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

1. You are implementing an agent in Dynamics 365 Sales for a company.
The customer runs weekly webinars that generate thousands of inbound leads.
The sales team needs to automate the first part of qualification but transfer promising leads to sellers.
The marketing team needs to analyze lead information and determine qualification possibility.
However, all outreach to prospects must be managed by human sellers due to compliance requirements.
You have the following requirements for the agent:
- The agent must research inbound leads and if they match the target
customer profile.
- The agent must evaluate Budget, Authority, Need, and Timeline during
early engagement before transferring to sellers.
- The agent must send the initial outreach email automatically, manage
responses, and detect positive intent.
- The leads that do NOT match the target customer profile should be
disqualified automatically, and sales supervisors should be notified.
- The qualified and positive intent leads should be transferred to
sellers.
You need to determine which configuration should be used.
Which agent and mode should you use?

A) Sales Qualification Agent in Research-only mode.
B) Sales Qualification Agent in Research-only mode and seller assignment rules.
C) Sales Close Agent in Engage mode.
D) Sales Qualification Agent in Research and engage mode.

2. Hotspot Question
You are a Dynamics 365 administrator. The sales team uses goals to track actual to target opportunity amounts.
A salesperson reviews their goals chart and observes the following:
An opportunity updated today is not included in the chart.
The time period for the goal is not accurate.
You need to resolve these issues.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.

3. A sales manager wants AI-generated forecasts but also requires representatives to adjust projections when unique business circumstances exist. Which statement is correct?

A) Manual adjustments are still supported.
B) AI forecasts cannot use CRM data.
C) AI forecasts eliminate manual forecasting.
D) Forecasts only use Excel spreadsheets.

4. Hotspot Question
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.

5. A seller asks Copilot to prepare for an upcoming customer meeting. The customer has multiple open opportunities, recent emails, and support cases. What should Copilot primarily generate?

A) A forecast approval request
B) A meeting preparation summary
C) A commission calculation
D) A duplicate account report

Solutions: