Accelerating Sales Pipelines with AI in Dynamics 365 (AB-210) practice questions

Domain coverage 4 domains

• Design and Configure AI-Enhanced Sales Solutions
• Manage Sales Pipelines and Lead-to-Cash Flows
• Deploy and Extend Autonomous AI Agents
• Analyze Sales Data and Revenue Insights

Sample questions 10 of 100 shown

1. Q1 Configure Dynamics 365 Sales core features for AI (15-20%)

   A sales organization is deploying Dynamics 365 Sales. Sales representatives report that emails they send from Outlook do not appear on the contact timeline. What must be configured first?

   1. Create a business process flow on the email table.
   2. Configure server-side synchronization, then approve and test each seller's mailbox.
   3. Create a Power Automate flow to copy emails to Dataverse.
   4. Configure the Sales accelerator work queue.

   Mailbox tracking relies on server-side synchronization. Each mailbox must be associated with a user, approved by an admin, and tested to ensure healthy sync status. Without this, sent and received emails do not flow to the timeline. Business process flows guide stages but do not synchronize mail. Custom Power Automate flows are unnecessarily complex. The Sales accelerator surfaces work items but does not handle mailbox synchronization.
2. Q2 Configure Dynamics 365 Sales core features for AI (15-20%)

   A sales manager needs to see all opportunities within their business unit, while sales representatives should only see opportunities they own. What is the supported approach?

   1. Create two model-driven apps, one for each role.
   2. Assign security roles where the manager role provides Business Unit-level read access to the Opportunity table and the representative role provides User-level read access.
   3. Add a business process flow that hides records.
   4. Use Power BI reports with row-level security instead of the Sales app.

   The Dataverse security model controls record visibility through security roles and their access levels. Granting Business Unit-level read access to the Opportunity table for the manager role and User-level read access for the representative role achieves the required visibility. Separate apps do not change record-level security. Business process flows guide records through stages but do not enforce read access. Moving reports to Power BI does not solve in-app visibility.
3. Q3 Configure Dynamics 365 Sales core features for AI (15-20%)

   A sales team wants every opportunity to follow a consistent guided stage process — Qualify, Develop, Propose, and Close — with mandatory fields at each stage. What should be configured?

   1. A Power Automate cloud flow triggered on opportunity update.
   2. A business process flow on the Opportunity table.
   3. A goal metric with a rollup field.
   4. The opportunity pipeline view.

   A business process flow provides a visual, stage-based path for sellers and can require mandatory fields before a stage is completed — exactly matching the requirement. Cloud flows can automate background operations but do not present guided stages. Goal metrics measure attainment. The opportunity pipeline view visualizes deals but does not enforce a stage process.
4. Q4 Configure Dynamics 365 Sales core features for AI (15-20%)

   An organization sells the same products in the US and EU and needs to quote in both USD and EUR. What is the correct approach for configuring pricing?

   1. Store one USD price and let Dynamics convert using daily exchange rates at runtime.
   2. Create one price list and add a currency field to each product.
   3. Create a separate price list for each currency, ensure each product has a price list item in both price lists, and select the correct price list on the opportunity.
   4. Use a Power Automate flow to recalculate prices when the currency changes.

   Price lists in Dynamics 365 Sales are currency-specific. To quote in both USD and EUR, you create a price list for each currency, add price list items for each product in both price lists, and select the appropriate price list on the opportunity or quote. Relying on runtime conversion produces inconsistent quoted prices. A currency field on a product does not drive price list selection. Recalculation flows are unnecessary when native price lists already model the requirement.
5. Q5 Configure Dynamics 365 Sales core features for AI (15-20%)

   When setting up Dynamics 365 Sales for the first time, what is the prerequisite for enabling server-side synchronization for email processing?

   1. Configure an Exchange online shared mailbox for all users.
   2. Configure the email server profile and associate it with the organization's Exchange environment.
   3. Enable the Sales accelerator feature first.
   4. Install the Dynamics 365 App for Outlook.

   Server-side synchronization requires an email server profile that defines the connection to the organization's Exchange environment. The profile specifies authentication, synchronization direction, and folder-level tracking. A shared mailbox is not required. The Sales accelerator and App for Outlook are separate features that depend on, rather than enable, server-side sync.
6. Q6 Configure Dynamics 365 Sales core features for AI (15-20%)

   An administrator needs to import 5,000 legacy lead records into Dynamics 365 Sales. Which tool supports this with data mapping and error handling?

   1. Excel Online add-in
   2. Import from CSV in the Sales app settings
   3. Data Management import wizard in Power Platform admin center
   4. SQL Server Integration Services

   The Data Management import wizard in the Power Platform admin center supports importing records from CSV files, provides column mapping, duplicate detection, and detailed error logs. The Excel add-in is for individual record editing, not bulk import. The Sales app settings import is limited. SSIS requires custom development and is not a native Dynamics 365 tool.
7. Q7 Configure Dynamics 365 Sales core features for AI (15-20%)

   A sales organization uses SharePoint Online for storing customer documents. What must be configured to enable document management integration between Dynamics 365 Sales and SharePoint?

   1. Enable server-side synchronization.
   2. Enable SharePoint document management in the Power Platform admin center and set up document associations for relevant tables.
   3. Configure the Sales mobile app.
   4. Enable Teams integration for the Sales app.

   SharePoint document management is enabled through the Power Platform admin center. Once enabled, document associations must be configured for relevant tables (Account, Contact, Opportunity) so that documents are stored in corresponding SharePoint folders. Server-side sync handles email, not documents. The mobile app and Teams integration are separate capabilities.
8. Q8 Configure Dynamics 365 Sales core features for AI (15-20%)

   What is the purpose of creating product families in the Dynamics 365 Sales product catalog?

   1. To organize products into hierarchical groups for easier management and inheritance of properties.
   2. To enable discounts for a group of products.
   3. To automatically upsell related products to customers.
   4. To bundle products for simplified pricing.

   Product families allow hierarchical organization of products into parent-child groups. Properties and pricing structures can be inherited from parent to child products, simplifying catalog management. Discounting and upselling are achieved through other mechanisms. Bundling is done through product bundles, not families.
9. Q9 Configure Dynamics 365 Sales core features for AI (15-20%)

   A company operates in multiple countries and uses different currencies. What is the recommended approach for managing price lists across currencies?

   1. Create a single price list with all currencies enabled.
   2. Create one price list per currency and use the currency field on opportunities to select the correct one automatically.
   3. Create multiple price lists, each assigned to a specific currency, and select the appropriate price list on opportunities and quotes.
   4. Use the default price list and apply currency conversion at the time of invoicing.

   Price lists are currency-specific in Dynamics 365. The correct approach is to create a separate price list for each currency. When creating opportunities or quotes in a specific currency, the corresponding price list is selected to ensure accurate pricing. Currency is selected per record, not per price list. Invoicing conversion introduces pricing inconsistencies.
10. Q10 Configure Dynamics 365 Sales core features for AI (15-20%)

    A business process flow in Dynamics 365 Sales is configured for the Opportunity table. What happens when a seller moves to a new stage that has mandatory fields configured?

    1. The stage advances immediately and missing data can be filled later.
    2. The seller must populate all mandatory fields in the current stage before advancing to the next stage.
    3. The stage advances but an automatic email notification is sent to the manager.
    4. The seller cannot move backward to previous stages.

    Business process flows enforce data integrity by requiring mandatory fields to be populated before a stage can be completed and the process advances. This ensures that required data is captured at each step of the process. Missing data blocks stage advancement, and sellers can typically navigate backward if allowed in the configuration.

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