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

1. You configure the product catalog for a company that sells coffee machines and accessories.
The company requires that new products be structured and made available to the sales team. The company also needs to group multiple products under a single parent item. Sellers need to be able to sell coffee machines, filters, and grinders together.
You need to determine the correct action for each catalog requirement.
Which configuration or action should be applied? To answer, move the appropriate configurations or actions to the correct requirements. You may use each configuration or action 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. You configure Dynamics 365 Sales for a company.
Sales managers require sellers to use a structured lead qualification process before converting leads to opportunities.
You need to ensure sellers use a structured lead qualification process.
What should you configure?

A) Lead assignment rules
B) Business process flow
C) Lead activity timeline
D) Predictive lead scoring
E) Sales accelerator

3. A company plans to implement Dynamics 365 Sales and wants to design a Dataverse data model that supports AI-driven insights across the sales lifecycle.
The company must be able to track the progression of a deal from initial prospect identification through to finalized billing.
The data model must support the following requirements:
. Prospects must be captured before they become qualified sales deals.
. Qualified deals must support forecasting and pipeline analysis.
. Sales teams must be able to generate pricing proposals for customers.
. Accepted proposals must transition into fulfillment records and then final billing records.
You need to design the Dataverse table model that supports the required sales lifecycle.
Which table relationship should you implement?

A) Convert leads into opportunities that generate quotes and then convert them directly into invoices without creating orders.
B) Convert leads directly into quotes that generate opportunities before creating orders.
C) Convert leads into opportunities that generate quotes and then convert them into orders and invoices.
D) Convert opportunities into leads that generate quotes and then finalize them as invoices and orders.
E) Convert opportunities directly into orders and invoices before generating quotes.

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

5. A company is using Dynamics 365 Sales and Microsoft 365.
The company has the following requirements for sales representatives:
. Must store opportunity files in a central location.
. Must collaborate using chat conversations associated with sales records.
You need to configure the required integrations.
Which two integrations should you configure? Each correct answer presents part of the solution. Choose two.
NOTE: Each correct selection is worth one point.

A) Enable OneNote integration.
B) Enable Teams conversation collaboration.
C) Configure SharePoint document management.
D) Enable conversation intelligence for collaboration.
E) Configure server-side synchronization with Exchange Online.

Solutions: