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

1. 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) No
B) Yes

2. You need to automate the quote approval process.
Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

3. 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.

4. You need to configure the new lead qualification experience in Dynamics 365 Sales for field sellers.
What should you configure?

A) Use the Lead to Opportunity Business Process Flow.
B) Allow Copilot to summarize key info.
C) Set related record creation to Automatic.
D) Set related record creation to Seller.
E) Enable auto-create records for newly qualified leads.

5. A sales team uses Dynamics 365 Sales to manage leads and opportunities.
Sales managers must be able to ensure that every qualified lead results in a follow-up task for the opportunity owner.
You need to create an automated solution by using Power Automate.
Which type of trigger should you use to start the flow?

A) Scheduled
B) Automated
C) Instant

Solutions: