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Microsoft AB-210 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Develop deals by using intelligent opportunity research | 25-30% | - Optimize opportunity management workflows - Configure forecasting and goal management - Deploy and configure Sales Close Agent - Use AI for opportunity research and insights |
| Topic 2: Optimize AI-driven sales workflows and insights | 20-25% | - Configure Sales accelerator and work distribution - Implement predictive scoring and relationship intelligence - Configure Copilot for Sales - Set up conversational intelligence |
| Topic 3: Qualify and prioritize leads by using AI | 15-20% | - Implement Sales Qualification Agent - Automate lead routing and prioritization - Fine-tune predictive lead scoring models - Configure lead qualification processes |
| Topic 4: Configure Dynamics 365 Sales core features for AI | 15-20% | - Configure security and access for AI features - Integrate Microsoft Power Platform components - Set up core sales entities and relationships - Design and configure sales data model |
| Topic 5: Extend and enhance sales solutions with AI | 10-15% | - Deploy and manage AI agents - Monitor and optimize AI performance - Configure reporting and visualization - Implement collaboration features |
Microsoft Accelerating Sales Pipelines with AI in Dynamics 365 Sample Questions:
Hotspot Question
A company plans to implement AI capabilities in Dynamics 365 Sales to automate multiple seller workflow tasks.
The company needs to assign AI capabilities that provide the following:
- Must identify contextual insights about accounts before outreach.
- Must generate overviews of opportunity activities and emails.
- Must evaluate and qualify incoming leads automatically.
You need to match the appropriate AI capability to each seller workflow task.
Which configuration should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Correct Answer:
Explanation:
The correct capability for identifying contextual account insights before outreach is Sales Research Agent. This agent is designed to help sellers and sales leaders gather AI-generated research about customers, prospects, and sales targets, which directly supports pre-outreach preparation and account intelligence. It is not Conversation Intelligence, because Conversation Intelligence analyzes calls and seller-customer conversations after or during interactions, not account research before outreach.
For generating an opportunity overview, the correct capability is Copilot summarization. Copilot in Dynamics 365 Sales can generate quick summaries of opportunity and lead records, including relevant activity and communication context, so sellers can quickly understand the state of a deal without manually reviewing all historical interactions.
For automating lead processing, the correct capability is Sales Qualification Agent. This agent evaluates incoming leads against qualification criteria, researches lead context, determines fit, and can qualify or disqualify leads according to configured business rules. Predictive lead scoring prioritizes leads by likelihood to convert, but it does not perform autonomous lead qualification processing. Sales Close Agent is focused on opportunity/deal execution, not lead qualification.
Drag and Drop Question
A company tracks opportunities using the pipeline view.
The sales managers want pipeline stages configured so they can quickly identify deal progress.
The configuration must meet the following requirements:
- Open the Pipeline view by default in Opportunities.
- Open a specific form for the opportunity side panel.
- Provide the ability to expand or collapse the grid by sections, for
example Owner or Account.
- Display the average value at the bottom of the grid.
You need to identify the opportunity configuration.
Which configuration should you apply for each requirement? To answer, move the appropriate configurations to the correct requirements. You may use each configuration once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point
Correct Answer:
Explanation:
To open the Pipeline view by default, configure the Opportunity main form by adding the Pipeline view control for Opportunities. Microsoft states that the read-only grid is the default view for opportunities, but administrators can set the Opportunities pipeline view as the default by customizing the Opportunity table form and adding the Pipeline view component. The configuration includes selecting the Opportunities table, choosing the opportunity view, and enabling grouping and aggregation.
To open a specific form in the opportunity side panel, use Set the default Opportunity form.
Microsoft's configuration guidance states that when sellers open an opportunity from the pipeline view, the side panel displays opportunity details, and administrators can change the default side- panel form to the main opportunity form or a custom form.
For expanding/collapsing by sections such as Owner or Account and displaying average values at the bottom of the grid, enable aggregation/grouping behavior on the Pipeline view control.
Microsoft states that Enable grouping and Enable aggregation allow sellers to group and aggregate opportunities in the pipeline view. This supports sectioned grid behavior and aggregate values such as average, sum, or count. The quick create form is irrelevant because it controls record creation, not pipeline display behavior.
You are the Dynamics 365 Sales administrator for an electronics company.
The sales team is having difficulty locating different products in the same category -- for instance, all versions of flat screen TVs available.
You need to organize the products in a way that makes it easier for the sales team to search for products.
What should you use?
- A. Product bundles
- B. Product unit groups
- C. Product families
- D. Related products
Correct Answer: C 🗳️
Explanation: Only visible for Prep4away members. You can sign-up / login (it's free).
A seller is reviewing an opportunity in Dynamics 365 Sales. The Sales Close Agent in Research mode generates a summary.
The seller must decide how to proceed with the opportunity. The seller plans to use the research insights to move the deal forward.
You need to identify the information that the agent provides.
Which agent-provided insights should you share with the seller?
- A. Recommended actions
- B. Blueprints
- C. Financial health
- D. Budget, Authority, Need, and Timeline-based qualifications
Correct Answer: A 🗳️
Explanation: Only visible for Prep4away members. You can sign-up / login (it's free).
A company plans to implement Dynamics 365 Sales and wants to design a Dataverse data model that supports AI-driven insights across the sales lifecycle.
The company must be able to track the progression of a deal from initial prospect identification through to finalized billing.
The data model must support the following requirements:
- Prospects must be captured before they become qualified sales deals.
- Qualified deals must support forecasting and pipeline analysis.
- Sales teams must be able to generate pricing proposals for customers.
- Accepted proposals must transition into fulfillment records and then
final billing records.
You need to design the Dataverse table model that supports the required sales lifecycle.
Which table relationship should you implement?
- A. Convert leads into opportunities that generate quotes and then convert them directly into invoices without creating orders.
- B. Convert opportunities into leads that generate quotes and then finalize them as invoices and orders.
- C. Convert leads into opportunities that generate quotes and then convert them into orders and invoices.
- D. Convert opportunities directly into orders and invoices before generating quotes.
- E. Convert leads directly into quotes that generate opportunities before creating orders.
Correct Answer: C 🗳️
Explanation: Only visible for Prep4away members. You can sign-up / login (it's free).
