Explanation:
Requirement
Configuration
Advance the lead to the Development stage
Set the decision maker field as required.
Ensure that the default process is applied
Authorize the process for field sellers.
The lead qualification process should be controlled through the Lead to Opportunity Business Process Flow, because the case study states that field sellers use this existing process to manage leads. To prevent a lead from advancing to the Development stage until a decision maker is confirmed, configure the Decision Maker step as required in the business process flow. Microsoft's business process flow guidance states that each stage contains steps mapped to columns, and a step can be made required so users must enter data before moving to the next stage. This stage-gating behavior directly satisfies the requirement that leads cannot progress until the decision maker is confirmed.
To ensure the correct process is applied for field sellers, authorize the business process flow for the field seller security role. Microsoft explains that business process flows can be associated with security roles so only users with those roles can view or use them, and that the first active process available for a user's security role is applied by default according to process order.
Do not choose Power Automate to advance the lead; the requirement is to block advancement until a required qualification criterion is completed, not to automate progression. "Switch to a different process" is user action, not a configuration standard.
References/topics: Business process flows; stage-gating; Lead to Opportunity Sales Process; security role authorization; seller workflow standardization.

Explanation:
Requirement
Component
Record engagement is pending, completed, or failed
Sales Agent Runs table view
Weekly performance view of the Sales Close Agent in Research mode
Insights and metrics for the Sales Close Agent
For a specific opportunity that stopped receiving automated outreach, use the Sales Agent Runs table view .
Microsoft states that to resolve the engagement status of a specific record, administrators can go to the sales agent run record view and filter the Regarding column by the record of interest. The Status field shows whether the engagement is Active , Failure , or Completed ; Active means pending, Failure means the engagement failed, and Completed means it finished successfully.
For the manager's weekly performance requirement, use Insights and metrics for the Sales Close Agent .
That is the performance reporting surface for the agent, not the per-record run table. The requirement specifically mentions a weekly performance view plus Last refreshed and a time period filter , which maps to the agent's insights dashboard/metrics area. The Sales Agent Runs view is operational monitoring for individual records, while the insights and metrics view is for aggregate performance analysis such as engagement outcomes, response rates, and trend monitoring. Do not select Engage settings because settings configure how the agent behaves; they do not provide performance metrics. Opportunity pipeline view helps sellers manage opportunities, but it is not the agent performance monitoring dashboard.
References/topics: Sales Close Agent monitoring; Sales Agent Runs table; engagement status; Sales Close Agent insights and metrics; Research mode performance reporting.

Explanation:
Issue
Action
Opportunity updated today is NOT included in the chart
Update roll-up settings
Time period for the goal is inaccurate
Have the manager update the goal
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.
References/topics: Dynamics 365 Sales goals; goal rollup settings; goal recalculation; goal manager responsibilities; opportunity target tracking.

The required fix is about visibility and security , not agent operating mode. In the scenario, production has EnableRoleBasedSystemViews set to true, which restricts system views based on role configuration. Because the business requirement says all sellers should be able to access disqualified leads , the role-based system view setting must be updated so sellers can access the view that exposes leads disqualified by the Sales Qualification Agent.
The second required action is to change Lead table permissions. The customized Salesperson role currently grants sellers read access only to leads they own. That is too restrictive because leads disqualified by the Sales Qualification Agent may not be owned by each seller. To let all sellers view those records, sellers need organization-level Read permission on the Lead table. Option A is wrong because upgrading the agent to research and engage mode affects how the agent researches and interacts with leads; it does not solve seller access to disqualified records. Option C is also wrong because the look-back period controls which historical leads the agent evaluates, not who can view disqualified leads.
References/topics: Sales Qualification Agent; role-based system views; Dataverse security roles; Lead table read access; AI-driven lead qualification.