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

1. Drag and Drop Question
A company tracks opportunities using the pipeline view.
The sales managers want pipeline stages configured so they can quickly identify deal progress.
The configuration must meet the following requirements:
- Open the Pipeline view by default in Opportunities.
- Open a specific form for the opportunity side panel.
- Provide the ability to expand or collapse the grid by sections, for
example Owner or Account.
- Display the average value at the bottom of the grid.
You need to identify the opportunity configuration.
Which configuration should you apply for each requirement? To answer, move the appropriate configurations to the correct requirements. You may use each configuration 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. 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.
A company is evaluating AI agent capabilities for opportunity management.
Sales managers require insights about deals. You must ensure that the system does not perform automatic outreach to buyers.
You need to determine whether proposed solutions meet the requirements.
Solution: Configure the Sales Close Agent in Research mode.
Does the solution meet the goal?

A) No
B) Yes

3. You manage Dynamics 365 Sales.
The sales managers want to confirm that the Sales Close Agent generates insights that help progress deals. When monitoring the Sales Close Agent, you observe that some engagements are failing.
You need to determine how the Sales Close Agent handles engagement failures.
How should you expect the agent to behave when an error occurs?

A) Retries once after 24 hours. If it fails again, the record is immediately marked Completed to prevent duplicate processing.
B) Retries indefinitely every few minutes until successful.
C) Retries up to three times within the next hour. If those attempts fail, the system retries over the next three days. If the agent continues to fail, it is marked as a failure.
D) Stops retrying for that record unless an administrator uses Apply changes in the agent settings to reprocess already-handled records.

4. 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 Qualification Agent: Research and engage
C) Sales Close Agent: Engage
D) Sales Qualification Agent: Research-only

5. You are preparing to deploy AI agents for a company's sellers.
The company wants to ensure that AI capacity is available before agents begin operating.
You need to configure Dynamics 365 so AI agents can consume AI credits.
Which action should you perform?

A) Monitor Copilot Credit usage in the Microsoft Power Platform admin center.
B) Create a new Microsoft Power Platform environment for the agents.
C) Assign AI capacity to the Dynamics 365 environment.
D) Assign Copilot Studio author permissions to sellers.

Solutions: