Q1.A manufacturing company uses Dynamics 365 Sales to manage sales opportunities for its major customers.
The sales team has enabled the Sales Research Agent to automatically generate a research summary for each opportunity.
A sales manager needs to determine whether strong external indicators exist that confirm an opportunity is moving forward.
The manager wants to review the research canvas insights that show the environment surrounding the deal is favorable.
Which research canvas insights should be presented to the sales manager?
Select two correct answers.
Each correct answer presents part of the solution.
Show answer
Recent public information that affects the account’s business environment represents external signals such as market trends, regulatory changes, funding, and partnerships.
Because these external indicators directly show whether the deal environment is favorable, B is correct.
In addition, a strategic environment analysis that evaluates how well the sales rep’s value proposition aligns with the market, competitors, and customer strategy serves as evidence that supports the opportunity’s likelihood of progress, so D is also correct.
A and C are internal CRM activity and audit information, and do not directly indicate that the external deal environment is favorable.
Sales Research Agent is the current name.
Overview of the Sales Research Agent
Use the Sales Research Agent to analyze sales performance
Q2.Sales reps at a retail company need to use Dynamics 365 Sales from mobile devices while on the go.
Some reps are unable to open records even after installing the Sales mobile app.
You need to ensure that the reps can use the mobile app without issues.
Which components should you configure?
Select two correct answers.
Each correct answer presents part of the solution.
Show answer
Simply installing the app does not grant permissions to work with Dataverse records.
Because you must configure the user’s security role with permissions to the target records, access rights to the app, and the Dynamics 365 for mobile privilege, C is correct.
In addition, you must assign the user an appropriate Dynamics 365 Sales license that allows use of the Sales app, so D is also correct.
A is a setting used for data synchronization while offline and does not grant normal record access.
B relates to sending and receiving email and is unrelated to whether the mobile app can be used.
Mobile use becomes possible only when both access rights and a license are in place.
Set up the mobile experience for Dynamics 365 Sales
Security roles and privileges in Dataverse
Q3.A services company uses Dynamics 365 Sales together with Microsoft 365.
The company has the following requirements for its sales reps.
Files related to sales opportunities must be stored in a centralized location.
Reps must be able to collaborate through chat conversations that are linked to sales records.
You need to configure the integrations that make this possible.
Which integrations should you configure?
Select two correct answers.
Each correct answer presents part of the solution.
Show answer
To store files related to sales opportunities centrally, configure SharePoint document management.
You can create, share, view, and manage documents on SharePoint directly from Dynamics 365 Sales.
To collaborate through chat linked to sales records, enable Microsoft Teams conversation collaboration.
Because you can connect Teams chat to Dynamics 365 records, A and B are correct.
Conversation intelligence is used to analyze sales calls, OneNote integration is used to capture customer notes, and server-side synchronization is used to sync Exchange email and appointments, so they do not meet the requirements.
Configure Microsoft Teams chat for Dynamics 365 Sales
Enable SharePoint document management for specific entities
Q4.A sales manager wants to set a common goal for all sales reps.
The goal is measured based on the total number of outbound calls completed during a year.
The fiscal year goal covers the calendar year from January to December.
You need to create a rollup query for the goal metric.
Which options should you select?
To answer, select the appropriate options in the answer area.
Show answer
To aggregate completed outbound calls over the period from January to December, use “Actual End,” which represents the date and time the call actually ended, for the date determination.
Because this is a count goal that measures the number of calls and aggregates completed results as integers, select “Actual (Integer)” for the rollup field.
Made represents completed outbound calls, Received represents completed inbound calls, and Open represents incomplete, so select “Made” for the source record type state.
“Goal,” “goal metric,” and “rollup query” are all current names.
Define and track sales goals
Phone Call (PhoneCall) table/entity reference (Microsoft Dataverse)
Q5.A company uses the Sales Close Agent in Dynamics 365 Sales to help sales reps close deals.
A sales manager wants to allow the agent to be used only in specific scenarios.
You need to identify the means to review the behavior of the Sales Close Agent.
What must you use to review the agent’s behavior?
Show answer
When you open a researched opportunity and select “Show all research findings,” the opportunity research page opens, where you can review the complete insights and recommendations the agent generated.
This is the formal procedure for a sales rep to review what the agent decided.
The Sales Agent Runs table is used primarily to monitor run status and is not the screen that displays complete research findings for the rep.
A has the wrong starting location, and configuring a pipeline view as in D is not necessary.
This opportunity research feature is described on the current Microsoft Learn pages as the Sales Opportunity Agent.
Work on opportunities handled by the opportunity agent
Overview of the opportunity agent
Q6.A company is newly implementing Dynamics 365 Sales.
The company has the following requirements.
Employees need quarterly goals.
Each goal must aggregate all deals closed in that quarter.
Managers must be able to review the goals and aggregated results at any time.
The solution must use the standard goal functionality without adding customizations.
You need to create the aggregation processing.
What should you configure?
Show answer
A goal metric specifies whether a goal is measured by count or amount, and defines the rollup fields that calculate actual and in-progress values.
In this question, you configure the calculation method that aggregates deals closed each quarter using standard functionality, so C is correct.
A rollup query adds conditions such as region or owner to an existing goal metric, and is not the feature that defines the calculation method itself.
A and B are not standard components for configuring goal calculations.
“Goal metric” is a current name that is still in use.
Define a goal metric
Define and track sales goals
Q7.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 cannot return to it.
As a result, these questions do not appear in the review screen.
You are deploying an AI agent to a company that uses Microsoft Dynamics 365 Sales.
The company wants to track AI usage and be billed on a consolidated monthly basis.
The company must apply prepaid credits toward the AI billing.
You need to configure billing according to the requirements.
Solution: You create a billing policy in the Dynamics 365 Sales environment.
Does this solution meet the goal?
Show answer
This solution does not meet the requirements.
A Power Platform billing policy associates an environment with an Azure subscription and is used for pay-as-you-go billing of the Copilot Credits actually consumed, on a monthly basis.
To use prepaid billing, you must purchase a prepaid pack of Copilot Credits and allocate that capacity to the target Dynamics 365 Sales environment.
Therefore, simply creating a billing policy is not sufficient.
Note that the former name “Copilot Studio messages” was changed to the common billing unit “Copilot Credits” as of September 2025.
Copilot Studio licensing
Manage Copilot Studio credits and capacity
Q8.You operate multiple price lists in Dynamics 365 Sales.
Some of those price lists have expired.
Users must be able to continue managing the affected opportunities.
Which behavior can actually occur?
Show answer
The start and end dates of a price list define the period during which that price list is valid, and in an opportunity, product prices are calculated using the selected price list.
An existing opportunity that had a price list set during its valid period can continue processing without being replaced midway, even if that price list later expires.
Therefore D is correct.
Merely expiring does not cause a price replacement warning to appear on existing opportunities or force a change to a new price list.
The warnings in A and C are not standard behavior, and you cannot newly add an expired price list based on the creation date as in B.
Define product pricing with price lists and price list items
Add products to an opportunity
Q9.You are a Dynamics 365 Sales administrator for a consumer electronics manufacturer.
The sales team struggles to find different products that belong to the same category, for example each model of all the flat-screen TVs available for sale.
You need to organize the products systematically so that the sales team can find them more easily.
What should you use?
Show answer
A product family lets you group similar products by category and organize them into a product hierarchy with parent-child relationships.
Therefore, if you make “flat-screen TVs” a product family and register each model such as by screen size or OLED, QLED, and 4K as products beneath it, sales reps can more easily search for the product they want.
A unit group defines sales units such as box, each, and pallet, and related products are used for cross-selling and similar purposes.
A product bundle is a feature for selling multiple products together.
“Product family” is a current name.
Set up a product family
Change a product’s parent (reparent)
Q10.A company uses the Sales Qualification Agent to analyze leads and determine their qualification potential.
This Sales Qualification Agent is configured in research-only mode.
After the agent processed a lead, it determined that the lead’s fit with the target customer profile was “Low.”
You need to identify the result of the agent’s action.
How should you judge the agent’s behavior?
Show answer
In research-only mode, leads with a “High” or “Medium” fit to the target customer profile are handed off to a sales rep, but leads with a “Low” fit are disqualified and the supervisor is notified.
In this case, the lead remains assigned to the agent.
Automatic email sending, detecting positive buying intent, and evaluating BANT criteria are features of research-and-engage mode and do not apply to research-only mode.
The current name of the Sales Qualification Agent is the “Sales Qualification Agent.”
Work on leads handed off by the Sales Qualification Agent
Overview of the Sales Qualification Agent