Accelerating Sales Pipelines with AI in Dynamics 365 v1.0
Question 1
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 required billing for Copilot and agent capabilities.
What should you use for each requirement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer : 
Question 2
You are implementing a reporting solution for a company.
Sales managers want embedded reporting visuals inside Dynamics 365 Sales to support pipeline reviews and coaching conversations. The sales managers must be able to update the visuals using natural language.
You need to configure the visualizations based on the requirements.
Which action should you perform?
- A. Create a model-driven app system dashboard.
- B. Configure a Power Automate approval flow to display analytics.
- C. Embed a canvas app containing Power BI visuals.
- D. Add a Power BI visual to a model-driven form.
Answer : D
Question 3
You are creating a forecast.
You want to include only opportunities that sell more than 100 units.
You need to configure this within the system.
What should you configure?
- A. advanced features
- B. additional filters
- C. multiple columns
- D. separate views
- E. premium forecasting
Answer : B
Question 4
You are preparing to deploy AI agents in Dynamics 365 Sales for sellers at a company.
The company must ensure that sufficient Copilot credits are available before the agents begin operating.
You need to recommend a solution.
What should you recommend?
- A. Assign Copilot credit capacity to the environment.
- B. Monitor Copilot credit usage in the Microsoft Power Platform admin center.
- C. Assign Copilot Studio author permissions to sellers.
- D. Create a new Microsoft Power Platform environment for the agents
Answer : A
Question 5
HOTSPOT -
A sales manager plans to set up goals in Dynamics 365 Sales for salespeople.
The measurement of goals must be based on the total amount of deals when sales are completed.
You need to create the rollup query for the goal metrics.
Which options should you select? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer : 
Question 6
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution. Determine whether the solution meets the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You configure forecasts for a clothing manufacturer.
A salesperson updates an opportunity and wants to refresh the forecast.
You need to show the salesperson how to refresh the forecast.
Solution: Update the roll-up recurrence frequency.
Does this meet the goal?
- A. Yes
- B. No
Answer : B
Question 7
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution. Determine whether the solution meets the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You configure forecasts for a clothing manufacturer.
A salesperson updates an opportunity and wants to refresh the forecast.
You need to show the salesperson how to refresh the forecast.
Solution: Recalculate the forecast.
Does this meet the goal?
- A. Yes
- B. No
Answer : A
Question 8
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution. Determine whether the solution meets the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You configure forecasts for a clothing manufacturer.
A salesperson updates an opportunity and wants to refresh the forecast.
You need to show the salesperson how to refresh the forecast.
Solution: Recalculate the opportunity.
Does this meet the goal?
- A. Yes
- B. No
Answer : B
Question 9
You are implementing a reporting solution for a company.
Sales managers want embedded reporting visuals inside Dynamics 365 Sales to support pipeline reviews and coaching conversations. The sales managers must be able to update the visuals using natural language.
You need to configure the visualizations based on the requirements.
Which action should you perform?
- A. Add a Power BI report link to the site map.
- B. Embed a Power BI report on a model-driven app dashboard.
- C. Create a model-driven app system dashboard.
- D. Configure a Power Automate approval flow to display analytics.
Answer : B
Question 10
A company implements Dynamics 365 Sales.
The company has the following requirements:
Employees must have quarterly goals. The goals must calculate all deals won by quarter for each goal.
Managers must be able to look at the goals and calculations at any time.
The solution must use goal features WITHOUT customization.
You need to create the calculation.
What should you configure?
- A. Goal metric
- B. Rollup table
- C. Drill-down table
- D. Rollup query
Answer : D
Question 11
HOTSPOT -
A sales manager wants to set up goals for all salespeople. The goal measurement is based on the total outgoing calls finished each year. The goals for the fiscal year are based on a calendar year (January - December).
You need to create the rollup query for the goal metrics.
Which option should you select? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer : 
Question 12
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear on the review screen.
You are deploying AI agents for a company using Microsoft Dynamics 365 Sales.
The company wants to ensure that AI usage is tracked and billed monthly.
The company requires that AI billing uses pre-paid credits.
You need to configure the billing based on the requirements.
Solution: Configure capacity coverages to the billing plan on the Dynamics 365 Sales environment.
Does the solution meet the goal?
- A. Yes
- B. No
Answer : B
Question 13
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear on the review screen.
You are deploying AI agents for a company using Microsoft Dynamics 365 Sales.
The company wants to ensure that AI usage is tracked and billed monthly.
The company requires that AI billing uses pre-paid credits.
You need to configure the billing based on the requirements.
Solution: Allocate capacity to the Dynamics 365 Sales environment.
Does the solution meet the goal?
- A. Yes
- B. No
Answer : A
Question 14
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear on the review screen.
You are deploying AI agents for a company using Microsoft Dynamics 365 Sales.
The company wants to ensure that AI usage is tracked and billed monthly.
The company requires that AI billing uses pre-paid credits.
You need to configure the billing based on the requirements.
Solution: Create a billing policy for the Dynamics 365 Sales environment.
Does the solution meet the goal?
- A. Yes
- B. No
Answer : B
Question 15
HOTSPOT -
You are configuring Dynamics 365 Sales for a company.
Sales leadership wants to track monthly revenue targets for each seller and evaluate whether targets are achieved.
The configuration must include the following:
Define measurable sales targets.
Aggregate opportunity revenue.
You need to configure the system so that the sales performance can be measured using defined targets.
What should you configure for each requirement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer : 