Accelerating Sales Pipelines with AI in Dynamics 365
Update Date
29 Aug, 2026
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69 Questions Answers With Explanation
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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. Cloud flow B. Classic flow C. Plug-in
Answer: A
Explanation:
The correct feature is Cloud flow . Dynamics 365 Sales mobile app push notifications are created through Power Automate by using the Send push notification V2 action. Microsoft’s Sales mobile documentation states that the Dynamics 365 Sales mobile app supports push notifications created with the Send push notification V2 action, where the mobile app is set to Sales , the target app is selected, recipients are defined, and the notification can open a specific table record when selected.
Power Automate documentation also describes the creation process as a notification from a flow : go to Power Automate, create an automated flow, choose a trigger such as Microsoft Dataverse, then add the Send push notification V2 action. That matches the requirement to configure several seller notifications for the Sales mobile app. Classic flow is not the correct answer because modern mobile notification automation should be implemented with Power Automate cloud flows, not legacy/classic workflow patterns. Plug-in is also wrong because plug-ins are server-side Dataverse extensions for custom business logic; they are not the standard no-code configuration mechanism for mobile push notifications.
References/topics: Dynamics 365 Sales mobile app; custom push notifications; Power Automate cloud flows; Send push notification V2; Dataverse-triggered seller automation.
Question # 2
A company uses the Sales Close Agent in Dynamics 365 Sales to help sellers close deals.The sales managers want to ensure the agent is used only in specific scenarios.You need to identify the behavior of the Sales Close Agent.What should you use to review the agent ' s behavior?
A. Open the underlying opportunities from the Forecast section to access the agent ' s My top opportunities from the AI agent list. B. Open the Sales agent runs table to review the opportunity research results and recommendations for the Sales Close Agent in Research mode. C. Open a researched opportunity and choose See full research to open the Opportunity research page with complete agent insights and recommendations. D. Configure the opportunity pipeline view under App settings to display the agent ' s See full research page in the side panel for every opportunity.
Answer: C
Explanation:
The correct answer is C . To review the Sales Close Agent behavior for an opportunity, you open an opportunity researched by the agent and select See full research . Microsoft’s current Dynamics 365 Sales documentation describes this flow: sellers open the My top opportunities from AI agent view, open an opportunity, review the summary section, and then select See full research to open the Opportunity research page , which contains the complete research insights and recommendations.
This page is the right place to understand what the agent is surfacing and why it is helping progress deals. The Opportunity research page includes deal importance, deal risks and mitigations, deal overview, key signals, and other research-driven insights. Option A is incomplete and incorrectly starts from Forecast; the documented entry point is the Opportunities area and the AI-agent opportunity view. Option B is not the best answer because Sales Agent Runs is used for operational run records and permissions, not the seller-facing full research output. Option D is fabricated; there is no requirement to configure the opportunity pipeline view to force the full research page into every opportunity side panel.
References/topics: Sales Close Agent Research mode; Sales Opportunity Agent; Opportunity research page; See full research; AI-generated opportunity insights and recommendations.
Question # 3
You need to allow sellers to view leads disqualified by the Sales Qualification Agent in production.Which two actions should you perform? Each correct answer presents part of the solution. Choose two.
A. Upgrade the agent to research and engage mode. B. Update the EnableRoleBasedSystemViews setting. C. Update the agent look back period. D. Assign organization level read on lead table to sellers.
Answer: B,D
Explanation:
The required fix is about visibility and security , not agent operating mode. In the scenario, production has EnableRoleBasedSystemViews set to true, which restricts system views based on role configuration. Because the business requirement says all sellers should be able to access disqualified leads , the role-based system view setting must be updated so sellers can access the view that exposes leads disqualified by the Sales Qualification Agent.
The second required action is to change Lead table permissions. The customized Salesperson role currently grants sellers read access only to leads they own. That is too restrictive because leads disqualified by the Sales Qualification Agent may not be owned by each seller. To let all sellers view those records, sellers need organization-level Read permission on the Lead table. Option A is wrong because upgrading the agent to research and engage mode affects how the agent researches and interacts with leads; it does not solve seller access to disqualified records. Option C is also wrong because the look-back period controls which historical leads the agent evaluates, not who can view disqualified leads.
References/topics: Sales Qualification Agent; role-based system views; Dataverse security roles; Lead table read access; AI-driven lead qualification.
Question # 4
The required predictive scoring model cannot be created yet.You need to inform the sales team how many more record types are needed before it can be configured.What two actions on lead records are required? Each correct answer presents part of the solution. Choose two.
A. 40 more leads must be created. B. 20 more leads must be disqualified. C. 10 more leads must be qualified. D. 20 more leads must be qualified. E. 30 more leads must be disqualified.
Answer: B,D
Explanation:
For Dynamics 365 Sales predictive lead scoring, the model cannot be created unless there is enough historical lead outcome data in the selected training window. Microsoft’s predictive lead scoring configuration requirement states that the organization must have at least 40 qualified leads and 40 disqualified leads in the selected training period. The official guidance specifically explains that if the model is trained with leads from the past three months, the organization needs “at least 40 qualified and 40 disqualified leads” created and closed during that period.
In the sandbox, AdventureWorks has 30 qualified leads and 20 disqualified leads. However, 10 of the qualified leads are older than three months, and the business requirement says predictive scoring must be enabled for leads created within the last three months. Therefore, only 20 qualified leads are usable for this model. The sandbox currently has 20 usable qualified leads and 20 disqualified leads. To meet the required threshold of 40 each, the company needs 20 more qualified leads and 20 more disqualified leads . Simply creating 40 new leads is not enough because predictive scoring requires outcome-classified leads, not merely open or newly created records.
References/topics: Configure predictive lead scoring; lead scoring model training data requirements; AI-driven lead prioritization in Dynamics 365 Sales.
Question # 5
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: Engage B. Sales Qualification Agent: Research and engage C. Sales Close Agent: Research D. Sales Qualification Agent: Research-only
Answer: B
Explanation:
The correct agent type is Sales Qualification Agent: Research and engage . The requirement is specifically about inbound lead processing: researching incoming leads, generating outreach, autonomously contacting leads, following up, and evaluating qualification during the engagement process. Microsoft defines Sales Qualification Agent as the AI agent used to automate lead qualification in Dynamics 365 Sales, especially for high-volume inbound leads from sources such as websites, events, and webinars. In Research and engage mode, the agent researches the lead, evaluates fit using target customer profile and BANT criteria, sends personalized outreach emails, engages based on responses, sends follow-up emails, detects positive intent, and then hands promising leads to sellers.
Research-only mode is not enough because it generates a draft outreach email for seller review but does not send outreach emails or detect positive intent from responses. Microsoft’s mode comparison explicitly shows that BANT checking, sending outreach, detecting positive intent, and follow-up emails are available in Research and engage mode, not Research-only mode. Sales Close Agent options are wrong because they apply to opportunity/deal execution, not initial lead qualification.
References/topics: Sales Qualification Agent; Research and engage mode; lead research; outreach automation; BANT qualification; AI-driven lead prioritization.
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