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

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Question 1

A company is implementing the Dynamics 365 Sales mobile app.

The company requires setup of several push notifications for sellers who use the app.

You need to create the push notifications.

Which feature should you use?

Correct Answer: A. Cloud flow
Explanation:

The correct feature is Cloud flow. Dynamics 365 Sales mobile app push notifications are created through Power Automate by using the Send push notification V2 action. Microsoft's Sales mobile documentation states that the Dynamics 365 Sales mobile app supports push notifications created with the Send push notification V2 action, where the mobile app is set to Sales, the target app is selected, recipients are defined, and the notification can open a specific table record when selected.

Power Automate documentation also describes the creation process as a notification from a flow: go to Power Automate, create an automated flow, choose a trigger such as Microsoft Dataverse, then add the Send push notification V2 action. That matches the requirement to configure several seller notifications for the Sales mobile app. Classic flow is not the correct answer because modern mobile notification automation should be implemented with Power Automate cloud flows, not legacy/classic workflow patterns. Plug-in is also wrong because plug-ins are server-side Dataverse extensions for custom business logic; they are not the standard no-code configuration mechanism for mobile push notifications.

References/topics: Dynamics 365 Sales mobile app; custom push notifications; Power Automate cloud flows; Send push notification V2; Dataverse-triggered seller automation.


Question 2

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?

Correct Answer: C. Rounding Amount
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.


Question 3

A company is using AI agents in Dynamics 365 Sales.

The company requires that the agent must do the following:

* Research incoming leads and generate initial outreach email.

. Autonomously contact leads, follow up, and evaluate qualification during the process.

You need to identify which AI agent in Sales supports these requirements.

Which agent type should you use?

Correct Answer: B. Sales Qualification Agent: Research and engage
Explanation:

The correct agent type is Sales Qualification Agent: Research and engage. The requirement is specifically about inbound lead processing: researching incoming leads, generating outreach, autonomously contacting leads, following up, and evaluating qualification during the engagement process. Microsoft defines Sales Qualification Agent as the AI agent used to automate lead qualification in Dynamics 365 Sales, especially for high-volume inbound leads from sources such as websites, events, and webinars. In Research and engage mode, the agent researches the lead, evaluates fit using target customer profile and BANT criteria, sends personalized outreach emails, engages based on responses, sends follow-up emails, detects positive intent, and then hands promising leads to sellers.

Research-only mode is not enough because it generates a draft outreach email for seller review but does not send outreach emails or detect positive intent from responses. Microsoft's mode comparison explicitly shows that BANT checking, sending outreach, detecting positive intent, and follow-up emails are available in Research and engage mode, not Research-only mode. Sales Close Agent options are wrong because they apply to opportunity/deal execution, not initial lead qualification.

References/topics: Sales Qualification Agent; Research and engage mode; lead research; outreach automation; BANT qualification; AI-driven lead prioritization.


Question 4

You are implementing an agent in Dynamics 365 Sales for a company.

The customer runs weekly webinars that generate thousands of inbound leads.

The sales team needs to automate the first part of qualification but transfer promising leads to sellers.

The marketing team needs to analyze lead information and determine qualification possibility. However, all outreach to prospects must be managed by human sellers due to compliance requirements.

You have the following requirements for the agent:

. The agent must research inbound leads and if they match the target customer profile.

. The agent must evaluate Budget, Authority, Need, and Timeline during early engagement before transferring to sellers.

. The agent must send the initial outreach email automatically, manage responses, and detect positive intent.

. The leads that do NOT match the target customer profile should be disqualified automatically, and sales supervisors should be notified.

. The qualified and positive intent leads should be transferred to sellers.

You need to determine which configuration should be used.

Which agent and mode should you use?

Correct Answer: C. Sales Qualification Agent in Research and engage mode.
Explanation:

The correct configuration is Sales Qualification Agent in Research and engage mode. The question contains one conflicting sentence about human-managed outreach, but the explicit agent requirements require autonomous outreach, response handling, BANT evaluation, positive-intent detection, disqualification of poor-fit leads, supervisor notification, and seller handoff. Those capabilities map only to Research and engage mode.

Microsoft's Sales Qualification Agent documentation states that both modes can research leads and check target customer profile fit, but only Research and engage mode checks BANT criteria, sends outreach emails, detects positive intent, sends follow-up emails, and engages with leads based on their responses. Microsoft's handoff criteria documentation also states that BANT criteria are only used by Research and engage mode, and that leads satisfying BANT and purchase-interest criteria are handed over to sellers, while leads that do not satisfy the configured criteria are disqualified and added for supervisor review.

Option B or D would be correct only if the controlling requirement were strictly ''human sellers must manage all outreach.'' But the listed automation requirements go beyond Research-only mode, so the exam answer is C.

References/topics: Sales Qualification Agent; Research and engage mode; target customer profile; BANT; purchase intent; lead handoff; supervisor review.


Question 5

Your company is preparing sellers for complex enterprise opportunities.

The company wants sellers to gather relevant insights before initial account engagement.

You need to determine when using the Sales Research Agent is appropriate.

In which two scenarios are you able to use the Sales Research Agent? Each correct answer is a complete solution. Choose two.

NOTE: Each correct selection is worth one point.

Correct Answer: B. Analyze internal data sources only without querying the web if Bing search consent is disabled.; C. Analyze business performance by asking questions and receiving an AI-generated blueprint and then iterating using follow-up questions on the canvas.
Explanation:

The correct scenarios are B and C. Sales Research Agent is designed for research and analysis, not autonomous record updates or email engagement. Microsoft describes the agent as an AI-powered research canvas that lets users solve complex business questions through natural language, generate research blueprints, review sales-data insights, and ask follow-up questions to refine the analysis. It can use Dynamics 365 Sales data, uploaded offline files such as CSV, Excel, or PDF, and connected data sources to support pipeline exploration and sales operations analysis.

Option B is correct because Microsoft states that Sales Research Agent may use Bing Search only when the Bing search consent setting is enabled. When Bing search is disabled, the agent operates only on internal data sources that the user already has permission to access. Option C is also correct because the agent generates a research blueprint with visualizations and a text overview, and users can continue iterating by asking follow-up questions or changing visualizations on the canvas. Option A is wrong because Sales Research Agent is analytical; it does not update opportunities with risk or importance values. Option D is wrong because automatic email engagement is the domain of sales/qualification engagement agents, not Sales Research Agent.

References/topics: Sales Research Agent; research canvas; AI-generated blueprints; Bing search consent; internal sales data analysis; intelligent opportunity research.


Question 6

You manage Dynamics 365 Sales.

The sales managers want to confirm that the Sales Close Agent generates insights that help progress deals. When monitoring the Sales Close Agent, you observe that some engagements are failing.

You need to determine how the Sales Close Agent handles engagement failures.

How should you expect the agent to behave when an error occurs?

Correct Answer: D. Retries up to three times within the next hour. If those attempts fail, the system retries over the next three days. If the agent continues to fail, it is marked as a failure.
Explanation:

The correct behavior is that the Sales Close Agent retries up to three times within the next hour, using an exponential backoff strategy. If those immediate attempts fail, the system continues retrying the engagement over the next three days. If the engagement still fails after that retry window, the record is marked as a failure. Microsoft's Sales Close Agent documentation explicitly describes this retry pattern for engagement errors and also identifies the possible run statuses as Active, Failure, and Completed.

Option A is wrong because the agent does not retry only once after 24 hours, and failed records are not marked Completed. Option B is wrong because the agent has a defined automatic retry cycle before failure status is finalized. Option C is also wrong because the retry behavior is bounded; it does not retry indefinitely every few minutes. The failure handling is controlled, time-limited, and designed to avoid uncontrolled AI-credit consumption while still giving transient failures a chance to recover. This matters for sales managers because failed engagements must be monitored and remediated through the Sales Agent Runs view rather than assuming every selected record was successfully progressed.

References/topics: Sales Close Agent; engagement processing; retry behavior; Sales Agent Runs monitoring; opportunity/deal progression.


Question 7

You configure Dynamics 365 Sales for a company.

Sales managers require sellers to use a structured lead qualification process before converting leads to opportunities.

You need to ensure sellers use a structured lead qualification process.

What should you configure?

Correct Answer: D. Business process flow
Explanation:

The correct configuration is Business process flow. A structured lead qualification process requires sellers to move through defined stages and steps before a lead is converted into an opportunity. Microsoft describes business process flows as a way to guide users through stages of sales, marketing, or service processes toward completion. Business process flows can also include branching logic and defined steps, which makes them the correct mechanism for standardizing how sellers qualify leads before conversion.

The other options do not enforce a structured qualification path. Sales accelerator helps prioritize seller activities and guide daily work, but it is not the core process-control mechanism for lead qualification. Lead activity timeline displays activities, emails, notes, and interactions; it does not define qualification stages. Lead assignment rules route leads to sellers or teams, but they do not structure the seller's qualification steps. Predictive lead scoring helps prioritize leads by likelihood to qualify, but it does not require sellers to complete a defined qualification process. Therefore, to make sellers follow a controlled lead qualification sequence before converting leads to opportunities, configure a Business process flow.

References/topics: Business process flows; lead qualification; structured sales process; lead-to-opportunity conversion; Dynamics 365 Sales process guidance.


Question 8

You are preparing to deploy AI agents for a company's sellers.

The company wants to ensure that AI capacity is available before agents begin operating.

You need to configure Dynamics 365 so AI agents can consume AI credits.

Which action should you perform?

Correct Answer: B. Assign AI capacity to the Dynamics 365 environment.
Explanation:

The correct action is to assign AI capacity to the Dynamics 365 environment. AI agents and AI-powered features run inside a Power Platform/Dynamics 365 environment, and the environment must have available AI capacity or credits before those features can execute reliably. Microsoft's AI capacity guidance states that once acquired, AI credits can be allocated or assigned to a specific environment, and when an environment has access to the credits, AI features are enabled in that environment. It also states that if consumption exceeds available credits, some features may be blocked.

Option A is wrong because creating a new environment does not automatically provide AI capacity. The existing Dynamics 365 Sales environment can consume AI credits only when capacity is assigned or available to it. Option C is also wrong because Copilot Studio author permissions allow users to design or create agents; that is an authoring permission, not a capacity configuration. Option D is useful after deployment because administrators can monitor consumption in the Power Platform admin center, but monitoring does not make credits available. Microsoft also notes that AI Builder capacity is licensed as an add-on that must be allocated to a Power Platform environment by an administrator.

References/topics: AI capacity allocation; Copilot/AI credits; Power Platform environment capacity; Dynamics 365 Sales AI agents; agent deployment prerequisites.


Question 9

A company uses the Sales Qualification Agent to analyze leads and determine qualification probability.

The Sales Qualification Agent is configured in Research-only mode. The agent processes a lead and determines the lead's target customer profile suitability is Low.

You need to determine the outcome of the agent's action.

What should you infer about the agent?

Correct Answer: B. Disqualifies the lead, notifies the supervisor, and the lead continues to be assigned to the agent.
Explanation:

The correct outcome is that the agent disqualifies the lead, notifies the supervisor, and the lead continues to be assigned to the agent. In Research-only mode, the Sales Qualification Agent evaluates whether the lead fits the target customer profile. Microsoft states that when target customer profile suitability is high or medium, the lead is handed over to a seller according to the configured assignment rule. When target customer profile suitability is low, the agent disqualifies the lead, notifies the supervisor, and the lead remains assigned to the agent.

Option A is wrong because Research-only mode does not always transfer every lead to a seller; low-fit leads can be disqualified. Option C describes Research and engage behavior, where the agent sends outreach, manages responses, and hands over leads when positive intent is detected. Research-only mode generates outreach drafts but does not send outreach emails or engage with leads. Option D is also wrong because BANT criteria are only used by Research and engage mode, not Research-only mode. Therefore, a low target customer profile suitability result in Research-only mode results in agent disqualification and supervisor notification.

References/topics: Sales Qualification Agent; Research-only mode; target customer profile suitability; lead disqualification; supervisor notification; lead handoff rules.


Question 10

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?

Correct Answer: A. Opportunity summary
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.

References/topics: Copilot opportunity summary; custom opportunity forms; AI-generated sales record summaries; seller productivity in Dynamics 365 Sales.