Examens: Accelerate sales pipelines with AI in Dynamics 365 (AB-210)

As a candidate for this Microsoft Certification, you design and configure AI-enhanced sales solutions by using Dynamics 365 Sales, Copilot in Dynamics 365 Sales, and agent capabilities to help sellers work more efficiently throughout the lead-to-cash process. You translate business requirements into practical seller workflows enhanced with conversational intelligence, predictive insights, guided automation, and secure data access.

In this role, you work closely with sales, operations, and IT stakeholders to help ensure that solutions align with revenue goals and process optimization.

You perform the following design and implementation tasks:

- Configure Dynamics 365 Sales core features.

- Deploy, manage, and monitor agents in Sales.

- Implement collaboration features.

- Tailor AI-powered intelligence features.

Updated July 2026

Candidates should be able to :

• Configure Dynamics 365 Sales core features for AI (15–20%)
• Optimize AI-driven sales (20–25%)
• Qualify and prioritize leads by using AI (15–20%)
• Develop deals by using intelligent opportunity research (25–30%)
• Extend and enhance Sales (10–15%)

Configure Dynamics 365 Sales core features for AI (15–20%)

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

Optimize AI-driven sales (20–25%)

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

Qualify and prioritize leads by using AI (15–20%)

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

Develop deals by using intelligent opportunity research (25–30%)

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

Extend and enhance Sales (10–15%)

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

It is highly recommended that candidates complete training in intermediate-level Microsoft Power Platform configuration before taking this certification exam. Additionally, you must have functional knowledge of:

• Interpreting an organization’s sales processes and seller experience.
• Building and extending model-driven apps.
• Building Power Automate cloud flows.