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

1. A company uses AI agents to support opportunity management.
Sales managers require sellers to collaborate with the Dynamics 365 Sales AI agent for the following scenarios:
. Assessing opportunity risk.
. Recommending opportunity products to clients automatically.
. Prioritizing opportunities that are gaining traction.
You need to determine the AI agent that should be used for each scenario.
Which agent should you use for each? To answer, move the appropriate agents to the correct scenarios. You may use each agent 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. The remote sales workforce of your organization has been using the integrated Teams chat to collaborate internally. To save time, you indicate to the sales leader that suggested contacts can be displayed when a seller starts a new connected chat.
The sales leader asked you to configure the ability to use suggested contacts.
Which three rules does Dynamics 365 provide as default options to use for suggesting contacts? Each correct answer presents a complete solution. Choose three.
NOTE: Each correct selection is worth one point.

A) The system user who updated a timeline activity on the initiating record.
B) The Last Modified By of the initiating record.
C) The user assigned as your manager on your system user record.
D) The Record Owner of the initiating record.
E) The Record Owner of your linked business unit.
F) The Created By of the initiating record.

3. You are creating a pricing list in Dynamics 365 Sales. All prices must end in $.98.
You need to select the function that establishes this pricing requirement.
What should you use?

A) Pricing Method
B) Rounding Policy
C) Rounding Amount
D) Percentage

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

5. You are implementing a sales automation solution for a company.
The sales team wants to automate actions when new leads are created or when opportunities reach specific milestones. The company plans to use Power Automate to automate these actions.
The automation must meet the following requirements:
. Automatically notify a manager when a high-value opportunity is created.
. Validate the products with an external ERP system every Sunday.
. Display a guided lead qualification interface on the lead form.
. Update an external ERP system when an opportunity is won.
You need to identify which automation type to use for each requirement.
Which automation type should you use? To answer, move the appropriate automation types to the correct requirements. You may use each automation type 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: