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Microsoft AB-210 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Develop deals by using intelligent opportunity research | 25-30% | - Use AI for opportunity research and insights - Optimize opportunity management workflows - Deploy and configure Sales Close Agent - Configure forecasting and goal management |
| Topic 2: Configure Dynamics 365 Sales core features for AI | 15-20% | - Configure security and access for AI features - Integrate Microsoft Power Platform components - Design and configure sales data model - Set up core sales entities and relationships |
| Topic 3: Qualify and prioritize leads by using AI | 15-20% | - Automate lead routing and prioritization - Implement Sales Qualification Agent - Configure lead qualification processes - Fine-tune predictive lead scoring models |
| Topic 4: Optimize AI-driven sales workflows and insights | 20-25% | - Configure Copilot for Sales - Implement predictive scoring and relationship intelligence - Configure Sales accelerator and work distribution - Set up conversational intelligence |
| Topic 5: Extend and enhance sales solutions with AI | 10-15% | - Monitor and optimize AI performance - Implement collaboration features - Deploy and manage AI agents - Configure reporting and visualization |
Microsoft Accelerating Sales Pipelines with AI in Dynamics 365 Sample Questions:
Drag and Drop Question
A company is using Dynamics 365 Sales.
The company wants sellers to use a repeatable sequence for opportunities. The company has the following requirements for the opportunity stages:
- Must define the flow of work sellers must complete before closing an
opportunity.
- Must guide sellers through data entry at each stage.
- Must report on the business process flow execution.
- Must ensure background process occurs after stage changes.
You need to configure a solution for each requirement.
Which configuration should you use 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.
Explanation:
The correct solution is based on the Opportunity Sales Process business process flow. Business process flow stages define the sequence of work sellers must follow, such as qualifying, developing, proposing, and closing an opportunity. These stages give sellers a repeatable, controlled path through the opportunity lifecycle and align execution with the organization's sales methodology.
Required step fields are used to guide data entry inside each stage. A business process flow stage can contain steps mapped to Dataverse columns, and marking a step as required ensures sellers complete key information before moving forward. This directly supports consistent opportunity data capture.
For reporting on business process flow execution, use the Active Opportunity Sales Process view. Business process flows have process instance records that can be viewed and reported on, allowing managers to monitor active process execution, stage progress, and process usage.
To run background logic after stage changes, use a Power Automate cloud flow. A cloud flow can react to Dataverse changes and perform automation such as notifications, updates, approvals, or follow-up task creation after a stage transition occurs.
Sales representatives work remotely and access Dynamics 365 Sales from mobile devices.
Meetings are created in Outlook for the sales team.
Users report that after installing the mobile app, they are unable to update meetings by setting the Regarding record in the mobile app.
You need to ensure users are able to track meetings to customer records without issues.
Which two actions should you perform? Each correct answer presents part of the solution.
Choose two.
NOTE: Each correct selection is worth one point.
- A. Configure a mobile offline profile.
- B. Approve the mailboxes for the users.
- C. Enable server-side synchronization in your environment.
- D. Enable relevance search in Dataverse.
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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 opportunities directly into orders and invoices before generating quotes.
- B. Convert leads into opportunities that generate quotes and then convert them into orders and invoices.
- C. Convert leads directly into quotes that generate opportunities before creating orders.
- D. Convert leads into opportunities that generate quotes and then convert them directly into invoices without creating orders.
- E. Convert opportunities into leads that generate quotes and then finalize them as invoices and orders.
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A sales administrator evaluates AI recommendations after several months and notices increasing prediction accuracy. What most likely contributed to this improvement?
- A. More historical business outcomes
- B. More security roles
- C. Fewer CRM users
- D. Increased storage capacity
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A company implements Dynamics 365 Sales.
The company has the following requirements:
- Employees must have quarterly goals. The goals must calculate all
deals won by quarter for each goal.
- Managers must be able to look at the goals and calculations at any
time.
The solution must use goal features WITHOUT customization.
You need to create the calculation.
What should you configure?
- A. Goal metric
- B. Rollup table
- C. Rollup query
- D. Drill-down table
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