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Last Updated: Aug 05, 2026
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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Configure Dynamics 365 Sales core features for AI | 15–20% | - Sales environment configuration - Data and process setup for AI features |
| Topic 2: Qualify and prioritize leads using AI | 15–20% | - AI-driven lead prioritization workflows - Lead scoring and qualification models |
| Topic 3: Extend and enhance Sales | 10–15% | - Extending Dynamics 365 Sales with AI capabilities - Integration with Microsoft Copilot and Power Platform |
| Topic 4: Optimize AI-driven sales | 20–25% | - Copilot and AI assistant capabilities in Sales - Sales productivity and automation enhancement |
| Topic 5: Develop deals using intelligent opportunity research | 25–30% | - Opportunity insights and forecasting - AI-assisted deal progression strategies |
1. 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.
2. A company wants sellers to identify customers whose engagement has steadily declined over several weeks before opportunities are lost. Which capability is most appropriate?
A) Relationship Analytics
B) Field Security Profiles
C) Duplicate Detection
D) Business Units
3. You configure Dynamics 365 Sales for a company.
Sales managers require sellers to use a structured lead qualification process before converting leads to opportunities.
You need to ensure sellers use a structured lead qualification process.
What should you configure?
A) Lead assignment rules
B) Business process flow
C) Predictive lead scoring
D) Sales accelerator
E) Lead activity timeline
4. Sales representatives work remotely and access Dynamics 365 Sales from mobile devices.
Meetings are created in Outlook for the sales team.
Users report that after installing the mobile app, they are unable to update meetings by setting the Regarding record in the mobile app.
You need to ensure users are able to track meetings to customer records without issues.
Which two actions should you perform? Each correct answer presents part of the solution.
Choose two.
NOTE: Each correct selection is worth one point.
A) Approve the mailboxes for the users.
B) Enable server-side synchronization in your environment.
C) Configure a mobile offline profile.
D) Enable relevance search in Dataverse.
5. A company is using AI agents in Dynamics 365 Sales.
The company requires that the agent must do the following:
- Research incoming leads and generate initial outreach email.
- Autonomously contact leads, follow up, and evaluate qualification
during the process.
You need to identify which AI agent in Sales supports these requirements.
Which agent type should you use?
A) Sales Close Agent: Research
B) Sales Close Agent: Engage
C) Sales Qualification Agent: Research and engage
D) Sales Qualification Agent: Research-only
Solutions:
| Question # 1 Answer: Only visible for members | Question # 2 Answer: A | Question # 3 Answer: B | Question # 4 Answer: A,B | Question # 5 Answer: C |
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