Accelerating Sales Pipelines with AI in Dynamics 365 (AB-210) Practice Test
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The Microsoft Dynamics 365 AB-210 certification exam, 'Accelerating Sales Pipelines with AI in Dynamics 365,' validates the advanced skills required to leverage artificial intelligence within the Microsoft Dynamics 365 Sales ecosystem. This certification is designed for sales operations professionals, functional consultants, and sales managers who aim to modernize their sales processes through AI-driven insights. Earning this credential demonstrates proficiency in configuring core AI features, optimizing sales workflows, qualifying leads using predictive models, and conducting intelligent opportunity research. As organizations increasingly adopt AI to enhance customer relationship management, certified professionals are positioned to drive significant business value by reducing manual tasks and increasing conversion rates. This exam bridges the gap between traditional CRM administration and modern, data-driven sales strategies, ensuring candidates can effectively implement and manage AI tools that accelerate deal cycles and improve forecasting accuracy. It is a critical step for those looking to specialize in the intersection of sales operations and artificial intelligence within the Microsoft Power Platform and Dynamics 365 suite.
Preguntas de Muestra
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A Dynamics 365 Commerce administrator wants to enable Copilot-generated summaries for statement posting. On which pages will these summaries appear?
A project manager wants to streamline the approval process for time, expense, and material transactions. What does the Time and Expense Agent do as an initial step?
A Dynamics 365 Finance administrator wants to enable a feature that lets users discover, configure, and manage autonomous AI-powered agents. Which feature should the administrator enable?
A sales operations manager stops the autonomous Sales Qualification Agent. What happens to leads that are already in the pipeline?
A sales manager wants to enable premium forecasting to improve forecast accuracy. What does premium forecasting use to predict future revenue outcomes?
Qué temas cubre este examen
Usa las ponderaciones publicadas de los dominios para planificar tu estudio. Los resultados de práctica no predicen tu puntuación en el examen de certificación.
01Develop deals by using intelligent opportunity research
This domain centers entirely on strategic opportunity management, automating deal closures through specific agents, and gathering deep deal intelligence reliably via research features to support sales professionals effectively.
Temas
- Optimize opportunity management
- Automate deal closing by using the Sales Close Agent
- Gather intelligence on sales deals by using the Sales Research Agent
Objetivos de aprendizaje
- Optimize opportunity management: Coordinate opportunity management with the Sales Close Agent; Add Opportunity Products, and configure pricing; Configure the opportunity pipeline view; Set up and configure the Sales Opportunity Agent
- Automate deal closing by using the Sales Close Agent: Set up and configure the Sales Close Agent; Interpret the actions of the Sales Close Agent; Monitor the Sales Close Agent; Collaborate with the Sales Close Agent
- Gather intelligence on sales deals by using the Sales Research Agent: Evaluate use cases for the Sales Research Agent; Configure the Sales Research Agent; Analyze sales performance by using research canvas
02Optimize AI-driven sales
This domain focuses heavily on optimizing AI-driven sales strategies, preparing teams to deploy intelligent agents, and configuring advanced intelligence and actionable insights features within the platform environment to maximize overall business efficiency.
Temas
- Design an AI-first sales strategy
- Prepare to deploy agents
- Configure AI-powered intelligence and insights features
Objetivos de aprendizaje
- Design an AI-first sales strategy: Augment seller workflows by using Copilot and agents; Design the sales data model in Dataverse; Evaluate options for reporting and visualization; Differentiate features in Sales plans
- Prepare to deploy agents: Configure prerequisites for deploying agents; Configure capacity, billing, and credits
- Configure AI-powered intelligence and insights features: Configure the Sales accelerator; Configure work assignment and distribution; Set up conversational intelligence; Configure predictive scoring; Set up relationship intelligence; Configure Copilot features, including record summarization; Configure and use forecasts to help improve sales performance; Set up goals and goal metrics
03Configure Dynamics 365 Sales core features for AI
This specific domain covers configuring Dynamics 365 Sales core features for advanced artificial intelligence readiness, including setting up product catalogs and managing application components required for daily business operations and administrative tasks.
Temas
- Configure Sales
- Create and manage the product catalog
Objetivos de aprendizaje
- Configure Sales: Evaluate prerequisites for deploying Sales; Configure mailboxes; Set up and configure business process flows; Configure the timeline; Evaluate options for importing and exporting data; Examine the Sales security model; Configure Microsoft 365 functionality, including Microsoft Teams, SharePoint, Outlook, and OneDrive
- Create and manage the product catalog: Configure products and product families; Create and manage price lists, including currencies
04Qualify and prioritize leads by using AI
This domain involves generating and nurturing prospective leads while automating complex lead qualification processes efficiently by leveraging the capabilities of unique agents within the Dynamics 365 sales environment for modern organizations.
Temas
- Generate and nurture leads
- Automate lead qualification by using the Sales Qualification Agent
Objetivos de aprendizaje
- Generate and nurture leads: Configure the lead and opportunity experience; Fine-tune the predictive scoring model
- Automate lead qualification by using the Sales Qualification Agent: Evaluate use cases for Research-only mode configuration versus Research and engage mode configuration; Configure the Sales Qualification Agent; Interpret the actions of the Sales Qualification Agent; Monitor the Sales Qualification Agent
05Extend and enhance Sales
This domain covers expanding the overall enterprise sales footprint by configuring supporting applications and services, integrating necessary external components, and utilizing Microsoft Power Platform components to deliver complete solutions for customers.
Temas
- Configure supporting apps and services
- Expand the sales footprint by using Microsoft Power Platform
Objetivos de aprendizaje
- Configure supporting apps and services: Deploy and configure the Sales mobile app; Set up Teams calling; Configure an SMS channel
- Expand the sales footprint by using Microsoft Power Platform: Create Power Automate flows; Embed Power Apps components and controls; Embed Power BI reports