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

1. A company is implementing the Dynamics 365 Sales mobile app.
The company requires setup of several push notifications for sellers who use the app.
You need to create the push notifications.
Which feature should you use?

A) Plug-in
B) Cloud flow
C) Classic flow

2. A company uses the Sales Qualification Agent to analyze leads and determine qualification probability.
The Sales Qualification Agent is configured in Research-only mode. The agent processes a lead and determines the lead ' s target customer profile suitability is Low.
You need to determine the outcome of the agent ' s action.
What should you infer about the agent?

A) Sends a personalized outreach email automatically and transfers the lead only when it detects positive intent.
B) Disqualifies the lead, notifies the supervisor, and the lead continues to be assigned to the agent.
C) Always transfers the lead to a seller for outreach and does not disqualify leads in Research-only mode.
D) Evaluates the Budget, Authority, Need, and Timeline criteria.

3. You are the Dynamics 365 Sales administrator for an electronics company.
The sales team is having difficulty locating different products in the same category - for instance, all versions of flat screen TVs available.
You need to organize the products in a way that makes it easier for the sales team to search for products.
What should you use?

A) Product families
B) Product unit groups
C) Related products
D) Product bundles

4. A company generates leads from a webform. Salespeople manage leads by country/region. All salespeople are part of the same Dynamics 365 Sales team.
The sales manager requires the following functionality:
. Automate lead assignments.
. Ensure each seller can never have more than 20 open leads.
You create a country/region attribute for the process. You must simplify the process. You plan to use segments when possible.
You need to create a lead assignment rule for each country/region.
Which configurations should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.

5. 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

Solutions: