A sales team contacts customers to promote and sell products.
You need the sales team to place outbound calls directly from Dynamics 365 Sales records using Microsoft Teams.
You need to enable calling directly from records.
What should you configure?
Answer : B
The correct configuration is to enable the Microsoft Teams dialer. Microsoft's Dynamics 365 Sales documentation states that Microsoft Teams dialer brings Teams calling directly into Dynamics 365 Sales so sellers can make and receive calls without leaving the application. The documented setup path is to go to Sales Hub app settings, open Teams calls, and turn on Teams calls for the selected security roles and apps.
This matches the requirement precisely: the sales team must place outbound calls directly from Dynamics 365 Sales records using Microsoft Teams. Phone numbers and PSTN connectivity are prerequisites for Teams calling, but option A is not the Dynamics 365 Sales feature that enables record-level calling. The mobile app is irrelevant because the question asks for calling from Dynamics 365 Sales records, not mobile access. Teams meeting integration supports meetings and collaboration, but it does not enable click-to-call or Teams dialer calling from Sales records. Therefore, the required feature is Microsoft Teams dialer.
References/topics: Microsoft Teams dialer; Teams calls in Dynamics 365 Sales; outbound calling from Sales records; Sales Hub Teams calls configuration.
A company wants sellers to add products to opportunities and ensure the deal value is automatically calculated.
Sales managers report that when adding products from the product catalog to Opportunities, the Price Per Unit remains at zero. This results in incorrect total calculations.
You need to ensure the estimated revenue on opportunities is correct.
Which action should you perform?
Answer : C
The correct action is to select a valid price list on the opportunity and verify that the product has a matching price list item for the selected unit. Dynamics 365 Sales calculates Price Per Unit from the price list item when an existing catalog product is added to an opportunity, quote, order, or invoice. Microsoft states that if an existing product is associated with a price list, the price per unit is calculated from the related price list item; otherwise, it is set to 0.
The failure pattern described in the question is classic missing or mismatched price-list setup. Price calculation will not occur when no price list is selected, when the selected price list does not contain the product, or when the required price list item is missing. Microsoft also notes that price lists tie the product, unit, and pricing details together. Option A is incomplete because matching currency alone does not create the product/unit price list item. Option B is wrong because User Provided revenue bypasses system calculation. Option D handles discounts only; it does not fix a zero base unit price.
References/topics: Opportunity products; price lists; price list items; Price Per Unit calculation; system-calculated opportunity revenue.
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 will NOT be able to return to it. As a result, these questions will not appear on the review screen.
A company is evaluating AI agent capabilities for opportunity management.
Sales managers require insights about deals. You must ensure that the system does not perform automatic outreach to buyers.
You need to determine whether proposed solutions meet the requirements.
Solution: Configure the Sales Close Agent in Research mode.
Does the solution meet the goal?
Answer : A
Yes, the solution meets the goal. The requirement is very specific: sales managers need deal insights, but the organization must avoid automatic outreach to buyers. Sales Close Agent in Research mode is the correct configuration because it focuses on researching opportunities, analyzing deal context, identifying risks and signals, and providing recommendations to sellers without autonomously engaging customers.
Research mode is intended to help sellers understand an opportunity more quickly by surfacing insights such as deal health, signals, risks, and suggested next actions. It supports opportunity management by giving the team intelligence that can help progress deals, while leaving communication decisions in the hands of the seller. That directly aligns with the stated requirement for insights about deals.
The critical distinction is that Engage mode is the mode that performs automated outreach and customer interaction. Since the company explicitly does not want automatic outreach to buyers, Engage mode would violate the requirement. By configuring the Sales Close Agent in Research mode, the company gets AI-assisted opportunity analysis without autonomous communications.
References/topics: Sales Close Agent; Research mode; opportunity insights; deal analysis; recommended next actions; distinction between Research mode and Engage mode.
You use price lists in Dynamics 365 Sales. Some price lists have expired.
Users need to be able to continue to manage their opportunities.
Which option is possible?
Answer : D
The correct answer is D. Opportunities that use the expired price list can continue through their lifecycle. In Dynamics 365 Sales, a price list can include a Start Date and End Date to define the effective period for that price list, such as a promotional pricing period. Microsoft's pricing guidance explains that price lists and price list items define pricing for products, and that price calculation applies across opportunity, quote, order, and invoice records.
The expiration date controls the effective availability of the price list going forward; it does not automatically invalidate existing opportunity records that already reference that price list. This distinction matters operationally: if an opportunity was already created with a valid price list, the sales process can continue without forcing users to replace pricing midstream. That preserves pricing consistency across the opportunity lifecycle and prevents disruption to quotes, orders, and downstream sales documents.
Option A is too strong because Dynamics 365 does not require replacement of prices simply because the referenced price list later expires. Option B incorrectly limits use based on the creation date of the opportunity. Option C is not the best answer because the key supported behavior is continuation of existing opportunities, not adding expired price lists to new opportunities with a warning.
References/topics: Price lists; price list start and end dates; opportunity pricing; product catalog pricing; opportunity lifecycle management.
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?
Answer : D
The correct behavior is that the Sales Close Agent retries up to three times within the next hour, using an exponential backoff strategy. If those immediate attempts fail, the system continues retrying the engagement over the next three days. If the engagement still fails after that retry window, the record is marked as a failure. Microsoft's Sales Close Agent documentation explicitly describes this retry pattern for engagement errors and also identifies the possible run statuses as Active, Failure, and Completed.
Option A is wrong because the agent does not retry only once after 24 hours, and failed records are not marked Completed. Option B is wrong because the agent has a defined automatic retry cycle before failure status is finalized. Option C is also wrong because the retry behavior is bounded; it does not retry indefinitely every few minutes. The failure handling is controlled, time-limited, and designed to avoid uncontrolled AI-credit consumption while still giving transient failures a chance to recover. This matters for sales managers because failed engagements must be monitored and remediated through the Sales Agent Runs view rather than assuming every selected record was successfully progressed.
References/topics: Sales Close Agent; engagement processing; retry behavior; Sales Agent Runs monitoring; opportunity/deal progression.
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 will NOT be able to return to it. As a result, these questions will not appear on the review screen.
You are deploying AI agents for a company using Microsoft Dynamics 365 Sales.
The company wants to ensure that AI usage is tracked and billed monthly.
The company requires that AI billing uses pre-paid credits.
You need to configure the billing based on the requirements.
Solution: Configure capacity overages to the billing plan on the Dynamics 365 Sales environment.
Does the solution meet the goal?
Answer : B
The solution does not meet the goal. The requirement is explicit: AI billing must use pre-paid credits. Microsoft's Dynamics 365 Sales billing guidance separates Copilot and agent billing into two models: prepaid capacity and pay-as-you-go. Prepaid capacity uses Copilot Studio message pack subscriptions that are purchased in advance, while pay-as-you-go bills for the actual number of messages consumed during the month.
Configuring capacity overages to a billing plan is not the prepaid-credit model. Overages are tied to consumption beyond allocated capacity and are handled through billing-plan/pay-as-you-go behavior. That conflicts with the requirement to use pre-purchased credits. For prepaid billing, the correct approach is to purchase Copilot Studio message packs or capacity packs and assign that prepaid capacity to the Dynamics 365/Power Platform environment. Microsoft's Power Platform capacity guidance states that prepaid capacity can be assigned to environments, and when prepaid capacity is exhausted, administrators must reallocate capacity, purchase more credits, or enable pay-as-you-go billing.
Therefore, configuring overages may support monthly usage billing, but it does not satisfy the stated requirement that billing must use prepaid credits.
References/topics: Dynamics 365 Sales consumption-based billing; prepaid capacity; Copilot Studio message packs; Copilot credit capacity; pay-as-you-go overage handling.
A company uses Dynamics 365 Sales to manage enterprise opportunities. The sales team enables the Sales Research Agent to generate research summaries for each opportunity.
Sales managers must determine whether opportunities have strong external indicators that support deal progression.
You need to analyze insights from the research canvas for evidence that a deal environment is favorable.
Which two research canvas insights should you provide to the sales managers? Each correct answer presents part of the solution. Choose two.
NOTE: Each correct selection is worth one point.
Answer : B, D
The correct insights are recent public developments and strategic landscape analysis relative to the seller's value proposition. The question is asking for external indicators that show whether the account's deal environment is favorable. Sales Research Agent is designed to analyze business questions using sales and business data, generate a blueprint with analysis, recommendations, charts, and graphs, and allow users to add external data sources such as PDFs, Excel, or CSV files to augment research. Microsoft describes the blueprint as a research output containing findings, visualizations, and recommendations that can support evidence-based sales decisions.
Option B is correct because recent public developments can reveal external buying triggers, market pressure, expansion activity, regulatory change, funding, partnerships, or competitive movement that may support deal progression. Option D is correct because strategic landscape analysis connects those external conditions to the seller's value proposition, which is exactly what managers need to judge deal favorability. Option A is internal CRM engagement data, useful but not an external indicator. Option C is administrative audit metadata and does not indicate market fit, urgency, or strategic opportunity.
References/topics: Sales Research Agent; research canvas; AI-generated blueprint; external business context; opportunity research insights.