MB-920 Describe shared features and Copilot capabilities — 20 Questions

Question 1

A company uses Dynamics 365 Sales. A sales representative wants to quickly get a summary of a customer's recent interactions without manually searching through emails, meetings, and notes. Which Copilot capability should the representative use?

Accepted Answer

Summarize conversations and activities. The Copilot capability to summarize conversations and activities directly addresses the sales representative's need to quickly view a customer's recent interactions without manual searching. This feature uses AI to aggregate and condense emails, meetings, and notes into a concise summary, leveraging Dynamics 365 Sales' Copilot integration with Microsoft 365 data.

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Update the customer's contact details

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Generate a sales forecast

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Automatically create a follow-up task

Question 2

An organization uses Dynamics 365 Finance. The finance team notices that purchase invoices are taking too long to process manually. They want to use Copilot to streamline the invoice processing workflow. What is the most efficient way to achieve this?

Accepted Answer

Use Copilot to extract invoice data and suggest matching to purchase orders. Option D is correct because Copilot in Dynamics 365 Finance can intelligently extract key data from purchase invoices (such as vendor, amounts, and line items) and then suggest matching to existing purchase orders. This significantly reduces manual data entry and speeds up the invoice processing workflow while still allowing human review for exceptions.

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Use Copilot to detect duplicate invoices only

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Set up Copilot to fully automate invoice approval without human review

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Configure Copilot to automatically create a new workflow for each invoice

Question 3

A company is implementing Dynamics 365 Business Central and wants to use Copilot for generating marketing text for product descriptions. However, the generated text often contains inaccuracies about product specifications. What should the administrator do to improve the accuracy of Copilot-generated content?

Accepted Answer

Provide high-quality, well-structured product data in the system. Copilot in Dynamics 365 Business Central generates marketing text by leveraging existing product data stored in the system. If the product specifications are inaccurate or incomplete, the generated content will reflect those flaws. Providing high-quality, well-structured product data ensures Copilot has accurate source information to work with, directly improving the reliability of its output.

Answer

Disable Copilot for marketing text and rely on manual descriptions

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Change the Copilot language model to a more specialized one

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Regularly review and edit the generated text so Copilot learns from corrections

Question 4

A Dynamics 365 administrator is configuring Copilot features for the sales team. Which TWO actions should the administrator take to ensure responsible AI usage?

Accepted Answer

Enable the feedback mechanism to allow users to report inaccurate responses. Option A is correct because enabling the feedback mechanism allows users to report inaccurate or inappropriate Copilot responses, which is a core requirement for responsible AI usage. This feedback loop helps administrators identify and correct issues, ensuring the AI system remains trustworthy and compliant with Microsoft's responsible AI principles. Without this mechanism, the organization would lack visibility into potential harms or inaccuracies generated by the AI.

Answer

Disable access to all customer data to prevent Copilot from using it

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Restrict Copilot to only respond in English

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Encrypt all data at rest and in transit

Question 5

A company uses Dynamics 365 Supply Chain Management. The warehouse manager wants to use Copilot to improve inventory management. Which THREE tasks can Copilot assist with?

Accepted Answer

Suggest optimal inventory levels based on lead times and demand variability. Option C is correct because Copilot in Dynamics 365 Supply Chain Management can analyze lead times and demand variability to suggest optimal inventory levels, helping the warehouse manager maintain appropriate stock without manual calculation. This leverages AI-driven insights within the system's inventory optimization capabilities.

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Directly perform physical inventory counts using sensors

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Automatically reorder stock from suppliers without human intervention

Question 6

A Dynamics 365 Finance administrator configures an AI Builder model for invoice processing with the above JSON. After deployment, the system correctly extracts data from 90% of invoices but sends 10% to manual review. What is the most likely reason for the manual review?

Accepted Answer

The confidence score for extracted fields is below the threshold of 0.8 for those invoices. The JSON configuration sets a confidence threshold of 0.8 for extracted fields. When the model's confidence in the extracted data falls below this threshold, the system automatically routes the invoice to manual review. This is the standard behavior for AI Builder invoice processing models to ensure accuracy and reduce errors from low-confidence predictions.

Answer

The invoice images are too blurry for the model to read

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The model extracts all fields but with confidence below 0.9

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The invoice contains multiple pages that need to be split

Question 7

A Dynamics 365 Sales user runs a FetchXML query similar to the exhibit to retrieve accounts. The query returns fewer results than expected. The user expects to see accounts from Seattle with revenue over $1,000,000, but some accounts meeting these criteria are missing. What is the most likely cause?

Accepted Answer

The revenue condition uses 'gt' instead of 'ge', so accounts with exactly $1,000,000 are excluded. Option A is correct because the FetchXML query uses 'gt' (greater than) for the revenue condition, which excludes accounts with revenue exactly $1,000,000. The user expects accounts with revenue over $1,000,000, but 'gt' is strictly greater than, so accounts with revenue equal to $1,000,000 are omitted. Changing the operator to 'ge' (greater than or equal to) would include those accounts, resolving the discrepancy.

Answer

The filter type should be 'or' to include all Seattle accounts regardless of revenue

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The order attribute is incorrect, causing some records to be hidden

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The entity name is misspelled as 'account' instead of 'accounts'

Question 8

A project manager in Dynamics 365 Project Operations wants to use Copilot to quickly identify which projects are at risk of exceeding their budget. What should the project manager do?

Accepted Answer

Ask Copilot in natural language: "Which projects are over budget?". Copilot in Dynamics 365 Project Operations uses natural language processing to interpret user queries and surface relevant data directly from the system. By asking 'Which projects are over budget?' in natural language, the project manager can instantly get a list of at-risk projects without needing to configure alerts, build reports, or consult external teams. This leverages Copilot's ability to query project financial data in real time.

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Set up automated alerts when a project exceeds 80% of its budget

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Consult with the finance team to get a list of projects over budget

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Create a custom Power BI report to monitor budget consumption

Question 9

A Dynamics 365 Customer Service agent is using Copilot to draft email responses to customers. The agent notices that Copilot sometimes suggests responses that include incorrect information about the company's return policy. What should the agent do to ensure accurate responses?

Accepted Answer

Edit the suggested response to correct the inaccuracies before sending. Option B is correct because Copilot in Dynamics 365 Customer Service generates draft responses based on available data, but it may not always reflect the most current or accurate policy details. The agent is responsible for reviewing and editing the suggested content before sending, ensuring the final response is accurate and compliant with company policies. This aligns with the principle that Copilot is an assistive tool, not a replacement for human judgment.

Answer

Disable Copilot and draft all responses manually

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Ask the administrator to change the Copilot language model

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Provide feedback to Copilot by rating the response as unhelpful

Question 10

A company uses Dynamics 365 Finance and wants to improve the efficiency of their accounts payable team. They have enabled Copilot for Dynamics 365. Which Copilot capability should they use to help the team automatically match purchase orders, receipts, and invoices?

Accepted Answer

Copilot for vendor invoice automation. Option D is correct because Copilot for vendor invoice automation is specifically designed to streamline the accounts payable process by automatically matching purchase orders, receipts, and invoices using predefined matching rules and AI. This capability reduces manual effort and accelerates invoice processing in Dynamics 365 Finance.

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Copilot for cash flow forecasting

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Copilot for sales order processing

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Copilot for expense report management

Question 11

Refer to the exhibit. A company uses Dynamics 365 Finance, Supply Chain Management, Commerce, and Human Resources. They want to use Copilot to predict inventory demand and suggest reorder points. Based on the exhibit, which Copilot capability should they enable?

Accepted Answer

Copilot in Supply Chain Management. Copilot in Supply Chain Management is the correct capability because it is specifically designed to analyze historical demand data, forecast future inventory needs, and suggest optimal reorder points. The scenario involves predicting inventory demand and reorder points, which falls under supply chain planning and inventory optimization features within Dynamics 365 Supply Chain Management.

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Copilot in Human Resources

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Copilot in Finance

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Copilot in Commerce

Question 12

You are a Dynamics 365 administrator for a manufacturing company that uses Dynamics 365 Finance and Supply Chain Management. The company has recently deployed Copilot for Dynamics 365. The accounts payable manager reports that when they ask Copilot to 'Show all overdue invoices', the system returns an error message saying 'I'm sorry, but I can't provide that information.' Other Copilot functions, such as generating financial reports and analyzing variances, work correctly. The manager has the correct security roles and permissions to view overdue invoices through the standard user interface. What is the most likely reason for this behavior?

Accepted Answer

The user does not have a Copilot license assigned.. Option D is correct because Copilot requires an additional Copilot license per user, even if the user already has a Dynamics 365 license and proper security roles. The error indicates that the user's license does not include Copilot. Option A is incorrect because the user can access overdue invoices via the UI, so the security role is fine. Option B is incorrect because the Copilot service is working for other functions. Option C is incorrect because the Copilot module is not separately disabled; it's a per-user license.

Answer

The Copilot service is temporarily unavailable.

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The user's security role does not include the 'View overdue invoices' privilege.

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The Copilot for Finance module is disabled in the system parameters.

Question 13

A company uses Dynamics 365 Finance and wants to use Copilot to help with financial reporting. Which action can be performed using Copilot in Dynamics 365 Finance?

Accepted Answer

Generate a draft financial report by describing the required layout and data in natural language. Copilot in Dynamics 365 Finance leverages generative AI to interpret natural language descriptions and automatically generate draft financial reports, such as trial balances or income statements, based on the user's specified layout and data requirements. This capability streamlines report creation by allowing users to describe what they need in plain English, which Copilot then translates into the appropriate report structure and data queries within the system.

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Approve purchase orders based on budget availability

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Pull real-time bank transaction data from external financial institutions

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Automatically reconcile bank statements with ledger entries

Question 14

A company is implementing Dynamics 365 Customer Service and wants to use Copilot to improve agent productivity. Which TWO actions can Copilot perform in the customer service workspace?

Accepted Answer

Draft an email response to a customer based on the conversation context. Option C is correct because Copilot in Dynamics 365 Customer Service can draft an email response to a customer by analyzing the conversation context, including the case history and recent interactions, to generate a relevant reply. This leverages generative AI to summarize the context and produce a draft that agents can review and send, directly improving productivity by reducing manual typing.

Answer

Create a new case automatically when an email arrives

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Create a knowledge article from a resolved case

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Schedule a follow-up call with the customer

Question 15

Drag and drop the steps to run a financial period close in Dynamics 365 Finance in the correct order.

Question 16

Match each Dynamics 365 Finance feature to its description.