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Microsoft AB-210 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Qualify and prioritize leads using AI15–20%- Configure lead and opportunity experience
- Configure Sales Qualification Agent and monitor its performance
- Fine-tune predictive scoring model
Topic 2: Extend and enhance Sales10–15%- Create Power Platform components (Power Automate, Power Apps, Power BI)
- Deploy and configure Sales mobile app and Teams calling
Topic 3: Configure Dynamics 365 Sales core features for AI15–20%- Examine Sales security model
- Configure timeline and data import/export
- Evaluate prerequisites for deploying Sales
- Configure mailboxes and business process flows
Topic 4: Develop deals using intelligent opportunity research25–30%- Configure Sales Close Agent and interpret actions
- Optimize opportunity management and pipeline views
- Configure and use Sales Research Agent insights
Topic 5: Optimize AI-driven sales20–25%- Prepare and deploy AI agents in Sales
- Design AI-first sales strategy with Copilot and agents
- Configure predictive scoring and relationship intelligence
- Set up conversational intelligence and forecasting

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Microsoft Accelerating Sales Pipelines with AI in Dynamics 365 Sample Questions (Q34-Q39):

NEW QUESTION # 34
Case Study 2 - Contoso Ltd
Background
Contoso Ltd. is a global technology distributor headquartered in Redmond, Washington. The company sells networking equipment, cloud infrastructure, and managed services to enterprise customers across North America and Europe.
Contoso Ltd. currently manages its sales operations by using Microsoft Dynamics 365 Sales and plans to enable Sales Insights in the future.
The leadership team wants to modernize the sales organization by introducing capabilities that help sellers prioritize leads, analyze opportunities, and accelerate deal closure.
The company has approximately 150 field sellers, 40 insider sellers, 20 sales managers, and a central IT team responsible for configuring the sales platform. Contoso Ltd.'s executive leadership has defined the following goals for the new sales platform implementation:
Improve seller productivity by reducing manual research and data entry.
Use Al insights to prioritize leads and opportunities.
Provide automated recommendations to sales representatives throughout the deal lifecycle.
Improve collaboration between sellers and sales managers.
Current Environment:
Sales platform
Contoso Ltd. uses Microsoft Dynamics 365 Sales integrated with Microsoft 365 services.
The following components are currently deployed:

Data and lead management
Leads are important for driving new business at Contoso Ltd. They are generated from multiple sources including:
- Marketing automation campaigns
- Website registrations
- Partner referrals
- Trade show contact imports
Marketing teams import lead lists weekly into Dynamics 365 Sales by using spreadsheet imports.
Sellers currently evaluate leads manually.
Sales managers report that this process results in inconsistent prioritization across regions.
Opportunity management
Opportunities are tracked in Dynamics 365 Sales through a defined qualification-to-opportunity lifecycle to ensure accurate reporting.
Sales leadership has requested the Contoso Ltd. IT team to evaluate the following capabilities:
- AI-generated summaries of opportunity records.
- AI-driven research for customer organizations.
- Automated recommendations for closing deals.
Business Requirement:
Contoso Ltd.'s executives have defined the following business requirements:
Lead management
Inside sellers must use a seller engagement workspace that prioritizes leads automatically based on predicted likelihood to convert.
All sellers are guided through a consistent set of qualification steps aligned to Contoso Ltd.'s sales strategy.
Leads cannot be advanced to the development stage until a decision maker has been confirmed.
Sales leadership requires flexibility in how leads are converted. Inside sales need automatic opportunity creation. Field sellers need the option to manually decide whether an opportunity should be created when a lead is qualified.
Lead scoring must be implemented to help sellers identify high potential leads automatically.
Lead scoring must continuously improve based on historical sales outcomes.
Opportunity development
The opportunity flow must be improved by using Al-driven research and automated insights.
Field sellers must be able to access contextual research about customers and competitors while working on opportunities.
Opportunity records must display Al-generated summaries to reduce the time required to review historical activities.
Field sellers must use the Opportunity pipeline view to visualize, prioritize, and manage opportunities.
All opportunity revenue must be calculated using opportunity line items based on selected Contoso Ltd.'s products and standard pricing.
Sales managers must receive an external quarterly competitive intelligence brief to help with their research. This should be delivered as a PDF document.
Sales performance
Sales managers require improved pipeline and revenue forecasting capabilities. The managers need to report on their business performance and use insights, visuals, and recommended next actions.
The new solution must provide the following:
- Allow sales managers to configure forecasts for opportunity pipelines.
- Notify the seller's manager when a draft quote is created and requires approval.
- Allow leadership to track performance against revenue goals.
- Ask questions about Dynamics 365 Sales data to support executive analysis and decision making.
- Support data definitions used at Contoso Ltd. when reporting.
Technical Requirement:
Contoso Ltd.'s IT department defines the following priorities for the sales platform.
AI capabilities
The platform must support the following Al features:
- Lead scoring to guide sellers to priority items.
- Opportunity research insights to prepare deal analysis.
- Copilot-generated summaries of sales records to help with decision making.
- AI-powered research and analytics to aid leadership reporting.
- When performing sales research, sales managers must be able to save their favorite prompts.
Automation
Automation must be implemented to guide sellers through recommended next steps during the sales cycle.
Any approvals must use the Power Automate Approvals connector.
Field sellers use the existing Lead to Opportunity Business Process Flow to manage their leads.
A Power Automate desktop flow is used to process orders into a partner ordering application that completes fulfillment.
Collaboration
All sellers must be able to collaborate by using Teams and store related sales documents in SharePoint.
AI-driven insights
The company is deploying the Sales accelerator to guide seller activities.
The Sales Research Agent
Sales managers will use the Sales Research Agent to gather intelligence about customer organizations.
The sales managers have the following requirements:
- Must be able to reuse visualizations after they are created; they don't want to recreate them.
- Must have a consistent method to quickly return to a blueprint that they frequently use.
- Must be able to retain a library of questions to receive consistent responses based on definitions approved by the company.
- Should have Bing search enabled on the environment for generative Al feature settings.
Platform extensions
The IT department plan to extend the platform by doing the following:
- Create Power Automate flows to automate seller tasks.
- Embed Power Apps components inside model-driven forms.
- Embed Power BI reports for sales analytics.
Testing
The IT department is testing predictive lead scoring with a small group of sellers.
The IT department edits the existing lead scoring model by adding new fields.
Issues:
Users have reported the following issues:
- Field sellers spend a significant amount of time researching customers before engaging with prospects.
- Sales managers cannot easily identify the most promising opportunities across regions.
- Lead prioritization varies significantly between sales teams.
- Testers report they cannot access the field changes in the lead score.
- A sales manager generated a blueprint but forgot the competitive intelligence brief.
Drag and Drop Question
You need to automate the quote approval process.
Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

Answer:

Explanation:

Explanation:
The correct automation pattern is an automated Power Automate cloud flow triggered by a Dataverse event. The case study states that the process must notify the seller's manager when a draft quote is created and requires approval, and that approvals must use the Power Automate Approvals connector. Therefore, the flow should first be created as a cloud flow, then started by a Dataverse trigger such as when a row is added, modified, or deleted on the Quote table, filtered for the draft quote condition. Microsoft's Dataverse trigger guidance confirms that this trigger runs when a selected Dataverse table row is created, modified, or deleted.
After the trigger is defined, the flow must include an approval step using Power Automate approvals. Microsoft's approval workflow guidance states that Power Automate can manage approvals across services including Dynamics 365 and Dataverse-based processes. The final action is to test and activate the flow so the quote approval automation is available to users. Do not use a scheduled trigger because the requirement is event-driven, not time-based. Do not connect to the existing desktop flow because that desktop flow processes partner orders for fulfillment, not draft quote approvals. A Teams step is optional collaboration, not the required approval mechanism.


NEW QUESTION # 35
A company uses Dynamics 365 Sales to manage opportunities using a custom form.
Sellers spend significant time manually reviewing information about opportunities before contacting customers.
You need to reduce the time required for reviewing opportunities.
What should you add to the form?

Answer: A

Explanation:
The correct answer is Opportunity summary. The requirement is not to score the opportunity, show the next activity, or display health indicators; it is to reduce the seller's manual review effort before contacting the customer. Microsoft's Copilot capability for Dynamics 365 Sales provides AI-generated summaries for opportunity records so sellers can quickly understand key deal context, related activities, emails, and important history without reading the full timeline manually.
Microsoft specifically states that Copilot record summarization generates concise summaries of key information from sales records such as opportunities, leads, and accounts.
Because the company uses a custom opportunity form, the opportunity summary widget must be added to that form. Microsoft's implementation guidance explicitly flags custom opportunity forms and asks whether the opportunity summary widget has been added, and the Copilot summary documentation notes that the opportunity summary widget is available by default on the standard form but must be added to custom forms. Up next guides sellers to the next activity, Health score and Predictive opportunity scoring evaluate opportunity risk or likelihood, and Timeline highlights is narrower than the full AI-generated opportunity overview.


NEW QUESTION # 36
Hotspot Question
A sales manager needs to set up goals in Dynamics 365 Sales for salespeople.
The measurement of goals must be based on the total deal amount upon closing an opportunity.
The fiscal year for the goals must be based on the calendar year.
You need to create the rollup query for the goal metrics.
Which options should you select? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.

Answer:

Explanation:

Explanation:
The correct table is Opportunity because the goal measurement is based on deal amounts when opportunities are closed. In Dynamics 365 Sales goal metrics, rollup fields define which table and source attribute are used to calculate actual or in-progress goal values. Microsoft's goal metric documentation gives the direct example of using the Opportunity table with the opportunity actual value/source attribute to track actual money amounts from opportunities closed as Won.
The correct date field is Actual Close Date because the goal period must be determined by when the deal was actually closed, not when the opportunity was created. Microsoft's goal metric configuration guidance states that the Date Field determines the goal period that records roll up into, and gives Actual Close Date as the relevant example.
The correct revenue field is Actual Revenue because the requirement is based on the total deal amount upon closing the opportunity. Budget Amount and Total Amount do not represent the final closed deal value for goal actuals. Goal rollup fields calculate actual performance values for completed measurable results, which fits closed opportunity revenue.


NEW QUESTION # 37
You are creating a pricing list in Dynamics 365 Sales. All prices must end in $.98.
You need to select the function that establishes this pricing requirement.
What should you use?

Answer: A

Explanation:
The correct answer is Rounding Amount . In Dynamics 365 Sales price list item configuration, rounding is used when calculated prices must follow a specific price-ending convention, such as ending in .98 or .99 .
Microsoft's pricing guidance explains that price list items can use rounding behavior so calculated product prices can be rounded and made to end in a specified amount, such as 99 cents. The value that defines the exact ending amount is the Rounding Amount . Therefore, to make all calculated prices end in $.98 , the administrator would configure the rounding amount as 0.98 .
Rounding Policy is not precise enough by itself. It controls the direction of rounding, such as rounding up, down, or to the nearest value, but it does not define the exact cents-ending requirement. Pricing Method determines how the price is calculated, such as a currency amount, percentage of list price, markup, or margin. Percentage is used when a percentage-based pricing method is selected, but it does not force prices to end in $.98 . The requirement is explicitly about the final rounded price ending, so Rounding Amount is the correct function.
References/topics: Price lists; price list items; rounding amount; rounding policy; Dynamics 365 Sales product pricing.


NEW QUESTION # 38
You are implementing Dynamics 365 Sales for a company that sells products in different markets.
The company has the following requirements:
* Must define pricing for products.
* Must automatically use a localized price list.
* Must group product prices for each region.
You need to determine how each pricing component should be configured.
Which configuration should be used? 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.

Answer:

Explanation:

Explanation:
Requirement
Configuration
Define pricing for products
Price list item
Automatically use a localized price list
Territory
Group product prices for each region
Price list
The correct component for defining product-specific prices is the Price list item . In Dynamics 365 Sales, price list items connect a product, unit, pricing method, and amount to a specific price list. Microsoft's product pricing guidance states that price lists and price list items are used to define product pricing, and price list items are where the per-product pricing details are configured.
To automatically use a localized price list, configure Territory . Dynamics 365 Sales can automatically select a default price list for opportunities, quotes, orders, and invoices based on the sales territory of the user.
Microsoft states that a price list can be associated with a territory by using the Territory Default Pricelist connection role, allowing users in that territory to have the correct price list selected by default.
To group product prices for each region, use a Price list . A price list is the container that groups the prices charged for products or services. Microsoft guidance explains that organizations can create multiple price lists to maintain separate pricing structures for different regions, sales channels, or territories. Currency supports monetary localization, but it does not group regional product prices by itself. Product bundle is unrelated because it combines products for sale as a package, not regional pricing.
References/topics: Product catalog pricing; price lists; price list items; territory-based default price lists; regional pricing configuration.


NEW QUESTION # 39
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