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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Extend and enhance Sales | 10–15% | - Deploy and configure Sales mobile app and Teams calling - Create Power Platform components (Power Automate, Power Apps, Power BI) |
| Topic 2: Qualify and prioritize leads using AI | 15–20% | - Fine-tune predictive scoring model - Configure lead and opportunity experience - Configure Sales Qualification Agent and monitor its performance |
| Topic 3: 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 |
| Topic 4: Configure Dynamics 365 Sales core features for AI | 15–20% | - Evaluate prerequisites for deploying Sales - Configure mailboxes and business process flows - Examine Sales security model - Configure timeline and data import/export |
| Topic 5: Optimize AI-driven sales | 20–25% | - Design AI-first sales strategy with Copilot and agents - Set up conversational intelligence and forecasting - Prepare and deploy AI agents in Sales - Configure predictive scoring and relationship intelligence |
>> Real AB-210 Exam Answers <<
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NEW QUESTION # 67
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear on the review screen.
A company is evaluating AI agent capabilities for opportunity management.
Sales managers require insights about deals. You must ensure that the system does not perform automatic outreach to buyers.
You need to determine whether proposed solutions meet the requirements.
Solution: Use Research mode and allow sellers to review insights manually.
Does the solution meet the goal?
Answer: B
Explanation:
Yes, the solution meets the goal. The requirement has two parts: sales managers need deal insights, and the system must not automatically perform outreach to buyers. Sales Close Agent in Research mode is the correct fit because it researches opportunities, calculates importance and risk, generates summaries, and provides actionable recommendations for sellers to review manually. Microsoft states that the opportunity research experience shows a summary and a See full research page with complete opportunity insights and recommendations.
Research mode is intentionally different from Engage mode. Engage mode is the autonomous customer-interaction mode; Microsoft describes Sales Close Agent Engage as managing customer interactions and driving sales for high-velocity deals. By contrast, Research mode focuses on research, opportunity insights, risks, and seller guidance. Microsoft's configuration guidance for Sales Close Agent Research describes selecting opportunities to research, configuring refresh frequency, and providing company context so the agent can curate research insights. Therefore, using Research mode while requiring sellers to manually review the insights satisfies both requirements: the organization receives AI-generated deal intelligence, but buyer outreach remains under human seller control.
NEW QUESTION # 68
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?
Answer: A
Explanation:
The correct answer is Goal metric . In Dynamics 365 Sales, the goal metric defines how goal performance is calculated. Microsoft explains that each goal uses a goal metric to determine how the goal is tracked, and goal metrics can track actual, in-progress, and custom values through rollup fields. For won opportunity revenue, the metric can use the Opportunity table as the source and roll up the actual value for opportunities that are closed as won.
The quarterly requirement is handled by the goal's time period. The goal metric specifies the calculation logic, including the source table, source attribute, date attribute, and source status such as Won. Microsoft's goal metric documentation states that the date attribute is validated against the goal time period, so records participate in the rollup only when their date falls between the goal start and end dates. A rollup query is not the best answer because it only applies additional filtering criteria to an existing goal metric; it does not create the core calculation.
References/topics: Dynamics 365 Sales goals; goal metrics; rollup fields; won opportunity calculations; quarterly goal tracking.
NEW QUESTION # 69
A representative asks Copilot why an opportunity is considered high priority. What information should Copilot most likely reference?
Answer: D
Explanation:
Copilot explains recommendations using available Dynamics 365 Sales information, including customer interactions, opportunity history, engagement patterns, and CRM attributes. These contextual insights help users understand why AI generated a specific recommendation.
NEW QUESTION # 70
Case Study 1 - AdventureWorks
Background
AdventureWorks Cycles is a global manufacturer of high-performance bicycles headquartered in Seattle. The company sells products through distributors, specialty retailers, and a growing direct- to-consumer online channel. AdventureWorks Cycles recently expanded its product catalog to include the athlete package. This package includes a cycle, connected devices and subscription- based analytics services.
To support this expansion, the company wants to modernize its sales operations by implementing Microsoft Dynamics 365 Sales. The leadership team wants sellers to focus on building relationships with distributors and enterprise buyers rather than manually qualifying leads or assembling product packages.
The sales operations team is responsible for configuring the Dynamics 365 Sales environment.
Their goal is to implement Al-driven processes that streamline the lead-to-cash workflow while ensuring that sellers can easily identify the most promising opportunities.
Current Environment
AdventureWorks Cycles previously used a legacy CRM system that tracked leads and opportunities but lacked predictive intelligence or automated lead qualification. Sellers manually evaluate incoming leads, which creates delays and inconsistent prioritization.
The global sales team manages approximately 15,000 leads per month generated from marketing campaigns, trade shows, and partner referrals.
Product data is stored in multiple systems. Product managers maintain products and pricing in spreadsheets. Information regarding custom relationships, competitor analysis, and region- specific marketing content is stored in a SharePoint site called the sales portfolio.
The organization has identified several challenges they want to resolve with a new solution:
Sellers often spend significant time researching leads that ultimately do not convert.
Regional managers require in-depth reporting using information from the sales pipeline and seller activities, the point-of-sale solution, website analytics, and the accounting system.
Multiple product offerings are difficult to manage because components are defined in different systems.
Team leads require real-time information on active opportunities, as well as visibility of seller's appointments and phone calls, without needing to navigate into multiple views.
All sellers are assigned Dynamics 365 Sales Enterprise licenses, Also, the CFO has requested that Copilot message packs are pre-purchased by using the Copilot Studio subscription license.
A Dynamics 365 sales sandbox environment has been in use for six months. There are 60 leads records with 30 records that are qualified and 20 that are disqualified. Ten of the qualified leads are over three months old.
Business Requirements:
AdventureWorks Cycles has defined the following business requirements for the production environment of Dynamics 365 Sales:
Sellers in all regions should be able to review the new mountaineer cycles. The cycles include economy and premium fittings. When creating opportunities, sellers should be able to select a metal type when adding a mountaineer cycle to an opportunity. The metal types include chrome, aluminum, and titanium.
Pricing managers must be able to create deals for the same products in their own currencies and at their own prices, without reference to the cost of the product.
Sellers must be able to quickly view their own opportunities by phase.
Predictive scoring should be enabled for leads created within the last three months in the sandbox environment. This should provide seller training on the scoring's interpretation and usage.
A segment of leads named Hot is needed that will contain all leads where the source is phone, employee referral or partner. Leads from this segment should be distributed to sellers by using a round robin method.
Agents should not be able to take action on any data that is created in the production environment before they are started.
All sellers should be able to access disqualified leads.
Technical Information and Requirements:
The new Dynamics 365 Sales environment must meet the following technical requirements:
Agents must use a dedicated service identity to execute write actions with a controlled security role in Dataverse.
The sales operations team lead must be assigned the Power Platform administrator role.
The lead pricing manager must be assigned to the Microsoft 365 billing admin role.
The vice president of sales must be assigned the Al admin role.
A sandbox and a production environment must be created. Both of the environments must be enabled for Al capacity, but usage should be capped on the sandbox environment.
A trial environment must be created, with the Sales Qualification Agent configured to business requirements.
Sellers must be assigned the security roles on the production environment only.
All sellers must be assigned a customized version of the salesperson role. This role should grant read access only to the leads that the sellers own.
The EnableRoleBasedSystemViews property must be set to true for the production environment.
No Azure subscriptions are available in the tenant.
Issues:
During early testing, the sales operations team identify the following issues:
The Sales Qualification Agent has disqualified several leads in the trial environment. The vice president of sales has requested to understand the reason for the disqualified leads.
Sellers are unable to create agents in the production environment.
Agent consumption has been unreliable. The company requires that Al capacity is always available to sellers.
You need to allow sellers to view leads disqualified by the Sales Qualification Agent in production.
Which two actions should you perform? Each correct answer presents part of the solution.
Choose two.
Answer: B,D
Explanation:
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.
NEW QUESTION # 71
A seller asks Copilot to prepare for an upcoming customer meeting. The customer has multiple open opportunities, recent emails, and support cases. What should Copilot primarily generate?
Answer: D
Explanation:
Copilot can generate meeting preparation summaries by combining CRM records, customer communications, opportunity status, and related activities. The summary provides sellers with relevant business context before customer meetings, improving readiness while reducing manual research.
NEW QUESTION # 72
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