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Purpose of this document
This study guide should help you understand what to expect on the exam and includes a summary of the topics the exam might cover and links to additional resources. The information and materials in this document should help you focus your studies as you prepare for the exam.
| Useful links | Description |
|---|---|
| Your Microsoft Learn profile | Connecting your certification profile to Microsoft Learn allows you to schedule and renew exams and share and print certificates. |
| Exam scoring and score reports | A score of 700 or greater is required to pass. |
| Exam sandbox | You can explore the exam environment by visiting our exam sandbox. |
| Request accommodations | If you use assistive devices, require extra time, or need modification to any part of the exam experience, you can request an accommodation. |
About the exam
Languages
Some exams are localized into other languages. You can find these in the Schedule Exam section of the Exam Details webpage. If the exam isn’t available in your preferred language, you can request an additional 30 minutes to complete the exam.
Note
The bullets that follow each of the skills measured are intended to illustrate how we are assessing that skill. Related topics may be covered in the exam.
Note
Most questions cover features that are general availability (GA). The exam may contain questions on Preview features if those features are commonly used.
Skills measured
Audience profile
As a candidate for this Microsoft Certification, you design and configure AI-enhanced sales solutions by using Dynamics 365 Sales, Copilot in Dynamics 365 Sales, and agent capabilities to help sellers work more efficiently throughout the lead-to-cash process. You translate business requirements into practical seller workflows enhanced with conversational intelligence, predictive insights, guided automation, and secure data access.
In this role, you work closely with sales, operations, and IT stakeholders to help ensure that solutions align with revenue goals and process optimization.
You perform the following design and implementation tasks:
Configure Dynamics 365 Sales core features.
Deploy, manage, and monitor agents in Sales.
Implement collaboration features.
Tailor AI-powered intelligence features.
It is highly recommended that candidates complete training in intermediate-level Microsoft Power Platform configuration before taking this certification exam. Additionally, you must have functional knowledge of:
Interpreting an organization’s sales processes and seller experience.
Building and extending model-driven apps.
Building Power Automate cloud flows.
Skills at a glance
Configure Dynamics 365 Sales core features for AI (15–20%)
Optimize AI-driven sales (20–25%)
Qualify and prioritize leads by using AI (15–20%)
Develop deals by using intelligent opportunity research (25–30%)
Extend and enhance Sales (10–15%)
Configure Dynamics 365 Sales core features for AI (15–20%)
Configure Sales
Evaluate prerequisites for deploying Sales
Configure mailboxes
Set up and configure business process flows
Configure the timeline
Evaluate options for importing and exporting data
Examine the Sales security model
Configure Microsoft 365 functionality, including Microsoft Teams, SharePoint, Outlook, and OneDrive
Create and manage the product catalog
Configure products and product families
Create and manage price lists, including currencies
Optimize AI-driven sales (20–25%)
Design an AI-first sales strategy
Augment seller workflows by using Copilot and agents
Design the sales data model in Dataverse
Evaluate options for reporting and visualization
Differentiate features in Sales plans
Prepare to deploy agents
Configure prerequisites for deploying agents
Configure capacity, billing, and credits
Configure AI-powered intelligence and insights features
Configure the Sales accelerator
Configure work assignment and distribution
Set up conversational intelligence
Configure predictive scoring
Set up relationship intelligence
Configure Copilot features, including record summarization
Configure and use forecasts to help improve sales performance
Set up goals and goal metrics
Qualify and prioritize leads by using AI (15–20%)
Generate and nurture leads
Configure the lead and opportunity experience
Fine-tune the predictive scoring model
Automate lead qualification by using the Sales Qualification Agent
Evaluate use cases for Research-only mode configuration versus Research and engage mode configuration
Configure the Sales Qualification Agent
Interpret the actions of the Sales Qualification Agent
Monitor the Sales Qualification Agent
Develop deals by using intelligent opportunity research (25–30%)
Optimize opportunity management
Coordinate opportunity management with the Sales Close Agent
Add Opportunity Products, and configure pricing
Configure the opportunity pipeline view
Automate deal closing by using the Sales Close Agent
Evaluate use cases for Research and Engage types
Set up and configure the Sales Close Agent - Research
Set up and configure the Sales Close Agent - Engage
Interpret the actions of the Sales Close Agent
Monitor the Sales Close Agent
Collaborate with the Sales Close Agent - Research
Gather intelligence on sales deals by using the Sales Research Agent
Evaluate use cases for the Sales Research Agent
Configure the Sales Research Agent
Analyze sales performance by using research canvas
Extend and enhance Sales (10–15%)
Configure supporting apps and services
Deploy and configure the Sales mobile app
Set up Teams calling
Configure an SMS channel
Expand the sales footprint by using Microsoft Power Platform
Create Power Automate flows
Embed Power Apps components and controls
Embed Power BI reports
Study resources
We recommend that you train and get hands-on experience before you take the exam. We offer self-study options and classroom training as well as links to documentation, community sites, and videos.
| Study resources | Links to learning and documentation |
|---|---|
| Get trained | Choose from self-paced learning paths and modules or take an instructor-led course |
| Find documentation | Dynamics 365 documentation and learning modules Dynamics 365 App for Outlook documentation Dynamics 365 Sales documentation Dynamics 365 Customer Insights documentation |
| Ask a question | Microsoft Q&A | Microsoft Docs |
| Get community support | Microsoft Dynamics Community |
| Follow Microsoft Learn | Microsoft Learn - Microsoft Tech Community |
| Find a video | Exam Readiness Zone Browse other Microsoft Learn shows |