the sellers own.
The EnableRoleBasedSystemViews property must be set to true for the production environment.
No Azure subscriptions are available in the tenant.
Issues
The sales qualification agent has disqualified several leads in the trial environment. The vice president of sales has requested to understand the reason for the disqualified leads.
Sellers are not able to create agents in the production environment.
Agent consumption has been unreliable. The company requires that AI capacity is always available to sellers.
You need to ensure that AdventureWorks Cycles pricing managers can make the products available for regional sellers.
What should you configure?
A. Configure a price list per region and set the pricing method to currency amount.
B. Configure a single price list for all regions with a single price list item for each product.
C. Configure a price list per region and set the pricing method to percent of list.
D. Configure a single price list for all regions with multiple price list items for each product.
Answer: A
Question #4 (Topic: Topic 1, Configure Dynamics 365 Sales core features for AI
)
HOTSPOT
You are customizing a workspace in the sales accelerator.
The workspace must display the industry of a company.
You need to configure the work item appearance for a company.
Which two settings should you modify? To answer, select the appropriate UI element in the answer area.
NOTE: Each correct selection is worth one point.
You are customizing a workspace in the sales accelerator.
The workspace must display the industry of a company.
You need to configure the work item appearance for a company.
Which two settings should you modify? To answer, select the appropriate UI element in the answer area.
NOTE: Each correct selection is worth one point.
Answer: 
Question #5 (Topic: Topic 1, Configure Dynamics 365 Sales core features for AI
)
HOTSPOT
A company plans to deploy AI agents in Dynamics 365 Sales to help sellers research accounts and summarize opportunity activity.
The company has the following requirements:
AI capabilities must be activated in the environment.
Administrators must be able to design, create, and manage AI agents.
Sellers must have permissions that allow them to interact with AI-generated insights in Sales.
AI agents must be able to read and analyze the organization’s sales data stored in the platform.
You need to configure platform capabilities required for AI agents.
Which configuration should you apply for each requirement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
A company plans to deploy AI agents in Dynamics 365 Sales to help sellers research accounts and summarize opportunity activity.
The company has the following requirements:
AI capabilities must be activated in the environment.
Administrators must be able to design, create, and manage AI agents.
Sellers must have permissions that allow them to interact with AI-generated insights in Sales.
AI agents must be able to read and analyze the organization’s sales data stored in the platform.
You need to configure platform capabilities required for AI agents.
Which configuration should you apply for each requirement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer: 
