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Microsoft AB-210 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Qualify and prioritize leads using AI | 15–20% | - Configure Sales Qualification Agent and monitor its performance - Fine-tune predictive scoring model - Configure lead and opportunity experience |
| Develop deals using intelligent opportunity research | 25–30% | - Configure and use Sales Research Agent insights - Configure Sales Close Agent and interpret actions - Optimize opportunity management and pipeline views |
| Extend and enhance Sales | 10–15% | - Create Power Platform components (Power Automate, Power Apps, Power BI) - Deploy and configure Sales mobile app and Teams calling |
| Configure Dynamics 365 Sales core features for AI | 15–20% | - Configure timeline and data import/export - Evaluate prerequisites for deploying Sales - Configure mailboxes and business process flows - Examine Sales security model |
| Optimize AI-driven sales | 20–25% | - Design AI-first sales strategy with Copilot and agents - Set up conversational intelligence and forecasting - Configure predictive scoring and relationship intelligence - Prepare and deploy AI agents in Sales |
Microsoft Accelerating Sales Pipelines with AI in Dynamics 365 Sample Questions:
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.
A business wants to reduce administrative work after customer meetings. Which Copilot capability directly supports this objective?
- A. Currency synchronization
- B. Manual opportunity exports
- C. AI-generated meeting summaries
- D. Security role cloning
Correct Answer: C 🗳️
Explanation: Only visible for ActualPDF members. You can sign-up / login (it's free).
A seller notices that an opportunity score increased significantly after several customer meetings and email exchanges. Which AI capability most likely influenced the updated prediction?
- A. Duplicate detection
- B. Relationship signals
- C. Product pricing rules
- D. Currency conversion
Correct Answer: B 🗳️
Explanation: Only visible for ActualPDF members. You can sign-up / login (it's free).
Drag and Drop Question
You are implementing a sales automation solution for a company.
The sales team wants to automate actions when new leads are created or when opportunities reach specific milestones. The company plans to use Power Automate to automate these actions.
The automation must meet the following requirements:
- Automatically notify a manager when a high-value opportunity is
created.
- Validate the products with an external ERP system every Sunday.
- Display a guided lead qualification interface on the lead form.
- Update an external ERP system when an opportunity is won.
You need to identify which automation type to use for each requirement.
Which automation type should you use? To answer, move the appropriate automation types to the correct requirements. You may use each automation type 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:
A Power Automate automated cloud flow is the correct automation type when work must run automatically after a business event occurs. Microsoft describes cloud flows as flows that can perform actions automatically after an event triggers them, such as sending a notification after a triggering event occurs. Therefore, notifying a manager when a high-value opportunity is created and updating an external ERP system when an opportunity is won are both event-driven scenarios, so they should use automated cloud flows with Dataverse triggers.
A Power Automate scheduled cloud flow is correct for validating products with an external ERP system every Sunday. Microsoft states that a scheduled cloud flow runs at a specific time or recurring schedule, such as daily or weekly, and uses a recurrence trigger. That directly matches the weekly Sunday validation requirement.
A Business process flow is correct for displaying a guided lead qualification interface on the lead form. Business process flows provide a streamlined user experience that guides users through defined processes, and Dynamics 365 Sales documentation explains that stages and steps display in a control at the top of a form. Instant cloud flow is not used because none of the requirements ask for a manually triggered user action.
A company uses the Sales Close Agent in Dynamics 365 Sales to help sellers close deals.
The sales managers want to ensure the agent is used only in specific scenarios.
You need to identify the behavior of the Sales Close Agent.
What should you use to review the agent's behavior?
- A. Open the Sales agent runs table to review the opportunity research results and recommendations for the Sales Close Agent in Research mode.
- B. Open the underlying opportunities from the Forecast section to access the agent's My top opportunities from the AI agent list.
- C. Open a researched opportunity and choose See full research to open the Opportunity research page with complete agent insights and recommendations.
- D. Configure the opportunity pipeline view under App settings to display the agent's See full research page in the side panel for every opportunity.
Correct Answer: C 🗳️
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