Microsoft Accelerating Sales Pipelines with AI in Dynamics 365 AB-210 Exam Questions

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Total 69 questions
Question 1

You need to configure the new lead qualification experience in Dynamics 365 Sales for field sellers.

What should you configure?



Answer : A

The correct configuration is to set related record creation to Seller. The case study states that sales leadership requires flexibility in how leads are converted: inside sales need automatic opportunity creation, but field sellers need the option to manually decide whether an opportunity should be created when a lead is qualified. In the new lead qualification experience, Dynamics 365 Sales lets administrators control whether account, contact, and opportunity records are created automatically during lead qualification or whether sellers are prompted to choose which related records to create. Microsoft's lead qualification guidance confirms that when automatic creation is not enabled, sellers are prompted to select which records should be created during qualification.

Option B and option E are wrong for field sellers because automatic creation would remove the manual decision point required by the case study. Option C is relevant to guiding sellers through sales stages, but the existing Lead to Opportunity Business Process Flow does not control whether related records are automatically created when a lead is qualified. Option D is unrelated because Copilot summaries help sellers review record information; they do not configure lead conversion behavior. Therefore, the required configuration for field sellers is Seller-controlled related record creation.

References/topics: Lead qualification experience; lead-to-opportunity conversion; related account, contact, and opportunity creation; Dynamics 365 Sales lead management.


Question 2

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: Configure the Sales Close Agent in Engage mode.

Does the solution meet the goal?



Answer : B

No, the solution does not meet the goal. The requirement clearly states that sales managers need insights about deals, but the system must not perform automatic outreach to buyers. Sales Close Agent Engage mode is designed for autonomous customer engagement. It can interact with buyers, send outreach or follow-up communications, and help progress sales conversations automatically. That violates the restriction in the question.

For this scenario, the appropriate configuration is Sales Close Agent in Research mode, not Engage mode. Research mode supports opportunity management by analyzing deal context, surfacing risks, identifying signals, and providing recommended next actions to sellers. It gives managers and sellers AI-generated deal insights while keeping buyer communication under human control. That is exactly what the company requires.

Engage mode would only be acceptable if the company wanted the agent to actively contact buyers or automate customer-facing communication. Since the requirement explicitly prohibits automatic outreach, Engage mode fails the stated goal.

References/topics: Sales Close Agent; Research mode versus Engage mode; opportunity insights; deal risk analysis; AI-assisted opportunity management without autonomous outreach.


Question 3

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.

You are deploying AI agents for a company using Microsoft Dynamics 365 Sales.

The company wants to ensure that AI usage is tracked and billed monthly.

The company requires that AI billing uses pre-paid credits.

You need to configure the billing based on the requirements.

Solution: Create an Azure subscription.

Does the solution meet the goal?



Answer : B

The solution does not meet the goal. Creating an Azure subscription is associated with pay-as-you-go billing scenarios, not the required pre-paid credits model. Microsoft's Dynamics 365 Sales agent billing guidance states that Sales Copilot and agent capabilities support two billing models: prepaid capacity and pay-as-you-go. Prepaid capacity uses Copilot Studio message pack subscriptions purchased in advance, while pay-as-you-go bills for actual message consumption during the month.

Because the requirement explicitly says AI billing must use pre-paid credits, the correct approach is to purchase Copilot Studio message packs or Copilot Credits and assign/manage that capacity for the relevant environment. Power Platform guidance explains that Copilot Studio credits/capacity are managed and monitored through the Power Platform admin center, and if prepaid capacity is exhausted, admins must reallocate capacity, purchase more credits, or enable pay-as-you-go. An Azure subscription may be required for pay-as-you-go cost management, but it does not satisfy a prepaid-credit requirement by itself. Therefore, the proposed solution is incorrect.

References/topics: Dynamics 365 Sales agent billing; prepaid capacity; Copilot Studio message packs; Copilot Credits; pay-as-you-go billing.


Question 4

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 : C

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.


Question 5

A company uses Dynamics 365 Sales with the Sales Research Agent enabled. Sellers review the research canvas before planning outreach to customers.

You generate a Sales Research Agent blueprint on the research canvas.

You need to update a single component in the blueprint.

What should you do?



Answer : C

The correct action is Update a single block in the canvas. In Sales Research Agent, the research canvas generates a blueprint that contains research findings, visualizations, and blocks of insight. Microsoft states that users can interact with visualizations through the AI cursor, ask follow-up questions, and then choose whether to update the existing block or generate a new blueprint. If Update block is selected, the existing block is updated with the new information; if Generate new blueprint is selected, the agent creates a new blueprint and adds a journey line.

This distinction matters. The requirement is to update one component, not rebuild the full blueprint. Regenerate the blueprint or Refresh the blueprint would affect the broader blueprint output: Microsoft documents refresh/regenerate as actions for using latest data or producing new visualizations and insights, not for targeted single-block editing. The Dynamics 365 AI Optimization hub is unrelated to editing individual research canvas blocks.

References/topics: Sales Research Agent; research canvas; blueprint blocks; AI cursor; update block; intelligent opportunity research.


Question 6

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.

You are deploying AI agents for a company using Microsoft Dynamics 365 Sales.

The company wants to ensure that AI usage is tracked and billed monthly.

The company requires that AI billing uses pre-paid credits.

You need to configure the billing based on the requirements.

Solution: Configure capacity overages to the billing plan on the Dynamics 365 Sales environment.

Does the solution meet the goal?



Answer : B

The solution does not meet the goal. The requirement is explicit: AI billing must use pre-paid credits. Microsoft's Dynamics 365 Sales billing guidance separates Copilot and agent billing into two models: prepaid capacity and pay-as-you-go. Prepaid capacity uses Copilot Studio message pack subscriptions that are purchased in advance, while pay-as-you-go bills for the actual number of messages consumed during the month.

Configuring capacity overages to a billing plan is not the prepaid-credit model. Overages are tied to consumption beyond allocated capacity and are handled through billing-plan/pay-as-you-go behavior. That conflicts with the requirement to use pre-purchased credits. For prepaid billing, the correct approach is to purchase Copilot Studio message packs or capacity packs and assign that prepaid capacity to the Dynamics 365/Power Platform environment. Microsoft's Power Platform capacity guidance states that prepaid capacity can be assigned to environments, and when prepaid capacity is exhausted, administrators must reallocate capacity, purchase more credits, or enable pay-as-you-go billing.

Therefore, configuring overages may support monthly usage billing, but it does not satisfy the stated requirement that billing must use prepaid credits.

References/topics: Dynamics 365 Sales consumption-based billing; prepaid capacity; Copilot Studio message packs; Copilot credit capacity; pay-as-you-go overage handling.


Question 7

A company is using Dynamics 365 Sales and Microsoft 365.

The company has the following requirements for sales representatives:

. Must store opportunity files in a central location.

. Must collaborate using chat conversations associated with sales records.

You need to configure the required integrations.

Which two integrations should you configure? Each correct answer presents part of the solution. Choose two.

NOTE: Each correct selection is worth one point.



Answer : B, E

The correct integrations are SharePoint document management and Teams conversation collaboration. SharePoint document management is required because the company wants opportunity files stored in a central location. Microsoft's Dynamics 365 Sales SharePoint integration is specifically designed to store documents related to Sales records in SharePoint while allowing users to access, share, and manage those documents from the Sales app. Opportunity is one of the standard Sales records supported for SharePoint document integration.

Teams conversation collaboration is required because sellers must collaborate using chat conversations associated with sales records. Microsoft's Teams chat integration for Dynamics 365 Sales lets sellers start a new Teams chat or connect an existing chat directly to a Sales record, so conversations remain associated with the relevant opportunity, lead, account, or other record.

OneNote integration is for note-taking, not centralized file storage. Conversation intelligence analyzes calls and seller conversations for coaching and insights; it is not the feature for record-linked chat collaboration. Server-side synchronization with Exchange Online supports email, appointments, contacts, and tasks synchronization, but it does not satisfy the SharePoint file storage or Teams chat association requirements.

References/topics: SharePoint document management; Microsoft Teams chat integration; Dynamics 365 Sales collaboration; Sales record document storage.


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Total 69 questions