Practice configuring the Dynamics 365 Sales foundations that support AI-powered seller experiences. Questions cover security, product catalog setup, deployment preparation, and AI configuration.
10 questions covering this official AB-210 domain.
Q01 - Question
An administrator is configuring the Sales Research Agent. Sellers use company-specific terminology for territories and deal stages, and the agent returns results that misinterpret those terms. Where should the administrator record this organizational terminology?
Domain: Configure Dynamics 365 Sales core features for AI (15–20%) Type: Single choice
- A. In the business functions defined for specific use cases
- B. In the Dataverse data connections used by the agent
- C. In the general context provided to the agent
- D. In the entity metadata descriptions for opportunity records
C is correct.
Explanation: General context is where you supply organization-wide information, such as company-specific terminology, so the agent interprets seller questions consistently.
A is incorrect: Business functions target individual use cases and are not the place to define terminology that applies across all research requests.
B is incorrect: Dataverse data connections determine which data the agent can read and respect user permissions, but they do not define terminology.
D is incorrect: Good metadata quality improves results, but the terminology used across the organization is captured as general context rather than through record-level metadata edits.
Q02 - Question
You are preparing an environment for the Sales Opportunity Agent. Before you configure the agent profile and opportunity filters, which environment-level prerequisite must you verify so the agent can retrieve records for research?
Domain: Configure Dynamics 365 Sales core features for AI (15–20%) Type: Single choice
- A. Synchronize a shared mailbox
- B. Create a compliance profile
- C. Enable Dataverse Search
- D. Register an application in Microsoft Entra ID
C is correct.
Explanation: Enabling Dataverse Search is a prerequisite for the Sales Opportunity Agent. It allows the agent to search and retrieve CRM records for opportunity research.
A is incorrect: Synchronizing a shared mailbox is a prerequisite for the Sales Close Agent to send outbound customer-facing email, not for the Sales Opportunity Agent.
B is incorrect: Creating a compliance profile is a configuration step for the Sales Close Agent to govern contact consent.
D is incorrect: Registering an application in Microsoft Entra ID is a prerequisite for the Sales Close Agent, not the Sales Opportunity Agent.
Q03 - Question
An administrator signs in to the Sales Hub app and must review and change the configuration of the AI and sales insights capabilities that sellers use. Which area of the Sales Hub app should the administrator open?
Domain: Configure Dynamics 365 Sales core features for AI (15–20%) Type: Single choice
- A. Sales Insights Settings
- B. Sales
- C. Personal Settings
- D. App Settings
A is correct.
Explanation: The Sales Hub app includes a Sales Insights Settings area, which is where the sales insights and AI capabilities are configured.
B is incorrect: The Sales area is where sellers work with records such as accounts, contacts, leads, opportunities, and activities, not where insights settings are configured.
C is incorrect: Personal Settings applies to options for the signed-in user and does not control the sales insights configuration for the app.
D is incorrect: App Settings covers general app configuration, while the insights and AI capabilities have their own dedicated settings area.
Q04 - Question
You are the system administrator for a Dynamics 365 Sales environment. Sellers need to send and receive text messages from customer records in the browser. You have an account with a supported text messaging provider and a purchased phone number. What must you do first in Dynamics 365 Sales?
Domain: Configure Dynamics 365 Sales core features for AI (15–20%) Type: Single choice
- A. Add the Sales phone number control to the Mobile Phone field on the Contact form.
- B. Change the owner of a provider phone number on the Phone numbers tab.
- C. Enable the text messaging (SMS) channel in Sales settings, and then create the provider record.
- D. Assign the purchased phone number to a team before you configure the provider.
C is correct.
Explanation: Enable the text messaging channel in Sales settings before you create a provider record. After the channel is enabled, you select a supported provider such as Azure Communication Services, Infobip, LINK Mobility, Telesign, Twilio, or Vibes, add the purchased phone number, and assign its owner users or teams.
A is incorrect: Adding the Sales phone number control to a form exposes messaging on that form, but the control has no messaging channel to use until text messaging is enabled and a provider is configured.
B is incorrect: You can change the owner of a phone number only after a provider record and its phone number exist.
D is incorrect: A phone number is added and assigned as part of provider configuration, so you cannot assign it before the channel is enabled and the provider record is created.
Q05 - Question
A seller who owned a provider phone number has left the organization. Their customer text message conversations must now be handled by an inside sales team that shares the same number. You want to keep the existing number. What should you do?
Domain: Configure Dynamics 365 Sales core features for AI (15–20%) Type: Single choice
- A. In Sales Hub App Settings, open SMS providers, open the Phone numbers tab, and change the owner of the number to the team.
- B. Delete the phone number record and purchase a new number from the provider for the team.
- C. Add the Sales phone number control to a form for each member of the team.
- D. Disable the text messaging channel and enable it again to clear the number's ownership.
A is correct.
Explanation: Ownership of a provider phone number is changed in Sales Hub App Settings. Open SMS providers, select the provider, use the Phone numbers tab, and set the owner to another user or to a team. The number and its additional properties are retained.
B is incorrect: Purchasing a replacement number is unnecessary because ownership of the existing number can be edited, and each provider phone number must be unique.
C is incorrect: The Sales phone number control determines where messaging appears on a form. It does not control who owns a provider phone number.
D is incorrect: Turning the channel off and on is not the documented way to reassign a number, and provider configuration depends on the channel being enabled.
Q06 - Question
Your organization runs Dynamics 365 Sales in a Government cloud tenant, and a subsidiary runs an on-premises deployment. Field sellers in both groups request the optimized Dynamics 365 Sales mobile app for iOS and Android. What should you tell the two groups?
Domain: Configure Dynamics 365 Sales core features for AI (15–20%) Type: Single choice
- A. Both groups can use the app after you enable relevance search in each environment.
- B. Only the on-premises sellers can use the app, because the app connects directly to the local server.
- C. Neither group can use the app, because it is not supported in Government or Sovereign clouds or in on-premises deployments.
- D. Both groups can use the app if the sellers install it on phones instead of tablets.
C is correct.
Explanation: The optimized Sales mobile app is not supported in China, in Government or Sovereign clouds, or in on-premises deployments, so sellers in either group cannot use it and you need a different plan for their field scenarios.
A is incorrect: Relevance search supports search in the app, but it does not extend the app to unsupported clouds or deployments.
B is incorrect: On-premises deployments are explicitly outside the supported deployments for the app.
D is incorrect: The phone form factor relates to where the optimized experience runs, not to whether the deployment or cloud is supported.
Q07 - Question
You install the Dynamics 365 Sales mobile app for a new field sales team. The sellers download the app on their phones, but they cannot sign in to the environment. What should you verify first?
Domain: Configure Dynamics 365 Sales core features for AI (15–20%) Type: Single choice
- A. The sellers' security roles include the Dynamics 365 for mobile privilege.
- B. Relevance search is enabled for the environment.
- C. Server-side synchronization and approved email are configured for each mailbox.
- D. The sellers have tablets available so they can use the optimized experience.
A is correct.
Explanation: Sellers need the Dynamics 365 for mobile privilege assigned before they sign in to the Sales mobile app, so confirm the privilege is included in their security roles.
B is incorrect: Relevance search supports the search experience in the app, but sign-in does not depend on it.
C is incorrect: Server-side synchronization and approved email support email and mailbox-related features, and read access to the Organization and Mailbox tables supports related data, but these settings do not grant app access.
D is incorrect: The optimized experience is phone-only, so adding tablets does not resolve a sign-in problem.
Q08 - Question
An opportunity was closed as lost because the customer canceled the budget. Three months later, the customer restores funding and wants to continue the same deal. The sales manager needs the existing activities, line items, and history to remain on one record. What should the salesperson do?
Domain: Configure Dynamics 365 Sales core features for AI (15–20%) Type: Single choice
- A. Reopen the closed opportunity and update its status and status reason so work can continue on the same record.
- B. Create a new opportunity and manually copy the products and activities from the lost opportunity.
- C. Close the lost opportunity as won so the record returns to an editable state.
- D. Move the business process flow back to the first stage, which changes the status to open.
A is correct.
Explanation: A closed opportunity can be reopened, which returns it to an open status so the team continues working on the original record with its existing activities, line items, and history.
B is incorrect: Creating a new opportunity duplicates the deal and leaves the earlier history on a separate closed record.
C is incorrect: Closing the record as won reports revenue that was never earned and still leaves the opportunity closed.
D is incorrect: Business process flow stages track progress through the sales process and are not the control that changes an opportunity from closed to open.
Q09 - Question
A sales operations team returns from a trade show with two sets of lead data. One set is a spreadsheet of 500 registrants exported from the event platform. The other set is a stack of printed business cards collected at the booth by sellers who work from the Dynamics 365 Sales mobile app. Which two lead creation methods should the team use to move this data into Dynamics 365 Sales?
Domain: Configure Dynamics 365 Sales core features for AI (15–20%) Type: Multiple choice
- A. Convert an incoming email message into a lead record
- B. Import the registrant data from a CSV or Excel file
- C. Use the Customer Insights integration to generate leads from segments
- D. Scan the business cards with the Dynamics 365 Sales mobile app
B and D are correct.
Explanation: Bulk import from a CSV or Excel file creates many lead records from the exported registrant file in one operation, and business-card scanning in the mobile app captures lead details from a printed card while the seller is still at the event.
A is incorrect: Email conversion creates a lead from an inbound message, so it does not help with a spreadsheet export or with printed cards.
C is incorrect: The Customer Insights integration creates leads from customer data and segments held in Customer Insights, not from a file the team exported from an event platform or from physical business cards.
Q10 - Question
During configuration of the Sales Qualification Agent, an administrator cannot select several sellers in the agent assignment rules. Those sellers use a custom security role instead of a standard sales role. What should the administrator do to resolve the issue?
Domain: Configure Dynamics 365 Sales core features for AI (15–20%) Type: Single choice
- A. Assign the sellers the Dataverse app user account that runs the agent.
- B. Recreate the Microsoft Entra app registration and grant the sellers access to it.
- C. Switch the agent from Research-only mode to Research and engage mode so seller assignment becomes available.
- D. Add lead, sales agent handover, agent result, agent profile, agent run, and agent configuration privileges to the custom security role.
D is correct.
Explanation: Custom security roles need lead, sales agent handover, agent result, agent profile, agent run, and agent configuration privileges so the sellers can be selected in agent assignment rules and can work with handed-over leads.
A is incorrect: The Dataverse app user with the AISalesPerson role runs the agent and is not assigned to individual sellers.
B is incorrect: The Microsoft Entra app registration is a setup prerequisite for the agent and does not grant sellers the record privileges required for assignment rules.
C is incorrect: The agent mode controls whether the agent engages prospects, not whether a seller with a custom role has the required privileges.