Exam Name: Accelerating Sales Pipelines with AI in Dynamics 365
Certification Provider: Microsoft
Corresponding Certification: Microsoft Certified: Dynamics 365 Sales AI Consultant Associate
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Updated: Sep 15, 2026
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Microsoft AB-210 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Optimize AI-driven sales workflows and insights | 20-25% | - Implement predictive scoring and relationship intelligence - Set up conversational intelligence - Configure Sales accelerator and work distribution - Configure Copilot for Sales |
| Extend and enhance sales solutions with AI | 10-15% | - Deploy and manage AI agents - Implement collaboration features - Monitor and optimize AI performance - Configure reporting and visualization |
| Develop deals by using intelligent opportunity research | 25-30% | - Configure forecasting and goal management - Deploy and configure Sales Close Agent - Use AI for opportunity research and insights - Optimize opportunity management workflows |
| Configure Dynamics 365 Sales core features for AI | 15-20% | - Set up core sales entities and relationships - Design and configure sales data model - Integrate Microsoft Power Platform components - Configure security and access for AI features |
| Qualify and prioritize leads by using AI | 15-20% | - Implement Sales Qualification Agent - Configure lead qualification processes - Fine-tune predictive lead scoring models - Automate lead routing and prioritization |
Microsoft Accelerating Sales Pipelines with AI in Dynamics 365 Sample Questions:
A seller asks Copilot to identify important customer concerns discussed across multiple emails before preparing a proposal. Which capability should be used?
- A. Forecast recalculation
- B. Goal Management
- C. Duplicate detection
- D. Conversation summarization
Correct Answer: D 🗳️
Explanation: Only visible for PremiumVCEDump members. You can sign-up / login (it's free).
Hotspot Question
You are configuring Dynamics 365 Sales for a company.
Sales leadership wants to track monthly revenue targets for each seller and evaluate whether targets are achieved.
The configuration must include the following:
- Define measurable sales targets.
- Aggregate opportunity revenue.
You need to configure the system so that the sales performance can be measured using defined targets.
What should you configure for each requirement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Correct Answer:
Explanation:
The correct configuration for defining measurable sales targets is Goal metric. In Dynamics 365 Sales, goals are measured by using goal metrics, which define what is being measured and how performance is calculated. Microsoft's goal documentation explains that goals help measure progress toward targets such as revenue, while goal metrics and their rollup fields define the values used to calculate performance against those targets.
To aggregate opportunity revenue, use the Rollup column. A goal metric uses rollup fields/columns to calculate actual, in-progress, or custom values. Microsoft specifically describes a money-based goal metric that uses the Opportunity table and the opportunity actual revenue field to track money amounts from opportunities closed as won. This matches the requirement to aggregate opportunity revenue for monthly seller targets. Rollup query is not the best answer because it only adds filtering criteria to an existing goal metric, such as limiting records by owner, territory, or other conditions; it does not define the revenue aggregation itself. Goal hierarchy organizes parent-child goals, and forecasting supports pipeline projections, but neither defines the measurable target calculation or aggregates opportunity revenue for goal achievement.
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?
- A. No
- B. Yes
Correct Answer: A 🗳️
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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?
- A. Evaluates the Budget, Authority, Need, and Timeline criteria.
- B. Always transfers the lead to a seller for outreach and does not disqualify leads in Research-only mode.
- C. Disqualifies the lead, notifies the supervisor, and the lead continues to be assigned to the agent.
- D. Sends a personalized outreach email automatically and transfers the lead only when it detects positive intent.
Correct Answer: C 🗳️
Explanation: Only visible for PremiumVCEDump members. You can sign-up / login (it's free).
A sales director wants representatives to focus on high-priority prospects every morning without manually reviewing hundreds of records. Which feature best supports this objective?
- A. Audit History
- B. Duplicate Rules
- C. Security Roles
- D. Sales Accelerator worklist
Correct Answer: D 🗳️
Explanation: Only visible for PremiumVCEDump members. You can sign-up / login (it's free).
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