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Hotspot Question
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.

Explanation:
For the opportunity updated today not appearing in the goals chart, the issue is the goal rollup timing, not the opportunity record itself. Dynamics 365 Sales goal actuals are calculated through rollup processing. Microsoft states that automatic goal rollup duration and frequency are controlled from the Goals tab in system settings, and that manual rollup can also be performed when needed. Therefore, the correct action is to update the roll-up settings so goal charts reflect recent opportunity changes more appropriately. Microsoft also notes that selecting Recalculate updates goal actuals based on the latest data, confirming that goal charts depend on rollup recalculation rather than instant real-time updates.
For the inaccurate goal time period, the correct action is to have the manager update the goal. In Dynamics 365 Sales goal management, the goal manager is responsible for setting or modifying goal targets, adjusting the goal time period, and assigning the goal owner. The salesperson is typically the goal owner who is measured against the target, but the manager controls the goal definition and period.

Case Study 1 - AdventureWorks
Background
AdventureWorks Cycles is a global manufacturer of high-performance bicycles headquartered in Seattle. The company sells products through distributors, specialty retailers, and a growing direct- to-consumer online channel. AdventureWorks Cycles recently expanded its product catalog to include the athlete package. This package includes a cycle, connected devices and subscription- based analytics services.
To support this expansion, the company wants to modernize its sales operations by implementing Microsoft Dynamics 365 Sales. The leadership team wants sellers to focus on building relationships with distributors and enterprise buyers rather than manually qualifying leads or assembling product packages.
The sales operations team is responsible for configuring the Dynamics 365 Sales environment.
Their goal is to implement Al-driven processes that streamline the lead-to-cash workflow while ensuring that sellers can easily identify the most promising opportunities.
Current Environment
AdventureWorks Cycles previously used a legacy CRM system that tracked leads and opportunities but lacked predictive intelligence or automated lead qualification. Sellers manually evaluate incoming leads, which creates delays and inconsistent prioritization.
The global sales team manages approximately 15,000 leads per month generated from marketing campaigns, trade shows, and partner referrals.
Product data is stored in multiple systems. Product managers maintain products and pricing in spreadsheets. Information regarding custom relationships, competitor analysis, and region- specific marketing content is stored in a SharePoint site called the sales portfolio.
The organization has identified several challenges they want to resolve with a new solution:
Sellers often spend significant time researching leads that ultimately do not convert.
Regional managers require in-depth reporting using information from the sales pipeline and seller activities, the point-of-sale solution, website analytics, and the accounting system.
Multiple product offerings are difficult to manage because components are defined in different systems.
Team leads require real-time information on active opportunities, as well as visibility of seller's appointments and phone calls, without needing to navigate into multiple views.
All sellers are assigned Dynamics 365 Sales Enterprise licenses, Also, the CFO has requested that Copilot message packs are pre-purchased by using the Copilot Studio subscription license.
A Dynamics 365 sales sandbox environment has been in use for six months. There are 60 leads records with 30 records that are qualified and 20 that are disqualified. Ten of the qualified leads are over three months old.
Business Requirements:
AdventureWorks Cycles has defined the following business requirements for the production environment of Dynamics 365 Sales:
Sellers in all regions should be able to review the new mountaineer cycles. The cycles include economy and premium fittings. When creating opportunities, sellers should be able to select a metal type when adding a mountaineer cycle to an opportunity. The metal types include chrome, aluminum, and titanium.
Pricing managers must be able to create deals for the same products in their own currencies and at their own prices, without reference to the cost of the product.
Sellers must be able to quickly view their own opportunities by phase.
Predictive scoring should be enabled for leads created within the last three months in the sandbox environment. This should provide seller training on the scoring's interpretation and usage.
A segment of leads named Hot is needed that will contain all leads where the source is phone, employee referral or partner. Leads from this segment should be distributed to sellers by using a round robin method.
Agents should not be able to take action on any data that is created in the production environment before they are started.
All sellers should be able to access disqualified leads.
Technical Information and Requirements:
The new Dynamics 365 Sales environment must meet the following technical requirements:
Agents must use a dedicated service identity to execute write actions with a controlled security role in Dataverse.
The sales operations team lead must be assigned the Power Platform administrator role.
The lead pricing manager must be assigned to the Microsoft 365 billing admin role.
The vice president of sales must be assigned the Al admin role.
A sandbox and a production environment must be created. Both of the environments must be enabled for Al capacity, but usage should be capped on the sandbox environment.
A trial environment must be created, with the Sales Qualification Agent configured to business requirements.
Sellers must be assigned the security roles on the production environment only.
All sellers must be assigned a customized version of the salesperson role. This role should grant read access only to the leads that the sellers own.
The EnableRoleBasedSystemViews property must be set to true for the production environment.
No Azure subscriptions are available in the tenant.
Issues:
During early testing, the sales operations team identify the following issues:
The Sales Qualification Agent has disqualified several leads in the trial environment. The vice president of sales has requested to understand the reason for the disqualified leads.
Sellers are unable to create agents in the production environment.
Agent consumption has been unreliable. The company requires that Al capacity is always available to sellers.
Hotspot Question
You need to configure the required billing for Copilot and agent capabilities.
What should you use for each requirement? To answer, select the appropriate options in the answer area.

Explanation:
Why: Production requires reliable AI capacity so sellers are not blocked when prepaid Copilot capacity is depleted. The correct production setup is pay-as-you-go / billing policy configuration through the Microsoft 365 admin center. Azure portal is not the best answer here because the scenario says no Azure subscriptions are available, and Microsoft 365 admin center can be used for the billing policy workflow. Microsoft Agent 365 is for agent management/governance, not billing configuration.

A company uses Dynamics 365 Sales with the Sales Research Agent enabled. Sellers review the research canvas before planning outreach to customers.
You generate a Sales Research Agent blueprint on the research canvas.
You need to update a single component in the blueprint.
What should you do?

• A. Update a single block in the canvas.
• B. Refresh the report in the Dynamics 365 AI Optimization hub.
• C. Refresh the blueprint.
• D. Regenerate the blueprint.

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You manage Dynamics 365 Sales.
The sales managers want to confirm that the Sales Close Agent generates insights that help progress deals. When monitoring the Sales Close Agent, you observe that some engagements are failing.
You need to determine how the Sales Close Agent handles engagement failures.
How should you expect the agent to behave when an error occurs?

• A. Retries once after 24 hours. If it fails again, the record is immediately marked Completed to prevent duplicate processing.
• B. Stops retrying for that record unless an administrator uses Apply changes in the agent settings to reprocess already-handled records.
• C. Retries indefinitely every few minutes until successful.
• D. Retries up to three times within the next hour. If those attempts fail, the system retries over the next three days. If the agent continues to fail, it is marked as a failure.

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You are creating a pricing list in Dynamics 365 Sales. All prices must end in $.98.
You need to select the function that establishes this pricing requirement.
What should you use?

• A. Rounding Policy
• B. Percentage
• C. Rounding Amount
• D. Pricing Method

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