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

1. Your company is preparing sellers for complex enterprise opportunities.
The company wants sellers to gather relevant insights before initial account engagement.
You need to determine when using the Sales Research Agent is appropriate.
In which two scenarios are you able to use the Sales Research Agent? Each correct answer is a complete solution. Choose two.
NOTE: Each correct selection is worth one point.

A) Update opportunities with the results of the research that it does, including updating risk and importance criteria.
B) Analyze internal data sources only without querying the web if Bing search consent is disabled.
C) Engage automatically through emails to request information to allow you to research and understand the account.
D) Analyze business performance by asking questions and receiving an AI-generated blueprint and then iterating using follow-up questions on the canvas.

2. You are configuring Microsoft Teams calling for a company. The company uses Dynamics 365 Sales and Microsoft Teams. The Microsoft Teams dialer is enabled with all the prerequisites.
Sellers report the following issues:
. The Microsoft Teams dialer is enabled and the security role is assigned in the dialer configuration, but sellers in the security role are not able to access the dialer in Sales Hub.
. Sellers report that their existing third-party telephony system stopped working in Sales.
. Sellers are able to use the Microsoft Teams dialer in Sales Hub, but sellers that are using a custom model- driven app are not able to access the dialer.
You need to resolve the issues.
How should you configure the Microsoft Teams dialer setup? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.

3. You need to standardize the lead qualification process for field sellers.
What should you configure? To answer, select the appropriate options in the answer area.

4. 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) Drill-down table
C) Rollup table
D) Rollup query

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

Solutions: