DEMO QUESTIONS

Q1: 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.

Correct Answer: C 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.

Q2: You need to resolve the competitive intelligence brief issue for the sales manager. What three actions should you do? Each correct answer presents part of the solution. Choose three.

A: Upload the competitive intelligence brief as a PDF file.

B: Refresh the canvas.

C: Upload the competitive intelligence brief as a CSV file.

D: Add a data source.

E: Regenerate the canvas.

Correct Answer: A, D, E The issue is that the sales manager already generated a Sales Research Agent blueprint but forgot to include the quarterly competitive intelligence brief. The brief is an external document and the case study states it is delivered as a PDF document, so the correct first content action is to upload the competitive intelligence brief as a PDF file, not CSV. Microsoft’s Sales Research Agent documentation states that users can select Add data to upload files including CSV, Excel, or PDF to augment research with additional data. The second required action is to add a data source, because the competitive intelligence brief is not part of the default Dynamics 365 Sales data. Sales Research Agent connects to Dynamics 365 Sales data by default, but additional external files must be added as supporting data sources before they can influence the analysis. The documentation identifies the Data area as the place where the research data source is specified and where additional data sources can be added. The final action is to regenerate the canvas/blueprint so the agent reprocesses the analysis using the newly added PDF. Refreshing alone is not the best answer because the problem is not stale data; it is missing context. Regeneration creates updated research output with the new source included. References/topics: Sales Research Agent; research canvas; adding PDF data sources; blueprint regeneration; intelligent opportunity research.

Q3: You are implementing an agent in Dynamics 365 Sales for a company. The customer runs weekly webinars that generate thousands of inbound leads. The sales team needs to automate the first part of qualification but transfer promising leads to sellers. The marketing team needs to analyze lead information and determine qualification possibility. However, all outreach to prospects must be managed by human sellers due to compliance requirements. You have the following requirements for the agent: . The agent must research inbound leads and if they match the target customer profile. . The agent must evaluate Budget, Authority, Need, and Timeline during early engagement before transferring to sellers. . The agent must send the initial outreach email automatically, manage responses, and detect positive intent. . The leads that do NOT match the target customer profile should be disqualified automatically, and sales supervisors should be notified. . The qualified and positive intent leads should be transferred to sellers. You need to determine which configuration should be used. Which agent and mode should you use?

A: Sales Close Agent in Engage mode.

B: Sales Qualification Agent in Research-only mode and seller assignment rules.

C: Sales Qualification Agent in Research and engage mode.

D: Sales Qualification Agent in Research-only mode.

Correct Answer: C The correct configuration is Sales Qualification Agent in Research and engage mode. The question contains one conflicting sentence about human-managed outreach, but the explicit agent requirements require autonomous outreach, response handling, BANT evaluation, positive-intent detection, disqualification of poor-fit leads, supervisor notification, and seller handoff. Those capabilities map only to Research and engage mode. Microsoft’s Sales Qualification Agent documentation states that both modes can research leads and check target customer profile fit, but only Research and engage mode checks BANT criteria, sends outreach emails, detects positive intent, sends follow-up emails, and engages with leads based on their responses. Microsoft’s handoff criteria documentation also states that BANT criteria are only used by Research and engage mode, and that leads satisfying BANT and purchase-interest criteria are handed over to sellers, while leads that do not satisfy the configured criteria are disqualified and added for supervisor review. Option B or D would be correct only if the controlling requirement were strictly ”human sellers must manage all outreach.” But the listed automation requirements go beyond Research-only mode, so the exam answer is C. References/topics: Sales Qualification Agent; Research and engage mode; target customer profile; BANT; purchase intent; lead handoff; supervisor review.

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